Hints and tips:
...Gene Munster at Deepwater Asset Management said he was surprised by Apple’s decision to settle the case, given companies commonly offer commentary on market trends....
...“He surely knew it was coming this week,” said Gene Munster at Deepwater Asset Management. “Apple is going to war with the DoJ, and settlement is not an option.”...
...Munster, however, added that the “first year is going to be extremely slow in terms of delivered units”....
...“They have a growth problem, and when you are $400bn plus in revenue and you are a tech company, it’s part of your DNA to grow,” said Gene Munster at Deepwater Asset Management....
...“They know this isn’t the breakout year,” Munster at Deepwater said. “They just want to get developers on board and figure out the applications people are going to want to use.”...
...“I think there’s just a belief that there’s all this noise in the background, and ‘don’t worry about it’,” said Gene Munster, managing partner at Deepwater Asset Management....
...Thursday’s stock price reaction reflected “a vortex of noise” around the company’s financial guidance, as some analysts adjusted their forecasts to reflect the shorter period, said Gene Munster at Deepwater...
...Gene Munster, managing partner at Deepwater Asset Management, said a “worst case” was that the ban inside government would cut global iPhone sales by 2 per cent and overall revenues by 1 per cent in 2024...
...Munster from Deepwater Asset Management said he was initially “shocked” by the $3,500 price point and drafted a note to clients emphasising his disappointment....
...“They move at the speed and force of a glacier,” says Gene Munster, managing partner of Deepwater....
...“It’s clear that growth will slow next year, as it will for almost all big tech,” said Gene Munster, an investor at Loup Ventures....
...At stake is “billions of dollars” of high-margin revenue for Apple and legal precedent for what constitutes a monopoly in the digital era, according to Gene Munster of Loup Ventures....
...Underpinning the spectacular financial performance disclosed this week has been a subtle shift in the role that Big Tech’s platforms play in everyday life, said Gene Munster, an investor at Loup Ventures...
...One Apple watcher, Gene Munster at Loup Ventures, estimated the change would initially be available to only 1 per cent of the US population....
...However, Gene Munster at Loup Ventures estimated that Verizon’s advertised download speeds — up to 4 Gigabits per second in ideal circumstances — would only be available to 1 per cent of the US population...
...Even Mr Munster, who argues that there are good reasons for Tesla’s shares to keep rising, concedes that Mr Musk has “over promised” with his repeated claims that Tesla is close to unleashing robotaxis on...
...Loup Ventures’ Gene Munster estimates that only 9 per cent of iPhone users have an Apple Watch now — roughly 100m people — but he projects this could reach 50 per cent over the next decade, implying 50m...
...its momentum and capitalise on its scale advantages as the market’s first mover, it could eventually force many traditional carmakers “to restructure or go out of business” a decade from now, added Gene Munster...
...Gene Munster, managing partner at Loup Ventures in Minneapolis, wrote a blog post on Tesla’s long-term bull case a month ago, when the stock was about one-third lower....
...Similarly, the UK’s Punch Taverns, zombified by a debt-funded acquisition spree, was beset by hedge funds. It broke itself up, and agreed to sell a large block of its pubs to Heineken....
...Gene Munster of Loup Ventures estimates Apple has already sold 75m AirPods since they were introduced three years ago....
...Mr Munster projects the company will make just 310,000 deliveries this year....
...“In our view, Apple is not after brand or even purely strategic value, but rather talent and intellectual property — Apple's primary acquisition playbook,” Gene Munster, analyst at Loup Ventures, wrote earlier...
...“Bottom line: as a growth company, you have to beat your revenue numbers, and that didn’t happen this quarter,” said Gene Munster, an analyst at Loup Ventures....
...“The simple answer is that it doesn't change a thing in part because he hasn’t been as involved in the last four years,” said Gene Munster, analyst at Loup Ventures....
International Edition