Gene Munster and Andrew Murphy discuss the iPad and potential product-related announcements at Apple’s ‘Spring Loaded’ April 20th event…
Tag: Gene Munster
Gene Munster: Mac growth will continue for years, powered by Apple Silicon and remote work
The accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations…
Why does Apple want to make a car?
Why does Apple want to make a car? Well, Loup Ventures estimates the global market for new vehicles, including cars, light trucks…
The case for Apple stock at $200
On Wednesday, Apple reported that its blockbuster 2020 holiday quarter (fiscal Q121) broke nearly every one of its financial records…
Gene Munster: Apple will be the top-performing FAANG stock in 2021
According to Loup Ventures’ Gene Munster and David Stokman, Apple will be the top-performing FAANG stock in 2021…
Why is Apple building a car?
Shares of Apple rose in morning trading on a report that the world’s most valuable company aims to produce an “Apple Car” by 2024 with…
Gene Munster: AirPods Max and Fitness+ strengthen Apple’s ecosystem
AirPods Max and Apple Fitness+ collectively strengthen the fabric of Apple’s hardware, software, and services integrated ecosystem …
Gene Munster: Apple is stepping into a new growth curve
Investors misinterpreted the company reporting iPhone revenue below expectations, Loup Ventures’ Gene Munster says…
Loup Ventures: Apple will sell 217 million iPhones in fiscal 2021
Loup Ventures’ Gene Munster and David Stokman estimate Apple will sell 217 million iPhones in fiscal 2021 (compared to 187m in FY20) and…
Apple expands ‘Express’ retail store format ahead of Christmas shopping season
Apple is expanding a new physical store format as the company looks to get iPhone 12 models into customers’ hands, Apple’s retail chief…
Gene Munster: With HomePod mini, Apple lands a punch in the smart speaker market
Apple on Tuesday unveiled HomePod mini, the newest addition to the HomePod family that delivers impressive sound, the intelligence of Siri…
Apple’s new iPhone to offer 5G speeds U.S. networks can’t yet deliver
5G will finally get its U.S. spotlight with the expected debut of Apple’s next-generation iPhones on Tuesday. However, the faster speeds 5G …
Gene Munster: Apple is focused on creating the world’s best products that enrich people’s lives
Once again, Apple showed that they can execute product rollouts with excellence despite COVID-19. Loup Ventures’ Gene Munster says…
Gene Munster: Apple can hit $200 per share
Loup Ventures’ Gene Munster and Andrew Murphy discuss the new digital transformation and why it could expand Apple’s multiple to 35x…
Gene Munster: There is a clear path for Apple to $3 trillion market value
Apple’s market cap hit $2 trillion on Wednesday. Is $3 trillion possible? Yes, it is.The milestone give longtime Apple analyst Gene Munster…
Munster: 2020 COVID-19 downturn may be positive for Apple
The 2020 COVID-19 downturn may prove to be a positive for Apple, longtime analyst Gene Munster writes in a note to clients…
Gene Munster challenges Apple to eliminate Developer Program subscription fee
Loup Ventures’ Gene Munster this week challenged Apple to eliminate the company’s $98.99 per year subscription fee for the Apple Developer Program…
Munster: Apple is well-positioned to own the future of personal computing with Apple Glass
Serial leaker Jon Prosser this week released a video concerning Apple’s forthcoming AR Glasses including the design concept, name (“Apple Glass”), price…
Loup Ventures: Apple is leading for the long-term
Apple yesterday announced earnings results for its fiscal 2020 second quarter ended March 28, 2020 and Loup ventures has weighed in…
Gene Munster offers comfort for long-term Apple shareholders
The March and June quarters will be messy for all companies, including Apple, Loup Ventures’ Gene Munster says as he offers Apple shareholders hope…
Munster: Every 5th iPhone sold over the next year will be an iPhone SE
The new iPhone SE value proposition will “fractionally” expand market share, which has hovered in the high teens globally, Gene Munster writes…
Apple unlikely to delay 5G iPhone launch
It’s unlikely that Apple will delay 5G iPhone launch, longtime Apple analyst Gene Munster explains for Loup Ventures.It typically takes 3-4 years…
Some key Apple products are showing improved supply
Loup Ventures has been tracking lead times of four key Apple products in 13 countries since mid-February 2020 and recently found supply has improved …
Apple takes leadership role in coronavirus response
In response to the spread of the COVID-19 coronavirus, Apple recently announced further steps. Loup Ventures’s gene Munster applauds the leadership role…
Apple’s iPhone is back and analysts say it’s here to stay
Analysts said strong demand led to iPhone sales, spurred by trade-in programs and discounts on older models. Apple’s iPhone is back and it’s here to stay…
Gene Munster sees Apple stock charging more than 20% higher in 2020
There are five reasons why we believe Apple will be the top-performing FANNG stock in 2020…
Gene Munster: Apple iPhone has significant upside
Gene Munster, Loup Ventures co-founder, says that Apple’s iPhone is poised for…
Retailer adoption of Apple Pay accelerates
Appl;el Pay’s overall adoption continued to climb in 2019 across desktop, mobile, apps, and supporting banks, with overall adoption now ranging between
Gene Munster: Apple’s move to make new Mac Pros in America a smart one
Apple announced Monday that it will make its new Mac Pros computers at its Austin, Texas facility, thanks to some tariff exemptions on components…
Gene Munster: ‘We don’t expect tariffs on Apple products’
Loup Ventures’ Managing Partner Gene Munster says he doesn’t expect tariffs on Apple products despite Wall Street’s widespread concern…
Which is the smartest? Apple Siri vs. Amazon Alexa vs. Google Assistant
As part of Loup Ventures’ ongoing effort to better understand the practical use cases of AI and the emergence of voice as a computing input, the firm regularly tests the most common digital assistants…
Gene Munster: Timing of Apple production shift out of China is suspicious
Loup Ventures Managing Partner Gene Munster discusses Apple Inc.’s possible production shift out of China…
Gene Munster: Apple would have the inside track on buying Tesla
Apple reportedly bid $240 a share for Tesla back in 2013…
Gene Munster: China tariffs on Apple products unlikely
The impact of President Trump’s Huawei ban and escalating China-U.S. trade tensions on Apple…
Gene Munster: Wall Street is missing a critical point about Apple
Apple reported strong second-quarter earnings on Wednesday, exceeding Wall Street’s expectations…
Morgan Stanley ups Apple price target to $220 from $197
Big picture, this strategy aligns with our thesis that Services, not devices, hold the key to Apple revenue…
Gene Munster: Apple’s healthcare opportunity is not currently priced into AAPL shares
We believe the healthcare opportunity is not currently priced into shares of AAPL…
Loup Ventures: There are now 383 million Apple Pay users, up 135% year-over-year
So far, 43% of global iPhone users have enabled Apple Pay…
Gene Munster: Wall Street has not fully factored in the repercussions of Apple’s earnings miss into FY19 estimates
We estimate greater China (accounts for 20% of revenue) was down 36% y/y compared to up 16% y/y in Sep-18…
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…
Netflix exits App Store, Apple as a service theme intact
We believe the investing view on Apple is shifting to Apple as a Service…
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…
