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Tag: Deepwater Asset Management

Gene Munster’s bull case for Apple iPhone: 15% growth in FY25 and 17% in FY26

Tuesday, September 24, 2024 3:11 pmNo Comments

Longtime Apple analyst Gene Munster believes iPhone revenue will grow at 15% in FY25, compared to the Street’s estimate of 7%. For FY26…

Apple’s scramble to catch up in AI could crimp profit margins – Gene Munster

Wednesday, March 20, 2024 12:50 pmWednesday, March 20, 202411 Comments

Apple’s frenzied scramble to catch up to other tech firms in the field of artificial intelligence (AI) likely will pressure its profits…

Gene Munster: Apple likely to buy Peloton this year

Friday, January 5, 2024 11:14 am13 Comments

Longtime Apple analyst Gene Munster believes it’s likely that Apple will acquire Peloton in 2024. Apple will look to bolster their workout…

Deepwater: Apple will acquire Peloton in 2024

Wednesday, December 27, 2023 1:06 pm6 Comments

Over the last seven years, Deepwater Asset Management has offered predictions for the year ahead. Here’s some of what they’re anticipating…

India is starting to help Apple diversify its production away from China

Wednesday, September 27, 2023 12:29 pm16 Comments

Deepwater Asset Management’s Gene Munster and Brian Baker estimate that 40-45% of Apple’s overall revenue is manufactured in China…

Gene Munster: Investors should focus on Apple’s growing installed active base of over 2 billion active devices

Monday, August 7, 2023 11:29 amMonday, August 7, 20231 Comment

Gene Munster discusses Apple’s growing installed active base of over 2 billion active devices. Apple Services is where…

Gene Munster: Apple can continue to grow its active installed base, now over 2 billion devices

Monday, May 8, 2023 12:02 pmMonday, May 8, 2023No Comments

Gene Munster, Deepwater Asset Management managing partner, joins CNBC’s “Squawk Box” to discuss Warren Buffett’s praise of Apple…

Gene Munster: Apple’s opportunities to integrate AI are endless

Wednesday, March 22, 2023 12:02 pmWednesday, March 22, 20232 Comments

Deepwater Asset Management’s Gene Munster, a longtime Apple analyst, says that Apple’s opportunities to integrate AI are endless…

Gene Munster: Apple stock is safe harbor for the next 6 stormy months

Wednesday, March 15, 2023 6:03 pmWednesday, March 15, 2023No Comments

Gene Munster, managing partner at Deepwater Asset Management, joins ‘Squawk Box’ to discuss whether the recent news from…

Gene Munster: Will Apple Car see the light of day?

Friday, March 10, 2023 12:05 pmFriday, March 10, 202320 Comments

Deepwater Asset Management’s Gene Munster also has one question to ask management at the meeting: Will Apple Car see the light of day?

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