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

June 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
Jun 3, 2024 Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity Jun 3, 2024

May 2024

May 31, 2024 Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras May 31, 2024
May 29, 2024 About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro May 29, 2024
May 28, 2024 Apple & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons May 28, 2024
May 22, 2024 Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell May 22, 2024
May 21, 2024 Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future May 21, 2024
May 20, 2024 More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data May 20, 2024
May 15, 2024 Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo May 15, 2024
May 15, 2024 OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event May 15, 2024
May 14, 2024 Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization May 14, 2024
May 10, 2024 Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance May 10, 2024
May 8, 2024 The iPad Event May 8, 2024
May 6, 2024 Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts May 6, 2024
May 3, 2024 Key Takeaways From Apple’s 2Q24 Earnings May 3, 2024
May 1, 2024 My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model May 1, 2024
May 1, 2024 Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance May 1, 2024

April 2024

Apr 29, 2024 Alphabet 1Q24 Earnings, Pichai (Sort of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization Apr 29, 2024
Apr 25, 2024 Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales Apr 25, 2024
Apr 24, 2024 Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple Apr 24, 2024
Apr 24, 2024 Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR Apr 24, 2024
Apr 22, 2024 Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics Apr 22, 2024
Apr 18, 2024 Humane Ai Pin and Smartphone Replacements, The Limitless Pendant, Apple Watch Momentum Apr 18, 2024
Apr 17, 2024 Tim Cook Visits Vietnam for the First Time, Apple Open to Indonesia Manufacturing, Addressing U.S. Semiconductor Manufacturing Bottleneck Apr 17, 2024
Apr 16, 2024 iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff Apr 16, 2024
Apr 12, 2024 Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A Apr 12, 2024
Apr 11, 2024 Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy Apr 11, 2024
Apr 10, 2024 Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro Apr 10, 2024
Apr 9, 2024 Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+ Apr 9, 2024
Apr 4, 2024 Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team Apr 4, 2024
Apr 2, 2024 Apple Releases "2023 MLS Cup Highlights" for Vision Pro, A Breathtaking Moment for Vision Pro, Apple Immersive Video Questions Apr 2, 2024

March 2024

Mar 27, 2024 U.S. Justice Department Turned to European Commission for Help in Apple Battle, Apple Will Seek U.S. Antitrust Complaint Dismissal, The Big Picture Mar 27, 2024
Mar 26, 2024 U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2) Mar 26, 2024
Mar 25, 2024 U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1) Mar 25, 2024
Mar 21, 2024 Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports Mar 21, 2024
Mar 20, 2024 Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition Mar 20, 2024
Mar 20, 2024 Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales Mar 20, 2024
Mar 18, 2024 My Thoughts Regarding the Apple / Gemini AI Licensing Rumor Mar 18, 2024
Mar 14, 2024 Project Titan Follow-Up, Apple vs. EU Follow-Up Mar 14, 2024
Mar 13, 2024 Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor Mar 13, 2024
Mar 12, 2024 Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers Mar 12, 2024
Mar 11, 2024 Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU Mar 11, 2024
Mar 7, 2024 Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision Mar 7, 2024
Mar 6, 2024 Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity Mar 6, 2024
Mar 5, 2024 EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response Mar 5, 2024
Mar 4, 2024 Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers Mar 4, 2024

February 2024

Feb 29, 2024 Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects Feb 29, 2024
Feb 28, 2024 Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots Feb 28, 2024
Feb 27, 2024 Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring Feb 27, 2024
Feb 26, 2024 Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story Feb 26, 2024
Feb 22, 2024 Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only? Feb 22, 2024
Feb 21, 2024 Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture Feb 21, 2024
Feb 16, 2024 Microsoft Earnings, Peloton Earnings Feb 16, 2024
Feb 14, 2024 Alphabet Earnings, Amazon Earnings Feb 14, 2024
Feb 14, 2024 Thoughts on How Zuckerberg Can Monetize Meta Reality Labs Feb 14, 2024
Feb 12, 2024 Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI Feb 12, 2024
Feb 8, 2024 Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App Feb 8, 2024
Feb 7, 2024 Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations Feb 7, 2024
Feb 6, 2024 Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts Feb 6, 2024
Feb 5, 2024 Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street Feb 5, 2024
Feb 2, 2024 Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance Feb 2, 2024

January 2024

Jan 31, 2024 My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Model Jan 31, 2024
Jan 30, 2024 Preparing for Apple’s 1Q24 Earnings Release Jan 30, 2024
Jan 29, 2024 Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy Jan 29, 2024
Jan 25, 2024 Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro Jan 25, 2024
Jan 24, 2024 Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community Jan 24, 2024
Jan 23, 2024 Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple Jan 23, 2024
Jan 22, 2024 More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch Jan 22, 2024
Jan 18, 2024 Thoughts After Using Apple Vision Pro for a Second Time Jan 18, 2024
Jan 17, 2024 U.S. Supreme Court Declines to Hear Epic/Apple Appeals, The New App Store Battle, Consumers Should Be More Vocal Jan 17, 2024
Jan 16, 2024 Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy Jan 16, 2024
Jan 11, 2024 Google Reorganizes Devices Group, Humane Announces Reorganization Jan 11, 2024
Jan 10, 2024 Analyzing Historical Apple HW Launches (Unit Sales), Vision Pro Launch Sales Estimate Jan 10, 2024
Jan 9, 2024 Apple Releases First Vision Pro Ad, Revisiting the First iPhone Ad, iPhone vs. Vision Pro Jan 9, 2024
Jan 8, 2024 Apple Vision Pro Launch Date Announced, New Vision Pro Details, What About Vision Pro Demos? Jan 8, 2024
Jan 5, 2024 New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China Jan 5, 2024
Jan 3, 2024 More on Apple Watch Ultra, Tesla 4Q23 Deliveries, EV Market Slowing in U.S. Jan 3, 2024
Jan 2, 2024 U.S. Court Pauses Apple Watch Ban, Apple’s Response, Why I’m Not Concerned About Apple Watch Jan 2, 2024

December 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

November 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

October 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

September 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

August 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

July 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

June 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 2023

May 31, 2023 The Case for More Durable Apple Watch Ultra Bands, Disney Planning Standalone ESPN Offering May 31, 2023
May 24, 2023 More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers May 24, 2023
May 23, 2023 Alphabet Earnings, Pichai Comments on Google's Mobile Search Deals, Microsoft Earnings May 23, 2023
May 22, 2023 Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM May 22, 2023
May 18, 2023 The WSJ’s Report About Apple’s Headset, What’s Behind Apple Headset Skepticism? May 18, 2023
May 18, 2023 YouTube Gaining TV Momentum, Value of Ad-Supported Tiers in Paid Video Streaming, Apple TV+ and Ads May 18, 2023
May 16, 2023 Disney Earnings, Disney to Combine Disney+ and Hulu, Hulu’s Future May 16, 2023
May 16, 2023 Amazon Earnings, Amazon’s Growth Initiatives, Amazon Bets on Return to Office May 16, 2023
May 11, 2023 Apple Brings Final Cut Pro and Logic Pro to iPad, Final Cut Pro and Logic Pro as Paid Subscriptions, The iPad’s Sales Pitch May 11, 2023
May 10, 2023 Apple’s Paid Subscriptions Growth Reaccelerates, The Case for Higher Apple Gross Margins May 10, 2023
May 9, 2023 Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases May 9, 2023
May 8, 2023 Reading Between the Lines of Apple’s 2Q23 Earnings Q&A With Analysts May 8, 2023
May 5, 2023 Apple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple’s Emerging Markets Strength May 5, 2023
May 3, 2023 My Apple 2Q23 Estimates, Expectations for Apple's Capital Management Changes, My Revised Apple Earnings Model May 3, 2023
May 2, 2023 Setting the Stage for Apple Earnings, Revisiting My Apple Earnings Theory, U.S. Dollar Weakens May 2, 2023
May 1, 2023 NYC Bets on AirTag to Stop Car Thefts, Apple Planning to Launch Journaling App May 1, 2023

April 2023

Apr 28, 2023 Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory Apr 28, 2023
Apr 26, 2023 U.S. Appeals Court Sides With App Store, App Store Curation Is Key, Apple's Anti-Steering Loss Isn’t Major Apr 26, 2023
Apr 25, 2023 Netflix Earnings, The Allure of Advertising in Video Streaming, HBO Max's Rebranding Apr 25, 2023
Apr 24, 2023 Humane’s Worrying Reveal, Humane’s Miscalculation, Tesla Follow Up Apr 24, 2023
Apr 20, 2023 Tesla Earnings, Tesla Lessons for Apple Apr 20, 2023
Apr 19, 2023 Apple’s Fintech Play Outside the U.S., Apple Ecosystem Strength by Country, Google to Unveil Foldable Pixel Apr 19, 2023
Apr 18, 2023 Apple Launches High-Yield Savings Account, Apple’s Great Timing, Apple’s Expanding Fintech Play Apr 18, 2023
Apr 17, 2023 Apple Opens First Store in India, Cook to Meet Modi, Samsung Reportedly Contemplating Bing Search Deal Apr 17, 2023
Apr 13, 2023 More on Apple Reality, Why the Apple Reality Name?, Luxshare Reportedly Gains Apple Reality Contract Apr 13, 2023
Apr 5, 2023 Why Publish a Tim Cook Profile Now?, The Evolution in Cook’s AR/VR Comments Apr 5, 2023
Apr 3, 2023 The Tim Cook Profile in GQ, Cook and China, Cook Provides More Mixed Reality Headset Clues Apr 3, 2023

