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Tag: David Stokman

Gene Munster: Apple’s outsized demand wrestles with undersized supply

Wednesday, October 27, 2021 5:44 pm2 Comments

Unlike many companies, it’s a function of time before Apple wins the sale. In other words, today’s supply pains will eventually equate to…

Apple’s key to its health ambitions: Class II Apple Watch features

Thursday, June 17, 2021 10:31 am1 Comment

It’ll be unlikely that Apple will builds a public-facing primary health care network, but instead devices, like Apple Watch, and data can be…

Gene Munster: Apple will beat growth expectations for years to come

Thursday, May 13, 2021 2:06 pmNo Comments

Loup Venture’s Gene Munster believes that Apple will continue to grow revenue in the out years ahead of expectations…

Gene Munster: Apple’s growth story will continue

Thursday, April 29, 2021 3:41 pm9 Comments

Apple reported March quarter results with revenue 16% above the Street. While growth rates will fluctuate, Apple will remain a growth story…

Gene Munster: Mac growth will continue for years, powered by Apple Silicon and remote work

Thursday, March 18, 2021 5:01 pm8 Comments

The accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations…

Gene Munster: Apple is stepping into a new growth curve

Tuesday, November 3, 2020 9:16 am2 Comments

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

Friday, October 23, 2020 5:01 pm5 Comments

Loup Ventures’ Gene Munster and David Stokman estimate Apple will sell 217 million iPhones in fiscal 2021 (compared to 187m in FY20) and…

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