Widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
Updates are sent via email Monday through Thursday and go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in).
Approximately 200 daily updates are published throughout the year.
Sample updates can be read here, here, and here.
The written newsletter is also available in audio via the Above Avalon Daily podcast. The podcast allows the daily emails to be accessible beyond your screens so you can listen around the house, on a walk, or in the car.
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Archive
The Above Avalon Daily archive is built with Ghost - a design-first archive platform. Above Avalon Daily subscribers have access to the entire archive (1,800+ updates) available here. The list below provides a look at the headlines from every update published to date. Use Ghost to access the actual updates.
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2026
- Apr 3, 2026 Apple Will Never Be Replicated Apr 3, 2026
- Apr 1, 2026 Apple at 50 Years: Failure Was Needed to Succeed Apr 1, 2026
- Mar 31, 2026 Mac Pro Discontinued, Mac Pro Nostalgia, The (Evolving) Mac Line Mar 31, 2026
- Mar 27, 2026 Why Apple Sells Ads, Apple Place Cards, Playing Devil’s Advocate Mar 27, 2026
- Mar 25, 2026 Ads Coming to Apple Maps, Apple’s Privacy Pitch, Apple Business Mar 25, 2026
- Mar 23, 2026 Mac Sets Launch Record, iPhone Supply Remains Constrained, Demand vs. Supply Mar 23, 2026
- Mar 20, 2026 Apple’s 50th Anniversary Is Approaching, Tim Cook’s Apple 50th Anniversary Letter, Thoughts on Apple’s Anniversary Events Mar 20, 2026
- Mar 19, 2026 Smartphone Fallout From Memory Shock, Monetizing Apple Maps, Apple’s Sports App Gaining Momentum Mar 19, 2026
- Mar 17, 2026 2025 Smartphone Shipments Data, iPhone vs. Mac Sales Share, Amazon Launches Prime Video Ultra Mar 17, 2026
- Mar 16, 2026 Google Launches Immersive Navigation, Google Launches Ask Maps, Digital Mapping Needs More Attention Mar 16, 2026
- Mar 12, 2026 MacBook Neo Teardown, Neo and Apple Creator Studio, Neo Revenue Potential, Apple’s New Instagram Play Mar 12, 2026
- Mar 12, 2026 MacBook Neo: It’s the Real Deal Mar 12, 2026
- Mar 10, 2026 Apple Embraces New Marketing Strategy for Neo, 2025 PC Sales Data, Memory as Leverage Mar 10, 2026
- Mar 6, 2026 Apple Closed the Mac Price Umbrella, Is There an iPhone Price Umbrella?, Three Reasons Why Neo Will Likely Succeed Mar 6, 2026
- Mar 5, 2026 Apple Unveils MacBook Neo, Neo as a Mac Inflection Point, The Windows Brigade Is Doomed Mar 5, 2026
- Mar 4, 2026 Thoughts on Day 2 of Apple’s Spring Product Launch, The iPad Air (M4), More on iPhone 17e and Low-End Smartphones Mar 4, 2026
- Mar 2, 2026 Apple Unveils iPhone 17e, Thoughts on the iPhone 17e, Apple and Low-End Smartphones Mar 2, 2026
- Feb 27, 2026 Netflix Drops Out of Running for Warner Bros. Discovery, Apple Signs F1 Deal With Netflix, Apple’s F1 Integration Is Unprecedented, Apple’s Busy (Upcoming) Week Feb 27, 2026
- Feb 26, 2026 Apple to Bring Some Mac Mini Assembly to the U.S., Apple Gives WSJ Factory Tour, NYT Pushes U.S. Semiconductor Propaganda Feb 26, 2026
- Feb 24, 2026 Apple Partners With IMAX for F1, MLS and Apple Kick Off New Season, Apple Partners With EverPass Media Feb 24, 2026
- Feb 20, 2026 Apple Releases iOS 26 Adoption Figures, iOS 26 Adoption by iPhone Age, YouTube Launches Apple Vision Pro App (Finally) Feb 20, 2026
- Feb 19, 2026 Spotify Earnings, Something Feels off With Spotify, It's Time to Push Apple Music Feb 19, 2026
- Feb 13, 2026 Apple News Bias Alleged, FTC Warns Tim Cook, EssilorLuxottica Discloses Ray-Ban Meta Sales Feb 13, 2026
- Feb 11, 2026 Apple Acquires Q, The Key Q Patent, Apple Is Developing a New User Interface Feb 11, 2026
- Feb 9, 2026 Reading Between the Lines of Apple’s 1Q26 Earnings Q&A With Analysts Feb 9, 2026
- Feb 6, 2026 Apple Reaccelerates Share Buyback, Apple’s Stellar Free Cash Flow, Takeaways From Apple’s 1Q26 10-Q Feb 6, 2026
- Feb 4, 2026 Apple 1Q26 Earnings Review: Margin Concerns Are Overblown Feb 4, 2026
- Feb 3, 2026 Apple 1Q26 Earnings Review: Let’s Talk About iPhone Results Feb 3, 2026
- Jan 30, 2026 Apple 1Q26 Earnings Review: People Want What Apple Is Selling Jan 30, 2026
- Jan 29, 2026 Meta 4Q25 Earnings Results: Impressive Growth, but at What Cost? Jan 29, 2026
- Jan 29, 2026 Previewing Apple’s 1Q26 Earnings: My Estimates, Above Avalon Expectation Meters (1Q26 Edition) Jan 29, 2026
- Jan 27, 2026 Previewing Apple’s 1Q26 Earnings: Wall Street Is on Edge Jan 27, 2026
- Jan 23, 2026 Let’s Talk About This Apple AI Pin Rumor Jan 23, 2026
- Jan 22, 2026 Netflix 4Q25 Earnings, Netflix Is Misreading the Market, The Warner Bros. Discovery Deal Jan 22, 2026
- Jan 21, 2026 Ads Coming to ChatGPT, OpenAI’s Strategy, Apple Implications Jan 21, 2026
- Jan 15, 2026 Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth Jan 15, 2026
- Jan 14, 2026 Apple Unveils Apple Creator Studio, Apple’s Bet, Potential Risk Factors Jan 14, 2026
- Jan 14, 2026 Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game Jan 14, 2026
- Jan 12, 2026 My Impressions Watching LA Lakers in Apple Immersive Video Jan 12, 2026
- Jan 9, 2026 Chase to Take Over Apple Card From Goldman, Possible Apple Card Changes, A Different Sales Proposition for Apple Vision Pro? Jan 9, 2026
- Jan 7, 2026 Getting Ready for LA Lakers in Apple Immersive Video, A Big Deal, What’s Next? Jan 7, 2026
- Jan 6, 2026 Apple Questions for 2026 (Part 2 – Apple Watch, iPad, Mac, AVP, Home, Services, SW, Siri, Other) Jan 6, 2026
- Jan 5, 2026 Apple Questions for 2026 (Part 1 – Big Picture and iPhone) Jan 5, 2026
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2025
- Dec 22, 2025 Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#10 to #1) Dec 22, 2025
- Dec 19, 2025 Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#20 to #11) Dec 19, 2025
- Dec 18, 2025 Ford Scraps F-150 Lightning EV, EV Adoption Struggles, Rivian Chasing Autonomy Dec 18, 2025
- Dec 16, 2025 Disney Expands Board for Jeff Williams, Disney Partners With OpenAI, Why Disney and OpenAI? Dec 16, 2025
- Dec 12, 2025 U.S. Appeals Court Rules on App Store Injunction, Both Sides Can Claim Victories, Thoughts on Fees for App Link-Outs Dec 12, 2025
- Dec 11, 2025 Apple Fitness+ Expansion, Revisiting Peloton, Pebble Unveils AI Smart Ring Dec 11, 2025
- Dec 9, 2025 Apple Poaches Meta’s Top Lawyer, Lisa Jackson to Retire, Apple Streamlines Hierarchy Dec 9, 2025
- Dec 4, 2025 Alan Dye Leaves Apple for…Meta, Poaching Apple Employees: Nuisance or Big Problem? Dec 4, 2025
- Dec 3, 2025 Apple’s AI Chief Steps Down, John Giannandrea’s Legacy at Apple, Apple Poaches Microsoft AI Executive Dec 3, 2025
- Dec 2, 2025 iPhone 17 Sales Momentum, A Smartphone Industry Observation, Apple’s 2025 Holiday Ad Dec 2, 2025
- Nov 26, 2025 Disney Earnings, Alphabet Earnings, Amazon Earnings Nov 26, 2025
- Nov 25, 2025 Netflix Earnings, Netflix Bids for Warner Bros. Discovery, Most Likely Outcome for Warner Bros. Discovery Nov 25, 2025
- Nov 21, 2025 MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model Nov 21, 2025
- Nov 19, 2025 Meta 3Q25 Earnings, Did Zuckerberg “Kitchen Sink” Capex Expectations?, The Big Picture Nov 19, 2025
- Nov 18, 2025 More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do Nov 18, 2025
- Nov 17, 2025 Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out Nov 17, 2025
- Nov 14, 2025 Friday Q&A Nov 14, 2025
- Nov 13, 2025 Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue Nov 13, 2025
- Nov 12, 2025 Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story Nov 12, 2025
- Nov 10, 2025 Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game Nov 10, 2025
- Nov 6, 2025 My Notes from Apple’s 2025 10-K Nov 6, 2025
- Nov 6, 2025 Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts Nov 6, 2025
- Nov 3, 2025 Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business Nov 3, 2025
- Oct 31, 2025 My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates Oct 31, 2025
- Oct 30, 2025 My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition) Oct 30, 2025
- Oct 29, 2025 Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap Oct 29, 2025
- Oct 28, 2025 Let’s Talk About These iPhone Air Demand Rumors Oct 28, 2025
- Oct 24, 2025 Examining Eddy Cue’s Media Blitz Oct 24, 2025
- Oct 23, 2025 My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World Oct 23, 2025
- Oct 22, 2025 Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending Oct 22, 2025
- Oct 21, 2025 Apple Wins Formula 1 Rights, Apple / Formula 1 Deal Terms, Apple’s Sports Bet Grows Oct 21, 2025
- Oct 17, 2025 Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro Oct 17, 2025
- Oct 16, 2025 Apple Unveils M5 Chip, Apple’s Silicon Advantage, Apple Vision Pro Receives First Update Oct 16, 2025
- Oct 14, 2025 Select NBA Games to Be Streamed in Apple Immersive Video, Sports on Apple Vision Pro, Chicken or the Egg: Apple Immersive Video Oct 14, 2025
- Oct 9, 2025 OpenAI’s App Pitch, OpenAI’s HW Strategy, OpenAI Running Into Device Delays Oct 9, 2025
- Oct 8, 2025 OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay Oct 8, 2025
- Oct 6, 2025 EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop Oct 6, 2025
- Oct 3, 2025 Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy Oct 3, 2025
- Oct 2, 2025 Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party Oct 2, 2025
- Oct 1, 2025 Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App? Oct 1, 2025
- Sep 29, 2025 OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry Sep 29, 2025
- Sep 26, 2025 iPhone Air as a Bridge to AI Devices? Sep 26, 2025
- Sep 24, 2025 Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches Sep 24, 2025
- Sep 24, 2025 Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch Sep 24, 2025
- Sep 23, 2025 Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed Sep 23, 2025
- Sep 19, 2025 Meta Connect 2025, The Problem(s) With Meta Ray-Ban Display, Mark Zuckerberg’s “Youth” Strategy Sep 19, 2025
- Sep 17, 2025 Apple Defines the iPhone Air’s Target Customer, Apple’s iPhone Fashion Play Sep 17, 2025
- Sep 17, 2025 Apple Talks Product Development With Tom’s Guide and TechRadar Sep 17, 2025
- Sep 16, 2025 My Full Notes From Apple’s “Awe Dropping” Event Sep 16, 2025
- Sep 12, 2025 Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum Sep 12, 2025
- Sep 10, 2025 Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes Sep 10, 2025
- Sep 5, 2025 Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment Sep 5, 2025
- Sep 4, 2025 Google’s Search Remedies Verdict, A Big Win for Apple, What Was Wall Street Expecting? Sep 4, 2025
- Sep 3, 2025 The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple Sep 3, 2025
- Aug 29, 2025 Meta 2Q25 Earnings, Meta Durability, Thoughts on AI Researcher Poaching Aug 29, 2025
- Aug 27, 2025 Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase Aug 27, 2025
- Aug 27, 2025 Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming? Aug 27, 2025
- Aug 25, 2025 Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB Aug 25, 2025
- Aug 22, 2025 Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone Aug 22, 2025
- Aug 20, 2025 U.K. Backtracks on Apple Back Door Request, EU to Accept Apple’s Revised DMA Approach, U.S. Anti-Steering Injunction Ruling Looks Even More Absurd Aug 20, 2025
- Aug 20, 2025 Apple and Tech Musings From My Vacation Aug 20, 2025
- Aug 9, 2025 Thoughts on Apple’s Gross Margins, Gross Profit, Capex, Capital Management, and 10-Q Filing Aug 9, 2025
- Aug 7, 2025 Tim Cook's Oval Office Event, Apple Receives Tariff Exemptions, Apple’s Additional $100B U.S. Commitment Aug 7, 2025
- Aug 6, 2025 Reading Between the Lines of Apple’s 3Q25 Earnings Q&A With Analysts Aug 6, 2025
- Aug 4, 2025 iPhone, Mac, and Apple Watch Unit Sales Data Aug 4, 2025
- Aug 1, 2025 Initial Thoughts on Apple’s Strong 3Q25 Earnings Aug 1, 2025
- Jul 30, 2025 My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters Jul 30, 2025
- Jul 30, 2025 Thoughts Heading Into Apple’s 3Q25 Earnings Release Jul 30, 2025
- Jul 28, 2025 Alphabet 2Q25: By the Numbers, Alphabet Earnings Call Highlights, Overall Alphabet Takeaways Jul 28, 2025
- Jul 24, 2025 Apple Unveils AppleCare One, Revisiting Apple Hardware as a Service, Crunching Some AppleCare One Numbers, ChatGPT Agent Follow-Up Jul 24, 2025
- Jul 22, 2025 ChatGPT Agent Doesn’t Cut It Jul 22, 2025
- Jul 22, 2025 Netflix 2Q25: By the Numbers, Netflix Earnings Call Highlights, Overall Netflix Takeaways Jul 22, 2025
- Jul 18, 2025 Rivian Shifts to Google Maps, Uber Partnering With Lucid and Nuro on Autonomous Fleet, Tesla’s Awful 2Q25 Delivery Figures Jul 18, 2025
- Jul 17, 2025 Apple TV+ Scores (Again) With Emmy Nominations, Apple TV+ Perception Is Changing, Netflix Losing Share in Video Streaming Jul 17, 2025
- Jul 15, 2025 NVIDIA Gets H20 Chip Permit for China, Revisiting Trump's Middle East Trip, Apple Places $500M Bet on American Rare Earth Magnets Jul 15, 2025
- Jul 14, 2025 Apple Seeking Formula 1 Media Rights, Apple Needs to Bet Big on Immersive Video, Factors in Apple’s Favor Jul 14, 2025
- Jul 11, 2025 Jeff Williams and the Apple Machine Jul 11, 2025
- Jul 9, 2025 More on Apple CEO Succession, Tim Cook on Apple CEO Succession, The Ideal Candidate for Apple CEO Jul 9, 2025
- Jul 8, 2025 Apple COO Jeff Williams to Retire, Revisiting Apple CEO Succession Jul 8, 2025
- Jul 7, 2025 More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount Jul 7, 2025
- Jul 3, 2025 Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit Jul 3, 2025
- Jul 2, 2025 More on Apple’s “F1 The Movie” Marketing, Apple Needs to Do More Ecosystem Marketing Jul 2, 2025
- Jun 30, 2025 Apple’s “F1 The Movie” Scores at Box Office, A Big Win for Tim Cook and Eddy Cue, Apple’s Controversial Apple Pay Promotion Jun 30, 2025
- Jun 19, 2025 Apple Goes All-In on “F1 The Movie,” Why Apple Is Doing Apple TV+, Betting on Storytelling in a Sea of TikToks Jun 19, 2025
- Jun 18, 2025 My Reaction to Apple’s Post-Keynote Press at WWDC, Apple Talks iPad vs. Mac Jun 18, 2025
- Jun 17, 2025 Apple Talks Siri Delay, Remaining (Siri Delay) Questions, Takeaways Jun 17, 2025
- Jun 13, 2025 Interesting Notes and Tidbits From Apple’s WWDC Keynote Jun 13, 2025
- Jun 12, 2025 Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements) Jun 12, 2025
- Jun 10, 2025 Three Themes From WWDC 2025 Jun 10, 2025
- Jun 6, 2025 Takeaways From Apple’s Global App Store Study, An Opposing View of the App Store, My Reaction Jun 6, 2025
- Jun 5, 2025 Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP Jun 5, 2025
- Jun 4, 2025 Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again) Jun 4, 2025
- Jun 3, 2025 OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules Jun 3, 2025
- May 30, 2025 Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability May 30, 2025
- May 29, 2025 Introducing AVALON, an all-new podcast about Apple from Neil Cybart May 29, 2025
- May 28, 2025 Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card May 28, 2025
- May 27, 2025 Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution? May 27, 2025
- May 22, 2025 OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots May 22, 2025
- May 21, 2025 My Thoughts on Google I/O 2025 May 21, 2025
- May 20, 2025 Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults May 20, 2025
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2024
- Dec 19, 2024 Apple Year in Review 2024 Dec 19, 2024
- Dec 19, 2024 Google’s Veo 2 Is a Litmus Test, Blackmagic Debuts Camera for Vision Pro, Apple Sports App Update Dec 19, 2024
- Dec 17, 2024 Thinking Through Headset / AR Glasses Competition and Landscape Dec 17, 2024
- Dec 17, 2024 Google “Unveils” Android XR, Samsung “Unveils” First Mixed Reality Headset, Everyone Is Copying Apple Dec 17, 2024
- Dec 13, 2024 Apple Releases Second Wave of Apple Intelligence, My Initial Thoughts on Visual Intelligence, Image Playground Beats Expectations Dec 13, 2024