March 2023

Mar 30, 2023 Apple Announces WWDC 2023, WWDC 2023 Artwork Clues, Early Expectations for WWDC 2023 Mar 30, 2023
Mar 29, 2023 The Amazon/AMC Rumor, Amazon Sidewalk Opens to Developers, Revisiting Amazon’s Play for Neighborhoods Mar 29, 2023
Mar 28, 2023 Apple Announces Friday Night Baseball Changes, Apple Acquires WaveOne, Tim Cook Visits China Mar 28, 2023
Mar 27, 2023 Apple Reportedly Pursuing Movie Theater Releases, Streamers Embracing Movie Theaters, TVOD vs. Theatrical Releases Mar 27, 2023
Mar 23, 2023 Should Microsoft Go After Google and Try to Win Apple’s iPhone Search Deal? Mar 23, 2023
Mar 22, 2023 Google Releases Bard, Apple and Chatbots, DPReview to Shut Down Mar 22, 2023
Mar 21, 2023 Slim Cable Bundle Illusions, Live Sports Stickiness, Amazon Announces More Layoffs Mar 21, 2023
Mar 20, 2023 YouTube TV's Price Hike, FTC Finalizes Epic Games Fine, Foxconn's 2023 Outlook Mar 20, 2023
Mar 16, 2023 Q&A About Apple’s Investment Portfolio, Apple Unveils Apple Music Classical, Apple’s Music Focus Mar 16, 2023
Mar 15, 2023 Meta Announces Another Massive Round of Layoffs, Zuckerberg Discovers Efficiency, How Apple Avoided Significant Layoffs Mar 15, 2023
Mar 14, 2023 The Financial Times on Tim Cook's Mixed Reality Bet, My Issues With FT’s Report Mar 14, 2023
Mar 13, 2023 Silicon Valley Bank Collapses, Apple and the Big Banks, Apple’s Interest Rate Risk Mar 13, 2023
Mar 9, 2023 Spotify’s Stream On Event, Humane Raises Another $100M, What Is Humane Working On? Mar 9, 2023
Mar 8, 2023 Apple’s Spring Product Refresh, The Best-Selling Smartphone Models of 2022, Dark Sky Anger Builds Mar 8, 2023
Mar 7, 2023 Number of ATMs Decline, Apple Pay’s Long Game, Roku 4Q22 Earnings Mar 7, 2023
Mar 6, 2023 Apple Invests Another $1B in Germany, The Factors Behind iPhone’s Increasing Sales Share, Competing With Cool Mar 6, 2023
Mar 2, 2023 Peter Stern Departs Apple, Apple’s Services Reorganization, My Concern With Warner Bros. Discovery Mar 2, 2023
Mar 1, 2023 Apple Lends $250M to Globalstar, Why Doesn’t Apple Get Into Satellites?, EU Narrows Apple Probe Mar 1, 2023
Mar 1, 2023 Sonos FY1Q23 Earnings, Sonos Hints Again At Entering New Product Category, Sonos vs. Big Tech Mar 1, 2023

February 2023

Feb 27, 2023 The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security Feb 27, 2023
Feb 23, 2023 Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning Feb 23, 2023
Feb 22, 2023 Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022 Feb 22, 2023
Feb 16, 2023 Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings Feb 16, 2023
Feb 15, 2023 Branding in Paid Video Streaming, Amazon 4Q22 Earnings Feb 15, 2023
Feb 14, 2023 Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+ Feb 14, 2023
Feb 13, 2023 Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization Feb 13, 2023
Feb 9, 2023 Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Model Feb 9, 2023
Feb 8, 2023 Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal Feb 8, 2023
Feb 7, 2023 Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer Feb 7, 2023
Feb 6, 2023 Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts Feb 6, 2023
Feb 3, 2023 Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory Feb 3, 2023
Feb 1, 2023 Final Thoughts Heading Into Apple Earnings, Spotify Earnings Feb 1, 2023

January 2023

Jan 31, 2023 My Apple 1Q23 Estimates, Expectations by Apple Product Category, Updated Apple Earnings Model Jan 31, 2023
Jan 30, 2023 Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23 Jan 30, 2023
Jan 26, 2023 Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future Jan 26, 2023
Jan 25, 2023 Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap Jan 25, 2023
Jan 24, 2023 Apple’s Opportunities in 2023, Apple’s Challenges in 2023 Jan 24, 2023
Jan 23, 2023 Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club Jan 23, 2023
Jan 19, 2023 Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor Jan 19, 2023
Jan 18, 2023 Apple Brings Back HomePod, What Happened?, HomePod Changes Jan 18, 2023
Jan 17, 2023 Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality Jan 17, 2023
Jan 12, 2023 Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer Jan 12, 2023
Jan 11, 2023 Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows Jan 11, 2023
Jan 10, 2023 Nikkei Asia Stokes Apple Demand Fears, AAPL Valuation Update, AAPL Stress Test Scenarios Jan 10, 2023
Jan 9, 2023 Apple Bows Out of NFL Sunday Ticket Bidding, YouTube Wins NFL Sunday Ticket, YouTube Moves Deeper Into Paid Video Jan 9, 2023
Jan 5, 2023 iPhone Supply Bounces Back, Sketchy Rumors About iPhone 14 Plus, Amazon's Growing Layoffs Jan 5, 2023
Jan 4, 2023 Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem Jan 4, 2023

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 2, 2022 Apple Touts Fraud / Spam Prevention Efforts with App Store, Microsoft Issues Profit Warning, Elon Musk Gives Return to Office Ultimatum Jun 2, 2022
Jun 1, 2022 More on the iPhone Mini, Foxconn Raises Outlook, iPad Production Reportedly Expands to Vietnam Jun 1, 2022

May 2022

May 31, 2022 iPhone Production Rumored to Remain Flat, Apple Increases Budget for Employee Compensation, Apple Operating Margins Coming Under Pressure May 31, 2022
May 25, 2022 Winners and Losers in Advertising Land, TikTok Plotting Move Into Gaming, Tim Cook on Most Influential List (Again) May 25, 2022
May 24, 2022 Snap Issues Revenue Warning, Snap Shockwaves Reverberate Throughout Ad Land, Few Saw Apple’s ATT Bomb Coming May 24, 2022
May 23, 2022 Thoughts on Apple’s Rumored Visor for Mixed Reality, Why Mixed Reality?, Jony Ive Continues to Work With Apple May 23, 2022
May 19, 2022 Roku 1Q22 Earnings, Spotify 1Q22 Earnings, Sonos FY2Q22 Earnings May 19, 2022
May 18, 2022 Buffett Adds to Apple Stake, Apple’s Return to Office Plan Delayed (Again), Sonos Unveils Ray Soundbar May 18, 2022
May 17, 2022 Google I/O 2022, Google Scene Exploration, Google Pixel Watch May 17, 2022
May 16, 2022 Disney Exceeds 200M DTC Subscriptions, Disney’s Advantage, Competing with Disney May 16, 2022
May 12, 2022 Peloton Earnings, Peloton’s Cash Crunch, What Apple Got Right With Fitness May 12, 2022
May 11, 2022 Apple Discontinues the iPod, iPod’s Evolution, When Will Apple Discontinue the iPhone? May 11, 2022
May 10, 2022 Alphabet Earnings, YouTube Headwinds Are Building, Comparing CY1Q22 Earnings Among the Giants May 10, 2022
May 9, 2022 Meta 1Q22 Earnings, Funding Reality Labs, Meta's Hardware Play May 9, 2022
May 5, 2022 Microsoft FY3Q22 Earnings, Microsoft Surface and Gaming Looking Shaky, Inflation’s Impact on Microsoft and Apple May 5, 2022
May 4, 2022 Amazon 1Q22 Earnings, Two Problems With Amazon’s Retail Business, Amazon Prime’s Future May 4, 2022
May 3, 2022 Apple Ramped Buyback as Shares Fell, Apple 2Q22 10-Q Takeaways, Tracking Apple’s Paid Subscriptions Growth May 3, 2022
May 2, 2022 Reading Between the Lines of Apple’s 2Q22 Earnings Q&A With Analysts May 2, 2022

