Meta

When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…

Facebook shares are up ~11% after hours as the company showed users and advertisers have not gone anywhere despite 2018’s privacy backlash. Strong average revenue per user (ARPU) growth shows Facebook is getting better at monetizing its massive user base…

Mark Zuckerberg is telling us what to believe again, this time in a WSJ op-ed “The Facts About Facebook.” Zuckerberg’s defense of Facebook’s business model is fair. Unfortunately, the article also shows we shouldn’t expect Facebook to change how it…

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…

I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…

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…

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…

Earlier this month, the first ever Facebook-branded hardware device shipped. It’s a smart, hands-free video calling device with Alexa built-in called Portal. It was built with the intention of bringing friends and families closer together when they are apart. Though not…

Technology is neither purely good nor evil. At Loup, we remind ourselves of that construct often, especially when discussing social media as it seemingly moves across the spectrum toward evil from good. If Facebook is truly committed to being a…

In September, Facebook hosted its 5th annual Oculus Connect conference (OC5), showcasing the latest innovations in virtual reality (VR). Interest in the event and VR more broadly has stalled, but we remain optimistic that over the next five years there…

Regardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…

Tomorrow, Facebook and Twitter will testify in front of the Senate regarding the use of their platforms to influence elections. Fake accounts are the starting point for bad actors to operate on social media. To compare how effective Twitter and…