Will Apple's MR Headset Be A Hit Or Flop? Munster Says This Is What Most Investors Expect
Portfolio Pulse from Shanthi Rexaline
Apple is expected to unveil its $3,000 mixed-reality headset at the Worldwide Developers Conference on June 5. Gene Munster of Deepwater Asset Management believes most investors expect the product to be closer to a disappointment than a success. If the headset is a hit, it could account for 10% of Apple's revenue in 2030.
May 22, 2023 | 11:52 am
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NEUTRAL IMPACT
Apple's mixed-reality headset launch could be a disappointment or a success. If successful, it could account for 10% of Apple's revenue in 2030.
The launch of Apple's mixed-reality headset has mixed expectations from investors. If the product is successful, it could significantly contribute to Apple's revenue in the long term. However, if it fails, it could have a negative impact on earnings. The uncertainty surrounding the product's success makes it difficult to predict its short-term impact on Apple's stock price.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Apple's mixed-reality headset launch could impact competition with Alphabet in the wearables market.
Apple's entry into the mixed-reality headset market could increase competition with Alphabet. However, it is uncertain how successful Apple's product will be and how it will affect Alphabet's position in the market. Therefore, the short-term impact on Alphabet's stock price is neutral.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Apple's mixed-reality headset launch could impact competition with Alphabet in the wearables market.
Apple's entry into the mixed-reality headset market could increase competition with Alphabet. However, it is uncertain how successful Apple's product will be and how it will affect Alphabet's position in the market. Therefore, the short-term impact on Alphabet's stock price is neutral.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Apple's mixed-reality headset launch could impact competition with Meta Platforms in the wearables market.
Apple's entry into the mixed-reality headset market could increase competition with Meta Platforms. However, it is uncertain how successful Apple's product will be and how it will affect Meta's position in the market. Therefore, the short-term impact on Meta's stock price is neutral.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Apple's mixed-reality headset launch could impact competition with Microsoft in the wearables market.
Apple's entry into the mixed-reality headset market could increase competition with Microsoft. However, it is uncertain how successful Apple's product will be and how it will affect Microsoft's position in the market. Therefore, the short-term impact on Microsoft's stock price is neutral.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50