April 2022

Apr 29, 2022 Apple’s 2Q22: By the Numbers, Another Messy Quarter on the Way, Apple Silicon Powering Mac Sales, Wearables Sales Back on Track Apr 29, 2022
Apr 28, 2022 My Expectations for Apple’s Capital Management Changes, Netflix Wasn’t the Industry’s Wakeup Call, Deflating the Content Spending Balloon Apr 28, 2022
Apr 26, 2022 Meta Unveils Creator Fees for Horizon Worlds, Apple Calls Out Meta as Being Hypocritical, Meta to Open Its First Store Apr 26, 2022
Apr 25, 2022 Previewing Apple’s 2Q22 Earnings, My Updated Apple Earnings Model, An Early Look at Apple’s 3Q22 Apr 25, 2022
Apr 21, 2022 Wall Street Is in Panic Mode Over Video Streaming, Where Is Video/Audio Distributor M&A?, Apple Rumored to Have Secured NFL Sunday Ticket Apr 21, 2022
Apr 20, 2022 Netflix’s Awful Earnings, Netflix to Launch Ad-Supported Tier, Netflix Needs New Leadership Apr 20, 2022
Apr 19, 2022 Peloton Cuts Hardware Pricing (Again), Peloton Raises Subscription Pricing for Loyal Users, What Peloton Should Be Doing Apr 19, 2022
Apr 13, 2022 Tim Cook’s Keynote at IAPP's Global Privacy Summit, Why Apple Doesn't Make a Deal With Regulators, Architect of Spotify’s Podcast Strategy to Leave Company Apr 13, 2022
Apr 12, 2022 Apple Talks Up Third-Party Apps in the App Store, Defining Apple Competition, iPhone 13 Production Begins in India Apr 12, 2022
Apr 11, 2022 My Initial Impressions of Apple’s Friday Night Baseball, China’s COVID Lockdowns Worsen, China Lockdowns' Impact on Apple Apr 11, 2022
Apr 7, 2022 Meta Refocusing Finance Efforts on Virtual Money, Amazon Raising Music Unlimited Pricing for Prime Users, Thursday Q&A Apr 7, 2022
Apr 6, 2022 Inside the SiriusXM / Stitcher Deal, Spotify’s Podcast Tech Acquisitions, Tesla Reports 1Q22 Vehicle Deliveries Apr 6, 2022
Apr 5, 2022 Apple’s "Push" Product Strategy in Action, Apple New User Trends, Who Is Apple’s Biggest Competitor? Apr 5, 2022
Apr 4, 2022 Nikkei Asia's Report on Apple Production Cuts, TSMC Warns of Slowing Smartphone and PC Demand, Apple Outlines “Reader” App Linking Apr 4, 2022

March 2022

Mar 30, 2022 Introducing My 2023 Financial Estimates for Apple, Apple Watch and AirPods Sales Estimates, Thoughts on AAPL Valuation Mar 30, 2022
Mar 29, 2022 Apple Wins Best Picture Oscar, Apple's Video Bets Paid Off, Netflix and Amazon Should Reassess Video Strategies Mar 29, 2022
Mar 28, 2022 The Issues Found With Bloomberg’s Apple "Hardware Subscription" Article, What Is “iPhone as a Service”?, One Possible iPhone Subscription Path Forward for Apple Mar 28, 2022
Mar 24, 2022 Apple Acquires Credit Kudos, Apple’s FinTech Play, The Similarity Between Dark Sky and Credit Kudos Mar 24, 2022
Mar 23, 2022 Sonos Working on “Home Theater” Operating System, Sonos and Audio Platforms, Netflix to Begin Going After Password Sharing Mar 23, 2022
Mar 22, 2022 Apple Tussles With Android TV/Google TV, Studio Display Gets Mixed Reviews, Apple and the TV Set Question Mar 22, 2022
Mar 21, 2022 EU’s iOS Sideloading Requirement Looking More Likely, Apple’s Potential Approach to Allowing Sideloading on iPhone, Measuring the Financial Impact From Sideloading Mar 21, 2022
Mar 17, 2022 Ford’s Major Overhaul, Legacy Car Makers Want to Go Direct to Consumer, VW Interested in U.S. Electric Truck Market Mar 17, 2022
Mar 16, 2022 Apple Watch as an iPhone SE Headwind (Revisited), Estimating iPhone SE (3rd Gen) Unit Sales, The iPhone SE Home Button Question Mar 16, 2022
Mar 15, 2022 Disney+ to Launch Ad-Supported Tier, Peloton Experiments With Hardware as a Service, Pricing Experimentation in Tech Land on the Rise Mar 15, 2022
Mar 14, 2022 How the 24-inch iMac Foreshadowed Apple’s Mac Desktop Shift, Some Foxconn Factories Go Into COVID Lockdown, Chipmakers Planned Ahead for Russia/Ukraine Mar 14, 2022
Mar 10, 2022 Apple’s “Peek Performance” Event Review (Interesting Tidbits and Observations) Mar 10, 2022
Mar 9, 2022 Apple’s “Peek Performance” Event Review (Major Takeaways) Mar 9, 2022
Mar 7, 2022 Thoughts Heading Into Apple’s Product Event Mar 7, 2022
Mar 3, 2022 Amazon’s Brick and Mortar Strategy Shift, TikTok Expands Maximum Video Length, Revisiting Apple and TikTok M&A Rumors Mar 3, 2022
Mar 2, 2022 Apple Halts Product Sales in Russia, Apple and the Russia Precedent, Apple Removes Russia-Backed News Outlets from the App Store Mar 2, 2022
Mar 1, 2022 The Design Problems Found With Foldable Smartphones, Thinking Through a Foldable MacBook, Subscription Revenue Trends in the App Store Mar 1, 2022

February 2022

Feb 28, 2022 Foldable iPhone Noise, Spotify Expands “Car Thing” Launch, Oppo Joins Xiaomi in Shifting Focus to High End Feb 28, 2022
Feb 24, 2022 Russia Invades Ukraine, A New Global Order, Apple’s Geopolitical Vulnerability Feb 24, 2022
Feb 23, 2022 Roku 4Q21 Earnings, Roku Contemplating Building Its Own TVs, Roku vs. Apple Feb 23, 2022
Feb 17, 2022 Microsoft FY2Q22 Earnings, Sonos FY1Q22 Earnings, What Sonos Is Doing Right Feb 17, 2022
Feb 16, 2022 4Q21 Subscriber Share Data for Paid Video Streaming, Apple TV+ Is Finding Traction, Paid Video Streaming Feeling Pressure Feb 16, 2022
Feb 15, 2022 4Q21 iPhone Sales Share in Major Countries, Why iPhone Sales in China Are Strong, Xiaomi Looking to Move to High End Feb 15, 2022
Feb 14, 2022 Amazon 4Q21 Earnings, Amazon Discloses Size of Advertising Business, The Amazon Prime Question Feb 14, 2022
Feb 10, 2022 Disney Reports Strong Disney+ and ESPN+ Numbers, The Gravitational Pull Found With Live Sports, The Case for Apple Getting Into Live Sports Feb 10, 2022
Feb 9, 2022 The Apple vs. Match Battle in the Netherlands, Apple Is Right to Charge for Third-Party Payments, Some iOS Developers Reveal True Intentions Feb 9, 2022
Feb 8, 2022 Peloton Doubles Down on Software Pivot, Spotify 4Q21 Earnings, Something Is Wrong With Spotify Feb 8, 2022
Feb 7, 2022 Amazon and Nike Said to Be Exploring Peloton Acquisition, A Nike / Peloton Deal Would Be Odd, Zwift vs. Peloton Feb 7, 2022
Feb 3, 2022 Meta Earnings, TikTok Is Hurting Facebook, Apple Is Removing Facebook’s Oxygen Feb 3, 2022
Feb 2, 2022 Ranking Apple’s Services by Revenue Growth, Alphabet 4Q21 Earnings, Estimating Google TAC Payments to Apple in FY21 Feb 2, 2022
Feb 1, 2022 Apple Watch New User Trends, Thoughts on the Apple Watch Upgrade Cycle, Apple 1Q22 10-Q Takeaways Feb 1, 2022

January 2022

Jan 31, 2022 Reading Between the Lines of Apple’s Earnings Q&A with Analysts Jan 31, 2022
Jan 28, 2022 Apple’s 1Q22: By the Numbers, Apple Gross Margins Steal the Show, One Remaining Messy Growth Quarter, Apple’s Paid Subscriptions Train Jan 28, 2022
Jan 27, 2022 Spotify Chooses Joe Rogan Over Neil Young, Are Exclusive Podcasts Working?, Apple Planning on Having iPhones Accept Payments Jan 27, 2022
Jan 25, 2022 Previewing Apple’s 1Q22 Earnings, My Updated Apple Earnings Model, A Sneak Peek at Apple’s 2Q22 Jan 25, 2022
Jan 24, 2022 Netflix Earnings Raises Questions, Concerns in Paid Video Land, Apple TV+ and Star Power Jan 24, 2022
Jan 20, 2022 Peloton Hires McKinsey for Strategy Help, Peloton as an M&A Target, Apple’s Blind Spots With Gaming? Jan 20, 2022
Jan 19, 2022 Microsoft to Acquire Activision, Microsoft's Love Letter to Xbox, Apple and Gaming Jan 19, 2022
Jan 18, 2022 Netflix Raises U.S. Subscription Prices, Wordle’s Popularity Supports the App Store, Fortnite Returns to iPhone via Nvidia Jan 18, 2022
Jan 13, 2022 Meta Reportedly Gives up on New AR OS, Meta Poaching Giants for AR HW Talent, The Reason Behind South Korea’s App Store Crackdown Jan 13, 2022
Jan 12, 2022 The iPhone at 15 Years, iMessage’s Superiority in the U.S., iMessage Outside the U.S. Jan 12, 2022
Jan 11, 2022 Apple’s Entertainment Arm, Revisiting the Idea of Apple Studios, Estimating App Store Revenue in 2021 Jan 11, 2022
Jan 10, 2022 Ford Doubles Electric F-150 Production, Strava Not Seeing Peloton-Like Slowdown, Another Pixar Movie Going Straight to Disney+ Jan 10, 2022
Jan 6, 2022 Amazon Internal Documents Point To Dismal Alexa Usage, The Smart Speaker Head Fake, Thursday Q&A Jan 6, 2022
Jan 5, 2022 Apple Share Buyback Impact on Market Cap and Share Price, Apple Talks AirPods With What Hi-Fi Blog Jan 5, 2022
Jan 4, 2022 Apple Reaches $3 Trillion, Thoughts on AAPL and $4 Trillion, Tesla’s Stellar 4Q21 Vehicle Deliveries Jan 4, 2022
Jan 3, 2022 Apple in 2021, Apple Products Discontinued in 2021, The Pre-AR Era at Apple Jan 3, 2022

