Apple hosted its “Peek Performance” event featuring two upgraded products (iPhone SE with 5G and a new iPad Air) and two new products…
Tag: Loup Ventures
Gene Munster: Apple’s outsized demand wrestles with undersized supply
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…
Gene Munster: Apple keeps increasing value to consumers at largely consistent prices
Apple’s event was another iteration of providing products with increasing value to consumers at largely consistent prices, Gene Munster …
Apple should experience minimal financial impact from App Store changes – analysts
Apple’s recent changes to the App Store in response to regulatory and legal pressure will have minimal financial impact on the company…
Want a fully autonomous vehicle? Don’t hold your breath
Loup Ventures recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars…
Apple’s key to its health ambitions: Class II Apple Watch features
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
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
Apple reported March quarter results with revenue 16% above the Street. While growth rates will fluctuate, Apple will remain a growth story…
Previewing Apple’s ‘Spring Loaded’ April 20th event
Gene Munster and Andrew Murphy discuss the iPad and potential product-related announcements at Apple’s ‘Spring Loaded’ April 20th event…
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…
Imagining future Apple Services: Mail+, Maps+, Podcasts+, Stocks+, Health+
Apple’s Services could see the introduction of new services including Mail+, Maps+, Podcasts+, Stocks+, and Health+…
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…
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…
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…
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: 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: China tariffs on Apple products unlikely
The impact of President Trump’s Huawei ban and escalating China-U.S. trade tensions on Apple…
Ming-Chi Kuo: Apple’s 5G iPhone coming in 2020 with bigger battery, modem chips from Qualcomm and Samsung
Apple could release iPhones in 2020 equipped with 5G modems…
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…
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…
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…
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…
