Gene Munster - Loup Ventures

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Last quote by Gene Munster

In 10 years, Facebook, Google, Apple and Tesla will not have their employees chipped. You'll see some extreme forward-looking tech people adopting it, but not large companies.feedback
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Aug 10 2017 Tesla
Gene Munster has been quoted 87 times. The one recent article where Gene Munster has been quoted is Crushing the old economy: Robotics, artificial intelligence fund has tripled the Dow this year. Most recently, Gene Munster was quoted as having said, “Google is betting on the right long-term trends (Google, AI, AR, VR)”.
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Gene Munster quotes

May 26 2017 - Clean energy

Tesla is a controversial story. People don't understand what this company's mission statement is. Most people think of [Tesla] as an electric car company, but their mission statement is to accelerate the globe's transformation to renewable energy, . When you start thinking about that you can see them grabbing market cap from energy companies which are some of the largest market-cap companies.feedback

May 26 2017 - Tesla

I think obviously somebody buying the stock at $1,000, they're hoping it goes to $2,000 so I think the opportunity again is the market share in online, that's an increase and it would put Amazon at $1 trillion in revenue if they get to that. The specific reason is Azure from Microsoft is gaining share, and Google is making a big push within that ... so that's an area that Amazon had an early lead on but is not maintaining the same market share they had in retail.feedback

May 26 2017 - Tesla

I'll give you one quick example, this race for batteries. There's a problem about just the elements of the copper and the nickel to build the batteries and they have procured some of that. If someone wants to build the batteries, they need financing to get there. I think the markets will give him that leverage to build this future. I would, pun intended here, buckle up. This is going to be a bumpy but positive ride for Tesla in the years to come.feedback

May 02 2017 - IPhone

There appears to be little risk from the Mar-17 results or Jun-17 guidance that would change iPhone X anticipation. Fast forwarding to the fall, shares are setting up to enter a range-bound period as investors playing the iPhone X trade will likely unwind positions.feedback

Apr 21 2017 - Amazon

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 lower.feedback

Apr 21 2017 - Amazon

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.feedback

Apr 19 2017 - Amazon

Voice is a big part of the computer interface of the future. Whoever owns voice will be the gateway of commerce.feedback

Apr 18 2017 - Driverless cars

In an ideal world, Apple's car project would involve the company building the actual automobile, combining hardware and software. In reality, the complexity of designing and manufacturing a vehicle may push the company to integrate deeply with an automotive partner or partners in an effort more similar to the Apple TV – plugging Apple's technology into an existing product.feedback

Mar 29 2017

Our range is $180 to $200. Traders should think about – this is the golden opportunity. Own it into the hype while the numbers get better, and probably trade it off once that phone gets announced.feedback

Mar 21 2017 - Snapchat

Longer term, the significance of augmented reality for Apple is having a place at the table in the future of computing, which will shift to AR. Separately is building their services business. What they want to do is have app developers create these wicked great experiences that they can take 30 percent from.feedback

Mar 21 2017 - Snapchat

It's really not a competitor to Snapchat – which I originally thought when I read about it – because they don't have an actual network. That piece of it is pretty set in stone – that they're still learning about how they can influence AR. If you really dig into this Clips, it's more about them working with filters and augmented reality. That's more of an indication where Apple's going longer term – that caught my attention.feedback

Mar 20 2017 - IPhone

You start to get more comfortable when you put together the services side of the business on top of the augmented reality side.feedback

Mar 09 2017 - Snapchat

Snap has the lead and, more importantly, Snap has won the trust of the college demographic. If Snap puts something out, it will likely catch on. We believe the camera is at the center of how Snap must advance the platform with new devices and new features to stay ahead of Facebook's improved filters. If Snap slows on its vision as a camera company, Facebook will likely catch them.feedback

Mar 01 2017 - Snapchat

I think the next year is going to be challenging because probably this is going to feel more like Twitter than Facebook. This is an expensive stock, so I think it's going to be choppy for the next year.feedback

Feb 28 2017 - Amazon

It's a temporary black eye from a customer standpoint.feedback

Feb 24 2017 - Uber

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 dangerous.feedback

Feb 07 2017

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 impact.feedback

Jan 31 2017 - IPhone

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 perspective.feedback

Jan 31 2017 - IPhone

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 disaster.feedback

Jan 31 2017 - IPhone

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

Jan 27 2017

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.feedback

Jan 27 2017

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 back.feedback

Jan 27 2017

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

Jan 13 2017

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 points.feedback

Jan 13 2017

AR is a critical part [of Apple's future].feedback

Jan 09 2017 - IPhone

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

Jan 03 2017

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 us.feedback

Jan 03 2017

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 that.feedback

Jan 03 2017

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 time.feedback

Dec 16 2016 - Driverless cars

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 own.feedback

Dec 16 2016 - IPhone

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 to.feedback

Dec 16 2016 - IPhone

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 pockets.feedback

Dec 16 2016 - IPhone

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 bet.feedback

Dec 07 2016

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 billion.feedback

Nov 28 2016

Amazon is building an infrastructure that is going to defeat longer term.feedback

Nov 28 2016

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 businesses.feedback

Nov 28 2016 - IPhone

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 se.feedback

Nov 28 2016 - IPhone

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 2015.feedback

Nov 28 2016 - IPhone

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

Nov 23 2016

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

Nov 23 2016

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

Nov 21 2016 - Amazon

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

Nov 18 2016 - Netflix

We would be buying the [Trump] fear priced into internet mega-caps.feedback

Nov 10 2016 - Amazon

The reality is that Amazon doesn't do anything that's wrong.feedback

Nov 03 2016

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 year.feedback

Nov 03 2016

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 investors.feedback

Nov 03 2016

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

Oct 25 2016

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 devices.feedback

Oct 25 2016

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

Oct 24 2016 - IPhone

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 business.feedback

Sep 20 2016 - IPhone

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

Sep 12 2016 - IPhone

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

Aug 30 2016

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 employment.feedback

Aug 25 2016 - IPhone

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 iPhone.feedback

Aug 15 2016 - IPhone

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 years.feedback

Aug 15 2016 - IPhone

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 future.feedback

Jul 29 2016 - Cloud computing

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 theme.feedback

Jul 27 2016 - Youtube

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 investors.feedback

Jul 26 2016 - IPhone

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

Jul 25 2016 - IPhone

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 China.feedback

Jul 25 2016 - IPhone

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 share.feedback

Apr 26 2016

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 guide.feedback

Apr 25 2016

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

Apr 11 2016

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 prices.feedback

Mar 22 2016

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 events.feedback

Mar 18 2016 - IPhone

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 sales.feedback

Mar 18 2016 - Iphone 7

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 event.feedback

Mar 18 2016 - IPhone

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 2016.feedback

Jan 28 2016 - EBay

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

Jan 07 2016 - International Consumer Electronics Show

They are basically using holograms that are projected onto your eyes.feedback

Jan 07 2016 - International Consumer Electronics Show

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

Jan 07 2016 - International Consumer Electronics Show

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 experiences.feedback

Jan 07 2016 - International Consumer Electronics Show

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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