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 8, 2021 Apple’s WWDC 2021 Keynote (Major Themes) Jun 8, 2021
Jun 3, 2021 Previewing Apple’s WWDC 2021, A $650B App Store Ecosystem, The App Store Breeds IPOs and M&A Jun 3, 2021
Jun 2, 2021 Apple’s Future Competition in Wearables, Jony Ive’s Involvement with the New iMac, Ford F-150 Lightning Reservations Tally Jun 2, 2021

May 2021

May 27, 2021 The Logic for Tech Companies to Own Content, Google Teams up with HCA Healthcare, Apple's Healthcare Risk May 27, 2021
May 26, 2021 WarnerDiscovery and Apple M&A, Ranking Paid Video Streaming Leaders, Netflix Contemplating Move into Gaming May 26, 2021
May 25, 2021 The Epic Games Trial Hasn’t Been Embarrassing For Apple, Amazon Close to Buying MGM, Why Apple Passed on MGM May 25, 2021
May 24, 2021 Tim Cook Grilled By Epic Games Trial Judge, Snap Defends the App Store…Sort Of, Snap Unveils AR Glasses May 24, 2021
May 20, 2021 Google I/O 2021, Google Finally Takes Wrist Wearables Seriously, Apple vs. Google May 20, 2021
May 19, 2021 Apple Designer Eugene Whang Left Apple, Apple Industrial Design Turnover, Spotify’s WSJ Op-Ed Against Apple May 19, 2021
May 18, 2021 The New York Times Article on Apple in China, The "Designed by Apple in California" Slogan, My Stance on Apple and China May 18, 2021
May 17, 2021 AT&T to Spin Off WarnerMedia, HBO Max’s Future, Apple Implications May 17, 2021
May 13, 2021 Elon Musk Backtracks on Bitcoin, Inflation Fears and Apple Valuation, My Updated Apple Earnings Model May 13, 2021
May 12, 2021 Peloton Earnings, Roku Earnings, Apple to Double Down on U.S. Expansion May 12, 2021
May 11, 2021 Apple Expands Its Ads Business, Apple’s Ads Business vs. ATT, The Apple vs. Facebook Battle May 11, 2021
May 10, 2021 Amazon Partners With Tile, The Tile Dilemma, Apple Hires New PR Chief May 10, 2021
May 6, 2021 Peloton Recalls All of Its Treadmills, The At-Home Fitness Revolution Needs a Reset, Apple, Fitness Machines, and Gyms May 6, 2021
May 5, 2021 Netflix Earnings, Netflix Is in Denial About Competition, Netflix Announces Share Buyback May 5, 2021
May 4, 2021 Apple 2Q21 10-Q Notes, The Apple Services Myth, Apple Is Losing Share Buyback Buying Power May 4, 2021
May 3, 2021 My Full Notes From Apple Earnings May 3, 2021

April 2021

Apr 29, 2021 Apple Earnings, Deconstructing Apple’s Growth, A Margins Rocket, Apple's Stingy Dividend Increase Apr 29, 2021
Apr 28, 2021 Apple’s Strategy for Going Up Against Epic in Court, Epic’s PR Weakness, What Does It All Mean?, My Updated Apple Earnings Model Apr 28, 2021
Apr 27, 2021 Epic Games vs. Apple, Epic's Arguments Against Apple, Epic’s Motivation Apr 27, 2021
Apr 26, 2021 Previewing Apple 2Q21 Earnings, My 2Q21 Apple Estimates, Apple Buyback and Dividend Projections Apr 26, 2021
Apr 22, 2021 Thoughts on Apple Podcasts Subscriptions, AirTag Adoption Estimates, Additional Apple Event Observations Apr 22, 2021
Apr 21, 2021 Apple’s Impressive Event Apr 21, 2021
Apr 19, 2021 Previewing Apple’s Event, Apple Event Goals, Apple’s Evolving Manufacturing Apparatus Apr 19, 2021
Apr 15, 2021 The Story Behind Apple and VanMoof, Find My Network vs. Tag My Network, Thursday Q&A Apr 15, 2021
Apr 14, 2021 Apple Reportedly in Talks With LG Magna for Cars, Automakers vs. Foxconn vs. Auto JVs, Apple and Owning Car Factories Apr 14, 2021
Apr 13, 2021 An Apple TV / HomePod Hybrid?, An iPad / HomePod Hybrid?, Apple and the Smart Home Apr 13, 2021
Apr 12, 2021 LG Ends Smartphone Efforts, Smartphones and Flat Circles, Smartphone Market Share Trends Apr 12, 2021
Apr 8, 2021 Apple Expands Find My Network, Apple Is Building Location Layers for AR, What About AirTags? Apr 8, 2021
Apr 7, 2021 Spotify Buys Locker Room, Apple Podcasts Data, Apple and Podcasting Sustainability Apr 7, 2021
Apr 6, 2021 Apple Arcade’s Strategy Shift, Apple Invests in UnitedMasters, Microsoft’s $22B HoloLens Deal Apr 6, 2021
Apr 5, 2021 Tim Cook’s NYT Interview with Kara Swisher (Privacy, App Store, Future Products) Apr 5, 2021

March 2021

Mar 31, 2021 Apple’s AR/VR Plans, Snap and AR, Wednesday Q&A Mar 31, 2021
Mar 30, 2021 Apple’s App Store Defense, Apple Expands Independent Repair Program, Foxconn Contemplating Car Manufacturing in Wisconsin Mar 30, 2021
Mar 29, 2021 Apple Contemplating Apple Watch Explorer Model, Thinking About the Apple Watch Line, Apple Watch Partnerships Mar 29, 2021
Mar 25, 2021 Tesla Accepts Bitcoin as Payment, Tesla, Bitcoin, and the Environment, Mac OS X Turns 20 Mar 25, 2021
Mar 24, 2021 Disney Throws Theaters Under the Bus, Apple Card Applicant Data Revealed, OnePlus Enters Smartwatch Arena Mar 24, 2021
Mar 23, 2021 Peloton Acquires Wearables Company, Peloton vs. Apple Watch, Facebook Talks Up Smartwatch as AR Controller Mar 23, 2021
Mar 22, 2021 HomePod Mini’s Secret Sensor, Apple Unveils Retail Strategy for Services, Tim Cook Expects Return to the Office Mar 22, 2021
Mar 18, 2021 My iPad Installed Base Estimate, Apple Watch Installed Base Math, Apple Watch Upgrading Mar 18, 2021
Mar 17, 2021 Apple and Russia Reach App Agreement, CAID vs. Apple, Google Play Fees Cut Mar 17, 2021
Mar 16, 2021 Is Apple Afraid of Losing Focus?, Apple’s Priorities, iPhone Installed Base Math Mar 16, 2021
Mar 15, 2021 Apple Discontinues HomePod, Apple’s Predicament, Apple May Be Making a Mistake Mar 15, 2021
Mar 11, 2021 Apple Stores Are Different, Apple Store’s Strength, Apple Store’s Weakness Mar 11, 2021
Mar 10, 2021 A Questionable Report on iPhone Orders Being Cut, iPhone 12 Mini Orders, iPhone 12 Production Begins in India Mar 10, 2021
Mar 9, 2021 Apple’s Earnings Power, Apple Free Cash Flow, Thoughts on AAPL Valuation Mar 9, 2021
Mar 8, 2021 iMac Pro Discontinued, The Mac’s Positioning, The Strategy Behind Apple Fitness+ Classes Mar 8, 2021
Mar 4, 2021 Regulators Examining Sign in With Apple, Arizona’s Anti-Apple Bill Advances, Disney to Close 20% of Stores Mar 4, 2021
Mar 3, 2021 App Store Subscription Revenue Estimates, An App Store Narrative Violation, App Store ARPU vs. User Growth Mar 3, 2021
Mar 2, 2021 Warren Buffett’s Annual Letter, Apple Isn’t Buffett’s Token “Tech” Stock, Apple, Buffett, and Buyback Mar 2, 2021
Mar 1, 2021 2020 U.S. Music Industry Financials, Apple Shoots Down Free Music Streaming, Music Streaming Pricing, Introducing Inside Orchard Mar 1, 2021