- Dec 12, 2024 Spotify 3Q24 Earnings, Disney 4Q24 Earnings Dec 12, 2024
- Dec 10, 2024 Apple Places Retail Bet on Saudi Arabia, Vision Pro Wins Innovation of the Year Award, Vision Pro and Watching “TV” Dec 10, 2024
- Dec 9, 2024 Apple’s Modem Launch Reportedly Nears, Apple vs. Qualcomm, Apple’s Modem Goals Dec 9, 2024
- Dec 6, 2024 Jeff Bezos Focusing On AI at Amazon, Sundar Pichai Talks Woke Culture Dec 6, 2024
- Dec 4, 2024 A Deep Dive Into Tim Cook’s “Big” Interview With Steven Levy Dec 4, 2024
- Dec 3, 2024 AAPL Hits All-Time High, AAPL Valuation Metrics, Observations on Big Tech Valuation Dec 3, 2024
- Dec 3, 2024 Apple’s 2024 Holiday Ad Goes Viral, Elon Musk Warming to Apple? Dec 3, 2024
- Nov 27, 2024 Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic Nov 27, 2024
- Nov 25, 2024 DOJ Provides Proposed Remedies for Google Antitrust, Indonesia Goes After Apple, Apple Selling Ads Directly on Apple News Nov 25, 2024
- Nov 21, 2024 Amazon Unveils New Echo Shows, The Smart Home, Apple Stationary Display Rumors Nov 21, 2024
- Nov 20, 2024 Apple Releases Apple Intelligence Ads, The Controversy Surrounding the Ads, My Verdict Nov 20, 2024
- Nov 19, 2024 Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings Nov 19, 2024
- Nov 18, 2024 Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls Nov 18, 2024
- Nov 14, 2024 Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call Nov 14, 2024
- Nov 13, 2024 Apple’s Capex-Light Business Model, Apple’s Excess Cash Position, Apple Buyback vs. Apple Dividends Nov 13, 2024
- Nov 12, 2024 Apple Share Buyback Hits Record High, A “Shrinking” Apple Nov 12, 2024
- Nov 11, 2024 My Notes from Apple’s 2024 10-K Nov 11, 2024
- Nov 7, 2024 Reading Between the Lines of Apple’s 4Q24 Earnings Q&A With Analysts Nov 7, 2024
- Nov 6, 2024 President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role Nov 6, 2024
- Nov 5, 2024 Apple 4Q24 Earnings Review: A Few Apple Services Surprises Nov 5, 2024
- Nov 5, 2024 Reviewing Apple’s 4Q24: What Is Apple’s “Real” Growth Rate? Nov 5, 2024
- Nov 1, 2024 Initial Thoughts on Apple’s 4Q24 Earnings Nov 1, 2024
- Oct 30, 2024 Apple Unveils Updated MacBook Pros, My AAPL 4Q24 Estimates Oct 30, 2024
- Oct 30, 2024 The Redesigned Mac Mini, The Setup Facing Apple Ahead of 4Q24 Earnings Oct 30, 2024
- Oct 28, 2024 A Different Kind of Apple Product Unveiling, The Updated iMac, Apple’s Mac Pitch to Windows Users Oct 28, 2024
- Oct 25, 2024 Navigating Through More Apple Vision Pro Production Noise, Vimeo Launches App for Apple Vision Pro Oct 25, 2024
- Oct 23, 2024 Apple’s “New” Product Naming Nomenclature, More on Disney / App Store IAP Oct 23, 2024
- Oct 22, 2024 Netflix 3Q24 Earnings, Netflix and the Scripted Content High Road, Disney Moves Away From App Store In-App Purchase Oct 22, 2024
- Oct 21, 2024 Thoughts on the Tim Cook Profile in WSJ Magazine Oct 21, 2024
- Oct 18, 2024 Apple Pay Turns 10 Years Old, Apple Pay and the Long Game Oct 18, 2024
- Oct 16, 2024 Apple Updates the iPad Mini, Apple Intelligence and Device Support, A Different Way to Think About Apple Intelligence Oct 16, 2024
- Oct 15, 2024 Hodinkee Sells to British Retailer, Hodinkee and Apple Watch, The Luxury Watch Downturn Oct 15, 2024
- Oct 11, 2024 Thoughts on Apple’s NBA All-Star Weekend Film in Apple Immersive Video, Apple Immersive Video and Sports Questions, The Big Picture Oct 11, 2024
- Oct 10, 2024 Apple Releases First Scripted Film in Apple Immersive Video, Thoughts After Watching “Submerged,” The Future of Video Oct 10, 2024
- Oct 9, 2024 Meta Admits Ray-Ban Meta Smart Glasses Are Used to Train AI, Meta’s Achilles' Heel, Smart Glasses Used for Doxing Oct 9, 2024
- Oct 7, 2024 Apple’s “Cozy” WWDC, Vision Pro Apps, Vision Pro and App Bridges Oct 7, 2024
- Oct 2, 2024 A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2 Oct 2, 2024
- Oct 1, 2024 Oura Talks Smart Ring Financials, Smart Ring Hesitation, The Button’s Resurgence in Tech Oct 1, 2024
- Oct 1, 2024 Apple Reportedly Backs Out of OpenAI Investment, Apple Dials Back on Blockbusters, Silicon Valley vs. Hollywood Confusion Oct 1, 2024
- Sep 27, 2024 Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us Sep 27, 2024
- Sep 25, 2024 The Design Story Behind AirPods 4, Google Stresses Antitrust Long Game Sep 25, 2024
- Sep 24, 2024 The Sonos App Fiasco, Sonos Earnings, YouTube Premium Is Having A Moment Sep 24, 2024
- Sep 23, 2024 Unpacking and Decoding the NYT’s Jony Ive / LoveFrom Profile Sep 23, 2024
- Sep 20, 2024 Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0 Sep 20, 2024
- Sep 19, 2024 Addressing iPhone Pessimism Sep 19, 2024
- Sep 18, 2024 More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch? Sep 18, 2024
- Sep 16, 2024 Deconstructing Apple’s Product Event (iPhone) Sep 16, 2024
- Sep 12, 2024 Deconstructing Apple’s Product Event (AirPods) Sep 12, 2024
- Sep 11, 2024 Deconstructing Apple’s Product Event (Apple Watch) Sep 11, 2024
- Sep 10, 2024 Apple Just Held Its Strongest September Event in Years Sep 10, 2024
- Sep 6, 2024 Disney Earnings, Roku Earnings Sep 6, 2024
- Sep 4, 2024 ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch Sep 4, 2024
- Sep 3, 2024 Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI Sep 3, 2024
- Aug 29, 2024 My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future Aug 29, 2024
- Aug 28, 2024 Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple Aug 28, 2024
- Aug 27, 2024 Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning Aug 27, 2024
- Aug 26, 2024 Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance Aug 26, 2024
- Aug 23, 2024 Meta 2Q24 Earnings, Thoughts on Meta HW Sales Aug 23, 2024
- Aug 21, 2024 Amazon Earnings, Amazon in the Home Aug 21, 2024
- Aug 21, 2024 Tech Observations From My Vacation Aug 21, 2024
- Aug 14, 2024 Thoughts on the U.S. v. Google Verdict (Part 2) Aug 14, 2024
- Aug 12, 2024 Thoughts on the U.S. v. Google Verdict (Part 1) Aug 12, 2024
- Aug 9, 2024 Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin Aug 9, 2024
- Aug 7, 2024 Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts Aug 7, 2024
- Aug 7, 2024 Apple’s 3Q24 in Three Charts Aug 7, 2024
- Aug 5, 2024 Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang Aug 5, 2024
- Aug 2, 2024 Apple’s 3Q24 Earnings, The iPhone Is a Powder Keg Aug 2, 2024
- Jul 31, 2024 My Granular Estimates for Apple 3Q24 Earnings Jul 31, 2024
- Jul 31, 2024 Setting the Stage for Apple’s 3Q24 Earnings Jul 31, 2024
- Jul 29, 2024 Spotify 2Q24 Earnings, Spotify vs. Apple Music Jul 29, 2024
- Jul 25, 2024 Alphabet 2Q24 Earnings Jul 25, 2024
- Jul 24, 2024 About the Apple TV+ Rumors, What’s Wrong With Apple TV+?, Apple’s Goal for Apple TV+ Jul 24, 2024
- Jul 23, 2024 Netflix 2Q24 Earnings, Netflix Growth, Wall Street Giving Netflix Green Light to Spend Jul 23, 2024
- Jul 22, 2024 The CrowdStrike / Microsoft Outage Will Benefit Apple Jul 22, 2024
- Jul 19, 2024 Apple Looking to License Movies for Apple TV+, Warner Bros. Discovery Thinking of Splitting Itself, Skydance Merges With Paramount Jul 19, 2024
- Jul 17, 2024 Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+ Jul 17, 2024
- Jul 16, 2024 Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends Jul 16, 2024
- Jul 10, 2024 Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations Jul 10, 2024
- Jul 9, 2024 Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament Jul 9, 2024
- Jul 8, 2024 Apple Given Observer Board Seat at OpenAI, A Phil Schiller Renaissance Jul 8, 2024
- Jul 2, 2024 Wall Street Warms up to Apple, AAPL Valuation Update Jul 2, 2024
- Jul 2, 2024 More on Apple Device Longevity, iPhone Upgrading, Measuring Apple HW vs. Services Growth Potential Jul 2, 2024
- Jun 28, 2024 Apple Talks up Device Longevity, Apple Provides New Clues for Estimating iPhone Upgrade Cycle, Google and Samsung Announce Product Events Jun 28, 2024
- Jun 26, 2024 Apple Warns of Feature Delays in EU, Apple Accused of Breaking DMA Rules Jun 26, 2024
- Jun 25, 2024 Apple Intelligence and Meta Integration Hoopla, Revisiting Apple Intelligence Integration Monetization Jun 25, 2024
- Jun 24, 2024 Apple Opens First Store in Malaysia, Apple and Emerging Markets, Signal-to-Noise Jun 24, 2024
- Jun 20, 2024 Apple Discontinues Apple Pay Later, A Limit to Apple’s Fintech Ambition, Apple’s Predicament Jun 20, 2024
- Jun 18, 2024 WWDC Review: iOS 18, Audio & Home, watchOS 11, iPadOS 18, macOS Sequoia Jun 18, 2024
- Jun 17, 2024 Observations Attending WWDC, WWDC Keynote Priorities, An Impressive visionOS 2 Jun 17, 2024
- Jun 13, 2024 How Apple Intelligence Was Developed, Ranking Apple Intelligence Features, AAPL’s Wacky Price Action Jun 13, 2024
- Jun 12, 2024 Breaking Down the ChatGPT / Apple Intelligence Integration, Is OpenAI Paying Apple?, Why Apple’s ChatGPT Integration Is Genius Jun 12, 2024
- Jun 11, 2024 Apple Intelligence Is a Game Changer Jun 11, 2024
- Jun 6, 2024 Thoughts Heading Into WWDC 2024 Jun 6, 2024
- Jun 5, 2024 NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video Jun 5, 2024
- Jun 4, 2024 Qualcomm’s Ridiculous Mac Ad, Publishers Talk up Apple News, Drivers Behind Apple News’ Success Jun 4, 2024
-
2023
- Dec 19, 2023 Apple Year in Review 2023 (Financial Strategy) Dec 19, 2023
- Dec 18, 2023 Apple Facing Apple Watch Ban in U.S., Apple Year in Review 2023 (Product Strategy) Dec 18, 2023
- Dec 14, 2023 Netflix Releases Engagement Report, Takeaways From Netflix’s Data Dump, EU Close to Ruling Against Apple in Spotify Probe Dec 14, 2023
- Dec 13, 2023 Google Losses Antitrust Case to Epic Games, GM Digging Deeper CarPlay Hole, Anti-Apple Brigade Forms in EU Dec 13, 2023
- Dec 12, 2023 Google Faked Its Gemini AI Demo, CNBC Pumped Alphabet Stock Due to Gemini Demo, Generative AI Demos Are Lacking Dec 12, 2023
- Dec 11, 2023 Apple to Support RCS, The Real “Why” Behind iMessage’s U.S. Superiority, EU Leaning Against Regulating iMessage Dec 11, 2023
- Dec 8, 2023 More on Apple Share Buyback vs. Market Cap, Thoughts on Apple and a $4 Trillion Market Cap, Thursday Q&A Dec 8, 2023
- Dec 6, 2023 AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update Dec 6, 2023
- Dec 5, 2023 Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S. Dec 5, 2023
- Dec 4, 2023 Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023) Dec 4, 2023
- Nov 30, 2023 The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A Nov 30, 2023
- Nov 29, 2023 Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution Nov 29, 2023
- Nov 28, 2023 Sonos FY4Q23 Earnings, Sonos Discloses New Installed Base Data, Sonos’ Product Roadmap for 2024 Nov 28, 2023
- Nov 27, 2023 More on the Mac, Judging Mac Sales, Assessing Mac Success Nov 27, 2023
- Nov 20, 2023 The OpenAI Saga, AI Shortcomings and Apple’s Opportunity Nov 20, 2023
- Nov 15, 2023 Meta 3Q23 Earnings, Meta Hints at Sluggish Quest 3 Sales Nov 15, 2023
- Nov 14, 2023 Disney FY4Q23 Earnings, Another Disney Bomb at the Box Office Nov 14, 2023
- Nov 13, 2023 Apple Demos More Vision Pro Spatial Videos, 3D Movie Icon Appears on Apple TV, Humane Ai Pin vs. Spatial Photos/Videos Nov 13, 2023
- Nov 10, 2023 Apple Share Buyback Update, Apple's Paid Subscriptions Growth Update Nov 10, 2023
- Nov 9, 2023 Apple 2023 10-K Takeaways Nov 9, 2023
- Nov 8, 2023 Reading Between the Lines of Apple’s 4Q23 Earnings Q&A With Analysts Nov 8, 2023
- Nov 6, 2023 Three Interesting Charts for Apple's 4Q23 Nov 6, 2023
- Nov 3, 2023 Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance Nov 3, 2023
- Nov 1, 2023 My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model Nov 1, 2023
- Oct 31, 2023 Thoughts on Apple’s “Scary Fast” Event Oct 31, 2023
- Oct 30, 2023 Setting the Stage for Apple’s FY4Q23 Earnings Oct 30, 2023
- Oct 26, 2023 Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings Oct 26, 2023
- Oct 25, 2023 Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs Oct 25, 2023
- Oct 24, 2023 Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn? Oct 24, 2023
- Oct 23, 2023 Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix Oct 23, 2023
- Oct 19, 2023 Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners Oct 19, 2023
- Oct 18, 2023 Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales Oct 18, 2023
- Oct 17, 2023 Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy Oct 17, 2023
- Oct 16, 2023 Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue Oct 16, 2023
- Oct 12, 2023 Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness Oct 12, 2023
- Oct 11, 2023 U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf Oct 11, 2023
- Oct 10, 2023 Eddy Cue on Apple’s Sports Strategy, Apple’s Challenges With Sports, Meta Layoffs Hit Custom Silicon Unit Oct 10, 2023
- Oct 6, 2023 Amazon Prime Video to Include Advertising, Apple TV+ and Advertising, Thursday Q&A Oct 6, 2023
- Oct 4, 2023 OpenAI and Jony Ive Discuss HW Venture, What Is AI Hardware?, Humane Provides First Look At Ai Pin Oct 4, 2023
- Oct 3, 2023 U2 Opens Sphere in Las Vegas, iPhone and Live Events, Apple Vision Pro and Live Events Oct 3, 2023
- Oct 2, 2023 Meta Connect 2023, Two Meta Pivots, The Elephant in the Room Oct 2, 2023
- Sep 29, 2023 Microsoft’s Copilot Event, Microsoft (Quietly) Pulling the Surface Plug, Apple Is Thinking Differently Sep 29, 2023
- Sep 27, 2023 Apple Presentation Criticism, Attending the Apple Event, Vision Pro and Apple Events Sep 27, 2023
- Sep 26, 2023 An Apple vs. Qualcomm Refresher, Apple Extends Qualcomm Supplier Agreement, The WSJ’s Apple Modem Hit Piece Sep 26, 2023
- Sep 21, 2023 Amazon’s Product Event, Missing Amazon Buzz Sep 21, 2023
- Sep 20, 2023 iPhone 15 and 15 Pro Pre-Orders in China, Tim Cook’s Very Strong Interview With CBS News Sep 20, 2023
- Sep 19, 2023 iPhone 15 and 15 Pro Pre-orders Observations, Microsoft HW Chief Jumps Ship, Revisiting the Gadget Recession Sep 19, 2023
- Sep 18, 2023 Thoughts on Apple Product Pricing, My iPhone and Apple Watch Sales Mix Estimates, U.S. Carriers Improve iPhone Promotions Sep 18, 2023
- Sep 15, 2023 Deconstructing Apple’s Product Event (iPhone Notes) Sep 15, 2023
- Sep 14, 2023 Deconstructing Apple’s Product Event (Apple Watch), About That Apple “Mother Nature” Video Sep 14, 2023
- Sep 13, 2023 Apple’s September 2023 Product Event, A Different Feeling, Not Taking Anything for Granted Sep 13, 2023
- Sep 7, 2023 China Reportedly Extends iPhone Ban for Government Officials, Why the China Story Isn't Adding Up, The Huawei Factor Sep 7, 2023
- Sep 6, 2023 Spotify 2Q23 Earnings, Spotify’s Podcasting Disappointment, Revisiting Apple Podcasts Sep 6, 2023
- Sep 5, 2023 Globalstar Signs Launch Deal With SpaceX, SpaceX on Apple’s Radar? Sep 5, 2023
- Aug 31, 2023 Apple Considering Supplier Shift for Vision Pro Displays, Vision Pro and China, Thursday Q&A Aug 31, 2023
- Aug 30, 2023 Amazon Reportedly Interested in ESPN Deal, Apple Vision Pro and Live Sports Consumption, Apple Changes Scorsese Film Release Aug 30, 2023
- Aug 29, 2023 More on Apple’s Photo of Vision Pro in a Developer Lab, EyeSight’s Visual Cues, My EyeSight Theory Aug 29, 2023
- Aug 28, 2023 Apple Gives Sneak Peek Inside Apple Vision Pro Labs, Vision Pro Apps vs. Apple Watch Apps Aug 28, 2023
- Aug 25, 2023 Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity Aug 25, 2023
- Aug 24, 2023 Sonos FY3Q23 Earnings, Sonos Taking Speaker Share, Sonos vs. Apple Aug 24, 2023
- Aug 22, 2023 Meta’s Ray-Ban Stories Sales Figures Leak, Ray-Ban Stories’ Retention Problem, Ray-Ban Stories vs. Vision Pro Aug 22, 2023
- Aug 16, 2023 Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion Aug 16, 2023
- Aug 14, 2023 Emergency SOS via Satellite Used During Hawaii Wildfires, Defining Apple Innovation, Apple Savings Hits $10 Billion in Deposits Aug 14, 2023
- Aug 11, 2023 Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices Aug 11, 2023
- Aug 9, 2023 Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows Aug 9, 2023
- Aug 8, 2023 Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts Aug 8, 2023
- Aug 7, 2023 Apple's 3Q23 in Three Charts Aug 7, 2023
