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Tag: Gene Munster

  1. 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…

  2. 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…

  3. 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…

  4. 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…

  5. AAPL’s paradigm shift

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

  6. 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…

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

    The Wall Street bears blew it…

  8. 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…

  9. 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…

  10. 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…

  11. 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…

  12. 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…

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

    64 percent said they used phones less for entertainment services…

  14. Apple iPhone X availability: U.S. in-store 96%, online 3 days – Gene Muntser

    In the final week of December, average iPhone X supply dramatically increased for the fourth consecutive week…

  15. Missing Christmas: HomePod delay coupled with new competition amplifies Apple’s smart speaker challenge

    Apple’s HomePod is set to arrive sometime in ‘early 2018’ after missing its promised December ship date…

  16. Apple’s HomePod likely a no-show at CES, but could win anyway

    Apple was planning to make a big splash in the smart speaker world this month, but…

  17. Finisar deal helps Apple block Android rivals’ path to AR features

    Apple Inc’s million deal with chip supplier Finisar Corp announced on Wednesday helps lock in…

  18. Friday’s iPhone X preorders will be crucial for Apple

    The most important date for Apple Inc.’s iPhone X may be a week before the flagship smartphone actually reaches stores…

  19. Google’s new smart speakers take aim at Amazon’s dominance, pressures Apple ahead of HomePod launch

    Alphabet Inc.’s Google recently unveiled a suite of upgraded devices, including Google Home Mini and Max…

  20. U.S. Senate panel approves self-driving car legislation

    A U.S. Senate panel on Wednesday unanimously gave the green light to a bill aimed at speeding the use of self-driving cars…

  21. Ahead of Apple’s HomePod, Amazon announces smaller, cloth-covered $99 Echo

    Amazon introduced a second-generation version of the Echo today…

  22. The case for Apple to finally just make a TV

    If you’ve been following tech for a while, you know that rumors about Apple building a TV…

  23. Survey suggests higher demand for iPhone 8 and X

    Survey suggests better than expected demand for iPhone X and iPhone 8…

  24. Little change in iPhone 8, iPhone 8 Plus, and Apple Watch Series 3 lead times over the weekend

    Friday morning (Sep 15) Apple started taking pre-orders for the iPhone 8 and 8 Plus…

  25. What Apple’s iPhone X will cost around the world

    If you want to buy Apple’s highly-anticipated iPhone X in the U.S…

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