Gene Munster - Loup Ventures


Last quote by Gene Munster

The opportunities are so big. Specifically, offline to online, or AWS or any other thing that Bezos might get into. They're so big that investors are willing to forego profits for that growth longer-term. If they didn't have these open-ended markets, this would be a stock that would be trading much
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Apr 21 2017 Amazon
Gene Munster has been quoted 77 times. The one recent article where Gene Munster has been quoted is The $1T market cap chances for Amazon, Apple or Google. Most recently, Gene Munster was quoted as having said, “When you look at the markets they are going after, it's easy to understand how this could be a trillion-dollar company. It's feasible, but you need to take it in .... context. This is a glacier, it moves deliberately in a direction, and it's just going to carve up the retail landscape. So this is something that's not going to happen in the next couple of years.”.
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Gene Munster quotes

It can be changed, but it is dangerous. What got Uber to where they are today is their intense culture, and their vision is to have transportation as accessible as running water, and to continue that vision and to impact the culture is something that's

Over time, the 10 blue search links will likely go away. That could cause a bump in the Google story in a few years, just like the shift from desktop to mobile had a near term negative

It's good that the services is growing and that's the long-term strategy for better profitability and sustainability, they are not getting credit for it from a stock

You can rest easy knowing that the iPhone franchise is in fact intact. That's huge because about a year ago when the iPhone 6S came out that March guidance was a

The transition to Services is important as new platforms like AR and VR emerge and transform Apple's existing mobile device

The underlying search growth continued to be healthy. Their CEO last night emphasized they're going to shift from a mobile-first company to an AI-first company, and that is significant. Eventually the 10 blue links will go away. That's going to be a major change in how we interact with

Google is a company that has a large part ... of their cash offshore right now, so there's an opportunity to bring some of that

Google is a great bellwether, and the health of Google, right now, is

Right now it's really geeky. Ultimately, it's going to do everything from how we do social, how we learn, train. Those are just some of the starting

It will be a tough road to get investors to accept Apple as a services business instead of

We think that those four themes will radically change how humans interact and work, noting that he believes about 70 percent of jobs will be eliminated over time. We think that they will build an absolutely fantastic future for all of

This is so nascent that no one is really a clear winner here, but ultimately we think VR is going to be a bigger deal than even augmented reality. Once you get to a point where virtual and real worlds are indistinguishable, we think that consumers will flock to

We think collectively those are going to be a bigger deal than internet and mobile was. We think those four themes will radically change how humans interact and work. And one example is we think 70 percent of jobs are going to go away over

We believe the efforts in automotive tie back to services in that automotive for Apple may mean partnering with experienced automakers to deliver great services rather than building the hardware itself, cars in this case. While an autonomous vehicle solution from Apple, either a car or the software, is likely multiple years away, we view auto as the next platform likely for the company to try to

In those days, you had to have a Mac to put music on the iPod, so I would spend nights in the design office at Piper Jaffray painfully uploading music from CDs on the only Mac I had access

While this will change driven by augmented and mixed reality hardware in the future, we would expect the next five years of AR innovation will happen mainly through the device in our

The experience was rough, but using the iPod gave me a sense of joy I never had from any other product. They did it with the iPod and recreated that joy with the iPhone. That magic is a big reason why we've been unwavering bulls on Apple for almost the entire time we've covered it. Sometimes we missed the short-term, but long-term it's been the right

This most obviously helps Apple, who held $216 (billion) in cash and marketable securities through foreign entities as of September 2016. Google would also benefit, holding $49.7

Amazon is building an infrastructure that is going to defeat longer

If you look at Best Buy for example ... they've kind of got their e-commerce offering back in order. Target has too. So they're getting about 20 percent growth for those online

I wouldn't read too much into it. What ends up happening is people have to go and spend more at Apple. They weren't really discounting the products per

The percentage of people who wanted an iPhone [was 7.2 percent]. That was the No. 1 requested gift. It was [5.2 percent] in

They're still in tight supply. ... That is probably the bigger story, which should be good for the March numbers [for Apple].feedback

We believe, given Google's low levels of debt, this would be deployed via increased share buybacks, consistent with what investors

