Gene MunsterApple’s Original Content Is Further Along Than You ThinkApple has 16 new shows in the works, comparable to Netflix in 2013 (its first year of original programming) when it had released 13 originals. We expect Apple to spend $900M on video content in 2018, growing to $4.2B by…6-Minute Read Apple, Netflix
Gene MunsterLoup TV 063: Food Delivery Is a Luxury Service, For NowGene and David discuss the high cost of food delivery and why usage continues to grow. Hint: consumers are buying leisure time.0-Minute Read Deepwater TV
Gene MunsterApple 5-Year Model; Expect Apple Glasses In FY20We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…5-Minute Read Apple, Augmented Reality
Gene MunsterApple TV+ Will Bolster Income GrowthApple TV+ has fallen under most investors’ radar, but that should change starting late next year. We expect Apple TV+ to have a measurable impact on FY22 net income growth This November marks the one-year anniversary of Apple TV+. Apple…4-Minute Read Apple, Themes
Gene Munster, Will ThompsonApple Card: The Next Step in a Digital WalletAmong Apple’s recent additions to their Services portfolio, Apple Card stands out as a significant departure from Apple’s core offerings. However, after two weeks of use and further reflection, the Apple Card seems like a natural extension of the ecosystem…5-Minute Read Apple
Gene MunsterApple Services Tracking To 20% Of Revenue In Five YearsApple Services Through 2022. We have written about the need for Apple to reinvent itself in the next decade through services and AR. The Services reinvention is already underway, accounting for 11.6% of revenue in 2016, and closer to 18%…5-Minute Read Apple, Augmented Reality
Gene Munster, Andrew MurphyThe Future of Apple Stores Is More DistributedDespite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…3-Minute Read Apple, Enjoy , Retail
Gene MunsterApple Readies to Fight for Your Monthly Video Wallet ShareConclusion. Get ready for another $10 a month drag on your credit card. It’s a rebranded, all in one Apple video and music offering in 2-3 years. An Emerging Area of Investment. It’s no secret that original content will be an…8-Minute Read Amazon, Apple , Audio , Loup Ventures Podcast , Netflix
Gene Munster, Andrew MurphyApple Car Is on the RoadmapReuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…5-Minute Read Apple, Tesla
Gene MunsterThe Apple Car’s Long and Winding RoadTalk related to Project Titan (Apple’s car ambitions) had been quiet for the past four months, until Bloomberg published a story detailing that the autonomous vehicle will be delayed, again. The Bloomberg reporting—which we believe to be accurate—begs the question:…7-Minute Read Apple
