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Tag: Gene Munster

  1. Gene Munster: There’s a disconnect between the fundamentals of Apple and the headlines

    As Apple slowly recovers from the melee over its China revenue miss…

  2. Netflix exits App Store, Apple as a service theme intact

    We believe the investing view on Apple is shifting to Apple as a Service…

  3. Gene Munster: Apple will be the best performing FAANG stock in 2019

    Move over, Netflix: Apple Inc. will be the best performing FAANG stock in 2019…

  4. Needham analyst supports Apple’s decision to stop providing unit sales data for iPhone, iPad and Mac

    If Apple must taketh away, it should giveth back, too…

  5. Gene Munster: Apple shares will more than double in three years

    Despite a strong start to the year, Apple is ending 2018 on something of a sour note…

  6. Apple outgrew unit sales

    In 2014, Apple management surprised many by announcing they were not going to disclose Apple Watch unit sales…

  7. Morgan Stanley: Apple’s services will grow to over $100 billion per year in 2023

    Katy Huberty from Morgan Stanley has taken a deep-dive into Apple’s services market segment…

  8. Apple rams their message home: Think ‘Apple as a Service’

    Apple reported its results for the Sept. 2018 quarter essentially in line with expectations…

  9. Now would be the time for Apple to buy Tesla, and kick Elon Musk out of the driver’s seat

    Elon Musk has put an end to his idea to take Tesla private, but still has a tough road ahead…

  10. Apple + Tesla is a fairy tale with a twist

    Apple and Tesla are single product visionaries. Single product visionaries create world-class consumer products…

  11. Could Apple make a play for Tesla?

    Once every decade, there’s a seismic shift in technology…

  12. Gene Munster: Apple is in a ‘paradigm shift’ that will make it worth even more than $1 trillion

    Apple’s hardware is actually performing like a subscription…

  13. The Street is underestimating the timing and impact of Apple going net cash neutral

    We expect Apple to return $300B to shareholders and to be net cash neutral by the end of…

  14. Apple’s original content is further along than you think with 16 new shows in the works

    At the helm of tApple’s content efforts are Jamie Erlicht and Zack Van Amburg…

  15. Apple: Where the modern corporation is going

    As Apple approaches a market cap of $1 trillion with a return on shareholder’s equity of 36.1 percent in 2017…

  16. Apple as a service: Services offer growth, visibility, and profitability

    Apple Services is the 2nd of 4 pillars to our Apple as a Service thesis…

  17. AAPL’s paradigm shift

    About every 10 years, there is a new paradigm that drives Apple….

  18. Stocks trade higher after U.S. Federal Reserve keeps interest rates unchanged

    Stocks rose on Wednesday, May 2, after the Federal Reserve decided to keep interest rates unchanged…

  19. So, how did the Apple analysts perform in Q218?

    The Wall Street bears blew it…

  20. Apple has an iPhone design problem it’s getting harder to solve

    Apple made waves in 2016 when it decided to get rid of the iPhone’s headphone jack…

  21. Smart speaker penetration hits 20% of U.S. Wi-Fi households

    In just three months, that’s more than a 50 percent increase to an astounding 18.7 million U.S. home…

  22. Apple owns a two-year lead over Android imitators in 3D sensing race

    Most Android phones will have to wait until 2019 to duplicate the 3D sensing feature behind Apple’s TrueDepth system…

  23. Apple Pay users more than double globally, but only 16% of iPhone users have activated Apple Pay

    We completed our annual Apple Pay review and found year over year growth has been impressive…

  24. Gene Munster ups Siri’s exam grade from ‘D+’ to ‘C’

    In our latest 800 question test of AI assistant Siri, she was able to understand…

  25. Smart speaker owners use their smartphones less – Accenture survey

    64 percent said they used phones less for entertainment services…

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