- Aug 4, 2023 Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number Aug 4, 2023
- Aug 2, 2023 Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Model Aug 2, 2023
- Aug 1, 2023 My FY3Q23 Apple Estimates, Early Thoughts on Apple’s FY4Q23 Aug 1, 2023
- Jul 31, 2023 Setting the Stage for Apple’s FY3Q23 Earnings Jul 31, 2023
- Jul 28, 2023 Meta 2Q23 Earnings, Reality Labs Losses, Meta Stock Jul 28, 2023
- Jul 26, 2023 Microsoft FY4Q23 Earnings, The Microsoft Business, Apple vs. Microsoft Jul 26, 2023
- Jul 25, 2023 Tesla Earnings, Tesla's Cost Reductions, Apple’s Project Titan Implications Jul 25, 2023
- Jul 24, 2023 "Barbenheimer" Wins at the Box Office, How Did "Barbenheimer" Do It?, Apple and Messi Jul 24, 2023
- Jul 21, 2023 Netflix Earnings, Netflix Won't Want to Be Compared to YouTube Jul 21, 2023
- Jul 19, 2023 Parsing Iger’s ESPN Comments, ESPN’s Value, Thoughts on an Apple / ESPN Partnership Jul 19, 2023
- Jul 18, 2023 Bob Iger’s CEO Contract Extended (Again), The Bob Iger Question, Iger Hints at Divestitures and Partnerships Jul 18, 2023
- Jul 13, 2023 Apple Cornering Market on Premium Headset Components, Disney's Troubles Grow, Apple’s Leverage Against Disney Jul 13, 2023
- Jul 11, 2023 App Store Turns 15, Head of Google's AR Software Quits, Vision Pro’s Influence Already Being Felt Jul 11, 2023
- Jul 10, 2023 Samsung Announces Foldables Event in Seoul, Foldables in 2023, Samsung Rethinks Headset Approach Jul 10, 2023
- Jul 6, 2023 Tesla 2Q23 Deliveries, Ford’s EV Strategy, Doug Field’s Odd Interview With the AP Jul 6, 2023
- Jul 5, 2023 More Smoke for Apple Vision Pro Production Issues, Goldman Sachs Looking For Way out of Apple Partnership Jul 5, 2023
- Jun 29, 2023 AAPL Valuation Metrics, Apple's Improving Valuation, Apple Close to $3 Trillion Market Cap (Again) Jun 29, 2023
- Jun 28, 2023 Apple Makes “Silo” Episode Free on Twitter, Google Cancels AR Glasses Project, YouTube Testing Playables Games Service Jun 28, 2023
- Jun 27, 2023 How Apple Leverages Product Branding, Making Vision Pro Cool Jun 27, 2023
- Jun 26, 2023 The Vision Pro Bet, Zuckerberg’s Miscalculation, A New Normal for Headsets Jun 26, 2023
- Jun 22, 2023 Apple Releases visionOS SDK, Creating Spatial Experiences, Apple’s Developer Advantage Jun 22, 2023
- Jun 21, 2023 Spotify Earnings, Spotify Planning Supremium Tier, Warner Bros. Discovery Looking to License HBO Content to Netflix Jun 21, 2023
- Jun 20, 2023 The Talk Show at WWDC, Apple CEO Succession Jun 20, 2023
- Jun 15, 2023 How Vision Pro Can Impact Apple’s Other Products Jun 15, 2023
- Jun 14, 2023 Apple Acquires AR Headset Maker Mira, Vision Pro Supply Constraints, Apple and Disney M&A Chatter Grows Jun 14, 2023
- Jun 13, 2023 Apple's WWDC 2023 Keynote (Granular Observations) Jun 13, 2023
- Jun 12, 2023 The Lack of “AI” at WWDC, Revisiting Apple’s Identity Network, iPhone StandBy, Mac HW Updates Jun 12, 2023
- Jun 8, 2023 The Challenge Selling Vision Pro, Vision Pro Competition, Vision Pro Q&A Jun 8, 2023
- Jun 7, 2023 The “Why” Behind Apple Vision Pro, Apple Revolutionizes Memories, Vision Pro Pricing Strategy Jun 7, 2023
- Jun 6, 2023 My Thoughts After Using Apple Vision Pro Jun 6, 2023
- Jun 2, 2023 Google I/O 2023 Jun 2, 2023
- Jun 1, 2023 Sonos Earnings, Sonos Unveils Sonos Pro, Peloton Earnings Jun 1, 2023
- May 31, 2023 The Case for More Durable Apple Watch Ultra Bands, Disney Planning Standalone ESPN Offering May 31, 2023
-
2022
- Dec 20, 2022 Apple Year in Review 2022 (Financial Strategy) Dec 20, 2022
- Dec 19, 2022 Apple Year in Review 2022 (Product Strategy) Dec 19, 2022
- Dec 15, 2022 Paid Video Streaming’s Future, A Problem With Live Sports and Streaming, China Rethinking Its Tech Relationship Dec 15, 2022
- Dec 14, 2022 Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act Dec 14, 2022
- Dec 13, 2022 FTC Sues Microsoft Over Activision Deal, Console Gaming Competition, Games vs. Video Competition Dec 13, 2022
- Dec 12, 2022 Foxconn Invests Another $500M in India, iPhone Production in India, Twitter Looking To Offset App Store Revenue Share Dec 12, 2022
- Dec 8, 2022 More on Project Titan, Transportation Problems, Apple Announces New Data Protections Dec 8, 2022
- Dec 7, 2022 Apple’s Electric Car Plans, Apple Car Design Questions, Apple’s Largest Risk Dec 7, 2022
- Dec 6, 2022 Apple News+ Circulation Data, Goertek Runs Into AirPods Pro Trouble, The Case for Foxconn Dec 6, 2022
- Dec 5, 2022 Additional Details on “iPhone City” Production, The WSJ Article on Apple Moving Out of China, Apple and Concentration Risk, Above Avalon Gifts 2022 Dec 5, 2022
- Dec 1, 2022 Sonos 4Q22 Earnings, Spotify Subscriber Trends Dec 1, 2022
- Nov 30, 2022 The Foxconn Protests in China, Impact on Apple, COVID Protests Worsen in China Nov 30, 2022
- Nov 29, 2022 Elon Musk Goes After Apple…Again, Revisiting the Apple/Parler Controversy, Apple vs. Twitter Nov 29, 2022
- Nov 28, 2022 More on Apple’s Buyback Plan, It’s All About Apple Free Cash Flow, Iger vs. Chapek Nov 28, 2022
- Nov 21, 2022 Disney Fires Bob Chapek, Bob Iger’s Return, Disney M&A Nov 21, 2022
- Nov 17, 2022 Additional Thoughts on Apple’s MLS Season Pass, Playing Devil’s Advocate With Warner Bros. Discovery Nov 17, 2022
- Nov 16, 2022 Apple Unveils MLS Season Pass, Warner Bros. Discovery 3Q22 Earnings, David Zaslav’s Big Bet Nov 16, 2022
- Nov 15, 2022 Amazon Looking to Scale Back Devices Division, Bloomberg BusinessWeek’s Profile on Apple Retail, Apple Retail and Upselling Nov 15, 2022
- Nov 14, 2022 Apple Adjusts TV+ Strategy, Apple’s Twist to Licensed Video Content, Zuckerberg Pulls the Plug on Meta Smartwatches Nov 14, 2022
- Nov 10, 2022 Roku 3Q22 Earnings, Peloton 1Q23 Earnings Nov 10, 2022
- Nov 9, 2022 Ranking Big Tech’s 3Q22 Performance, Zuckerberg Announces Major Round of Layoffs, Disney 4Q22 Earnings Nov 9, 2022
- Nov 8, 2022 Amazon 3Q22 Earnings, The Shift in Selling Amazon Prime, Microsoft 1Q23 Earnings Nov 8, 2022
- Nov 7, 2022 Apple Warns on iPhone Supply, The “iPhone City” COVID Timeline, Revisiting iPhone 14 and 14 Pro Sales Nov 7, 2022
- Nov 3, 2022 Apple 2022 10-K Takeaways Nov 3, 2022
- Nov 2, 2022 Meta 3Q22 Earnings, Meta’s Fragile Bridge, The Big (Meta) Picture Nov 2, 2022
- Nov 1, 2022 Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts Nov 1, 2022
- Oct 31, 2022 Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth Oct 31, 2022
- Oct 28, 2022 My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance Oct 28, 2022
- Oct 26, 2022 Alphabet 3Q22 Earnings, Three Google Yellow Flags, What Apple May Say About FY1Q23 Oct 26, 2022
- Oct 25, 2022 Previewing Apple’s 4Q22 Earnings, My Apple 4Q22 Estimates, Apple Raises Apple Music and Apple TV+ Pricing Oct 25, 2022
- Oct 24, 2022 Apple’s Head of Industrial Design to Leave Company, Revisiting Apple Design Turnover, Apple Industrial Design Succession Oct 24, 2022
- Oct 20, 2022 The Rationale for the New 10.9-inch iPad, The Case for iPad SE, The Hoopla Surrounding Magic Keyboard Folio Oct 20, 2022
- Oct 19, 2022 Netflix 3Q22 Earnings, Netflix Wants a New Narrative, Netflix's ARPU Mission Oct 19, 2022
- Oct 18, 2022 Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro) Oct 18, 2022
- Oct 17, 2022 4Q22 iPhone Installed Base, iPhone Installed Base Growth Trajectory Oct 17, 2022
- Oct 13, 2022 Measuring Apple Watch’s Sales Potential, Apple Contemplating Apple TV Ad Play, ByteDance Planning Spotify Battle Oct 13, 2022
- Oct 12, 2022 4Q22 Apple Watch Installed Base, Apple Watch Adoption Figures Oct 12, 2022
- Oct 11, 2022 Thoughts on Google’s Pixel Event, Google Finally Takes Smartwatches Seriously, Google vs. Amazon Battle Oct 11, 2022
- Oct 6, 2022 Tim Cook Gives Another AR Tease, Apple Talks Dynamic Island, Peloton CEO Asks for Six More Months Oct 6, 2022
- Oct 5, 2022 Growing Fallout Surrounding Google Stadia Shutdown, Revisiting the Alphabet Structure, YouTube Testing 4K as Premium Feature Oct 5, 2022
- Oct 4, 2022 Foxconn Hints at Robust iPhone Demand, Google Pulls Plug on Stadia, Zillow Adopts Apple Maps Look Around Oct 4, 2022
- Oct 3, 2022 Nike 1Q23 Earnings, Tesla 3Q22 Vehicle Deliveries, Wall Street's Apple Anxiety Oct 3, 2022
- Sep 29, 2022 The Big Themes from Amazon’s Hardware Event, Apple Pushes Back Against TSMC Price Hike, Thursday Q&A Sep 29, 2022
- Sep 28, 2022 Another Questionable Bloomberg Report on iPhone Demand, What’s Going On With Bloomberg?, Impact on AAPL Sep 28, 2022
- Sep 27, 2022 John Mayer vs. Apple Watch Ultra, Apple Watch Ultra’s Appeal, Apple and Oprah End TV+ Deal Sep 27, 2022
- Sep 26, 2022 Central Banks Rush to Raise Rates, Stronger Dollar’s Impact on Apple, Apple Music to Sponsor Super Bowl Halftime Show Sep 26, 2022
- Sep 22, 2022 Disney CEO Talks ESPN’s Future, Apple’s Sports Play, Apple Watch Ultra Reviews Sep 22, 2022
- Sep 21, 2022 Peloton Launches Peloton Row, What Peloton Should Do With Peloton Row, Spotify Launches Audiobooks Sep 21, 2022
- Sep 20, 2022 The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends Sep 20, 2022
- Sep 19, 2022 Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf Sep 19, 2022
- Sep 15, 2022 Apple Buys Satellite Capacity, Apple and Starlink, Apple’s Satellite Ambition Sep 15, 2022
- Sep 14, 2022 Thoughts on iPhone 14 and 14 Pro Pre-orders, Garmin Trolls Apple, Apple Watch Ultra Battery Life Sep 14, 2022
- Sep 13, 2022 Deconstructing Apple’s “Far Out” Presentation (Part 2) Sep 13, 2022
- Sep 12, 2022 Deconstructing Apple’s “Far Out” Presentation (Part 1) Sep 12, 2022
- Sep 8, 2022 Apple Event Highlights Sep 8, 2022
- Sep 5, 2022 Thoughts Heading Into Apple’s “Far Out” Event Sep 5, 2022
- Sep 1, 2022 Disney Considering Memberships, Apple One’s Strategic Value, More Details About Netflix’s Upcoming Ad Tier Sep 1, 2022
- Aug 31, 2022 Apple Gives up Didi Board Seat, Snap Announces Major Pullback, Gauging Snap as an M&A Target Aug 31, 2022
- Aug 30, 2022 Roku Losing Flexibility, YouTube Quietly Unveils Podcasts Homepage, Big Ten Passes Over Apple Aug 30, 2022
- Aug 29, 2022 An Upcoming Flood of TV Content, Netflix Mulls Pricing for Ad Tier, Apple TV+ Pricing Strategy Aug 29, 2022
- Aug 25, 2022 Apple Sends Out Event Invites to Media, Peloton Is Imploding, A Peloton and Amazon Tie-up? Aug 25, 2022
- Aug 24, 2022 Revisiting the HomePod Discontinuation, Sonos Earnings, Smart Speakers Getting Squeezed Aug 24, 2022
- Aug 17, 2022 Microsoft Earnings, Recapping Tech Giants Business Performance in 2Q22, More on What Peloton Should Do Now Aug 17, 2022
- Aug 16, 2022 Buffett Continues to Add to Apple Stake, AAPL Valuation Update, Peloton Raises Prices and Announces Intention to Close Stores (Finally) Aug 16, 2022
- Aug 15, 2022 WSJ Goes After Apple ATT, The New Focal Point for Apple Cynics, What Apple Cynics Get Wrong Aug 15, 2022
- Aug 11, 2022 Disney’s Strong Earnings, Disney Raises Disney+ Pricing, The Leader in Paid Video Streaming Aug 11, 2022
- Aug 10, 2022 Apple Reportedly Back in Discussions for Big Ten Sports, Small Businesses Cut Ad Budgets Due to Apple ATT, Walmart Looking For Streaming Video Partner Aug 10, 2022
- Aug 9, 2022 Amazon 2Q22 Earnings, Amazon Taking Advertising Share, Stock Buybacks Are Getting a Bad Rap Aug 9, 2022
- Aug 8, 2022 Share Buybacks to Face 1% Excise Tax, Revisiting Apple’s Buyback Plans, My Revised Apple Financial Estimates Aug 8, 2022
- Aug 4, 2022 Meta 2Q22 Earnings, Philosophical Differences Between Zuckerberg and Apple, Thursday Q&A Aug 4, 2022
- Aug 3, 2022 Apple Expands App Store Search Ads, Apple’s Expanding Advertising Business, Thoughts on iPhone 14 Pricing Aug 3, 2022
- Aug 2, 2022 Notes From Apple’s 3Q22 10-Q, Tracking Apple’s Paid Subscriptions, Apple's Share Buyback Update Aug 2, 2022
- Aug 1, 2022 Reading Between the Lines of Apple’s 3Q22 Earnings Q&A With Analysts Aug 1, 2022
- Jul 29, 2022 Apple’s 3Q22: The Key Numbers, iPhone Sales Resiliency, Apple Ecosystem Growth Slows Jul 29, 2022
- Jul 27, 2022 Alphabet 2Q22 Earnings, Google TAC Payments to Apple, YouTube Revenue Underperforming Jul 27, 2022
- Jul 26, 2022 Previewing Apple’s 3Q22 Earnings, My Updated Apple Earnings Model, Early Look at Apple’s 4Q22 Jul 26, 2022
- Jul 25, 2022 Apple’s Advantages With Fitness+, Fitness Hardware vs. Digital Fitness Classes, Foxconn Going Into Lockdown (Again) Jul 25, 2022
- Jul 21, 2022 Tesla Earnings, Apple to Slow Hiring and Spending in Some Areas, Samsung Discloses Foldable Phone Shipments Jul 21, 2022
- Jul 20, 2022 Netflix 2Q22 Earnings, Netflix Continues to Deflect, Disney Raises ESPN+ Pricing Jul 20, 2022
- Jul 18, 2022 App Store Revenue Growth Remains Intact, Non-Games Gaining Momentum in U.S. App Store, Apple Talks M2 MacBook Air Jul 18, 2022
- Jul 14, 2022 1Q22 Subscriber Share Data for SVOD, Consumers Hitting a Limit With Paid Video, Walmart Announces Canoo Order Jul 14, 2022
- Jul 13, 2022 Jony Ive and Apple End Consulting Agreement, Jony vs. No Jony, More Signs of iPhone Sales Resiliency Jul 13, 2022
- Jul 12, 2022 More on Amazon Prime vs. Apple One, Peloton To Outsource Manufacturing, Peloton Should Jettison Its Bikes Jul 12, 2022
- Jul 11, 2022 Amazon Prime User Growth Stalls in U.S., Higher Amazon Prime ARPU, Amazon Prime vs. Apple One Jul 11, 2022
- Jul 7, 2022 Apple Hiring Dozens of Tesla Employees, Paid Video Streaming Interest Shares, Satisfaction Winners and Losers in Paid Video Land Jul 7, 2022
- Jul 6, 2022 Tesla Reports 2Q22 Vehicle Deliveries, GM and Ford Fighting for Second Place in EVs, What About Low-End EVs? Jul 6, 2022
- Jul 5, 2022 Gas Station Operator Sinclair to Embrace CarPlay, Foxconn Reports Strong June Results, Foxconn Implications for Apple Jul 5, 2022
- Jun 29, 2022 Snap Moves Into Paid Subscriptions, Contenders for NFL Sunday Ticket, Apple’s Odds of Winning Sunday Ticket Jun 29, 2022
- Jun 28, 2022 More on Spotify and Video, Spotify vs. Apple, Netflix Trying to Become a Fast Follower Jun 28, 2022
- Jun 27, 2022 Apple to Remove iPad as Home Hub, Spotify Holds Investor Day, Spotify Hints of Big Move into Video Jun 27, 2022
- Jun 22, 2022 Meta Unveils More VR Headset Prototypes, Tim Cook Gives Headset Clue, Google Begins Charging Legacy Small Businesses for Services Jun 22, 2022
- Jun 21, 2022 Apple Retail Employees Vote to Unionize at Maryland Store, Unionization’s Impact on Apple Retail, German Regulator Goes After Apple ATT Jun 21, 2022
- Jun 20, 2022 Nothing Unveils Phone 1 Design, Roku and Netflix M&A Chatter, Roku as M&A Target Jun 20, 2022
- Jun 16, 2022 Apple’s TV Branding Dilemma, Possible Apple TV Branding Solutions, Apple Partners With Nike for Sports Content Jun 16, 2022
- Jun 15, 2022 Winners and Losers From WWDC 2022, Apple’s Burgeoning Live Sports Strategy, Thoughts on Apple’s MLS Subscription Pricing Jun 15, 2022
- Jun 14, 2022 Apple Signs Major Deal With Major League Soccer, Swiss Watch Industry Goes Upmarket, Criticism Surrounding Apple Pay Later Jun 14, 2022
- Jun 13, 2022 More Details on Apple Pay Later, Meta Adjusts AR Glasses Strategy, Meta “Pivots” Portal Jun 13, 2022
- Jun 9, 2022 Apple WWDC 2022 Keynote (My Full Notes) Jun 9, 2022
- Jun 8, 2022 The Big Surprise Found With Apple Pay Later, Revisiting Apple’s Credit Kudos Acquisition, CarPlay Mistruths Jun 8, 2022
- Jun 7, 2022 Apple's WWDC 2022 Keynote (Major Themes) Jun 7, 2022
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2021
- Dec 21, 2021 3Q21 Smart Speaker and Smart Display Sales Estimates, The Verdict on the Original HomePod, What’s Next for HomePod? Dec 21, 2021
- Dec 20, 2021 AirTag’s First Controversy, Apple Is Leading the Charge on Tracker Safety, Lessons From the YouTube TV/Disney Battle Dec 20, 2021
- Dec 16, 2021 Niantic CEO Pours Cold Water on the Metaverse, Meta Buys Within, The Mistake People Are Making With the Metaverse Dec 16, 2021
- Dec 15, 2021 Podcast Advertising Grows Up, Thoughts on Apple Expanding Ads Business to Apple Podcasts, The Business Model Behind Apple’s Content Distribution Arm Dec 15, 2021
- Dec 14, 2021 Google Aiming for First In-House Smartwatch in 2022, Google’s Lost Opportunity With Fitbit, Apple Watch Advantages Dec 14, 2021
