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Topic: Gene Munster

Apple Store seen growing to 600 locations worldwide by 2023

08/16/2018, 12:08 pm

Gene Munster sees growth in China and India leading to a big future expansion, with Apple employing 80,000 customer service employees just at Apple Stores within five years.

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Analyst estimates Apple Pay used by 253M people worldwide, 31 percent of iPhone install base

08/09/2018, 05:08 pm

Analyst Gene Munster sees Apple Pay as an increasingly important part of Apple's services category, which has enjoyed record-breaking growth over the past few quarters, estimating the payment solution now has 253 million users worldwide.

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Apple supplier earnings suggest TrueDepth coming to three new iPhone models in 2018

08/08/2018, 07:08 pm

Apple TrueDepth parts supplier Lumentum reported better than expected results for the June quarter, with anticipated order volume suggesting the depth-sensing camera system will arrive on three new iPhone models this year, according to analyst predictions.

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Analysts bullish on Q4 earnings, see continued strength in Apple

08/01/2018, 09:08 am

After Apple's quarterly financial announcement trounced expectations in most regards, investors and analysts have weighed in on what's next.

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'Apple Glasses' AR headset could launch in 2021, says Gene Munster

05/17/2018, 01:05 pm

Apple could release a highly rumored augmented reality wearable in 2021, according to a note from Loup Ventures analyst Gene Munster discussing product categories the iPhone producer could pursue, with the rumored 'Apple Glasses' predicted to sell over 10 million units in its first year.

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iPhone will continue to drive Apple's business, analyst sees 220M sold in both 2018 and 2019

05/14/2018, 10:05 am

While services will continue to grow into a massive entity on its own, longtime analyst Gene Munster says that the iPhone will remain a "stable business for the next few years."

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If iPhone sales sag, 'Apple as a Service' might be future of company, says Gene Munster

05/11/2018, 12:05 pm

The way investors should treat Apple stock has changed, analyst Gene Munster insists, suggesting the company is now entering a "new paradigm" where Apple needs to be looked at more as a service provider than as the producer of iPhones and other hardware.

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Apple supplier comments not likely to affect long-term financial prognosis, Gene Munster suggests

04/25/2018, 11:04 am

Negative comments from two Apple suppliers about the next iPhone generation could hamper investor expectations for the next quarter, suggests Gene Munster of Loup Ventures, but predictable iPhone sales make this only a near-term risk instead of a long-term problem.

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Smart speaker satisfaction at 89 percent, HomePod adoption hits 3 percent, survey finds

02/21/2018, 08:02 pm

A new survey from Gene Munster's Loup Ventures found 89 percent of smart speaker owners are satisfied with their device, but despite coming packed with virtual assistant technology, most use the to play music or check the weather.

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Wall Street wowed by iPhone X performance, but cools off on expectations of an Apple 'super cycle'

02/02/2018, 01:02 pm

Apple delivered record revenue in its holiday quarter, but went about it in a way different than investors expected, leaving analysts to rethink their so-called "super cycle" predictions for iPhone X unit sales growth. But with the average selling price of new iPhones soaring to unexpected highs, analysts remain bullish on the company's prospects in the months to come.

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A Christmas miracle: iPhone X now available at 97% of US Apple stores

12/26/2017, 09:12 am

Customers looking to buy an iPhone X post-Christmas should have little problem, as new data shows the device in stock at as many as 97 percent of U.S. Apple stores.

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iPhone X expected to reach global supply equilibrium by mid-January, helping iPhone ASP surge to $740

12/18/2017, 02:12 pm

With next-day delivery of the iPhone X achieved in the U.S., one analyst believes Apple will completely catch up with demand for the hot selling handset worldwide by mid January, potentially setting the company up for big sales to kick off 2018.

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Apple's billion-dollar video investment seen leading to Netflix competitor

11/21/2017, 09:11 am

Not content with just Apple Music subscriptions, a new prediction says Apple could be gearing up for an "all in one Apple video and music offering," offering original content for a monthly fee within the next two to three years.

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Wall Street raises targets as Apple wows with iPhone 8 launch quarter, hype grows for iPhone X

11/03/2017, 10:11 am

With a better-than-expected iPhone 8 launch quarter, and a highly anticipated debut for the flagship iPhone X, investors on Wall Street are riding high on Apple stock, pushing shares into uncharted territory as analysts increase their forecasts to trillion-dollar market cap levels.

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Lumentum pinned as range-finding and face scanning laser supplier for 'iPhone 8' & 2018 model

08/09/2017, 12:08 pm

A new market analyst report is taking laser supplier Lumentum's prediction for sales and deliveries, and extrapolating that to mean that not only is the "iPhone 8" not going to see a substantial delay, but advanced 3D sensing technologies are going to be incorporated in more iPhones in 2018 than previously thought.

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Apple's 'iPhone 8' predicted to revive iPhone growth despite later October ship date

06/13/2017, 09:06 am

Apple will announce its flagship OLED iPhone in September, but ship it in October -- still potentially achieving impressive sales, according to an analyst memo obtained by AppleInsider.

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Wall Street dismisses Apple's March quarter as minor speed bump, price targets raised at UBS & Cowen

05/03/2017, 10:05 am

Apple's second fiscal quarter of 2017 was largely a mixed bag, in the eyes of investors, who saw some positives but were also disappointed by some results. Analysts reacting to the quarterly results were largely indifferent on the short term, remaining focused on growth of the company's Services business and an anticipated "iPhone 8" super-cycle.

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Apple wants to be known as a services company, says Gene Munster in farewell note

12/15/2016, 11:12 pm

Gene Munster, one of the most well known Apple analysts in the game, sent Piper Jaffray customers a final note on Thursday before departing to start a new venture capital firm, offering investors a final five-year forecast on the Cupertino tech giant.

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Apple analyst Gene Munster to leave Piper Jaffray, launch VC firm

12/08/2016, 10:12 pm

Gene Munster, one of the most well known Apple analysts in the world, is leaving investment giant Piper Jaffray to start a venture capital firm specializing in AR/VR solutions, artificial intelligence and other advanced technologies.

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iPhone 7 supply remains constrained, Apple viewed as unlikely to catch up to demand by end of year

11/18/2016, 10:11 am

Retail availability of the iPhone 7 -- particularly the jumbo-sized iPhone 7 Plus -- remains in short supply just a week before Black Friday, a new survey has found, suggesting Apple is still struggling to satisfy consumer demand for its latest-generation handset.

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