Gene MunsterApple as a Service Part 2: Services Offer Growth, Visibility, and ProfitabilityApple Services is the 2nd of 4 pillars to our Apple as a Service thesis. It consists of the App Store, Apple Music, iCloud, iTunes, Licensing/Google, Apple Care, and Apple Pay. Critical to Services visibility is stable iPhone growth, which…3-Minute Read Apple
Gene Munster, Will ThompsonData Supports the Shift to Apple as a ServiceOver the past several months we’ve written about a shift in Apple investment thinking to Apple as a Service. To date, the view has been slow to take root as evidenced by AAPL’s recent sell-off due to supply chain concerns.…5-Minute Read Apple
Gene Munster, Will ThompsonApple Preview: Validation of Apple as a ServiceWe believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Sep-18 results on Thursday, November 1st. This quarter’s numbers could serve as validation for 3 of the 4 pillars of this…3-Minute Read Apple
Gene MunsterApple as a Service Part 1: Entering a Period of Greater iPhone VisibilityOur perspective that the iPhone will be a stable business for the next few years will be the most controversial of the four pillars to our Apple as a Service thesis. Based on the size of the active iPhone install…5-Minute Read Apple
Gene MunsteriPhone Frictionless Upgrade a Subtle Example of Apple as a ServiceThis weekend, Loup Ventures purchased two new iPhones (Xs and Max) and an Apple Watch. We found it impressively easy to move data, settings, and passwords to the new devices. The migration uses a combination of iOS, iCloud, and App…2-Minute Read Apple
Andrew MurphyImagining Apple’s Next ServicesApple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…7-Minute Read Apple
Loup VenturesMobility as a Service Isn’t an App, It’s a SystemWritten by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation. Views…7-Minute Read Themes
Gene MunsterApple’s Progress With Apple PayOver the next 5-10 years, we believe augmented reality will emerge as the next dominant computing paradigm and that Google and Apple will provide the operating systems that power AR computing. The OS will need to incorporate core technologies including artificial intelligence,…5-Minute Read Apple, Augmented Reality
Gene Munster, Andrew MurphyEnjoy Is a Pure Play on Experiential Retail at HomeEvery 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…16-Minute Read Apple, Enjoy , Retail
Gene Munster, Will ThompsonTesla’s Balance Sheet Supports Upcoming Debt ServiceToday’s 13% drop in shares of TSLA diminishes the probability that the $920M note, due on March 1st, will convert to equity. If the stock fails to reach a share price of $360, the company will have to service the debt…2-Minute Read Tesla