- Dec 13, 2021 Wallpaper Profiles Apple’s Design Team, Design at Apple, Is There a Jony Successor? Dec 13, 2021
- Dec 9, 2021 Apple Wins Stay In Anti-Steering Ruling, Thoughts on Apple’s “Secret” Deal With China, Apple In China Is a Rorschach Test Dec 9, 2021
- Dec 8, 2021 Nikkei Asia Calls Bloomberg’s Bluff on Slowing iPhone Demand, Connecting the iPhone Dots Dec 8, 2021
- Dec 7, 2021 DigiTimes’ Questionable Report About iPhone Production, Life360 Outed as Major Privacy Invader, Apple’s Privacy Advantage Dec 7, 2021
- Dec 6, 2021 Roku Reminds Me of Spotify, Roku Hits Pandemic Air Pocket, Revisiting the Roku Bear Case, Above Avalon Gifts (2021 Holiday Season) Dec 6, 2021
- Dec 2, 2021 Bloomberg’s Odd Article About iPhone Demand, The Suspicious Timing of Bloomberg’s Article Dec 2, 2021
- Dec 1, 2021 Is Apple TV 4K a Sleeper Hit?, Foldable Phones Sales Estimates, Foldables vs. Wearables Dec 1, 2021
- Nov 30, 2021 iPhone Depreciation Hits Record Low, Using the Gray Market to Gauge iPhone Strength, Apple/CIT MacBook Upgrade Program Nov 30, 2021
- Nov 29, 2021 Spotify’s Goal, Spotify Partners with Netflix, Spotify vs. Apple Podcasts Nov 29, 2021
- Nov 23, 2021 Apple’s Car Goals Have Remained Consistent, Hertz Partners With Uber, Tile Sells Itself to Life360 Nov 23, 2021
- Nov 22, 2021 AAPL Shares Hit All-Time High, Thoughts on AAPL Valuation, AAPL vs. MSFT Nov 22, 2021
- Nov 17, 2021 Qualcomm Warns of Apple Modems, Apple Modems and Gross Margins, Apple Announces Self Service Repair Nov 17, 2021
- Nov 16, 2021 The Tim Cook / Andrew Ross Sorkin Interview Nov 16, 2021
- Nov 15, 2021 Foxconn Warns of Difficult 2022, Apple Simplifies Its Beats Lineup, Hertz Announces Deal With Tesla Nov 15, 2021
- Nov 11, 2021 Disney Earnings, Apple Unveils Apple Business Essentials, Thursday Q&A Nov 11, 2021
- Nov 10, 2021 Snap and Meta Feel Apple ATT Impact, Estimating ATT’s Financial Impact, Should Apple Be In the Ads Business? Nov 10, 2021
- Nov 9, 2021 Apple Hires Another Tesla Autopilot Executive, GM Cruise Launches Self-Driving Taxi Service, Foxconn Unveils First EV Concepts Nov 9, 2021
- Nov 8, 2021 Peloton 1Q22 Earnings, Peloton Sends Warning Signal, Peloton vs. Fitbit Nov 8, 2021
- Nov 4, 2021 Google to Adjust Developer Fees in South Korea, In-App Payment Debate Is a Red Herring, Netflix Unveils Games for Android Nov 4, 2021
- Nov 3, 2021 Apple Shifting Device Production Orders, U.S. Election Implications on Apple and Big Tech, Revising My Apple 2022 Estimates Nov 3, 2021
- Nov 2, 2021 Apple 2021 10-K Takeaways Nov 2, 2021
- Nov 1, 2021 Apple 4Q21 Earnings Review (Details) Nov 1, 2021
- Oct 29, 2021 Apple 4Q21 Earnings Review (Major Takeaways) Oct 29, 2021
- Oct 26, 2021 Previewing Apple’s 4Q21 Earnings, My 4Q21 Estimates, Apple Product Category Expectations Oct 26, 2021
- Oct 22, 2021 AirPods as a Platform, Thoughts on the M1 Pro and M1 Max, Jony Ive’s Influence at Apple Oct 22, 2021
- Oct 20, 2021 Thoughts / Initial Impressions About Apple’s Product Event Oct 20, 2021
- Oct 15, 2021 Estimating the Number of Mac Users, A Mac Sales Inflection Point, An AirPods Sales Air Pocket Oct 15, 2021
- Oct 14, 2021 More on Apple Watch Series 7, Apple Watch vs. iPhone Sales, Apple Watch Installed Base Mix by Model Oct 14, 2021
- Oct 12, 2021 Apple Appeals Epic Games Ruling, U.S. Banks Attacking Apple Pay Fees, Estimating Apple Pay Revenue Oct 12, 2021
- Oct 7, 2021 Apple Employee “Unrest,” Tim Cook Goes After Social Media, Paddle and App Store Alt Payments Oct 7, 2021
- Oct 6, 2021 More on iPhone's Future Sales Trajectory, Apple Health Said to Be in Turmoil, Tesla 3Q21 Deliveries Oct 6, 2021
- Oct 5, 2021 My iPhone Installed Base Estimate, iPhone Installed Base Growth Trend, Calculating the iPhone Upgrade Cycle Length Oct 5, 2021
- Oct 4, 2021 Foxconn to Buy Old GM Plant, China’s Power Crunch, iPhone 13 Production Hits Snags Oct 4, 2021
- Sep 30, 2021 The Number of Apple Watches in the Wild, Apple Watch Adoption Estimates, Apple Watch Upgrading Trends Sep 30, 2021
- Sep 29, 2021 The Amazon Event, Amazon’s Play for Neighborhoods, Amazon Astro Sep 29, 2021
- Sep 28, 2021 Jony Ive Partners with Ferrari, iPhone 13 Strength in China, Apple vs. Huawei Sep 28, 2021
- Sep 27, 2021 Disney Warns of Messy Disney+ Subscriber Trends, Estimating the Number of Apple TV+ Subscribers, Revisiting Apple’s Paid Subscriptions Tally Sep 27, 2021
- Sep 24, 2021 Facebook Unveils Portal Go and Portal+, Microsoft's Surface Event, The Surface Duo 2 Sep 24, 2021
- Sep 23, 2021 Facebook Launches Ray-Ban Stories Glasses, Facebook’s Smart Glasses Sales Pitch, Facebook’s HW Head Promoted to CTO Sep 23, 2021
- Sep 22, 2021 The iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 Sales Sep 22, 2021
- Sep 20, 2021 Kevin Lynch Tapped to Lead Project Titan, Disillusionment in the Auto Space Is Setting In, Ted Lasso Wins Big at the Emmys Sep 20, 2021
- Sep 16, 2021 The Apple Event (Full Notes) Sep 16, 2021
- Sep 15, 2021 The Apple Event (Major Takeaways) Sep 15, 2021
- Sep 13, 2021 Thoughts on the Epic Games vs. Apple Ruling Sep 13, 2021
- Sep 9, 2021 TSMC Raising Chip Prices, Apple’s Pricing Advantage, Thursday Q&A Sep 9, 2021
- Sep 8, 2021 Doug Field Leaves Apple for Ford, Project Titan’s Trajectory and Leadership, Silicon Valley vs. Detroit Sep 8, 2021
- Sep 7, 2021 Apple Delays Child Safety Features, An Update Regarding Apple’s Rumored Self-Driving Car Facility in Arizona, Apple Continues Hiring Car HW Talent Sep 7, 2021
- Sep 2, 2021 Apple Makes Concession Regarding Reader Apps, Reader Apps vs. Multiplatform Apps, The Strategy Behind Apple’s App Store Changes Sep 2, 2021
- Sep 1, 2021 More on South Korea's App Store Payment Bill, Thinking Through Alternative In-App Payments, Unintended Consequences of App Store Changes Sep 1, 2021
- Aug 31, 2021 Peloton Earnings, South Korea Passes App Store Payments Bill, Apple Acquires Primephonic Aug 31, 2021
- Aug 30, 2021 Apple Settles Class-Action Suit from U.S. Developers, Why Settle Now?, The iOS Developer Divide Aug 30, 2021
- Aug 24, 2021 More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse Aug 24, 2021
- Aug 23, 2021 Disney Earnings, Disney Will Surpass Netflix, Roku Earnings Aug 23, 2021
- Aug 19, 2021 Apple Leaker Comes Forward, Apple’s Ongoing War on Leaks, Thursday Q&A Aug 19, 2021
- Aug 18, 2021 Follow the Tech Capex, Apple’s Reliance on Chinese Suppliers Increases, Foxconn Moving Forward With Car Factories in U.S. Aug 18, 2021
- Aug 17, 2021 Alphabet Earnings, Amazon Earnings, Microsoft Earnings Aug 17, 2021
- Aug 16, 2021 Apple Releases Security Threat Model Review of CSAM Detection, Apple Doing Damage Control, Genuine Pushback to Apple’s CSAM Detection Aug 16, 2021
- Aug 12, 2021 Sonos 3Q21 Earnings, Anti-App Store Legislation Introduced in Senate, The Bill’s Privacy and Security Exemption Aug 12, 2021
- Aug 11, 2021 The Apple TV Debate Rages On, Apple’s Home Strategy, Smart Homes and Ecosystems Aug 11, 2021
- Aug 10, 2021 Apple Head of Privacy Talks CSAM Detection, CSAM Detection FUD, Apple and the Privacy High Ground Aug 10, 2021
- Aug 9, 2021 Apple Announces Expanded Protections for Children, Thoughts on Apple’s CSAM Detection, Apple CSAM and the Slippery Slope Aug 9, 2021
- Aug 5, 2021 The Most Surprising Item from Apple Earnings, Revising My Apple Estimates, Why My Apple Estimates Continue to Move Higher Aug 5, 2021
- Aug 4, 2021 Apple’s 2022 iPhone Lineup Taking Shape, Two Big iPhone Bets, Facebook Goes Around App Store for Cloud Gaming Aug 4, 2021
- Aug 3, 2021 Square Acquires Afterpay, Square vs. Apple, The Future of Credit Aug 3, 2021
- Aug 2, 2021 Notes from Apple’s 3Q21 10-Q, Deconstructing Apple’s 3Q21 Revenue Growth, Apple's Capacity to Increase Its Share Buyback Pace Aug 2, 2021
- Jul 29, 2021 Apple 3Q21 Earnings Review (Full Notes) Jul 29, 2021
- Jul 28, 2021 Thoughts on Apple's 3Q21 Earnings, Apple's Ecosystem Is Rapidly Expanding, Apple Supply Issues Are Overblown Jul 28, 2021
- Jul 27, 2021 Tesla Earnings, Elon Musk Goes After Apple Again, Musk Steps Away from Earnings Calls Jul 27, 2021
- Jul 26, 2021 My 3Q21 Apple Financial Estimates Jul 26, 2021
- Jul 22, 2021 Wall Street’s Expectations Game, Let’s Talk AAPL Stock, The Environment Heading Into Apple’s 3Q21 Earnings Jul 22, 2021
- Jul 21, 2021 Netflix 2Q21 Earnings, Netflix Is Feeling Competitive Pressure, Netflix’s Video Gaming Strategy Jul 21, 2021
- Jul 20, 2021 Apple’s Return to the Office Brouhaha, Apple Searching for Hollywood Hub, The Ted Lasso Effect Jul 20, 2021
- Jul 19, 2021 Apple’s Kevin Lynch Joins Project Titan, Apple Car Implications, Apple Watch Implications Jul 19, 2021
- Jul 15, 2021 Netflix Moving Forward with Gaming, Entertainment Bundles Will Win, This Time Is Different for Games Jul 15, 2021
- Jul 14, 2021 Apple Reportedly Increases iPhone Build Orders, Thoughts on iPhone Sales Trends, Apple and Goldman Working on Apple Pay Later Jul 14, 2021
- Jul 13, 2021 Apple’s Services Journey, A Different Way of Thinking of Apple One, Apple Services Evolution Jul 13, 2021
- Jul 12, 2021 Apple and the NFL, Disney’s Black Widow Opening Weekend, A Laptop Revival Jul 12, 2021
- Jul 8, 2021 App Consumer Spend Growth Is Accelerating, Are We Already in a New Era for Apps?, Facebook Goes After iOS Default Apps Jul 8, 2021
- Jul 7, 2021 EU’s Vestager Threatens Apple, Video Streaming Box Market Shares, Peacock Signs Universal Deal Jul 7, 2021
- Jul 6, 2021 CAID Fizzles, Ad Budgets Reportedly Shifting to Android, The Debate Surrounding Apple’s Ads Business Jul 6, 2021
- Jul 1, 2021 Valuing Recurring Revenue Streams for the Giants, Where Will Apple Growth Come From?, Thursday Q&A Jul 1, 2021
- Jun 30, 2021 Comcast’s Video Streaming Strategy, Ad-Based Streaming Momentum, Revisiting M&A in Video Land Jun 30, 2021
- Jun 29, 2021 FTC’s Lawsuit Against Facebook Thrown Out, Facebook Joins Trillion Dollar Club, Valuing the Giants on Free Cash Flow Jun 29, 2021
- Jun 28, 2021 Peloton’s Newest Wearable…Sort Of, Peloton Makes Play for Businesses, Opposition to Anti-Tech Bills Materializes Jun 28, 2021
- Jun 24, 2021 More on Apple’s Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the Wrist Jun 24, 2021
- Jun 23, 2021 Apple Responds to Congress, The Effectiveness of an iOS Sideloading Fear Campaign, Is Apple’s Response Too Little, Too Late? Jun 23, 2021
- Jun 22, 2021 Are Cracks Forming at Google?, Google’s Real Problem, Spielberg Partners with Netflix Jun 22, 2021
- Jun 21, 2021 5G Smartphone Industry Sales Trends, Inside Apple’s Back to School Promotion Strategy, Apple Watch Executive Talks Health Jun 21, 2021
- Jun 17, 2021 Dissecting Apple’s Headphones Line, Apple’s Headphones Strategy, Sizing Up Apple’s Headphones Business Jun 17, 2021
- Jun 16, 2021 Apple’s Health Struggles, Apple Officially Unveils Beats Studio Buds, The Oddities Found with Beats Studio Buds Jun 16, 2021
- Jun 15, 2021 Thoughts on U.S. House’s Anti-Tech Bills, Tech vs. Washington Noise, Apple Dials Back Apple TV+ Promotional Offer Jun 15, 2021
- Jun 14, 2021 Facebook Smartwatch Details Leak, Cameras on the Wrist, Apple Hires Top Auto HW Executive Jun 14, 2021
- Jun 11, 2021 Apple WWDC 2021 Keynote Review (Consolidated) Jun 11, 2021
- Jun 10, 2021 Notes from Apple's WWDC 2021 Keynote (Part 2) Jun 10, 2021
- Jun 9, 2021 Notes from Apple’s WWDC 2021 Keynote (Part 1) Jun 9, 2021
-
2020
- Dec 22, 2020 Apple Car in 2024?, The Odd Parts of Reuters’ Apple Car Report, What’s Really Going on Here Dec 22, 2020
- Dec 21, 2020 EFF Comes to Apple’s Defense, Tesla Joins the S&P 500, Apple Designers Talk AirPods Max Dec 21, 2020
- Dec 17, 2020 Apple Hits Facebook Back, Apple Provides iPhone / iPad Installed Base Clues, Thursday Q&A Dec 17, 2020
- Dec 16, 2020 Facebook’s Apple Attack Ad, Privacy vs. Profit, More Than an AAPL / FB Skirmish? Dec 16, 2020
- Dec 15, 2020 Apple Increases iPhone Orders, iPhone Sales Growth Drivers, Apple’s Cellular Modem Full Steam Ahead Dec 15, 2020
- Dec 14, 2020 Disney Investor Day, Netflix’s Branding Problem, Supply Chain Talks Down AirPods Max Sales Dec 14, 2020
- Dec 10, 2020 Project Titan’s Leadership Change, Apple Car Rumors Persist, Thursday Q&A Dec 10, 2020
- Dec 9, 2020 AirPods Max’s Limited Launch, AirPods Max Modularity, What About Beats? Dec 9, 2020
- Dec 8, 2020 Apple Unveils AirPods Max, Thoughts on AirPods Max Pricing, AirPods as a Platform Dec 8, 2020
- Dec 7, 2020 Apple Sales Mix by Display Size, WarnerMedia’s Huge Movie Announcement, Apple and Movies Dec 7, 2020
- Dec 3, 2020 Apple Downplays Touch-Based Macs (Again), My Stance on Touch-Based Macs, Thursday Q&A Dec 3, 2020
- Dec 2, 2020 Early Look at iPhone 12 Sales Mix, iPhone Installed Base Mix, App Store Revenue Growth Accelerating Dec 2, 2020
- Dec 1, 2020 Apple Gets Antitrust Court Case Tossed, Samsung May Discontinue the Galaxy Note, GM’s Nikola Mistake Dec 1, 2020
- Nov 30, 2020 Apple’s Place in a Stay-at-Home Economy, E-Commerce Acceleration, Some iPad and Mac Production Moving to Vietnam Nov 30, 2020
- Nov 24, 2020 The Question for Sonos, The App Store During the Pandemic, Apple’s Head of AR Talks Strategy, Above Avalon Gifts Nov 24, 2020
- Nov 23, 2020 Sonos Earnings, Sonos vs. Apple, New Data on App Store Developer Revenue Nov 23, 2020
- Nov 19, 2020 Additional Thoughts on App Store Changes, The Mac’s Future, Apple’s Innovation Feedback Loop Nov 19, 2020
- Nov 18, 2020 Apple Unveils App Store Small Business Program, Apple Cuts App Store Revenue Share for Many, Revisiting App Store Economics Nov 18, 2020
- Nov 17, 2020 Estimating the Number of Mac Users, Cinemark and Universal Reach Deal, Warren Buffett Cuts Apple Stake Nov 17, 2020
- Nov 16, 2020 Disney Earnings, Ranking Paid Video Streaming Leaders, Foldable iPhone Rumors Persist Nov 16, 2020
- Nov 12, 2020 Apple Industrial Designers Talk New Products, “Hardware as a Service” Problems, Microsoft Surface 1Q21 Results Nov 12, 2020
- Nov 11, 2020 Thoughts on Apple’s “One More Thing” Event Nov 11, 2020
- Nov 9, 2020 Previewing Apple’s “One More Thing” Event, HBO Max and Peacock Subscriber Updates, Netflix Raises Prices Nov 9, 2020
- Nov 5, 2020 Apple Facing Component Shortages, Apple Increases Orders for Older iPhones, Spotify Earnings Nov 5, 2020
- Nov 4, 2020 The U.S. Election, Apple Implications, Apple’s Power Nov 4, 2020
- Nov 3, 2020 Apple 2020 10-K Takeaways Nov 3, 2020
- Nov 3, 2020 Apple 4Q20 Earnings Review (Consolidated) Nov 3, 2020
- Nov 2, 2020 Apple 4Q20 Earnings Review (Second Half) Nov 2, 2020
- Oct 30, 2020 Apple 4Q20 Earnings Review (First Half) Oct 30, 2020
- Oct 28, 2020 Apple 4Q20 Earnings Preview (Consolidated) Oct 28, 2020
- Oct 28, 2020 Apple 4Q20 Earnings Preview (Second Half) Oct 28, 2020
- Oct 27, 2020 Apple 4Q20 Earnings Preview (First Half) Oct 27, 2020
- Oct 26, 2020 Apple’s Organizational Structure, Apple’s Leadership Structure, An Autonomous Apple Oct 26, 2020
- Oct 22, 2020 A Google TAC Fire Drill, The Quibi Hedge, Jony Ive Collaborates With Airbnb Oct 22, 2020
- Oct 21, 2020 Netflix Earnings, Video Content Monopolies, An iPhone ASP Tailwind Oct 21, 2020
- Oct 20, 2020 Apple Unveils Apple Music TV, Apple Extends TV+ Promotion, Apple TV+ Accounting Oct 20, 2020
- Oct 19, 2020 Thoughts on Early iPhone Sales, Disney Reorganizes, Disney Is Streaming’s New Poster Child Oct 19, 2020
- Oct 16, 2020 Apple's "Hi, Speed" Event Review (Consolidated) Oct 16, 2020
- Oct 15, 2020 Apple's "Hi, Speed" Event Review (Full Notes) Oct 15, 2020
- Oct 14, 2020 Apple's "Hi, Speed" Event Review (Major Takeaways) Oct 14, 2020
- Oct 8, 2020 The House Antitrust Report on Big Tech, Massive Holes in the Antitrust Report, Apple’s Response Oct 8, 2020
- Oct 7, 2020 The Number of iPhone Users, The iPhone Upgrade Cycle, Apple Stops Selling Third-Party Audio Products Oct 7, 2020
- Oct 6, 2020 Facebook Connect 2020, Zuckerberg Downplays AR Timeline, Facebook’s Design Dilemma Oct 6, 2020
- Oct 5, 2020 Apple Watch’s Regulatory Risk, Thoughts on Apple Watch ASP, Regal Cinemas Suspends Operations Oct 5, 2020
