The Dediu-Munster tapes: No. 6 Apple as a consumer staples company

Keep your eye on Services revenue and the sales of AirPods and Watches, says Loup Ventures’ Gene Munster.

This is the sixth of eight video clips extracted from a conference recorded live on Oct. 4, 2019 using a beta version of Teooh, an avatar-based virtual event platform backed by Munster’s Loup Ventures.

The consumer staples question comes from The Street’s Annie Gaus.

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6 Comments

  1. Keith Hope said:

    I do not care for the animated presentation. With rather poor audio playback quality on my device.

    Is the original (entire) audio recording available from somewhere online?

    1
    October 9, 2019
    • “Is the original (entire) audio recording available from somewhere online?”

      Alas, no. This is as good as it gets.

      0
      October 9, 2019
  2. Jerry W Doyle said:

    Little doubt Apple’s 1B plus and growing installed-base is the long-term fundamental driver for investors’ confidence but candidly, everything that I am seeing, hearing and reading says the current upward trajectory in stock price is predicated on a very welcomed, surprising, consumer embrace of the iPhone 11; and, a seemingly high expectancy, contemplation over the prospect of next year’s all-new designed 5G generation iPhone. As Gene Munster denoted in the virtual event presentation, Apple hardware currently is driving share price and most likely will continue to do so in the near coming quarters. I just learned today that several of my friends and relatives purchased the new iPhone Pro and one purchased the 11 Pro MAX. What’s going on here? There is something about the new iPhone 11s that have folk salivating.

    The beta version of Teooh’s avatar based virtual event platform “sucks,” but I am enjoying them and find them to be informative.

    1
    October 9, 2019
    • Gregg Thurman said:

      I just learned today that several of my friends and relatives purchased the new iPhone Pro and one purchased the 11 Pro MAX. What’s going on here?

      Top reasons to replace ANY smartphone:
      #1 Camera
      #2 Battery

      The iPhone 11 is #1 in both camera and battery performance.

      Throw in the price reduction on the XR replacement (iPhone 11) and first year Apple TV+ promo and you have a compelling upgrade proposition.

      2
      October 10, 2019

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