The tech industry is in more control of its own destiny than Donald Trump and will work past these issues, partially offsetting this temporary

We do not believe that the mechanics are in place for Trump to impact

We would be buying the [Trump] fear priced into internet

But you know, I think the reaction indicates just how different that is – if it turns out to be correct – from how they've been growing the last three years, which has been an average of 52 percent a

I was surprised at kind of the emphasis that they put behind that – really calling out that ad load growth is going to slow. And I think that emphasis, on top of what they've said before, is what really shook

We're still optimistic because we think there are several levers they can still optimize over the next several

Right now it's 13 percent of revenue. It's just under 25 percent of profits. They announced in September that app downloads grew 106 percent year-over-year... at the end of the day, this is a shift in terms of how people are spending their money on these

Apple's having a tough time keeping up with the demand ....Their hands are tied, it's just however much they can

Remains Top Pick ... [We are] buyers of AAPL based on our belief that shares will move higher as we approach the iPhone 10th anniversary release in the fall of 2017. We believe the multiple on shares of AAPL will rise over the next two years as investors slowly appreciate the sustainability and profitability [of the] services

Our survey suggests that iPhone owner interest in the new device declined after the announcement of the

Might not sound like much, but in this hyper-scrutinized investor concern on the health of the iPhone franchise, every percent

I think ... why Ireland is pushing so hard to keep this together is that at the end of the day is that talent. I'm sure they're very talented in Ireland, but I think that these big companies can find talent anywhere in the world. It's important for Ireland to keep this together for local

If Samsung were to launch a foldable smartphone in 2017, we believe Apple would likely not follow suit until 2019 at the earliest. It's not about each incremental feature or device. At the end of the day people have learned to use Apple's iOS operating system ... there's always a feature, or two, or three that Samsung outdoes the iPhone on. But people stay with the

They've had a difficult period. I think it has nothing to do with their core strength of coming out with great devices, and I think they're going to continue on that path for the next five

That gives some optimism for investors that this isn't just a one-year trade, that there's some ground work where they could get into some big growth markets in the

The long-term growth outlook is upbeat, as Amazon slowly takes away traditional retail's last competitive advantage - instant gratification - and rides the AWS cloud secular growth

Some of the true value in services may always go unrealized given that major businesses within other large Internet companies, like AWS in Amazon, Instagram/Oculus in Facebook, and YouTube in Google, are not fully appreciated in terms of value by

The iPhone should return to growth back in the December quarter and think of that as mid-single digit

In some ways, China will be a positive for the overall iPhone business. But in other ways, it's not that same magical growth that they've had over the past few years in

We're still bullish on China. We think that China is still the best growth market in the world over the next five years and we think Apple is going to continue to increase their market

Something's wrong in China. Guidance appear negatively impacted by a sharp deceleration in China ... Overall we see few bright spots in the March report and June

The 6 really threw everything off. When you're pulling forward that much demand, you're just naturally going to have a down

Thus, while the small price cut may be a slight positive for units over the next few quarters, we believe that many buyers were already able to receive discounted

Most likely what's happened is that the FBI gave the challenge of breaking the phone to several different people. My guess is that one of those people who had the phone made some progress and so that's why you see this bizarre turn of

Overall, we expect the new device may result in some incremental sales and possibly cannibalize some iPhone 6 (midtier) sales, but mostly just replace the current low-end unit

We expect the March event to be largely incremental as the bigger announcements, particularly the redesigned iPhone 7, are expected to come in the September

As a result, we do not expect the smaller device to result in meaningful changes to our thinking of a 3 percent year-over-year decline in iPhone sales for calendar year

To return to industry growth rates, we believe eBay has to go beyond restructuring a product that is lower value than its core

They are basically using holograms that are projected onto your

We have yet to see the first killer piece of content to drive mass market adoption of the

We believe virtual reality and augmented reality are the next mega tech themes through 2030. Our optimism around the theme is based on consumers' insatiable appetite for new tech experiences: virtual and augmented reality are radically new tech

The exciting and sad thing about V is that you don't even need to go anywhere – why bust your back going to see the great pyramids when you can see it on your couch?feedback

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