- Oct 1, 2020 Apple Watch Is a Runaway Train, Google’s Hardware Event, Siri vs. Apple Watch Oct 1, 2020
- Sep 30, 2020 Tim Cook’s The Atlantic Interview, Tim Cook Receives New Stock Grant, Apple CEO Succession Sep 30, 2020
- Sep 29, 2020 The Coalition for App Fairness, A New Guerrilla Warfare Tactic, The Coalition’s Questionable Website Sep 29, 2020
- Sep 28, 2020 Amazon’s New Products, Amazon’s Declining Hardware Goodwill, The Battle for the Home Sep 28, 2020
- Sep 24, 2020 Nike Earnings, The Similarity Between Nike and Apple, A Stronger Apple and Nike Partnership Sep 24, 2020
- Sep 23, 2020 Thoughts on iPhone Widgets, iPhone Widgets vs. Apple Watch, Apple Watch Adoption Estimates Sep 23, 2020
- Sep 22, 2020 Apple Changes App Store Guidelines, Rebuilding Indie Developer Goodwill, Roku and Peacock Reach Deal Sep 22, 2020
- Sep 21, 2020 Spotify’s Growing Desperation, Apple One Criticism, Apple One vs. Amazon Prime Sep 21, 2020
- Sep 18, 2020 Apple’s “Time Flies” Event Review (Consolidated) Sep 18, 2020
- Sep 17, 2020 Apple’s “Time Flies” Event Review (Full Notes) Sep 17, 2020
- Sep 16, 2020 Apple’s “Time Flies” Event Review (Major Takeaways) Sep 16, 2020
- Sep 14, 2020 Number of iPads in Use, Peloton Earnings, Peloton’s Weakness Sep 14, 2020
- Sep 10, 2020 The Number of Apple Watch Wearers, SoftBank’s Big Bet on Tech Stocks, GM Partners With Nikola Sep 10, 2020
- Sep 9, 2020 Apple Hires Hollywood Dealmaker, Mobile Carrier Offers First Apple Content Bundle, Disney’s Mulan Gamble Sep 9, 2020
- Sep 8, 2020 New iPhone Production Starting Soon, iPhone Production Estimates, Apple’s HW Solution for Pandemic Travel Restrictions Sep 8, 2020
- Sep 3, 2020 iPhone Momentum Building in Europe, Apple's Good Timing with iPhone SE, Selling Utility on the Wrist Sep 3, 2020
- Sep 2, 2020 News Publishers Want App Store Special Deal, Apple’s App Store Curation Strategy, Foldable Phones Continue to Flop Sep 2, 2020
- Sep 1, 2020 Amazon Unveils Halo Wristband, Health Trackers vs. Smartwatches, Wireless Headphones Sales Share Sep 1, 2020
- Aug 31, 2020 Introducing a Daily Podcast for Above Avalon Members, U.S. Talks Down WeChat Ban, Mark Zuckerberg Attacks the App Store, Apple vs. Facebook Aug 31, 2020
- Aug 26, 2020 Apple Acquires Spaces, An Apple Game Changer in India, Foxconn and Pegatron Talk Up Mexico Aug 26, 2020
- Aug 25, 2020 Valuing Big Tech on Free Cash Flow, AAPL vs. Free Cash Flow, AAPL vs. Low Interest Rates Aug 25, 2020
- Aug 24, 2020 Apple Soars Past $2 Trillion, Thoughts on AAPL Valuation, Apple’s New Narrative on Wall Street Aug 24, 2020
- Aug 20, 2020 Thoughts on TikTok, Microsoft’s Interest in TikTok, Apple’s Disinterest in TikTok Aug 20, 2020
- Aug 19, 2020 Apple Unveils CBS All Access and Showtime Bundle, A New Apple TV Layer, WarnerMedia’s Management Shake-Up Aug 19, 2020
- Aug 18, 2020 The App Store’s Impact on Apple Financials, Facebook Launches Paid Online Events, 4Q20 Microsoft Surface Results Aug 18, 2020
- Aug 17, 2020 Epic Games Breaks App Store Guidelines, Epic Games’ Epic Hypocrisy, The App Store’s Future Aug 17, 2020
- Aug 13, 2020 Apple Planning Subscription Bundles, Samsung’s Galaxy Hardware Event, Apple’s Ecosystem Advantage Aug 13, 2020
- Aug 12, 2020 Disney Earnings, A Disney Streaming Juggernaut, Estimating Apple TV+ Revenue Aug 12, 2020
- Aug 11, 2020 Apple 3Q20 10-Q Takeaways, Apple Announces Stock Split, Why Split the Stock? Aug 11, 2020
- Aug 10, 2020 Greg Joswiak to Succeed Phil Schiller, Differences Between Joz and Schiller, Apple Management Turnover Aug 10, 2020
- Aug 3, 2020 Apple 3Q20 Earnings Review (Consolidated) Aug 3, 2020
- Aug 3, 2020 Apple 3Q20 Earnings Review (Full Notes) Aug 3, 2020
- Jul 31, 2020 Apple 3Q20 Earnings Review (Major Takeaways) Jul 31, 2020
- Jul 30, 2020 Tech CEOs Testify in Front of Congress, Congress’s Concern Regarding Apple, Apple’s Trouble Area Jul 30, 2020
- Jul 29, 2020 Apple 3Q20 Earnings Preview (Consolidated) Jul 29, 2020
- Jul 28, 2020 Apple 3Q20 Earnings Preview (Second Half) Jul 28, 2020
- Jul 27, 2020 Apple 3Q20 Earnings Preview (First Half) Jul 27, 2020
- Jul 23, 2020 Apple’s Experiences Ecosystem, Apple Commissions Another App Store Study, Apple Readies App Store Defense Jul 23, 2020
- Jul 22, 2020 Apple Unveils Carbon Neutral by 2030 Goal, Apple’s Five Environmental Tenets, Tim Cook’s Legacy Jul 22, 2020
- Jul 21, 2020 A Video Content Distribution War, Roku and Amazon vs. Peacock and HBO Max, Microsoft Attacks the App Store Jul 21, 2020
- Jul 20, 2020 Netflix Earnings, Netflix Moves Closer to Hollywood, Estimating Number of Apple Card Holders Jul 20, 2020
- Jul 16, 2020 Audio Comes to Apple News, Apple Expands Local News Coverage, The Future of Apple News Jul 16, 2020
- Jul 15, 2020 Apple Wins Ireland Tax Battle, Apple Hints at Apple TV+ Subscriber Total, Apple’s In-House Content Studio Jul 15, 2020
- Jul 14, 2020 Foxconn Increases India Investment, SoftBank Mulling Sale of ARM Holdings, SiriusXM Buys Stitcher Jul 14, 2020
- Jul 13, 2020 The “Tech” Stock Rally, The Pandemic as a Software Catalyst, Apple Raises MacBook Pro Orders Jul 13, 2020
- Jul 9, 2020 Apple TV+’s First Big Moment, Wall Street Expectations Regarding the iPhone, iPhone Launch Timing Is Losing Its Importance Jul 9, 2020
- Jul 8, 2020 Tesla’s 2Q20 Vehicle Delivery Numbers, Tesla’s Oxygen, Tesla Is Like the iPad Jul 8, 2020
- Jul 7, 2020 Revamping iPhone Packaging, The Rationale for Removing Accessories from iPhone Boxes, iPhone Pricing Strategy Jul 7, 2020
- Jul 6, 2020 Apple Is Pulling Away From the Competition (Continued), The Lack of Wearables Competition, Hodinkee Becomes Apple Watch Retailer Jul 6, 2020
- Jul 1, 2020 Google Buys North, Google's Wearables M&A, Apple Reportedly Shifting Apple Arcade Gaming Focus Jul 1, 2020
- Jun 30, 2020 Apple’s Platforms State of the Union, The New York Times Pulls Out of Apple News, Sonos Scales Back Jun 30, 2020
- Jun 29, 2020 Microsoft Stores Close Permanently, A Canary in the Coal Mine for Surface, Apple’s Refreshed Back to School Promotion Jun 29, 2020
- Jun 25, 2020 Apple WWDC 2020 Review (Consolidated) Jun 25, 2020
- Jun 25, 2020 WWDC 2020 Keynote Review (Full Notes - Part 2) Jun 25, 2020
- Jun 24, 2020 WWDC 2020 Keynote Review (Full Notes - Part 1) Jun 24, 2020
- Jun 23, 2020 WWDC 2020 Keynote Review (Major Takeaways) Jun 23, 2020
-
2019
- Dec 19, 2019 Is Apple Being Valued Like a Services Company?, Updated Apple Earnings Model, Apple Joins Smart Home Working Group Dec 19, 2019
- Dec 18, 2019 Walt Mossberg on Apple's Decade, Netflix Discloses More Paid Subscriber Data, Apple’s 6% Daily Cash Holiday Offer Dec 18, 2019
- Dec 17, 2019 NYT Goes After Tech’s Decade, Tech Products of the Decade, Apple’s Decade of Growing Influence Dec 17, 2019
- Dec 16, 2019 U.S. and China Reach Trade Deal, Apple Buys More Land in North Carolina, YouTubers "Review" Mac Pro Dec 16, 2019
- Dec 12, 2019 More on “Apple Tax” and Apple’s Pricing Strategy, HomePod Sales and 4Q19 Installed Base, Estimating Total Number of Apple Devices and Users Dec 12, 2019
- Dec 11, 2019 4Q19 Apple Wearables Sales, 4Q19 Apple Watch Installed Base, 4Q19 AirPods Installed Base Dec 11, 2019
- Dec 10, 2019 Estimating Total Number of iPads and Macs in Use, iPad Upgrade Trends, Apple Grabs First Golden Globe Nominations Dec 10, 2019
- Dec 9, 2019 Estimating Total Number of iPhone Users, iPhone Upgrade Trends, Thinking About iPhone Sales in 2020 and 2021 Dec 9, 2019
- Dec 5, 2019 Disney’s Underappreciated Asset, Rising Video Content Cost Inflation, The Roku Question Dec 5, 2019
- Dec 4, 2019 Larry Page and Sergey Brin Step Down From Alphabet, Alphabet No Longer Makes Sense, Apple Announces Inaugural Apple Music Awards Dec 4, 2019
- Dec 3, 2019 Fitbit’s Fascinating Merger Proxy, Facebook Almost Bought Fitbit, Wrist Wearables Panic Dec 3, 2019
- Dec 2, 2019 Apple Doubles AirPods Pro Production, AirPods Interest Hits New Record, Apple Alters Maps in Russia Dec 2, 2019
- Nov 26, 2019 AAPL and MSFT Lead Market Higher, Sonos Earnings, Sonos Is the New Fitbit, Above Avalon Gifts (2019 Holiday Season) Nov 26, 2019
- Nov 25, 2019 Questionable AirPods Shipment Numbers Circulate, Tesla Unveils Cybertruck, Rethinking the Car Nov 25, 2019
- Nov 21, 2019 Trump Visits Mac Pro Factory, Tim Cook Knows Exactly What He’s Doing, Thursday Q&A Nov 21, 2019
- Nov 20, 2019 More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market, Whoop vs. Fitbit Nov 20, 2019
- Nov 19, 2019 Apple News+ Struggles Continue, More Smoke for an Apple Bundle, The Math Behind an Apple Content Bundle Nov 19, 2019
- Nov 18, 2019 Phil Schiller Talks MacBook Keyboards, The Keyboard as a Pro Mac Feature, Defining the Mac’s Role Nov 18, 2019
- Nov 14, 2019 Apple Unveils New MacBook Pro, My Mac Concern Remains, Disney+ and Apple TV+ Subscriber Numbers Nov 14, 2019
- Nov 13, 2019 Apple TV+ First Impressions, Revisiting Apple’s TV Strategy, Apple in Talks with Richard Plepler Nov 13, 2019
- Nov 12, 2019 Thoughts on The Information's Report About Apple's Internal AR / VR Meeting Nov 12, 2019
- Nov 7, 2019 Higher ARPU Isn’t a Bad Thing for Apple, Alexa Turns Five Years Old, Spotify Earnings Nov 7, 2019
- Nov 6, 2019 Apple Watch’s Power, Google’s Wearables Plan with Fitbit, Apple’s San Jose Land Mystery Ends Nov 6, 2019
- Nov 5, 2019 Updated Apple Earnings Model, Thoughts on AAPL Valuation, Should Apple Continue Buying Back Shares? Nov 5, 2019
- Nov 4, 2019 Apple 2019 10-K Takeaways Nov 4, 2019
- Nov 1, 2019 Apple 4Q19 Earnings Review (Consolidated) Nov 1, 2019
- Nov 1, 2019 Apple 4Q19 Earnings Review (Full Notes) Nov 1, 2019
- Oct 31, 2019 Apple 4Q19 Earnings Review (Major Takeaways) Oct 31, 2019
- Oct 30, 2019 Apple TV+ Show Reviews Hit, WarnerMedia Unveils HBO Max, AirPods Pro as AirPods 2? Oct 30, 2019
- Oct 29, 2019 Apple Unveils AirPods Pro, Alphabet Bids for Fitbit, 3Q19 Microsoft Surface Sales Oct 29, 2019
- Oct 28, 2019 3Q19 iPhone Sales Share, Estimating Number of iPhone Trade-Ins at Apple Stores Oct 28, 2019
- Oct 25, 2019 Apple 4Q19 Earnings Preview (Consolidated) Oct 25, 2019
- Oct 24, 2019 Apple 4Q19 Earnings Preview (Part 3 – 1Q20 Guidance, Updated Earnings Model, Final Thoughts), Tesla Earnings Oct 24, 2019
- Oct 23, 2019 Apple 4Q19 Earnings Preview (Part 2 – Products and Services Estimates) Oct 23, 2019
- Oct 22, 2019 Apple 4Q19 Earnings Preview (Part 1 - Setting the Stage), Crunching iOS 13 and iPadOS Adoption Numbers, Inside Apple TV+ Oct 22, 2019
- Oct 21, 2019 AirPods Pro Rumors Build, An October Apple Event?, Homebuilders Turn Away from Nest Products Oct 21, 2019
- Oct 17, 2019 Netflix Earnings, More Red Flags Appear for Netflix, WaPo Goes After Apple and China Oct 17, 2019
- Oct 16, 2019 More on Apple and China, The Google Hardware Event, Google’s Ambient Computing Vision Oct 16, 2019
- Oct 15, 2019 Apple Shares Hit All-Time High, Disney’s Ingenious Disney+ Marketing, Dyson Pulls Plug on Electric Car Oct 15, 2019
- Oct 10, 2019 Apple Pulls Police Tracking App in Hong Kong, Apple Pulls Quartz News App in China, Thursday Q&A Oct 10, 2019
- Oct 9, 2019 The NBA, China, and Apple, Apple’s China Stance, Another Essential Smartphone Oct 9, 2019
- Oct 8, 2019 Apple Music’s Next Act, Music Industry Pushing Back Against Apple Bundle, Apple TV+ As a Pawn? Oct 8, 2019
- Oct 7, 2019 Apple Increases iPhone 11 Production, Another Positive Data Point for iPhone Sales, Apple Buys IKinema Oct 7, 2019
- Oct 3, 2019 Rethinking Apple’s Content Distribution Arm, New Content Bundles' Impact on Apple EPS, Thoughts on Microsoft’s Surface Event Oct 3, 2019
- Oct 2, 2019 Internal Facebook Meeting Audio Leaks, Tim Cook Sits Down with Stern, Ringification of Suburbia Oct 2, 2019
- Oct 1, 2019 Goldman’s Struggle Is Apple’s Gain, Jeff Williams Talks Apple Watch, Apple Valuation Stumps Wall Street Oct 1, 2019
- Sep 30, 2019 Apple to Release Movies in Theaters, EU Requirements for Apple TV+, The High-End Speaker Race Sep 30, 2019
- Sep 26, 2019 The Amazon Hardware Event, Amazon’s Questionable Privacy Pitch, Amazon Unveils Day 1 Editions Initiative Sep 26, 2019
- Sep 25, 2019 WSJ Botches iPhone 11 in China Story, Netflix Warns of Higher Content Costs, Apple Unveils Oprah's Book Club Sep 25, 2019
- Sep 24, 2019 Apple Arcade Initial Impressions, Google Launches Play Pass, Mac Pro Manufacturing to Remain in U.S. Sep 24, 2019
- Sep 23, 2019 The Apple Watch Marketing Pivot, Fitbit Explores a Sale, Comcast Makes Xfinity Flex Free Sep 23, 2019
- Sep 19, 2019 Where's the Apple Watch Competition?, Netflix Wins Seinfeld, Thursday Q&A Sep 19, 2019
- Sep 18, 2019 The iPhone 11 and 11 Pro Reviews, Defining Smartphone Innovation, The iPhone Upgrade Equation Sep 18, 2019
- Sep 17, 2019 Apple’s Unconventional Content Bundle, What Does Apple TV+ Success Look Like?, Apple Goes Through Initial iPhone Launch Supply Sep 17, 2019
- Sep 16, 2019 Apple Event Review (iPhone Notes), Bob Iger Resigns from Apple’s Board, Apple and Disney Aren't Competitors Sep 16, 2019
- Sep 12, 2019 The Apple Event (Full Notes) Sep 12, 2019
- Sep 11, 2019 The Apple Event (Major Takeaways) Sep 11, 2019
- Sep 9, 2019 Apple Copies App Store Winners, Additional Thoughts on Apple Tags, Selling Sleep Tracking on the Wrist Sep 9, 2019
- Sep 5, 2019 Thoughts Heading into Apple's Big September Event Sep 5, 2019
- Sep 4, 2019 Fitbit Announces Fitbit Premium, Apple Receives Good News in India, A Look Inside Foxconn's India Factories Sep 4, 2019
- Sep 3, 2019 Paid Video Streaming Is a Mess, Estimating iPhone and iPad Installed Bases, Estimating Total Number of Apple Devices in the Wild Sep 3, 2019
- Aug 29, 2019 HomePod Sales and 3Q19 Installed Base, Apple Accessories Sales, Apple Launches New Repair Program Aug 29, 2019
- Aug 28, 2019 Deep Dive into Peloton's IPO Filing, Peloton as an Apple Acquisition Target?, Apple and Fitness Subscriptions Aug 28, 2019
- Aug 27, 2019 Tim Cook Signs Name to New Corporate Mandate, Apple’s Health Team Sees Departures, Apple Arcade Pricing Aug 27, 2019
- Aug 26, 2019 Trump Issues Directive to U.S. Companies in China, Tim Cook Continues to Thread the Needle, AAPL Observations Aug 26, 2019
- Aug 22, 2019 Apple’s Financial Services Play, Apple Card’s Secret Weapon, Thursday Q&A Aug 22, 2019
- Aug 21, 2019 Apple “Commits” $6B to Original Video, Thoughts on Apple TV+ Pricing, Disney Announces Apple Integration Aug 21, 2019
- Aug 14, 2019 Snap Unveils Spectacles 3, Huawei Teases HarmonyOS, Updated Apple Earnings Model Aug 14, 2019
- Aug 13, 2019 AirPods Sales and 3Q19 Installed Base, Roku Earnings, Samsung’s Underwhelming Product Event Aug 13, 2019
- Aug 12, 2019 The Apple Wearables Train, Apple Watch Unit Sales and Revenue, 3Q19 Apple Watch Installed Base Aug 12, 2019
- Aug 8, 2019 Fitbit’s Dire Situation, Spotify Earnings, Disney Earnings Aug 8, 2019
- Aug 7, 2019 Apple Card Launches in U.S., Is Apple Card Disruptive?, Apple Pay Adoption in U.S. Aug 7, 2019
- Aug 6, 2019 China Allows the Yuan to Depreciate Aug 6, 2019
- Aug 5, 2019 Notes from Apple’s 3Q19 10-Q, U.S. to Impose New Chinese Tariffs, Estimating Potential Tariffs Impact on Apple Aug 5, 2019
- Aug 1, 2019 Apple 3Q19 Earnings Review (Details) Aug 1, 2019
- Jul 31, 2019 Apple 3Q19 Earnings Review (Major Takeaways) Jul 31, 2019
- Jul 30, 2019 Flagship iPhone Orders for 2H19, Google Continues to Soft Unveil Pixel 4, Google Earnings Jul 30, 2019
- Jul 29, 2019 A Siri Whistleblower Comes Forward, Tesla Earnings, Additional Thoughts on Apple and Intel Jul 29, 2019
- Jul 25, 2019 Apple Close to Buying Intel’s Smartphone Modem Business, Oddities Found with Apple / Intel Deal, WSJ Goes After App Store Search Jul 25, 2019
- Jul 24, 2019 Apple 3Q19 Earnings Preview (Second Half) Jul 24, 2019
- Jul 23, 2019 Apple 3Q19 Earnings Preview (First Half) Jul 23, 2019
- Jul 22, 2019 2Q19 iPhone Sales Share, 2Q19 Microsoft Surface Sales, Tinder to Bypass App Store for Payment? Jul 22, 2019
- Jul 18, 2019 Netflix’s Awful Earnings, The Video Industry Smells Blood, An Autonomous Apple Machine Jul 18, 2019
