Amazon

We’re updating our estimates for stand-alone smart speakers and tuning our model based on more historical sales figures. Bottom line: this market remains in high growth mode. We estimate more than one-third of all US households will have a smart…

Walmart recently announced InHome Delivery to bring groceries directly to customers’ fridges, the latest example of Walmart closely following the Amazon playbook. Amazon announced in-home delivery with its Key service in 2017. While the fast follower approach may seem prudent,…

Retailers are racing to provide faster, cheaper, and more personalized service. In early June, Amazon announced Prime Free One Day shipping, a move that will again raise the bar for consumer expectations on delivery. Four days later, Walmart announced InHome…

Apple begins its annual developer conference on Monday. We think that most of the headlines around the announcements are widely known, so we’re preemptively shifting from “preview” mode to “take away” mode. History suggests investor disappointment will follow the event…

Amazon reported strong Q1 results with revenue in-line with consensus of $59.7B and EPS of $7.09, well ahead of consensus at $4.72. Don’t let the Q1 earnings beat mislead you — Amazon is investing in long-term growth. Exhibit A: Amazon’s…

Bloomberg recently reported that Amazon is planning an Alexa-based rival to Apple’s AirPods in an attempt to get Alexa out of the home and into the world. Thus far, Amazon’s device efforts have been muted because they don’t own an…

We have done extensive research on which smart speaker is best. The ability to understand users, correctly answer their questions, and deliver responses in natural sounding speech is usually summed up by one word: intelligence. The IQ of the assistant…

Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…

A few days ago, we saw interesting research from RBC Analysts forecasting Amazon’s Go stores to be a $4.5 billion business by 2021. RBC’s work aligns with our $50B estimate for the total automated retail space, implying a 9% share…

1. Apple will be the best performing FAANG stock in 2019 (by Gene Munster) First, we believe the theme of Apple as a Service will slowly take root in 2019. Apple’s new reporting methodology will help focus investors on revenue…

Amazon published its annual post-holiday press release today. While the 1900-word release provided few concrete data points related to the Dec-18 quarter, it offered a handful of notable insights: The upbeat tone, as denoted by the “record-breaking holiday season” language, runs…

This is the third of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part III explains how the virtual universe’s economy could operate and all the new business opportunities that would come…