In 2014, Apple management surprised many by announcing they were not going to disclose Apple Watch unit sales…
Tag: Loup Ventures
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…
Apple rams their message home: Think ‘Apple as a Service’
Apple reported its results for the Sept. 2018 quarter essentially in line with expectations…
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…
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…
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…
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…
AAPL’s paradigm shift
About every 10 years, there is a new paradigm that drives Apple….
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…
So, how did the Apple analysts perform in Q218?
The Wall Street bears blew it…
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…
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…
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…
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…
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…
Smart speaker owners use their smartphones less – Accenture survey
64 percent said they used phones less for entertainment services…
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…
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…
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…
Finisar deal helps Apple block Android rivals’ path to AR features
Apple Inc’s million deal with chip supplier Finisar Corp announced on Wednesday helps lock in…
Apple looks to be leasing Chrysler’s old proving grounds to test their autonomous vehicle tech
Over the last several months, Apple has been recruiting automotive test engineers and technicians…
Apple computer scientists disclose self-driving vehicle research
Research by Apple Inc. computer scientists on how self-driving cars can better spot cyclists and pedestrians…
Apple continues work on autonomous vehicle challenges
What happens when an autonomous car needs to make a decision between crashing into another car, or that child crossing the street?
Friday’s iPhone X preorders will be crucial for Apple
The most important date for Apple Inc.’s iPhone X may be a week before the flagship smartphone actually reaches stores…
Google’s new smart speakers take aim at Amazon’s dominance, pressures Apple ahead of HomePod launch
Alphabet Inc.’s Google recently unveiled a suite of upgraded devices, including Google Home Mini and Max…
U.S. Senate panel approves self-driving car legislation
A U.S. Senate panel on Wednesday unanimously gave the green light to a bill aimed at speeding the use of self-driving cars…
Ahead of Apple’s HomePod, Amazon announces smaller, cloth-covered $99 Echo
Amazon introduced a second-generation version of the Echo today…
Survey suggests higher demand for iPhone 8 and X
Survey suggests better than expected demand for iPhone X and iPhone 8…
Little change in iPhone 8, iPhone 8 Plus, and Apple Watch Series 3 lead times over the weekend
Friday morning (Sep 15) Apple started taking pre-orders for the iPhone 8 and 8 Plus…
What Apple’s iPhone X will cost around the world
If you want to buy Apple’s highly-anticipated iPhone X in the U.S…
17 autonomous vehicle engineers leave Apple for self-driving car startup Zoox
A group of automotive engineers has left Apple Inc. for self-driving car startup Zoox Inc…
Why Apple’s HomePod will crush the Amazon Echo and Google Home
Apple is late to the smart speaker market — but it can still win…
New Apple SUVs with humungous autonomous driving LIDAR system spotted
Apple has had several Lexus SUVs equipped with sensors and cameras out on the road to test its self-driving software platform…
Apple’s HomePod is uniquely positioned to win the smart speaker market
In December, Apple will ship HomePod, a smart speaker with a unique focus on music…
Apple scales back its ambitions for a self-driving car
As new employees were brought into Apple’s secret effort to create a self-driving car a few years ago…
Forget fingerprints, the next-gen iPhone might let you Apple Pay with your face
It looks increasingly like Apple might ditch Touch ID in the forthcoming iPhone…
Gene Munster: Massive 3D laser order confirms Apple’s big bet on iPhone augmented reality
Following encouraging comments from Apple’s leading VCESL laser supplier, Lumentum…
Loup Ventures’ Gene Munster: Apple should buy Tesla
Gene Munster, managing partner at Loup Ventures, makes the case that Apple Inc…
Apple might have to make its own vehicles to succeed in autonomous driving
Apple has revealed that it’s working on self-driving car technology…
Apple’s ‘Project Titan’ remains as fuzzy as ever
We have known for a long time that Apple is working on an autonomous car project…
Tim Cook says Apple is focusing on an autonomous car system; does not rule out making own vehicles
After years toiling away in secret on its car project, Apple Inc. Chief Executive Officer Tim Cook…
Gene Munster: Why Apple deserves an historic trillion-dollar valuation
We think Apple deserves the largest valuation of any company in history…