- Jul 17, 2019 Apple Testing the Waters for Exclusive Podcasts, Quantifying the Smart Speaker Mirage, The Perils of FaceApp Jul 17, 2019
- Jul 16, 2019 Apple Receiving Privacy Pushback from Politicians, Interest in AirPods Remains Strong, Questions Surround Apple Watch Interest Jul 16, 2019
- Jul 15, 2019 Amazon Developing High-End Speaker, Apple Glasses Rumor Circulates, Foldables vs. Smart Glasses vs. Self-Driving Cars Jul 15, 2019
- Jul 11, 2019 Angela Ahrendts’ Best Interview to Date, Tesla’s Quarterly Deliveries, Google Kills Nest App for Wearables Jul 11, 2019
- Jul 10, 2019 Apple Updates MacBook Line, 12-inch MacBook Discontinued, WarnerMedia Unveils HBO Max Jul 10, 2019
- Jul 9, 2019 Latest App Store Trends, Mac Pro to Be Assembled in China, The Intricacies Found with Apple News+ Jul 9, 2019
- Jul 8, 2019 Eddy Cue Talks Apple TV+, A Slow Start for Apple News+? , Apple Music Subscriber Trajectory Jul 8, 2019
- Jul 2, 2019 Don't Ignore Marc Newson, Jeff Williams’ Significance, The WSJ’s Hit Piece Against Jony Ive Jul 2, 2019
- Jul 1, 2019 Thoughts on the Jony Ive News Jul 1, 2019
- Jun 27, 2019 Apple News Spotlight Is a Winner, Apple Watch Camera Patent Surfaces, The Case for Cameras on the Wrist Jun 27, 2019
- Jun 26, 2019 Apple Officially Buys Drive.ai, Netflix to Lose "The Office," Video Streaming Anchors Jun 26, 2019
- Jun 25, 2019 Inside Apple’s App Review, Content Curation vs. Moderation, Apple Formerly Responds to Spotify Complaint Jun 25, 2019
- Jun 24, 2019 Google Ends Tablet Hardware Development, Was Android an Exception?, Apple Investigating Supply Chain Changes Jun 24, 2019
- Jun 20, 2019 Addressing the Hole in the Grand Unified Theory of Apple Products, Revisiting Apple’s Achilles' Heel, Apple Partners with Best Buy for Product Repairs Jun 20, 2019
- Jun 19, 2019 Initial Thoughts on Libra and Facebook Calibra, Apple and Digital Currencies, Japan Display Runs Into More Trouble Jun 19, 2019
- Jun 18, 2019 Tim Cook's Stanford Commencement Address, CNBC's Weak Retort Against Cook, J.J. Abrams Chooses WarnerMedia Jun 18, 2019
- Jun 17, 2019 Apple to Chase Oscars, Apple In Running for J.J. Abrams Deal, Google Leaks Pixel 4 Jun 17, 2019
-
2018
- Dec 20, 2018 iPhone Pessimism Has Hit an Inflection Point, Wall Street’s Problematic Stance on Apple Services, Thursday Q&A Dec 20, 2018
- Dec 19, 2018 iPhone Trouble in India, The NYT’s Facebook Bombshell, Apple Pushing Apple Music on Echo Dec 19, 2018
- Dec 18, 2018 Apple Pushes Back Against Qualcomm in China, Apple Hires Industrial Designer from Tesla, Update to App Store Trends Dec 18, 2018
- Dec 17, 2018 Apple’s U.S. Manufacturing Mess, Thoughts on Apple Bringing Manufacturing Back to the U.S., Apple Signs Peanuts Dec 17, 2018
- Dec 13, 2018 Apple Unveils U.S. Expansion Plans, Apple Expands Medical Staff, Thursday Q&A Dec 13, 2018
- Dec 12, 2018 Key Apple Production Partners Report OK Results, Scooter Companies Hit Speed Bumps, Ad-Based Publishing Is Imploding Dec 12, 2018
- Dec 11, 2018 An Apple Watch Aha Moment, Apple Unveils Updated Beddit Sleep Monitor, Stress Test Scenarios for Apple in China Dec 11, 2018
- Dec 10, 2018 Deep Dive into Apple’s iPhone Trade-In Promotion, Diagnosing an iPhone Problem, Apple Acquires Platoon for Apple Music Dec 10, 2018
- Dec 6, 2018 Additional Thoughts on Apple Music on Echo, Apple Is Emphasizing Hardware, The Wireless Headphone Wars Dec 6, 2018
- Dec 5, 2018 Apple Pushing Additional iPhone Promos, Qualcomm Goes on PR Offense Against Apple, Inside the Battle for Streaming Video Content Dec 5, 2018
- Dec 4, 2018 A Cheaper Apple Stock Buyback, Apple Supplier Cirrus Logic Issues Revenue Warning, Interest in AirPods Exploding Higher Dec 4, 2018
- Dec 3, 2018 Apple Bringing Apple Music to Echo Speakers, Apple’s Services Goals, A More Confident Apple Music Strategy Dec 3, 2018
- Nov 29, 2018 Apple Comments on iPhone XR Sales, A Sign of Apple Product Sales Disclosure to Come?, Thursday Q&A Nov 29, 2018
- Nov 28, 2018 Inside the Apple News Machine, YouTube Backs Away from Paid Subscriptions, Apple Partners with A24 for Movies Nov 28, 2018
- Nov 27, 2018 Mosaic Theory for iPhone Order Cuts, Initial Thoughts on Apple’s iPhone Strategy in 2019, Apple’s Answer to Overserving iPhone Users Nov 27, 2018
- Nov 26, 2018 Apple Cuts iPhone XR Pricing in Japan, Apple Resumes iPhone X Production, Canary in an iPhone Coal Mine Nov 26, 2018
- Nov 21, 2018 Deep Dive into Apple Product Sales Estimates, Apple as a Toolmaker, Valuing a Toolmaker Nov 21, 2018
- Nov 20, 2018 New Apple Financial Estimates, Thoughts on AAPL Valuation, Legacy Watchmakers Still Dragging Feet Nov 20, 2018
- Nov 19, 2018 WSJ Supports iPhone Order Cut Explanation, Additional Thoughts on iPhone Order Cuts, Sonos Earnings Nov 19, 2018
- Nov 15, 2018 Apple Unit Sales Became a Crutch, Apple Unwraps Custom Silicon Strategy, Netflix’s Tug-of-War Nov 15, 2018
- Nov 14, 2018 Disney's Video Strategy Update, An iPhone Slump?, A Possible iPhone Explanation Nov 14, 2018
- Nov 13, 2018 Apple's 3D Laser Supplier Announces Order Cut, The Finisar Wild Card, Early Read on iPhone XR Sales Nov 13, 2018
- Nov 12, 2018 Spotify 3Q18 Earnings, Estimating 3Q18 Microsoft Surface Unit Sales, Previewing Black Friday Promotions Nov 12, 2018
- Nov 8, 2018 Fitbit Earnings, Fossil / Garmin Wearable Results, Thursday Q&A Nov 8, 2018
- Nov 7, 2018 Jony Ive on the New iPad Pro, The iPad Pro Reviews, Laptop Replacements vs. Alternatives Nov 7, 2018
- Nov 6, 2018 Apple 2018 10-K Takeaways Nov 6, 2018
- Nov 5, 2018 Apple 4Q18 Earnings Review (Details) Nov 5, 2018
- Nov 2, 2018 Apple 4Q18 Earnings Review (Major Themes) Nov 2, 2018
- Nov 1, 2018 Apple's NYC Event Review (Full Notes) Nov 1, 2018
- Oct 31, 2018 Apple's NYC Event Review (Major Themes) Oct 31, 2018
- Oct 29, 2018 Thoughts Heading into Apple’s Product Event in NYC Oct 29, 2018
- Oct 25, 2018 Apple 4Q18 Earnings Preview (Part 3 - 1Q19 Guidance, Updated Apple Earnings Model, Final Thoughts), Tesla’s Strong Earnings Oct 25, 2018
- Oct 24, 2018 Apple 4Q18 Earnings Preview (Part 2 - iPhone, iPad, Mac, Apple Watch, Services Estimates) Oct 24, 2018
- Oct 23, 2018 Apple 4Q18 Earnings Preview (Part 1 - Setting the Stage), A New Tailwind for iPhone ASP, Jony Ive Is Hinting at Something Big Oct 23, 2018
- Oct 22, 2018 Tim Cook Goes After Bloomberg, Apple Leases Huge Manufacturing Building near Apple Park Oct 22, 2018
- Oct 18, 2018 Early Read on iPhone XS and XS Max Sales, App Store FY4Q18 Trends, Thursday Q&A Oct 18, 2018
- Oct 17, 2018 Netflix 3Q18 Earnings, Crunching iOS 12 Adoption Numbers, Facebook Revises Data Collection Stance with Portal Oct 17, 2018
- Oct 16, 2018 Jony Ive on Human Connection, Jony’s Power Within Apple, Phil Schiller at Adobe MAX Oct 16, 2018
- Oct 15, 2018 The Stock Market Sell-Off, Dialog Announces Apple Agreement, Apple Acquires Asaii Oct 15, 2018
- Oct 11, 2018 The Paid Video Streaming Market Is Wide Open, Apple to Bundle Original Content in TV App, AT&T Reveals Video Bundle Plans Oct 11, 2018
- Oct 10, 2018 Facebook Unveils Portal, Google Unveils Home Hub, Google Hid Data Bug Oct 10, 2018
- Oct 9, 2018 Thoughts on Bloomberg Businessweek’s China Hacking Story Oct 9, 2018
- Oct 4, 2018 Apple, Microsoft, and the Art of Simplicity, NYT Magazine Questions Apple’s Vision and Privacy Stance, Honda Invests in GM Cruise Oct 4, 2018
- Oct 3, 2018 Tim Cook Sits Down with VICE News, Microsoft’s Surface Event, Microsoft's Surface All Access Oct 3, 2018
- Oct 2, 2018 Estimating Apple’s Google TAC Revenue, Smart Speaker Usage Trends, Apple's New iPhone XS Ad Oct 2, 2018
- Oct 1, 2018 Apple Adds Second Apple Watch Series 4 Manufacturer, Elon Musk Settles with the SEC, How to Tame Elon Musk Oct 1, 2018
- Sep 27, 2018 The Good and Bad News with Apple News, Apple News as a Paid Subscription, Thursday Q&A Sep 27, 2018
- Sep 26, 2018 iPhone XR Delay Doesn’t Look Intentional, iPhone BOM Funny Math, 1H18 Music Industry Revenue Trends Sep 26, 2018
- Sep 25, 2018 Amazon's Hardware Event, SiriusXM Buys Pandora, Apple Completes Shazam Acquisition Sep 25, 2018
- Sep 24, 2018 iPhone XS Max Initial Impressions, Apple Watch Series 4 Initial Impressions, WSJ Raises Warning Flag on Apple Video Sep 24, 2018
- Sep 20, 2018 Connecting the Apple Dots (Continued), Apple Watch and Redefining Watches, Thursday Q&A Sep 20, 2018
- Sep 19, 2018 Odd iPhone XS Reviews, iPhone Reviews as Camera Reviews, iPhone Upgraders Sep 19, 2018
- Sep 18, 2018 Jony Ive Talks with The Washington Post, Apple Products Removed from Tariffs List, Sonos Earnings Sep 18, 2018
- Sep 17, 2018 Apple Event Review: Full Notes Sep 17, 2018
- Sep 13, 2018 Apple Event Review: Major Themes and Takeaways Sep 13, 2018
- Sep 11, 2018 Apple’s M&A Philosophy, A Controlled iPhone Leak by Apple?, The Large iPhone Screen Narrative Sep 11, 2018
- Sep 10, 2018 Apple Discloses Products Impacted by U.S. Tariffs, Apple's Tariffs Risk, Estimating Tariff's Impact on Apple Earnings Sep 10, 2018
- Sep 6, 2018 Dyson’s Electric Car Plans Move Forward, Fingerprint on Display as a Differentiator?, Thursday Q&A Sep 6, 2018
- Sep 5, 2018 Samsung to Unveil Foldable Smartphone, Amazon Crosses Trillion Dollar Market Cap, The Difference Between Apple and Amazon Sep 5, 2018
- Sep 4, 2018 Previewing Apple's Product Event, 3Q18 Apple Watch Installed and User Base Estimates Sep 4, 2018
- Aug 30, 2018 3Q18 iPad Installed and User Base Estimates, The Changing Face of iPhone Sales, Apple Acquires Akonia Holographics Aug 30, 2018
- Aug 29, 2018 3Q18 iPhone Installed and User Base Estimates, Thinking About iPhone Upgraders, Bose Unveils New Stationary Speakers Aug 29, 2018
- Aug 28, 2018 Toyota Partners with Uber, A Key Value Driving Project Titan, Apple Pushing Paid iCloud Storage Aug 28, 2018
- Aug 27, 2018 Netflix Testing Ways to Bypass iTunes Billing, Impact on Apple Services Revenue, Tesla to Remain Public Aug 27, 2018
- Aug 21, 2018 The Rise of iPhone X Copycats, Apple vs. Samsung Design Bets, Tencent Struggles Aug 21, 2018
- Aug 20, 2018 Apple Earnings Model, Apple FY2018 and FY2019 Estimates, Apple Valuation Aug 20, 2018
- Aug 16, 2018 Apple's Growth Narrative, Amazon Considering Buying Movie Theaters, Thursday Q&A Aug 16, 2018
- Aug 15, 2018 2Q18 Stationary Smart Speaker Sales, Estimating HomePod Sales, Amazon Alexa Device Sales Uncovered Aug 15, 2018
- Aug 14, 2018 Peak Smartphone Innovation Absurdity, Swiss Watch Market Is Bifurcating, Waymo Announces Corporate Partnerships Aug 14, 2018
- Aug 13, 2018 Doug Field Joins Project Titan, Samsung’s Product Event in NYC, Samsung Continues to Bet on Circular Smartwatch Faces Aug 13, 2018
- Aug 9, 2018 Deep Dive into iPhone Channel Inventory, Estimating Sell-Through iPhone Demand, Apple Paid Subscription Trends Aug 9, 2018
- Aug 8, 2018 Elon Musk Wants to Take Tesla Private, Tesla Funding and Apple, Disney Discusses Video Strategy Aug 8, 2018
- Aug 7, 2018 Fitbit Earnings, Garmin Earnings, Wrist Wearables Market Observations Aug 7, 2018
- Aug 6, 2018 Apple 3Q18 10-Q Notes, Apple Surpasses Trillion-Dollar Market Cap Aug 6, 2018
- Aug 2, 2018 Apple 3Q18 Earnings Review (Details) Aug 2, 2018
- Aug 1, 2018 Apple 3Q18 Earnings Review (Major Themes) Aug 1, 2018
- Jul 31, 2018 Apple’s Tricky Road to a Trillion, Samsung’s Flagship Smartphone Not Selling Well, Walmart Exploring Subscription Video Streaming Service Jul 31, 2018
- Jul 30, 2018 Apple’s Growing Confidence in iPad, Spotify 2Q18 Earnings, Apple to Drop Qualcomm Modems Jul 30, 2018
- Jul 26, 2018 Apple 3Q18 Earnings Preview (Revenue, EPS, Share Buyback, 4Q18 Guidance), Facebook's Dramatic Stock Price Drop Jul 26, 2018
- Jul 25, 2018 Apple 3Q18 Earnings Preview (iPad, Mac, Apple Watch, Other Products, and Services Estimates) Jul 25, 2018
- Jul 24, 2018 Apple 3Q18 Earnings Preview (iPhone Estimates) Jul 24, 2018
- Jul 23, 2018 Apple 3Q18 Earnings Preview (Setting the Stage), Apple's OLED Diversification Efforts Grow, Mapping Video Talent in Hollywood Jul 23, 2018
- Jul 20, 2018 How Apple Is Changing, 2Q18 Microsoft Surface Sales, Q&A Jul 20, 2018
- Jul 19, 2018 Additional Thoughts on iPhone Sales Mix, Netflix Moves into Radio, Berkshire Having Trouble Spending Excess Cash Jul 19, 2018
- Jul 18, 2018 App Store vs. Google Play Metrics, iPhone Sales Mix, 2Q18 PC and Mac Shipments Jul 18, 2018
- Jul 17, 2018 Netflix 2Q18 Earnings, Facebook Hires Google Chip Leader, Apple’s Struggles in India Continue Jul 17, 2018
- Jul 12, 2018 App Store Turns 10, Valuing Wall Street Giants, Magic Leap Hype Fizzles Jul 12, 2018
- Jul 11, 2018 Project Titan Is Huge, John Giannandrea Starts at Apple Jul 11, 2018
- Jul 10, 2018 AT&T / HBO Drama, Poaching HBO Talent, Microsoft Surface Go Jul 10, 2018
- Jul 9, 2018 Sonos Files to Go Public, The Sonos Problem, Apple Music Pulls Ahead of Spotify in the U.S. Jul 9, 2018
- Jul 5, 2018 Tesla's Rapid Evolution, Conventional Wisdom vs. Tesla, Microsoft Working on Foldable Surface Jul 5, 2018
- Jul 3, 2018 Apple’s U.S.-Centric Approach for Services, Lyft Moves Big into Bikes, LG Orders Hint at iPhone X Plus Pricing Jul 3, 2018
- Jul 2, 2018 Apple Maps 2.0, Apple’s Motivation Behind Apple Maps 2.0, Revisiting Project Titan and Apple Maps Jul 2, 2018
- Jun 28, 2018 Thoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A Jun 28, 2018
- Jun 27, 2018 Apple's Controlling Sound Strategy, Instagram Unveils IGTV, More Smoke for Spotify's Video Ambitions Jun 27, 2018
- Jun 26, 2018 Tim Cook at His Best, Apple Announces 2018 U.S. Midterms Coverage, The Apple News Advantage Jun 26, 2018
- Jun 25, 2018 Apple Announces MacBook Keyboard Service Program, The Case of the Missing AirPower, Apple Partners with Sesame Workshop Jun 25, 2018
- Jun 21, 2018 Is Apple a Hits-Driven Business?, Apple Is Leading the AR Arms Race, Apple Poaches Key Waymo Engineer Jun 21, 2018
- Jun 20, 2018 Tim Cook - The Diplomat, Disney Desperately Wants 21st Century Fox, The 80 / 20 Rule for Mac Jun 20, 2018
- Jun 19, 2018 Sad State of Mac Hardware, Apple's "Behind the Mac" Ad Campaign, Apple Teams Up with Oprah Jun 19, 2018
-
2017
- Dec 21, 2017 Apple Responds to iPhone Throttling Allegation, Alternatives to iPhone Throttling, Apple's Underlying Older iPhone Problem Dec 21, 2017
- Dec 20, 2017 U.S. Tax Bill and AAPL Valuation, China Smartphone Players Cut Orders, Adidas Exits Wrist Wearables Dec 20, 2017
- Dec 19, 2017 Apple Valuation Metrics, WSJ's Odd Stance on Apple Taxes, Huawei to Expand in U.S. Dec 19, 2017
- Dec 18, 2017 Final U.S. Tax Bill Unveiled, Apple's New Effective Tax Rate, AirPods Sell Out Dec 18, 2017
- Dec 14, 2017 Apple Talks HomePod Delay, Apple and Finisar, Thursday Q&A Dec 14, 2017
- Dec 13, 2017 Apple Has Too Much Cash, Apple's M&A Strategy, iMac Pro Reviews Dec 13, 2017
- Dec 12, 2017 Apple Announces Shazam Acquisition, Playing Devil's Advocate with Shazam, Apple Launches App Store Pre-Orders Dec 12, 2017
- Dec 11, 2017 Apple Redefines Jony Ive's Responsibility, Connecting the Apple Design Dots, Apple Plans to Acquire Shazam Dec 11, 2017
- Dec 7, 2017 Apple Watch Interest Hits Inflection Point, Apple Developing Power Management Chips, Smartphone Consolidation in China Dec 7, 2017
- Dec 6, 2017 iPhone Sales Share Plummets in October, Comparing New iPhone Sales Pace to Previous Years, Google Removes YouTube from Fire TV Dec 6, 2017
- Dec 5, 2017 CVS to Buy Aetna, Apple COO Jeff Williams Talks Health, FDA Approves First Apple Watch Accessory Dec 5, 2017
- Dec 4, 2017 Smart Speaker Market Isn't What It Seems, Apple Considering Lower Entry-Level iPad Pricing, U.S. Senate Passes Tax Bill Dec 4, 2017
- Nov 30, 2017 Apple Design Studio's Big Upgrade, Music Streaming Is Bad Business, Thursday Q&A Nov 30, 2017
- Nov 29, 2017 Mac Vision vs. Mac Strategy, Apple's Obligation to Mac Users, Apple Potentially Testing Self-Driving Cars in Arizona Nov 29, 2017
- Nov 28, 2017 iPhone X Supply Rapidly Improving, A Big Apple Manufacturing Win, Fixing the MacBook Pro Nov 28, 2017