February 2021

Feb 25, 2021 Target to Open Mini Apple Stores, Apple’s Retail Store Growth Strategy, Thursday Q&A Feb 25, 2021
Feb 24, 2021 The Spotify Story, Spotify 4Q20 Earnings, Spotify vs. Clubhouse vs. Apple Feb 24, 2021
Feb 23, 2021 Cook vs. Zuckerberg, Tim Cook on Privacy, Tech Business Models Are Starting to Collide Feb 23, 2021
Feb 22, 2021 Apple Partnering With Skydance, Apple's TV+ Bet Flying Under Radar, The "Cost" of Free TV+ Feb 22, 2021
Feb 18, 2021 Disney Earnings, Sonos Earnings, Thursday Q&A Feb 18, 2021
Feb 17, 2021 Volkswagen CEO Writes Off Apple, Volkswagen vs. Palm, Nissan Turns Down Apple Feb 17, 2021
Feb 16, 2021 Apple Watch at 100M Wrists, Apple Watch Growth Trajectory, Facebook Looking to Launch Smartwatch Feb 16, 2021
Feb 11, 2021 Tesla’s Bitcoin Problem, Apple and Bitcoin Mining, Introducing My FY2022 Estimates for Apple Feb 11, 2021
Feb 10, 2021 Tesla Buys Bitcoin, Apple and Bitcoin, Apple and Crypto Exchanges Feb 10, 2021
Feb 9, 2021 Peloton Earnings, My Questions Regarding Peloton, Apple TV+ and “Freeloaders” Feb 9, 2021
Feb 8, 2021 Apple / Hyundai Talks Break Down, The Jeff Bezos Transition, Amazon Hardware Questions Feb 8, 2021
Feb 4, 2021 Apple Car and the Last Mile, Revisiting an Apple Campus Shuttle Service, Thursday Q&A Feb 4, 2021
Feb 3, 2021 Apple Reportedly to Sign Car Deal With Kia, Hyundai’s Concerns About Apple, What Is Apple Doing? Feb 3, 2021
Feb 2, 2021 My Notes From Apple’s Earnings Call, Apple’s Paid Subscriptions, Apple 10-Q Takeaways Feb 2, 2021
Feb 1, 2021 An Apple Margins Surprise, Measuring Apple’s Wearables Business, iPhone Sales in China Feb 1, 2021

January 2021

Jan 28, 2021 Apple Earnings, The Most Important Apple Number, Apple Remains Misunderstood Jan 28, 2021
Jan 27, 2021 Apple Podcasts+ Looking Likely, Apple Launches Time to Walk Audio Workouts, Microsoft Earnings Jan 27, 2021
Jan 26, 2021 Apple Announces Executive Changes, Dan Riccio and Design, A New Apple Succession Trend Jan 26, 2021
Jan 25, 2021 My Apple 1Q21 Estimates, Wall Street’s Expectations, The Apple Number to Watch Jan 25, 2021
Jan 21, 2021 Apple’s Secret Weapon for Fitness, How Much Is Apple TV+ Costing Apple?, Thursday Q&A Jan 21, 2021
Jan 20, 2021 Netflix Earnings, Apple Extends TV+ Free Trial (Again), Engagement Is Key in Video Streaming Jan 20, 2021
Jan 19, 2021 Peloton’s Marketing Shift, Peloton Buys Precor, Peloton vs. Apple Jan 19, 2021
Jan 14, 2021 Apple Stock Buyback Debate (Continued), Projections for Apple’s Buyback Pace, Thursday Q&A Jan 14, 2021
Jan 13, 2021 Apple Held Talks With Canoo, Apple Continuing to Poach Tesla, Tesla and First Movers Jan 13, 2021
Jan 12, 2021 Hyundai Confirms Talks With Apple, Apple Considering Car Factory in Georgia, Making Sense of Apple and Hyundai News Jan 12, 2021
Jan 11, 2021 Apple Removes Parler From App Store, Censorship vs. Curation, Big Tech and Collusion Allegations Jan 11, 2021
Jan 7, 2021 Apple Discloses Key App Store Financial Data Point, Apple’s Content Distribution Arm, Thursday Q&A Jan 7, 2021
Jan 6, 2021 U.S. Senate on Track to Flip, Selling a Smaller iPhone, Thinking About an iPhone SE (3rd Generation) Jan 6, 2021
Jan 5, 2021 iPhone Activation Data (Christmas 2020), An iPhone 12 Mini Problem, Gazelle Ends Trade-Ins Jan 5, 2021
Jan 4, 2021 Elon Musk’s Apple Tweet, Apple and Tesla M&A, Tesla 4Q20 Deliveries Jan 4, 2021

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 18, 2020 Previewing Apple’s WWDC 2020, Thoughts on Raising the $99 Apple Developer Program Fee, App Store Discrepancies Jun 18, 2020
Jun 17, 2020 Apple vs. Hey Jun 17, 2020
Jun 16, 2020 The App Store Ecosystem, EU Opens Two Antitrust Probes Into Apple, Retail Sales Soar in May Jun 16, 2020
Jun 15, 2020 More on an ARM Mac Transition, Steve Jobs Unveils Mac / Intel Transition at WWDC 2005, Quibi Blame Game Continues Jun 15, 2020
Jun 11, 2020 More on Predicting Turns on Wall Street, The Day the Financial Markets Almost Broke, Apple Hits $1.5 Trillion Market Cap Jun 11, 2020
Jun 10, 2020 My (Changing) View on Content Bundles, Content Bundles Aren't Slam Dunks, Apple to Expand Mac Trade-In Program Jun 10, 2020
Jun 9, 2020 ARM Mac Transition at WWDC, The “Why” Behind an ARM Mac Transition, Revisiting Apple's Achilles' Heel Jun 9, 2020
Jun 8, 2020 The May U.S. Jobs Report, The Jobs Misclassification Error, Apple to Expand Apple Card Financing Jun 8, 2020
Jun 4, 2020 Apple’s Grand Ambition in Content, Apple and Unscripted Video, Apple and Live Sports Jun 4, 2020
Jun 3, 2020 iPhone Sales Share Rises During Pandemic, It’s All About Smartphone Upgrading, A $5,000 Swiss Smartwatch Jun 3, 2020
Jun 2, 2020 An Early Look at Apple’s 3Q20, Revising My Apple Financial Estimates, Updated Apple Earnings Model, AAPL Valuation Update Jun 2, 2020
Jun 1, 2020 Stitcher’s Podcast Report, Microsoft News Bets on AI, HBO Max’s Messy Launch Jun 1, 2020

May 2020

May 28, 2020 Big Tech Gaining Power in the Pandemic, Apple's Source of Power, Former Apple Industrial Designer Starts Speaker Company May 28, 2020
May 27, 2020 Apple / Google Launch Exposure Notification API, ViacomCBS Buys SGN, Quibi Advertisers Getting Cold Feet May 27, 2020
May 26, 2020 Apple Buying Exclusive Podcasts, Why Podcasts Are Going Exclusive, Podcast Industry Bifurcation May 26, 2020
May 21, 2020 U.S. vs. Huawei Battle Intensifies, TSMC Invests in U.S., Apple – The Power Broker May 21, 2020
May 20, 2020 Apple Buying Video Content Due to the Pandemic, Spotify “Buys” Joe Rogan, Dyson Unveils Failed EV Prototype May 20, 2020
May 19, 2020 Apple Stores as a Reopening Barometer, Apple Buying Licensed Video Content, Facebook Buys Giphy May 19, 2020
May 18, 2020 Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face May 18, 2020
May 14, 2020 Google Pixel Shakeup, Consumer Spending During the Pandemic, Surface Sales vs. iPad and Mac Sales May 14, 2020
May 13, 2020 A Flopping Quibi, My Quibi Experience, Apple Park During a Pandemic May 13, 2020
May 12, 2020 Spotify Earnings, Apple Looking at India for More Manufacturing, VR's Problem May 12, 2020
May 11, 2020 Apple Reopening Stores, Apple Pushing Customers Online, Jeff Williams’ Very Bullish Tone May 11, 2020
May 7, 2020 Disney Earnings, Peloton Earnings, Thursday Q&A May 7, 2020
May 6, 2020 Deep Dive Into iPhone Channel Inventory, iPhone Sell-Through Demand, My AirPods Sales Estimates May 6, 2020
May 5, 2020 Apple 2Q20 10-Q Takeaways, Apple Issues $8.5B of Debt, Big Tech and Debt May 5, 2020
May 4, 2020 Apple 2Q20 Earnings Review (Consolidated) May 4, 2020
May 4, 2020 Apple 2Q20 Earnings Review (Full Notes) May 4, 2020
May 1, 2020 Apple 2Q20 Earnings Review (Major Takeaways) May 1, 2020

