Apple yesterday announced earnings results for its fiscal 2020 second quarter ended March 28, 2020 and Loup ventures has weighed in…
Tag: Will Thompson
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
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…
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…
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…
Apple outgrew unit sales
In 2014, Apple management surprised many by announcing they were not going to disclose Apple Watch unit sales…
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…