- Nov 27, 2017 Apple's Growing Finance Arm, More Smoke for New iPhone SE, Apple Acquires Vrvana Nov 27, 2017
- Nov 21, 2017 The New iPad Pro Ad, iMac Pro Rumored to Include A10 Fusion Chip, iPhone X Named Best Invention of Year Nov 21, 2017
- Nov 20, 2017 Apple Delays HomePod Launch, Apple's Growing Problem with Product Delays, Tesla Unveils Semi Truck and Roadster 2.0 Nov 20, 2017
- Nov 16, 2017 Apple Retail's Top Priorities, Apple Retail Pushed to Breaking Point, Jony Ive Talks with Wallpaper Magazine Nov 16, 2017
- Nov 15, 2017 Disclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter Nov 15, 2017
- Nov 14, 2017 A Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line Nov 14, 2017
- Nov 13, 2017 Disney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama Nov 13, 2017
- Nov 9, 2017 More Smoke for Apple Glasses, Fitting Apple Glasses in Apple's Product Line, Thursday Q&A Nov 9, 2017
- Nov 8, 2017 Apple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive Nov 8, 2017
- Nov 7, 2017 Apple 2017 10-K Takeaways Nov 7, 2017
- Nov 6, 2017 Apple 4Q17 Earnings Review: Details Nov 6, 2017
- Nov 3, 2017 Apple 4Q17 Earnings Review: Major Themes Nov 3, 2017
- Nov 2, 2017 Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy Nov 2, 2017
- Nov 1, 2017 Apple 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy Nov 1, 2017
- Oct 30, 2017 Apple 4Q17 Earnings Preview Oct 30, 2017
- Oct 26, 2017 Bloomberg's Scathing Face ID Accusation, Apple's Response to Bloomberg, Calling an iPhone X Rumor Timeout Oct 26, 2017
- Oct 25, 2017 A Snap Spectacles Roller Coaster, Apple Acquires PowerbyProxi Oct 25, 2017
- Oct 24, 2017 Life Insurer to Subsidize Apple Watch, iPhone X Supply Update Oct 24, 2017
- Oct 23, 2017 Apple Product Distribution Mix, Delta Allegedly Switching to Apple, Verizon Seeing Wearables Momentum Oct 23, 2017
- Oct 19, 2017 Analyzing Apple's Grand Vision, Apple's Achilles' Heel, Thursday Q&A Oct 19, 2017
- Oct 18, 2017 iPhone X Production Ramping, GM Self-Driving Cars Coming to NYC, Magic Leap Craziness Oct 18, 2017
- Oct 17, 2017 Netflix 3Q17 Earnings, Netflix as an Acquirer, Apple Considered Buying Medical Clinics Oct 17, 2017
- Oct 16, 2017 iPhone Sales Strength in U.S. Continues, Qualcomm Seeks iPhone Ban in China Oct 16, 2017
- Oct 12, 2017 Apple Screen Size Trends, Mark Zuckerberg's VR Vision, Thursday Q&A Oct 12, 2017
- Oct 11, 2017 Tim Cook Discusses AR Glasses, Deep Dive into 3Q17 Mac and PC Sales, Apple Bets on "Amazing Stories" Series Oct 11, 2017
- Oct 10, 2017 iPad Installed Base and User Base Estimates, iPhone 8 Plus Outselling iPhone 8 Oct 10, 2017
- Oct 9, 2017 Jony Ive Speaks at The New Yorker Conference, Sonos Questions Oct 9, 2017
- Oct 5, 2017 Google's Hardware Event, Google Priorities, Areas of Concern for Apple Oct 5, 2017
- Oct 4, 2017 iPhone X Risk Is Being Underestimated, iPhone X Pricing Concerns Overblown, iOS 11 Adoption Pace Oct 4, 2017
- Oct 3, 2017 Apple Watch Installed Base and User Base Estimates, Measuring Apple Watch Adoption, Apple Acquires Regaind Oct 3, 2017
- Oct 2, 2017 Estimating iPhone Installed Base and User Base, Apple Music Subscriber Total Update, Music Streaming's Missing Piece Oct 2, 2017
- Sep 28, 2017 Amazon's Peculiar Hardware Event, Gauging Amazon and Apple Competition, Thursday Q&A Sep 28, 2017
- Sep 27, 2017 Grading Apple Watch on a Curve, Swiss Watch Makers Still in Denial, Thoughts on iPhone X Production Sep 27, 2017
- Sep 26, 2017 iPhone Sales in China Continue to Stabilize, Apple Replaces Bing with Google for Siri Search Sep 26, 2017
- Sep 25, 2017 Long Lines Outside Apple Stores Are History, Early iPhone 8 Sales Trends, Google Buys HTC Assets Sep 25, 2017
- Sep 21, 2017 A Cellular Apple Watch Black Eye, My Cellular Apple Watch Connectivity Issue Theory, Thursday Q&A Sep 21, 2017
- Sep 20, 2017 The iPhone 8 Review Dilemma, iPhone User Base Breakdown by Model, Amazon Working on Alexa Glasses Sep 20, 2017
- Sep 19, 2017 iPhone Isn't a Veblen Good, The Intriguing Gold iPhone 8, Thoughts on Early iPhone and Watch Orders Sep 19, 2017
- Sep 18, 2017 Inside Apple's A11 Bionic Chip, Apple Talks Face ID, The Face ID Rumor Surprise Sep 18, 2017
- Sep 14, 2017 Apple Event Review: Full Notes Sep 14, 2017
- Sep 13, 2017 Apple Event Review: Major Themes Sep 13, 2017
- Sep 11, 2017 Previewing Apple's Inaugural Event at Steve Jobs Theater Sep 11, 2017
- Sep 7, 2017 Samsung's OLED Monopoly, NYT Goes After Apple Job Inequality, Thursday Q&A Sep 7, 2017
- Sep 6, 2017 Siri Leadership Changes Hands, Eddy Cue's Role Within Apple, Apple Debt Doubt Sep 6, 2017
- Sep 5, 2017 My iPhone in China Theory, Deep Dive into Roku's IPO Filing, Apple Searching for Apple Studios HQ Sep 5, 2017
- Aug 31, 2017 Alexa Partners with Cortana, Google Unveils ARCore, The ARKit Hype Phase Aug 31, 2017
- Aug 30, 2017 The Apple Television Set Debate, Saying No to an Apple Television Set, Tim Cook Barnstorms Across U.S. Aug 30, 2017
- Aug 29, 2017 Fitbit Unveils Ionic Smartwatch, Apple to Unveil 4K Apple TV Box, Apple TV Intrigue Aug 29, 2017
- Aug 28, 2017 Apple to Launch Self-Driving Shuttle Service, Project Titan Isn't a Rorschach Test, A $999 OLED iPhone Aug 28, 2017
- Aug 17, 2017 Estimating iPhone Sales Mix by Model, Video Streaming Is an Arms Race, Thursday Q&A Aug 17, 2017
- Aug 16, 2017 The Future of Apple's Cash Machine, Apple Sets Original Video Content Budget, Apple Studios Taking Shape Aug 16, 2017
- Aug 15, 2017 Aetna Looking to Subsidize Apple Watch, Thoughts on New Apple Watch Pricing and Naming Aug 15, 2017
- Aug 14, 2017 2Q17 Wearables Market Deep-Dive, Apple Working on Various AR Glasses Prototypes, Snap Spectacles Are Flopping Aug 14, 2017
- Aug 10, 2017 Disney Announces Huge Strategic Shift, Disney's Impact on Apple, Thursday Q&A Aug 10, 2017
- Aug 9, 2017 Fitbit Betting the Farm on a Smartwatch, Fossil Losing Steam in Wearables, Ming-Chi Kuo's Big iPhone Reversal Aug 9, 2017
- Aug 8, 2017 A Cellular Apple Watch Isn't a Stretch, Apple 3Q17 10-Q Takeaways Aug 8, 2017
- Aug 7, 2017 Apple to Sell Cellular Apple Watch, Apple Watch to Follow iPhone "S" Cycle, My Theory on Intentional Apple Leaks Aug 7, 2017
- Aug 3, 2017 Apple 3Q17 Earnings Review: Details Aug 3, 2017
- Aug 2, 2017 Apple 3Q17 Earnings Review: Major Themes Aug 2, 2017
- Aug 1, 2017 The End of the iPod Era, Tesla Model 3 Deliveries Begin Aug 1, 2017
- Jul 31, 2017 Apple 3Q17 Earnings Expectation Meters, Apple Glasses Timing, Apple Pulls VPN Apps in China Jul 31, 2017
- Jul 27, 2017 Jony Ive Is Leading Apple, Inside Samsung's Culture, Facebook Working on Smart Speaker Jul 27, 2017
- Jul 26, 2017 Apple 3Q17 Earnings Preview (4Q17 Guidance Discussion), Estimating Microsoft Surface Sales, The Rock Sells Siri Jul 26, 2017
- Jul 25, 2017 Apple 3Q17 Earnings Preview (iPad, Apple Watch, Mac, Services Estimates) Jul 25, 2017
- Jul 24, 2017 Apple 3Q17 Earnings Preview (Setting the Stage, iPhone Sales Estimate) Jul 24, 2017
- Jul 20, 2017 Gauging Apple's Share Buyback Effectiveness, Netflix 2Q17 Earnings, Content's Value in Silicon Valley Jul 20, 2017
- Jul 19, 2017 WSJ Trashes Apple Design, Apple Appoints VP of China Jul 19, 2017
- Jul 18, 2017 Amazon Working on Better Echo Speakers, Smart Speaker Innovation, Estimating Amazon Echo Sales Jul 18, 2017
- Jul 17, 2017 New iPhone Production Delay Rumors Build, Production Rumors Hint at New iPhone Pricing Jul 17, 2017
- Jul 13, 2017 Deep Dive into 2Q17 Mac and PC Sales, Additional Thoughts on New iPhone Pricing, Thursday Q&A Jul 13, 2017
- Jul 12, 2017 Panic at Apple Ahead of OLED iPhone, Apple Losing Video Market Share, Jawbone to Liquidate Jul 12, 2017
- Jul 11, 2017 Thoughts on New iPhone Pricing and Naming Jul 11, 2017
- Jul 10, 2017 App Store 2.0, Apple Betting Big on Editorial Curation, Turning the App Store into Something Bigger Jul 10, 2017
- Jul 6, 2017 My Ming-Chi Kuo Theory, Tesla Sales Update Jul 6, 2017
- Jul 5, 2017 New iPhone Expected to Include Facial Recognition, The Odd Touch ID Story Jul 5, 2017
- Jul 3, 2017 How the iPhone Changed Apple, Jony Ive Speaks at Norman Foster Forum, Apple Is a Toolmaker Jul 3, 2017
- Jun 29, 2017 The iPad Debate Rages On, iPads Don't Replace Laptops, iOS Doesn't Replace macOS Jun 29, 2017
- Jun 28, 2017 Apple ARKit Ahead of Curve, Apple Shipping iPhones Made in India, Pearl Automation Shuts Down Jun 28, 2017
- Jun 27, 2017 Apple Has Not Partnered with Hertz, Alphabet Partners with Avis, Apple Acquires SensoMotoric Instruments Jun 27, 2017
- Jun 26, 2017 The Niche Mac, A Tesla Music Streaming Service, Imagination Tech Looking to Sell Itself Jun 26, 2017
- Jun 22, 2017 Microsoft's iPad Pro Frustration, Virgin Mobile Becomes First iPhone Exclusive Carrier, Thursday Q&A Jun 22, 2017
- Jun 21, 2017 The Scott Forstall Interview, An Apple with Scott Forstall, Apple's War on Leakers Jun 21, 2017
- Jun 20, 2017 iPhone Sales Share Bottoming in China, PayPal Downplays Apple Pay Cash Threat, Apple Working on Medical Data Depository Jun 20, 2017
- Jun 19, 2017 Apple Poaches Sony TV Executives, Tim Cook's Strong Businessweek Interview, Spotify Discloses User Count Jun 19, 2017
- Jun 15, 2017 HomePod and Augmented Hearing, The Smart Home Is Wide Open, Google Poaches Apple SoC Architect Jun 15, 2017
-
2016
- Dec 22, 2016 Thoughts and Observations on Apple's 2016, Thursday Q&A Dec 22, 2016
- Dec 21, 2016 Apple Alienating Mac Loyalists, Apple Designers Making People Uneasy, The Mac's Problem Isn't a Lack of Focus Dec 21, 2016
- Dec 20, 2016 Tim Cook Confirms New Mac Desktops Coming, Michigan Playing Defense Against Silicon Valley, The AirPods Launch Dec 20, 2016
- Dec 19, 2016 There Isn't a Smartwatch Industry, Smartwatch Trends Worth Monitoring, Apple Hired Porsche Hardware Expert Dec 19, 2016
- Dec 15, 2016 The Tech Summit at Trump Tower, Criticism Regarding the October Mac Event, Something Is Up with the Mac Dec 15, 2016
- Dec 14, 2016 Google Struggling with Cars, Google and Fiat to Start Ridesharing Service, Tony Fadell Makes the Case for Apple Car Dec 14, 2016
- Dec 13, 2016 Apple Weighing Investment in SoftBank Fund, Apple Music Passes 20M Users, Microsoft Is Going After Apple Dec 13, 2016
- Dec 12, 2016 Thoughts on the AirPods Delay, An AirPods Speed Bump, Apple Watch Ads Getting Better Dec 12, 2016
- Dec 8, 2016 Signs of iPhone Sales Benefiting from Samsung Recall, iPhone Trends in China Remain Weak, Thursday Q&A Dec 8, 2016
- Dec 7, 2016 Additional Thoughts on Milking the iPhone, Foxconn to Invest in U.S. Dec 7, 2016
- Dec 6, 2016 Apple Expects Record Apple Watch Sales, Deep Dive into 3Q16 Wearables Market, Motorola Is Done with Smartwatches Dec 6, 2016
- Dec 5, 2016 Deep Dive into NHTSA Guidelines for Autonomous Vehicles, Apple Confirms Project Titan, Apple Building a Drone Team Dec 5, 2016
- Dec 1, 2016 Amazon Developing New Alexa Tablet, Fitbit Planning to Buy Pebble, Thursday Q&A Dec 1, 2016
- Nov 30, 2016 New FY2017 and FY2018 Apple EPS Projections, The iPhone's Monopoly, Apple Partnering with Ola Nov 30, 2016
- Nov 29, 2016 New FY2017 and FY2018 Apple Watch, iPad, and Mac Sales Estimates Nov 29, 2016
- Nov 28, 2016 Methodology for Estimating iPhone Sales, iPhone Installed Base Estimates, New 2017 and 2018 iPhone Sales Estimates Nov 28, 2016
- Nov 22, 2016 Apple Disbands Wireless Router Division, Amazon Chasing Live Sports, Apple's Texas Pawn Nov 22, 2016
- Nov 21, 2016 The Electric Car Ownership Head Fake, McLaren Confirms Talks with Apple, Odds of Apple/Tesla Partnership are Increasing Nov 21, 2016
- Nov 17, 2016 Snap's Intriguing Spectacles Rollout, Apple Cuts App Store Fees for Video Services, Thursday Q&A Nov 17, 2016
- Nov 16, 2016 Apple Releases New Design Book, Nostalgia vs. Inspiration, This Is Jony's Apple Nov 16, 2016
- Nov 15, 2016 Apple Exploring Smart Glasses, Phil Schiller Confirms Apple Innovation Feedback Loop, Samsung Buys Harman Nov 15, 2016
- Nov 14, 2016 Deep Dive into Apple's 2016 10-K, Jimmy Iovine Hints at Original Music Content, Disney Turns Bullish on ESPN Nov 14, 2016
- Nov 10, 2016 The Perils of Being a Hardware Company, Preview of Apple Sales on Black Friday, Thursday Q&A Nov 10, 2016
- Nov 9, 2016 Initial Thoughts on U.S. Election Impact on Apple, More Evidence for Strong MacBook Pro Demand, Apple Now Selling Refurbished iPhones Nov 9, 2016
- Nov 8, 2016 The Microsoft Surface Strategy, Thoughts on Microsoft Surface Studio, NBCUniversal to Sell Ads in Apple News Nov 8, 2016
- Nov 7, 2016 The Apple Innovation Feedback Loop, Apple Cuts USB-C Accessories Pricing, Early MacBook Pro Sales Nov 7, 2016
- Nov 3, 2016 Fitbit's Awful Earnings, Early Warning Sign for Apple Watch Sales?, Thursday Q&A Nov 3, 2016
- Nov 2, 2016 Jony Ive on the New MacBook Pro, Jony's Absence at the Mac Keynote, Thoughts on Mac Criticism Nov 2, 2016
- Nov 1, 2016 Apple's Mac Keynote: Detailed Thoughts and Observations Nov 1, 2016
- Oct 31, 2016 Apple's Mac Keynote: Major Themes Oct 31, 2016
- Oct 27, 2016 Apple 4Q16 Earnings Review: Details Oct 27, 2016
- Oct 26, 2016 Apple 4Q16 Earnings Review: Major Themes Oct 26, 2016
- Oct 25, 2016 Previewing Apple's Mac Event, Mac Expectations, The Grand Unified Theory of Apple Products Oct 25, 2016
- Oct 24, 2016 Apple's Changing Tune on Original Content, Eddy Cue Talks Content at Vanity Fair, AT&T to Acquire Time Warner Oct 24, 2016
- Oct 20, 2016 AAPL 4Q16 Earnings Preview (iPhone and Guidance), Tesla's Autonomous/Ridesharing Strategy Oct 20, 2016
- Oct 19, 2016 AAPL 4Q16 Earnings Preview (Part 1 and Part 2), Additional Thoughts on Project Titan Oct 19, 2016
- Oct 18, 2016 Apple Scales Back Project Titan, What Happened to Project Titan?, Apple's New Car Strategy Oct 18, 2016
- Oct 17, 2016 Apple Partners with Macy's, Apple Hiring GPU Talent from Imagination, Tim Cook and AR/VR Waves Oct 17, 2016
- Oct 13, 2016 Deep Dive into 3Q16 PC and Mac Shipments, Amazon Adds Twist to Music Streaming Wars, Thursday Q&A Oct 13, 2016
- Oct 12, 2016 Estimating Samsung Note 7 Recall Impact on Apple, Improving iPhone Growth Prospects for FY17, Samsung Can't Find Note 7 Problem Oct 12, 2016
- Oct 11, 2016 Samsung Discontinues Galaxy Note 7, Questionable Samsung Actions, Samsung's Missing Leadership Oct 11, 2016
- Oct 10, 2016 Apple Watch's Fitness Detour, Apple Watch and Fitbit Quarterly Sales, Where Things Go from Here Oct 10, 2016
- Oct 6, 2016 Samsung Buys Viv, Apple Is Not Bidding for Twitter, Thursday Q&A Oct 6, 2016
- Oct 5, 2016 The Google Pixel Smartphone, Google Doesn't Want to Be Like Apple, Google Is in Trouble Oct 5, 2016
- Oct 4, 2016 Tim Cook's Increasingly Aggressive Comments Regarding AR, Why AR Instead of VR?, New iPad Rumors Oct 4, 2016
- Oct 3, 2016 Apple in Talks to Acquire Lit Motors, Lit Motors 101, Why Acquire Lit Motors? Oct 3, 2016
- Sep 29, 2016 Spotify In Talks to Buy SoundCloud, The DJI Drone/Apple Partnership, Thursday Q&A Sep 29, 2016
- Sep 28, 2016 Aetna to Subsidize Apple Watch, Apple Is Increasing iPhone 7 Orders Sep 28, 2016
- Sep 27, 2016 Pegatron Optimistic About Phone 7, Early Estimates for iPhone Sales Growth, Apple Music Strategy Heading Into Year Two Sep 27, 2016
- Sep 26, 2016 Snapchat Spectacles, Apple vs. Snap Inc., Spectacles Makes Google Look Bad Sep 26, 2016
- Sep 22, 2016 Apple In Talks to Invest in McLaren, Where Things Stand with Project Titan, Thursday Q&A Sep 22, 2016
- Sep 21, 2016 The Samsung Galaxy Note 7 Recall, Measuring the Samsung Recall Fallout, GoPro Unveils Hero5 and Karma Drone Sep 21, 2016
- Sep 20, 2016 Lyft's Master Plan, Estimating Opening Weekend iPhone 7 Sales Sep 20, 2016
- Sep 19, 2016 Initial iPhone 7 Plus (Jet Black) Impressions, Initial Apple Watch Series 2 Impressions Sep 19, 2016
- Sep 15, 2016 AirPods Are the Anti-Apple Watch, Mixed Signals for Early iPhone 7 Demand, Thursday Q&A Sep 15, 2016
- Sep 14, 2016 New Project Titan Details, The Project Titan "Reboot," Project Titan Is a Platform Sep 14, 2016
- Sep 13, 2016 Apple Ends Opening Weekend iPhone Sales Disclosure, iPhone Upgrade Program Turmoil, A Black Eye for "Apple as a Service" Sep 13, 2016