April 2020

Apr 29, 2020 Google Earnings, Apple Pushes Back 2020 Flagship iPhone Production, Inside Story of Apple’s Contact Tracing Project Apr 29, 2020
Apr 29, 2020 Apple 2Q20 Earnings Preview (Consolidated) Apr 29, 2020
Apr 28, 2020 Apple 2Q20 Earnings Preview (Second Half) Apr 28, 2020
Apr 27, 2020 Apple 2Q20 Earnings Preview (First Half) Apr 27, 2020
Apr 23, 2020 AT&T’s Assessment of the Pandemic Impact, Smartphone Upgrade Rates Slow, Foxconn and Pegatron Cut Staff Apr 23, 2020
Apr 22, 2020 Netflix Earnings, Churn's Impact on Netflix Results, False Narratives in Paid Video Streaming Land Apr 22, 2020
Apr 21, 2020 iPhone Sales vs. Advertising Revenue, Facebook’s Kit App for Apple Watch, Apple Music Chief to Lead Beats Apr 21, 2020
Apr 20, 2020 Tech Earnings Season Begins, Ad-Fueled Tech in a Pandemic, Roku Pulls 2020 Guidance Apr 20, 2020
Apr 16, 2020 Apple Watch as an iPhone SE Headwind, 1Q20 iPhone Sales Share, More Evidence of iPhone Holding Its Own in China Apr 16, 2020
Apr 15, 2020 Apple Unveils a New iPhone SE Apr 15, 2020
Apr 14, 2020 Smartphone Sales in China, iPhone Sales Share in China, Apple Opens up TV+ Catalog Apr 14, 2020
Apr 13, 2020 Apple and Google Partner on Contact Tracing, Contact Tracing and Privacy, More on the Path to Reopening Apr 13, 2020
Apr 9, 2020 Disney+ Subs Reach 50M, Apple Music’s Relief Fund, Consensus Landing on End of May for Reopening Apr 9, 2020
Apr 8, 2020 Disney’s Coronavirus Playbook, Debt Markets Improve, Revisiting Apple Share Buyback Apr 8, 2020
Apr 7, 2020 Apple Designed Its Own Face Shield, Foxconn Revenue, Internet Trends During the Pandemic Apr 7, 2020
Apr 6, 2020 More on Apple / Amazon Deal, Netflix Holding out for Now, HBO Opens up Back Catalog Apr 6, 2020
Apr 2, 2020 Apple Allows Amazon Prime Video In-App Payments, Opening up the App Store, Facebook Partners With Plessey for AR Glasses Apr 2, 2020
Apr 1, 2020 Apple Buys Dark Sky, Why Dark Sky?, Hyperlocal Weather and Wearables Apr 1, 2020

March 2020

Mar 31, 2020 Apple Adjusts to Work at Home, Hardware and Travel Restrictions, Facebook Invests $100M in Local News Mar 31, 2020
Mar 30, 2020 Apple Launches COVID-19 Screening Website and App, Apple and Health, Moving Forward in a Pandemic Mar 30, 2020
Mar 26, 2020 The Nikkei's Questionable iPhone Launch Delay Story, A Boost in Paid Video Streaming, Stock Market Looking for the Pandemic’s Turn Mar 26, 2020
Mar 25, 2020 Nike Earnings, Nike’s Coronavirus Playbook, Apple Issues Memo on Store Reopening Strategy Mar 25, 2020
Mar 24, 2020 Share Buyback Comes Under Fire, Share Buyback Is Not Created Equal, Foxconn Back to Seasonal Work Levels Mar 24, 2020
Mar 23, 2020 Coronavirus Shutdown Timelines, Google I/O Canceled Altogether, Magic Leap Looking for Buyer Mar 23, 2020
Mar 19, 2020 Thoughts on Apple’s New Products Mar 19, 2020
Mar 18, 2020 Imperial College’s COVID-19 Paper, Thoughts on Equities, Apple Goes Forward With Product Launches Mar 18, 2020
Mar 17, 2020 Market Liquidity Concerns Rising, Apple’s Liquidity Position, Apple’s Investment Portfolio Mar 17, 2020
Mar 16, 2020 Apple’s COVID-19 Response, Apple Closes All Stores Outside of Greater China, WWDC Shifts to Online Format Mar 16, 2020
Mar 12, 2020 Panic Engulfs the U.S., U.S. Bans Some Travel From Europe, Apple and Balance Sheet Preservation Mar 12, 2020
Mar 11, 2020 Sonos Backtracks Yet Again, Smart Speaker Life Expectancies, More Smoke for Expanded Mouse Cursor Support on iPad Mar 11, 2020
Mar 10, 2020 Apple's -8% Day on Wall Street, Market’s Fear Gauge Reaches Decade High, Thoughts on AAPL Valuation Mar 10, 2020
Mar 9, 2020 Apple’s Response to Coronavirus, iPhone Supply Shortages Appear, Flagship iPhone Delay Rumors Mar 9, 2020
Mar 5, 2020 Smartphone Depreciation Rates, Growing Demand for Used iPhones, Thursday Q&A Mar 5, 2020
Mar 4, 2020 Apple Restricting Employee Travel, WWDC Alternatives, Foxconn Provides Business Update Mar 4, 2020
Mar 3, 2020 Apple’s 9% Day, Is the Stock Market Being Rational?, Things Are Changing on Wall Street Mar 3, 2020
Mar 2, 2020 Tim Cook Talks Coronavirus and Supply Chains, The iPad’s First Decade, The iPad’s Second Decade Mar 2, 2020

February 2020

Feb 27, 2020 Apple Arcade at Five Months, My Apple Arcade Experience, U.S. Music Industry Financials for 2019 Feb 27, 2020
Feb 26, 2020 Bob Iger Suddenly Resigns as Disney CEO, My Iger Theory, Disney vs. Apple Succession Planning Feb 26, 2020
Feb 25, 2020 Apple Considering Change in Default Apps, ARM-Based Mac Rumor Resurfaces, The Mac’s Future Feb 25, 2020
Feb 24, 2020 Warren Buffett’s Annual Letter, The Power of Apple Retained Earnings, Imploding Demand for Fitbit Feb 24, 2020
Feb 20, 2020 Supply Chains in China, Apple Criticism Is Evolving, Another Double Standard in Tech Feb 20, 2020
Feb 19, 2020 Market Shrugs Off Apple’s Guidance Warning, Estimating Apple Pay Revenue, Plepler Hires Talent for Apple TV+ Feb 19, 2020
Feb 18, 2020 Apple Removes 2Q20 Guidance Due to Coronavirus Feb 18, 2020
Feb 13, 2020 AirPods Surpasses Spotify in Revenue, Estimating AirPods 1Q20 Installed Base, Revisiting Apple’s Beats Acquisition Feb 13, 2020
Feb 12, 2020 Samsung’s Forgettable Product Event, Foldables Are Flopping, Is Tesla a Bridge to the Future? Feb 12, 2020
Feb 11, 2020 Cruise Unveils the Origin, A Modular Room on Wheels, Bosch Smartglasses Feb 11, 2020
Feb 10, 2020 Apple Watch Outsells Swiss Watch Industry, Conflicting Reports Regarding Foxconn in China, Apple News Executive Departs Apple Feb 10, 2020
Feb 6, 2020 A Paradigm Shift on the Wrist, Updated Apple Earnings Model, Thursday Q&A Feb 6, 2020
Feb 5, 2020 My Apple TV+ Subscriber Estimate, Superb Disney+ Subscriber Numbers, Microsoft Surface Sales Feb 5, 2020
Feb 4, 2020 Google Earnings, Putting YouTube Financials Into Context, Foxconn Plans to Reopen in China Soon Feb 4, 2020
Feb 3, 2020 Apple 1Q20 10-Q Takeaways, Coronavirus Fears Grow, The Risk of Underestimating Apple’s Supply Chain Feb 3, 2020

January 2020

Jan 30, 2020 Apple 1Q20 Earnings Review (Full Notes) Jan 30, 2020
Jan 29, 2020 Apple 1Q20 Earnings Review (Major Takeaways) Jan 29, 2020
Jan 28, 2020 Latest iPhone Production Rumors, Apple Said to Boost AirPods Orders Again, Apple Kicking the Tires on MGM Jan 28, 2020
Jan 27, 2020 Apple 1Q20 Earnings Preview (Consolidated) Jan 27, 2020
Jan 27, 2020 Apple 1Q20 Earnings Preview (Part 3 - Coronavirus Risks, 2Q20 Guidance, Updated Earnings Model, Final Thoughts) Jan 27, 2020
Jan 23, 2020 Apple 1Q20 Earnings Preview (Part 2 - Products and Services Estimates), The Problem with Reuters’ iCloud Backups Encryption Bombshell Jan 23, 2020
Jan 22, 2020 Apple 1Q20 Earnings Preview (Part 1 - Setting the Stage), Netflix Earnings, Takeaways from Netflix’s Earnings Q&A Jan 22, 2020
Jan 21, 2020 Apple and Two Billion Users, Spotify in Talks to Buy the Ringer, Comcast Unveils Peacock Jan 21, 2020
Jan 16, 2020 Connecting the Dots in Apple vs. FBI (Pensacola Edition), Tesla Demand Is Exceeding Expectations, Tesla Market Cap Higher Than GM and Ford Combined Jan 16, 2020
Jan 15, 2020 Apple vs. FBI (Pensacola Edition), The Differences Between San Bernardino and Pensacola, The Music Industry's Problem Jan 15, 2020
Jan 14, 2020 Facebook in the 2020s, Revisiting Facebook as an Apple Competitor, Another (Good) App Store Data Point Jan 14, 2020
Jan 13, 2020 iPhone Sales in China, Sonos Sues Google, Samsung Discloses Galaxy Fold Shipment Numbers Jan 13, 2020
Jan 9, 2020 Thoughts on CES 2020, A Privacy Backlash at CES, Apple’s Privacy Dilemma Jan 9, 2020
Jan 8, 2020 Apple Discloses Key App Store Financial Data Point, Apple to Curtail Buyback Pace?, Weighing Buyback vs. Cash Dividends Jan 8, 2020
Jan 7, 2020 Apple Signs Apple TV+ Deal with Richard Plepler, Apple Is Gutting HBO, Hollywood Can’t Figure out Apple Jan 7, 2020
Jan 6, 2020 Apple’s Secret Team Working on Satellites, Location Is Everything in an AR World, The Limitation of Apple’s Product Strategy Jan 6, 2020

