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Tag: Loup Ventures

  1. Loup Ventures: Apple will be one of 5G’s biggest beneficiaries

    The 5G hype has already begun, but investors underappreciate the opportunity that it represents…

  2. 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…

  3. 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…

  4. 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…

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

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

  6. 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…

  7. Apple outgrew unit sales

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

  8. 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…

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

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

  10. Almost half of Apple iPhone users plan to upgrade to a new model soon – survey

    A report earlier this week indicated that this year’s iPhone refresh could be Apple’s biggest…

  11. 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…

  12. 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…

  13. 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…

  14. AAPL’s paradigm shift

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

  15. 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…

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

    The Wall Street bears blew it…

  17. 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…

  18. Apple’s fleet of self-driving vehicles has nearly doubled this year

    Apple doesn’t appear to be slowing down on its mysterious self-driving car technology testing…

  19. 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…

  20. 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…

  21. 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…

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

    64 percent said they used phones less for entertainment services…

  23. 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…

  24. 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…

  25. 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…

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