- Sep 12, 2016 The Apple Keynote: Detailed Thoughts and Observations Sep 12, 2016
- Sep 8, 2016 The Apple Keynote: Major Themes Sep 8, 2016
- Sep 6, 2016 Previewing Apple's September 2016 Keynote, Thoughts Heading into the Event, Surprises and Wild Cards Sep 6, 2016
- Sep 1, 2016 Fitbit Announces Charge 2 and Flex 2, The Samsung Gear S3 Smartwatch, Thursday Q&A Sep 1, 2016
- Aug 31, 2016 The European Commission's Ireland/Apple Decision, Tim Cook's Blistering Response, Google Is Going After Uber Aug 31, 2016
- Aug 30, 2016 Calculating the iPhone Installed Base, Segmenting iPhone Users by Upgrade Cycles, New 2016 and 2017 iPhone Sales Estimates Aug 30, 2016
- Aug 29, 2016 Industrial Design Is Gaining Power at Apple, Preparing for EU's Decision on Apple/Ireland Tax Deal, Apple Working on New Social Features Aug 29, 2016
- Aug 25, 2016 Apple Opens Up About AI, Apple Changes Retail Branding, Thursday Q&A (Car Edition) Aug 25, 2016
- Aug 24, 2016 The Frank Ocean Exclusive, Apple's War Against Music Labels, The Spotify Squeeze Aug 24, 2016
- Aug 23, 2016 Uber Buys Otto, Partners with Volvo; Apple Passes on Lyft Acquisition; Ford's New Master Plan Aug 23, 2016
- Aug 22, 2016 The Tim Cook Interview, An Inside Look at Apple, Berkshire Hathaway Increases AAPL Stake Aug 22, 2016
- Aug 11, 2016 Eddy Cue's Interesting Interview with Fast Company, Apple Working on New Health Device, Thursday Q&A Aug 11, 2016
- Aug 10, 2016 Thoughts on Upcoming iPhones, Supply Chain Hints at Major iPhone Changes in 2017, Disney to Launch ESPN Streaming Service Aug 10, 2016
- Aug 9, 2016 Apple's Big Profile in Fast Company, Thoughts on Apple Watch 2.0, Bozoma Saint John Aug 9, 2016
- Aug 8, 2016 Apple's Changing iPad Strategy, iPad Has Turned the Corner, New iPad Sales Estimates Aug 8, 2016
- Aug 4, 2016 Tesla 2Q16 Earnings, 2Q16 Smartphone Market Deep Dive, Thursday Q&A Aug 4, 2016
- Aug 3, 2016 Fitbit Earnings, Apple's Debt Bonanza, Apple Holding the Line Against Tidal Aug 3, 2016
- Aug 2, 2016 Apple's Failed TV Negotiations, Apple Buys CarPool Karaoke, Phil Schiller Joins Illumina Board Aug 2, 2016
- Aug 1, 2016 Didi Acquires UberChina, The Anti-Uber Alliance Is Over, QNX Founder Joins Project Titan Aug 1, 2016
- Jul 28, 2016 Apple 3Q16 Earnings Review: Details Jul 28, 2016
- Jul 27, 2016 Apple 3Q16 Earnings Review: Major Themes Jul 27, 2016
- Jul 26, 2016 Bob Mansfield to Lead Project Titan, Project Titan Implications, Apple Talent Questions Jul 26, 2016
- Jul 25, 2016 AAPL 3Q16 Earnings Preview (Part 5 - Thoughts on AAPL), Deep Dive into 2Q16 Smartwatch Market, Apple Selling Exclusive Watch Bands for Olympics Jul 25, 2016
- Jul 21, 2016 AAPL 3Q16 Earnings Preview (Part 4 - 4Q Guidance), Tesla's New Master Plan, Thursday Q&A Jul 21, 2016
- Jul 20, 2016 AAPL 3Q16 Earnings Preview (Part 3 - iPhone), Swatch Issues Profit Warning, 2Q16 Microsoft Surface Shipments Jul 20, 2016
- Jul 19, 2016 AAPL 3Q16 Earnings Preview (Part 2 - Services, Mac, iPad, Apple Watch), Netflix Has a Big Problem, SoftBank to Buy ARM Holdings Jul 19, 2016
- Jul 18, 2016 AAPL 3Q16 Earnings Preview (Part 1 - Methodology), Eddy Cue's Odd Interview About TV, Line's IPO Jul 18, 2016
- Jul 14, 2016 Why Apple Even Bothers with Music, Spotify Is Moving the Goalposts, Thursday Q&A Jul 14, 2016
- Jul 13, 2016 Measuring Apple's Music Ambitions; Pokémon GO, Nintendo, and Wearables Jul 13, 2016
- Jul 12, 2016 Google Smartwatches, Slipping Mac Shipments, Problematic iPhone Customer Surveys Jul 12, 2016
- Jul 11, 2016 Strategy Clues Hidden in WatchOS 3, Thoughts on Third-Party Apple Watch Faces, Pokémon GO and the Art of Going Viral Jul 11, 2016
- Jul 7, 2016 Snapchat Memories Hint at Strategy Shift, Snapchat Camera Roll vs. iPhone Camera Roll, Elon Musk Is Becoming More Brazen Jul 7, 2016
- Jul 6, 2016 Tesla's First Autopilot Fatality, Apple Will "Retire" the 16GB iPhone Jul 6, 2016
- Jul 5, 2016 Apple In Talks to Buy Tidal, Jay Z's Importance to Apple Music, Calculating Tidal's Potential Price Tag Jul 5, 2016
- Jun 30, 2016 The Apple Watch Paradox, Math and Logic Behind My $10B Apple Watch Valuation, Thursday Q&A Jun 30, 2016
- Jun 29, 2016 The Path to Remove the iPhone Home Button, A Google Smartphone Jun 29, 2016
- Jun 28, 2016 iPhone Headphone Jack Debate Is Off Base, Lyft Looking for Strategic Partners, Disney CEO Talks Business Jun 28, 2016
- Jun 27, 2016 Mapping Apple's Post-iPhone Era, Brexit and AAPL Jun 27, 2016
- Jun 23, 2016 Tesla Offers to Buy SolarCity, Thursday Q&A Jun 23, 2016
- Jun 22, 2016 iPhone Won't Be Focus of Apple's September Event, Thoughts on an iPhone Upgrade "Super Cycle" in 2017 Jun 22, 2016
- Jun 21, 2016 iMessage for Android: Don't Hold Your Breath, HBO Head Talks Video Streaming Jun 21, 2016
- Jun 20, 2016 Schiller and Federighi Speak Post-WWDC, iPhone 6 and 6 Plus "Banned" in Beijing, BMW's Electric Car Strategy Isn't Working Jun 20, 2016
- Jun 16, 2016 Apple Music Is Succeeding, Apple's Content Strategy Is Becoming Clearer, Thursday Q&A Jun 16, 2016
-
2015
- Dec 28, 2015 Starting with the Wrist Dec 28, 2015
- Dec 23, 2015 Elon Musk Talks Autonomous Cars, The Hidden Media Story of 2015 Dec 23, 2015
- Dec 22, 2015 The '60 Minutes' Apple Profile, Google and Ford to Form Joint Venture, Apple Cuts iPhone 6s and 6s Plus Pricing in India Dec 22, 2015
- Dec 21, 2015 Apple Announces Executive Changes Dec 21, 2015
- Dec 17, 2015 Huawei Targeting U.S. Smartphone Market, George Hotz's Self-Driving Car, Thursday Q&A Dec 17, 2015
- Dec 16, 2015 Howard Stern Signs New Deal with SiriusXM, Craig Federighi Talks Swift Dec 16, 2015
- Dec 15, 2015 Thoughts on iPhone Sales Dec 15, 2015
- Dec 14, 2015 Apple's Taylor Swift Movie, Faraday Future's Nevada Car Factory, Hyundai Gives Up on Car Software Dec 14, 2015
- Dec 10, 2015 iPhone Sales Trends in October, Netflix's Growing Bet on Original Content, Thursday Q&A Dec 10, 2015
- Dec 9, 2015 A Big Setback for Apple TV, Apple's $99 iPhone Smart Battery Case Dec 9, 2015
- Dec 8, 2015 Deep-Dive Into 3Q15 Wearables Market, Self-Driving Cars as Living Pods Dec 8, 2015
- Dec 7, 2015 A New 4-Inch iPhone, TAG Heuer Provides Early Update on Its Connected Watch Dec 7, 2015
- Dec 3, 2015 Additional Thoughts on The Grand Unified Theory of Apple Products, United Airlines Will Buy 6,000 Apple Computers, Thursday Q&A Dec 3, 2015
- Dec 2, 2015 Apple News Is a Proxy, Declining Apple Pay Usage Trends, Google Hires Tesla "Autopilot" Executive Dec 2, 2015
- Dec 1, 2015 Selling Electric Cars, Target's "Apple Monday" Sale Dec 1, 2015
- Nov 30, 2015 Disney Discloses ESPN Subscriber Data, The iPhone Won Black Friday Nov 30, 2015
- Nov 25, 2015 The iPad Mini Experiment, Vine Comes to Apple Watch, Apple's Black Friday Nov 25, 2015
- Nov 24, 2015 Faraday Future, 3Q15 Smartphone Industry Profit Share Observation Nov 24, 2015
- Nov 23, 2015 Swiss Watch Exports Down 9% in October, The Motivation Behind the New Apple Watch Charging Dock Nov 23, 2015
- Nov 19, 2015 "Apple-as-a-Service" Primer, The McLaren Technology Centre Nov 19, 2015
- Nov 18, 2015 Thoughts on Apple TV, Jony Ive on Reinventing the Pencil Nov 18, 2015
- Nov 17, 2015 Breaking Down the iPad Debate, Rdio Declares Bankruptcy Nov 17, 2015
- Nov 16, 2015 Initial iPad Pro Impressions, Fossil Acquires Misfit Nov 16, 2015
- Nov 12, 2015 Angela Ahrendts Talks Apple Retail Strategy as Store Traffic Slows, Apple Is Working on a Person-to-Person Mobile Payments Service, Thursday Q&A Nov 12, 2015
- Nov 11, 2015 About These iPhone Order Cut Rumors..., A New Apple Medical Product? Nov 11, 2015
- Nov 10, 2015 Tim Cook Positions iPad Pro as the iPad for Post-PC Era, The TAG Heuer Connected Smartwatch Press Conference Circus Nov 10, 2015
- Nov 9, 2015 Toyota Throws in the Towel: Invests "Big" in Autonomous Driving, Current iPad Device Share Nov 9, 2015
- Nov 5, 2015 Marc Newson on Apple Watch, New Details on Global Smartphone Market, Thursday Q&A Nov 5, 2015
- Nov 4, 2015 Apple Experimenting With iPhone and Apple Watch Bundling, Apple's Remarkable R&D Growth Nov 4, 2015
- Nov 3, 2015 Fitbit Earnings, GoPro Earnings (and Problem), Apple Is Buying Back Shares Like There's No Tomorrow (Continued) Nov 3, 2015
- Nov 2, 2015 Measuring iPhone Growth Potential in China, Notes and Observations from Apple's 2015 10-K Nov 2, 2015
- Oct 29, 2015 The Apple/Mashable Article: Phil Schiller, John Ternus, Apple Suppliers, Apple Earnings Calls, Growth on Wall Street Oct 29, 2015
- Oct 28, 2015 Apple 4Q15 Earnings Oct 28, 2015
- Oct 27, 2015 The Inside Story of the Surface Book, Steve Ballmer Thinks It's Now Just Apple vs. Microsoft, Where Is Angela Ahrendts? The NYT Wants to Know Oct 27, 2015
- Oct 26, 2015 Things to Look out for with Apple Earnings, Apple Expands Autonomous Driving Team Oct 26, 2015
- Oct 22, 2015 Complete 4Q15 AAPL Earnings Estimate, Expanded Thursday Q&A Oct 22, 2015
- Oct 21, 2015 Apple's Involvement with Mission Motors, Updating FY16 iPhone Sales Estimate, iPhone Leasing Is a Game Changer Oct 21, 2015
- Oct 20, 2015 Tim Cook Gives Clues at WSJDLive, 4Q15 iPhone Sales Estimate, Estimating Historical iPhone Sales by Model (2007-Current) Oct 20, 2015
- Oct 19, 2015 Motive Behind Apple's New RSU Program, Nissan's Mistake When Thinking About Apple Car Oct 19, 2015
- Oct 15, 2015 Dissecting Samsung's U.S. Smartphone Stronghold, Smartphone Changes Are Afoot in China, Thursday Q&A: Is Microsoft an Apple competitor? Oct 15, 2015
- Oct 14, 2015 Apple's New Product Theory, Good Design at Apple Oct 14, 2015
- Oct 13, 2015 The Full Jony Ive Talk at Vanity Fair, Dell Wants out of the PC Business, Lyft Partners with Hertz Oct 13, 2015
- Oct 12, 2015 Elon Musk Is Frustrated by Apple, Mac Expected to Hold Its Own in Declining PC Market Oct 12, 2015
- Oct 8, 2015 Jony Ive Is Finding His Stride, Kantar Points to Continued iPhone Momentum in August, Thursday Q&A (Project Titan vs. GM and Uber) Oct 8, 2015
- Oct 7, 2015 Microsoft's Sleight of Hand, Xiaomi Demonstrates Why a Cheap iPhone Makes Little Sense Oct 7, 2015
- Oct 6, 2015 Thoughts on Apple Watch, Apple Watch Ads Are Getting Better, Apple Campus 3? Oct 6, 2015
- Oct 5, 2015 Business Insider Sells in Changing Online Media Landscape, Apple Music Risk Is Increasing, Apple Acquires VocalIQ as a Gift for Siri Oct 5, 2015
- Oct 1, 2015 Something Feels off with Google, iOS Adoption Trends, Thursday Q&A (Apple Watch vs. Ultra-Luxury Swiss Watch Industry) Oct 1, 2015
- Sep 30, 2015 Tim Cook Speaks at BoxWorks, TAG Heuer and the $1,800 Connected Watch, Thoughts on the Tesla Model X Sep 30, 2015
- Sep 29, 2015 iPhone Opening Weekend Sales Verdict, Not Falling into the Big Company Trap, Two iPhone Tidbits Sep 29, 2015
- Sep 28, 2015 Nike's Strength in China Bodes Well for Apple, Pebble's Strategy Against Apple Watch, iPhone 6s Launch Observations Sep 28, 2015
- Sep 24, 2015 Volkswagen and Customer Trust, This Year's iPhone Reviews Felt Weird, Thursday Q&A Sep 24, 2015
- Sep 23, 2015 Financial Observations from Apple's 'Hey Siri' Keynote Sep 23, 2015
- Sep 22, 2015 Apple Car Given the Green Light, Auto Executive Predicts Apple Car Will Fail Miserably, Rethinking the iPhone "S" Cycle Sep 22, 2015
- Sep 21, 2015 Jony Ive's New Role at Apple, Angela Ahrendts's Impact on Apple Sep 21, 2015
- Sep 17, 2015 Apple Acquires Mapsense, Kardashian/Jenner Sisters Take on the App Store, Thursday Q&A (iPhone Grey Market) Sep 17, 2015
- Sep 16, 2015 Thoughts on the iPhone Upgrade Program Sep 16, 2015
- Sep 15, 2015 Thinking About the Big Picture for Apple, iPhone Launch Weekends are Getting Silly Sep 15, 2015
- Sep 14, 2015 Apple Watch Hermès Collection is Intriguing, 3D Touch is a Game Changer Sep 14, 2015
- Sep 10, 2015 Apple's September Event: Thoughts and Observations Sep 10, 2015
- Sep 9, 2015 Periscope on Your TV, The $50 Amazon Tablet Sep 9, 2015
- Sep 8, 2015 Apple Keynote Preview Sep 8, 2015
- Sep 3, 2015 Global Smartphone Trends for July, Apple Event "Leaks," Thursday Q&A Sep 3, 2015
- Sep 2, 2015 The Apple/Cisco Partnership, Apple Watch's Biggest Competitor Sep 2, 2015
- Sep 1, 2015 Apple's Original Programming Temptation, The Android Smartwatch Army Sep 1, 2015
- Aug 31, 2015 Bill Graham Civic Auditorium Intrigue, Apple in Washington Aug 31, 2015
- Aug 27, 2015 Jeff Bezos Raises the White Flag, The Allure of Cheap Smartphones, Thursday Q&A Aug 27, 2015
- Aug 26, 2015 Apple is Learning from Best Buy, The Cable Bundle's Future Aug 26, 2015
- Aug 25, 2015 The Tim Cook Email Read Around the World, Clues Apple Won't Buy Tesla, Apple Marketing to Embrace Vlogs Aug 25, 2015
- Aug 24, 2015 Thoughts on Friday's Stock Market Move and AAPL Drop, Apple Valuation Metrics, China Mobile Subscriber Numbers Aug 24, 2015
- Aug 20, 2015 The iPhone's Future, Thursday Q&A Aug 20, 2015
- Aug 19, 2015 More Evidence Apple Music is Doing Just OK, Comcast's Strategic Investments in BuzzFeed and Vox, A Closer Look at Mac Financials Aug 19, 2015
- Aug 18, 2015 Abysmal Cable Network Viewership Trends, Sprint Is Betting the Company on iPhone, A Closer Look at iPad Financials Aug 18, 2015
- Aug 17, 2015 Apple Scouting Self-Driving Car Testing Area, Samsung's Unpacked Event, Free Cash Flow 101 Aug 17, 2015
- Aug 13, 2015 The Smartphone Subsidy Myth, Fossil is Seeing Issues in the Watch Market, Thursday Q&A Aug 13, 2015
- Aug 12, 2015 China's Yuan Devaluation and Apple Aug 12, 2015
- Aug 11, 2015 Thoughts on Alphabet, Finding iPad's Future, U.S. Watch Sales Collapsed in June Aug 11, 2015
- Aug 10, 2015 Apple Music Family Membership Strength, Jimmy Iovine on Curation, Cable's Problem Aug 10, 2015
- Aug 6, 2015 iPhone Upgrade Cycle and Growth Estimate, Fitbit Earnings, Thursday Q&A Aug 6, 2015
- Aug 5, 2015 Thoughts on Apple's Stock Drop, Apple Buys Land in San Jose, A Few Apple Watch Musings Aug 5, 2015
- Aug 4, 2015 Estimating iPhone Model Mix, Where Apple Products are Sold, Nokia's Here Maps Sold to German Automakers Aug 4, 2015
- Aug 3, 2015 Calculating the Size of the iPhone User Base, Apple TV Crawling Towards Launch, Apple/BMW Follow-Up Aug 3, 2015
- Jul 30, 2015 The Unknown Tablet Market, Elon Musk is Experimenting, Thursday Q&A Jul 30, 2015
- Jul 29, 2015 New Apple Watch Ads, Apple Music Subscriber Numbers, Motorola's New Phones Jul 29, 2015
- Jul 28, 2015 Apple Music's Problem, Apple Watch Coming to Best Buy, I Saw My First Apple Watch in the Wild Jul 28, 2015
- Jul 27, 2015 Why There's Nothing Quite Like iPhone, Apple Talked with BMW About Electric Cars Jul 27, 2015
- Jul 23, 2015 The Day After Apple Earnings on Wall Street, Washington Looking at Foreign Cash Tax Reform, Thursday Q&A Jul 23, 2015
- Jul 22, 2015 Apple 3Q15 Earnings Jul 22, 2015
- Jul 21, 2015 Apple Car Development is Advancing, Judging Apple Watch Success/Failure Jul 21, 2015
- Jul 20, 2015 The Wild Ride on Wall Street, Beme and the iPhone Ecosystem, Apple Music - A Few Thoughts Three Weeks In Jul 20, 2015
- Jul 16, 2015 The New iPod Touch is an Updated iPod, AAPL Earnings Preview (Continued), Thursday Q&A Jul 16, 2015
- Jul 15, 2015 Expecting Another Strong iPhone Quarter, Live TV Will be Apple TV's Killer Feature, Burberry Executives in High Demand Jul 15, 2015
- Jul 14, 2015 Apple Earnings Preview Part One - Apple Watch, Mac, and iPad Jul 14, 2015
- Jul 13, 2015 The iPhone is Taking Over Apple, Apple is Producing Music Videos, The U.S. Government is Sniffing Around the App Store Jul 13, 2015
- Jul 9, 2015 Spotify Seems Desperate, Apple Plans Record iPhone Production, Q&A Thursday Jul 9, 2015
- Jul 8, 2015 Quiet Apple Watch Tables (Continued), Chinese Stock Market Crash Impact on Apple, Showtime Arrives on Apple TV Jul 8, 2015
- Jul 7, 2015 App Store Economics, Empty Apple Watch Tables, Samsung Preannounces Weak Earnings Jul 7, 2015
- Jul 6, 2015 Apple Music is Very Apple, Casio Wants to Sell a Smartwatch Jul 6, 2015
- Jul 2, 2015 Apple is Growing Faster than Xiaomi, Trent Reznor Talks Apple Music, Q&A Thursday Jul 2, 2015
- Jul 1, 2015 Apple Music Observations, Android Switcher Rates Bode Well for iPhone Sales Jul 1, 2015