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 13, 2019 The Apple Bull and Bear Case, The Roku Rocket, Thursday Q&A Jun 13, 2019
Jun 12, 2019 Fitbit's Highly Questionable Strategy, Smartwatches vs. Swiss Watch Shipments, The Most Important Slide from Mary Meeker Jun 12, 2019
Jun 11, 2019 Apple and Monopsonies, Apple Sidestepping China Threat, Apple to Buy Drive.ai Jun 11, 2019
Jun 10, 2019 U.S. Investigates Big Tech for Antitrust, Apple’s Antitrust Risk, Data Monopolies Jun 10, 2019
Jun 6, 2019 Tim Cook Talks to CBS News, The Talk Show at WWDC, Additional Mac Pro Details Jun 6, 2019
Jun 5, 2019 Apple WWDC 2019 Review (Full Notes) Jun 5, 2019
Jun 4, 2019 Apple WWDC 2019 Review (Major Themes) Jun 4, 2019

May 2019

May 30, 2019 Previewing Apple's WWDC 2019, Apple Unveils App Store Defense, Feeling the App Store Heat May 30, 2019
May 29, 2019 Citigroup Declined Apple Card, iPhone’s App Tracker Problem, iPod Touch’s Target Market May 29, 2019
May 28, 2019 Apple Makes Privacy Sales Pitch, Pegatron Diversifies out of China, A Defiant Angela Ahrendts May 28, 2019
May 23, 2019 Apple / Tesla M&A Rumors Resurface, Apple’s Evolving Titan Strategy, Google Glass Enterprise 2.0 May 23, 2019
May 22, 2019 Gauging Apple's China Risk Factors, Qualcomm Loses FTC’s Antitrust Case, Apple Announces MacBook Keyboard Changes May 22, 2019
May 21, 2019 A Tech Cold War?, Tech Iron Curtain Skepticism, Gmail Tracks User Purchase Activity May 21, 2019
May 20, 2019 Google Revokes Huawei’s Android License, Chipmakers Stop Supplying Huawei, The Tech Giant in the Weakest Position May 20, 2019
May 16, 2019 Disney and Comcast Reach Hulu Deal, The Next Chapter of Paid Video Streaming, Keep an Eye on Hulu May 16, 2019
May 15, 2019 The Supreme Court Decision: Apple v. Pepper May 15, 2019
May 14, 2019 The AR Disillusionment Phase Continues, Google Pixel 3a Still Faces Problems, A Smartphone Camera Trough May 14, 2019
May 13, 2019 Facebook F8, Microsoft Build, Google I/O, Overall Takeaways May 13, 2019
May 9, 2019 Estimating iPhone, iPad, and Mac Installed Bases, Calculating the Mix of Apple Devices in Use, Thursday Q&A May 9, 2019
May 8, 2019 Estimating AirPods Sales and Installed Base, Estimating HomePod and Apple TV Sales, Measuring Apple’s Accessories Business May 8, 2019
May 7, 2019 Apple Watch Unit Sales and Revenue, Dissecting Apple Watch Sales Growth, 2Q19 Apple Watch Installed Base May 7, 2019
May 6, 2019 Notes from Apple’s 2Q19 10-Q, Updated Apple Earnings Model, Thoughts on AAPL Valuation May 6, 2019
May 2, 2019 Apple 2Q19 Earnings Review (Details) May 2, 2019
May 1, 2019 Apple 2Q19 Earnings Review (Major Themes) May 1, 2019

April 2019

Apr 30, 2019 Apple's M&A Appetite, Two Problems Facing Google Pixel, Spotify Earnings Apr 30, 2019
Apr 29, 2019 Three Industrial Designers Leave Apple, Jony Ive's Legacy, Apple Discussed M&A with Intel Apr 29, 2019
Apr 25, 2019 Apple 2Q19 Earnings Preview (Part 3 - 3Q19 Guidance, Updated Earnings Model, Final Thoughts), Apple's Incentive to Boost Buyback Authorization, Microsoft Surface Sales Apr 25, 2019
Apr 24, 2019 Apple 2Q19 Earnings Preview (Part 2 - Product Sales Expectations) Apr 24, 2019
Apr 23, 2019 Apple FY2Q19 Earnings Preview (Part 1 - Setting the Stage), 1Q19 iPhone Sales Share, Netflix 1Q19 Earnings Apr 23, 2019
Apr 22, 2019 Apple Settles with Qualcomm, Intel to Exit 5G Smartphone Modems, Apple's Game of Modem Chess Apr 22, 2019
Apr 16, 2019 The Flaw in the Apple Services Narrative, A Different Way to Look at Content Streaming, Jeff Bezos' Annual Shareholder Letter Apr 16, 2019
Apr 15, 2019 Disney Unveils Disney+, Thoughts on Apple TV+ Pricing Options, Apple Spending $500M on Apple Arcade Apr 15, 2019
Apr 11, 2019 Curation as a Business Model, YouTube TV Price Increase, Thursday Q&A Apr 11, 2019
Apr 10, 2019 Sizing Up Apple's Opportunity in Health, John Giannandrea Poaching Google?, Netflix Ends AirPlay Support Apr 10, 2019
Apr 9, 2019 Apple's "Curation for Casual" Strategy, Content Distribution as a Core Technology, Apple's Cross-Platform Strategy for Content Apr 9, 2019
Apr 8, 2019 Amazon Wireless Headphones, Powerbeats Pro, Tesla 1Q19 Vehicle Deliveries Apr 8, 2019
Apr 4, 2019 More Apple News+ Tidbits, The Incredible Shrinking Apple?, Apple's Fashion Presence Apr 4, 2019
Apr 2, 2019 Publishers Wary of Apple News+, Jony Ive on AirPods, Apple Continues to Poach Tesla Apr 2, 2019
Apr 1, 2019 Apple Cancels AirPower, My AirPower Theory, Mac Butterfly Keyboard Woes Continue Apr 1, 2019

March 2019

Mar 28, 2019 Financial Implications of Apple’s New Services Mar 28, 2019
Mar 27, 2019 Apple's Services Event Review (Full Notes) Mar 27, 2019
Mar 26, 2019 Apple’s Services Event Review (Major Themes) Mar 26, 2019
Mar 21, 2019 Thoughts Heading into Apple’s Show Time Event Mar 21, 2019
Mar 20, 2019 Apple’s Busy Week of Hardware Updates, Apple Announces New AirPods, Apple Resets India Strategy Mar 20, 2019
Mar 19, 2019 Apple’s New Privacy Ad, Electric Car Adoption Trends, VW Raises Bet on Electric Cars Mar 19, 2019
Mar 18, 2019 Apple Responds to Spotify, Apple’s Counterclaim Against Spotify, Tesla Unveils Model Y Mar 18, 2019
Mar 14, 2019 Spotify Declares War Against Apple Over the App Store Mar 14, 2019
Mar 13, 2019 Apple Capex (Continued), Apple's Free Cash Flow Advantage, Revisiting Apple's Wall Street Narrative Mar 13, 2019
Mar 12, 2019 Apple Watch vs. Apple Glasses, The Wrist's Value, Elizabeth Warren and Apple Mar 12, 2019
Mar 11, 2019 Apple Glasses Rumors Begin, Focals by North, HoloLens 2 vs. Apple Glasses Mar 11, 2019
Mar 7, 2019 iPhone Sales Update, Mark Zuckerberg's Privacy-Focused Vision, Apple Raises Bet on San Diego Mar 7, 2019
Mar 6, 2019 How Apple Prevailed in Trade Tensions, Chinese Online Retailers Cut iPhone Pricing, The Netflix of Podcasts Mar 6, 2019
Mar 5, 2019 Apple Executives Deeply Involved in Video Effort, AT&T Reorganizes WarnerMedia, Apple Acquires Lighthouse AI Patents Mar 5, 2019
Mar 4, 2019 Tesla Announces $35K Model 3, Tesla to Close Stores, Questioning the Tesla Story Mar 4, 2019

