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Gene Munster, Doug Clinton
Loup TV 150: Google’s Privacy Settings; Paramount’s $6B Content Budget; Zuckerberg’s Metamates
Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…
1-Minute Read
Apple
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Google
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Meta
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Themes
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
5-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Philosophy
Gene Munster, Andrew Murphy
Loup TV 139: Google Reports 32% Growth; Tesla FSD Recall; Walmart-Angi
Gene and Andrew discuss: GOOGL reported Q4 earnings this afternoon with a 32% growth y/y, which is a deceleration from 41% reported last quarter. To follow in Big Tech earnings — FB will report on February 2 and AMZN on…
1-Minute Read
Google
Gene Munster, Doug Clinton
Loup TV 137: The Week Ahead
Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…
0-Minute Read
Amazon
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Apple
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Google
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Meta
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Tesla
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Themes
Gene Munster, Doug Clinton
Loup TV 130: Netflix Casts Shadow Over Tech Earnings
Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…
1-Minute Read
Apple
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Google
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Netflix
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Themes
Gene Munster, Doug Clinton
Loup TV 118: Blackberry Tech Addiction, Google Dodges Regulation, OpenSea Raises $13.3B
Gene and Doug discuss three topics that caught their attention today: Takeaways: Today’s news that Blackberry has terminated its services is a reminder that the company was first on the market to inspire phone addiction. Smartphones leveled up user addiction…
1-Minute Read
Deepwater TV
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Future
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Google
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News
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Tech Addiction
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Technology
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Themes
Gene Munster
Loup’s 2022 Tech Predictions
Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…
10-Minute Read
5G
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Amazon
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Apple
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Autonomous Vehicles
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Future
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Future of Work
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Google
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Meta
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Microsoft
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Technology
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Tesla
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Themes
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Virtual Reality
Gene Munster
Apple & Amazon Read From Google, Microsoft & Twitter Results
Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…
4-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Snapchat
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Tesla
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Twitter
Gene Munster
Apple and Google’s Regulation Risk Silver Lining
Talk of Big Tech regulation has been a consistent theme over the past three years, and we heard more of it this week. A group of US senators introduced legislation (Open App Markets Act) that would require broad changes to…
4-Minute Read
Apple
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Google
Gene Munster
Big Tech Growth Answers Buried in 2019
June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…
4-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Tesla
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 101: Big Tech Earnings Show Durability
Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.
0-Minute Read
Amazon
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Apple
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Deepwater TV
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Google
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Markets
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Meta
Gene Munster
Autonomy Progress is Proving to be Slow
Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…
3-Minute Read
Autonomous Vehicles
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Google
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Tesla
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