February 2019

Feb 28, 2019 Fitbit Earnings, 4Q18 Smartwatch Sales, Thursday Q&A Feb 28, 2019
Feb 27, 2019 Jeff Williams Talks Apple Pricing, A Different Look at iPhone Sales in China, VW and Ford Planning New Venture Feb 27, 2019
Feb 26, 2019 Jony Ive Talks with Naoto Fukasawa, Apple and Goldman Sachs to Launch Credit Card, Apple's Path into Consumer Finance Feb 26, 2019
Feb 25, 2019 Apple in the Home, Apple Hires Sam Jadallah, Warren Buffett on Apple Feb 25, 2019
Feb 21, 2019 Thoughts on Samsung’s Event and New Products Feb 21, 2019
Feb 20, 2019 Disney Discusses DTC Strategy, Disney and Apple Underestimated in DTC, Apple Acquires PullString Feb 20, 2019
Feb 19, 2019 Apple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones Feb 19, 2019
Feb 14, 2019 Additional Thoughts on a Paid Apple News Subscription, First Look at Apple's Self-Driving Car Fleet Data, Thursday Q&A Feb 14, 2019
Feb 13, 2019 The WSJ’s Confusing Article About Apple News, Making Sense of a Paid Apple News Subscription, Apple to Hold March Event Feb 13, 2019
Feb 12, 2019 Viral AirPods, Amazon to Buy Eero, Estimating Apple’s Google TAC Revenue Feb 12, 2019
Feb 11, 2019 Deirdre O’Brien as Apple CEO Candidate, Apple’s CEO Funnel, Apple Brings Modem R&D In-House Feb 11, 2019
Feb 7, 2019 Spotify Earnings, Daniel Ek’s Audio Manifesto, Sonos Earnings Feb 7, 2019
Feb 6, 2019 Angela Ahrendts to Leave Apple Feb 6, 2019
Feb 5, 2019 Spotify In Talks to Buy Gimlet Media, 4Q18 Microsoft Surface Sales, Updated Apple Earnings Model Feb 5, 2019
Feb 4, 2019 Notes from Apple’s 1Q19 10-Q, Rationale Behind Apple Halting Buyback in 1Q19, Early Look at Apple’s 2Q19 Buyback Pace Feb 4, 2019

January 2019

Jan 31, 2019 Apple 1Q19 Earnings Review (Details) Jan 31, 2019
Jan 30, 2019 Apple 1Q19 Earnings Review (Major Themes) Jan 30, 2019
Jan 29, 2019 Apple Discloses Key App Store Financial Data Point, Hulu Revises Pricing, Aetna and Apple Announce Watch Partnership Jan 29, 2019
Jan 28, 2019 Apple 1Q19 Earnings Preview, New Apple FY2019 and FY2020 Estimates, 2Q19 Apple Guidance Expectations Jan 28, 2019
Jan 25, 2019 1Q19 Installed and User Base Estimates for iPad, Calculating the Mix of Apple Devices in Use, First Look at CY4Q18 China Smartphone Shipments Jan 25, 2019
Jan 24, 2019 Apple’s Content Distribution Arm, 1Q19 iPhone Installed Base and User Base Estimates, Apple Restructures Project Titan Jan 24, 2019
Jan 23, 2019 Netflix Earnings, Elon Musk’s Strange Letter to Employees, A Project Titan Observation Jan 23, 2019
Jan 17, 2019 Tim Cook Calls for New Privacy Laws, The Intrigue Found with Apple Watch Insurer Subsidies, Thursday Q&A Jan 17, 2019
Jan 16, 2019 Netflix Increases Subscription Pricing, Apple’s Game Plan for Video, Wall Street’s Ongoing Fascination with Apple M&A Jan 16, 2019
Jan 15, 2019 iPhone Battery Replacement Data Leaks, NBCUniversal to Enter Streaming Wars, United Airlines Discloses Apple Travel Patterns Jan 15, 2019
Jan 14, 2019 Four Takeaways from the WSJ’s Report on New iPhones, Thoughts on CES 2019, Using Design to Think Differently and Marginalize Industries Jan 14, 2019
Jan 10, 2019 Netflix Moves Away from iTunes Billing for New Subscribers, Apple Releases Reclassified Sales Data, Thoughts on Decelerating Apple Services Growth Jan 10, 2019
Jan 9, 2019 Deep Dive into Tim Cook’s Interview with CNBC’s Jim Cramer, Estimating Apple Watch Sales, Estimating AirPods Sales Jan 9, 2019
Jan 8, 2019 Apple Brings iTunes to Samsung Smart TVs, Revisiting Apple’s Hardware Emphasis, Apple Expands AirPlay 2 Support to Smart TVs Jan 8, 2019
Jan 7, 2019 Additional Thoughts on Apple Cutting 1Q19 Guidance Jan 7, 2019
Jan 3, 2019 Thoughts on Apple Cutting 1Q19 Guidance Jan 3, 2019
Jan 2, 2019 WSJ’s Apple Buyback Hit Job, Judging Apple Buyback Effectiveness, Netflix’s Bird Box Redefines Going Viral Jan 2, 2019

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 18, 2018 Above Avalon 2.0 (New Subscriber Features and Pricing), WSJ Goes After High-End iPhones Jun 18, 2018
Jun 14, 2018 The Netflix Strategy, Apple vs. Netflix, Thursday Q&A Jun 14, 2018
Jun 13, 2018 AT&T's Time Warner Deal Gets the Green Light, Tesla Announces Major Round of Layoffs, Bird Scooter Valuation Soaring Jun 13, 2018
Jun 12, 2018 The Share Buyback Economy, Waymo to Expand Self-Driving Car Fleet by 100x, SoftBank Invests in GM Cruise Jun 12, 2018
Jun 11, 2018 Apple Lowers New iPhone Component Orders, AirPods Gain Live Listen Feature, Apple Watch Solid-State Buttons Jun 11, 2018
Jun 7, 2018 Tim Cook Talks with CNNMoney, The Talk Show at WWDC, The Federighi Interview with Wired Jun 7, 2018
Jun 6, 2018 Reviewing Apple's WWDC 2018 (Full Notes) Jun 6, 2018
Jun 5, 2018 Reviewing Apple’s WWDC 2018 (Major Themes) Jun 5, 2018

May 2018

May 31, 2018 The Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A May 31, 2018
May 30, 2018 Apple Launches Free Trials for Paid iCloud Storage, The Problem with Apple's iCloud Strategy, Microsoft Surpasses Alphabet in Market Cap May 30, 2018
May 29, 2018 Previewing Apple's WWDC 2018, Microsoft to Sell Low-Cost Surfaces May 29, 2018
May 24, 2018 Apple to Build Self-Driving Vans with Volkswagen, Calculating the Mix of Apple Devices in Use May 24, 2018
May 23, 2018 2Q18 iPad Installed and User Base Estimates, 2Q18 Apple Watch Installed and User Base Estimates May 23, 2018
May 22, 2018 2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility May 22, 2018
May 21, 2018 1Q18 Smart Speaker Sales, Revisiting My Stationary Smart Speaker Mirage Thesis, YouTube Premium May 21, 2018
May 17, 2018 Demystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix May 17, 2018
May 15, 2018 Tesla's Reorganization, Tesla vs. Apple Turnover, Apple Expands Self-Driving Car Fleet May 15, 2018
May 14, 2018 Apple to Launch Apple Pay Credit Card, Apple's TV App Coming into Focus, The ZTE Twist May 14, 2018
May 10, 2018 Jony Ive's Odd Interview with Hodinkee, Thursday Q&A May 10, 2018
May 9, 2018 Google I/O 2018, Apple vs. Google, Google's Wearables Strategy Is MIA May 9, 2018
May 8, 2018 Fitbit Earnings, Spotify Earnings May 8, 2018
May 7, 2018 Apple 2Q18 10-Q Notes, Warren Buffett Doubles Down on Apple Again May 7, 2018
May 3, 2018 Apple 2Q18 Earnings Review (Full Notes) May 3, 2018
May 2, 2018 Apple 2Q18 Earnings Review (Major Themes) May 2, 2018
May 1, 2018 Sonos Prepares for IPO, Netflix Considered Buying Movie Theaters, Latest Microsoft Surface Sales May 1, 2018

April 2018

Apr 30, 2018 Apple Working on VR Headset?, Doubling Apple's Buyback Pace, Apple Officially Discontinues AirPort Apr 30, 2018
Apr 26, 2018 Apple 2Q18 Earnings Preview (Revenue, EPS, Capital Return, 3Q18 Guidance), iPhone X Is Being Targeted Apr 26, 2018
Apr 25, 2018 Apple 2Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates) Apr 25, 2018
Apr 24, 2018 Apple 2Q18 Earnings Preview (iPhone Estimates) Apr 24, 2018
Apr 23, 2018 Apple 2Q18 Earnings Preview (Setting the Stage), Apple's Rough Week on Wall Street, Apple Expanding iPhone Production in India Apr 23, 2018
Apr 19, 2018 Apple's New Wall Street Narrative, Amazon Discloses Number of Prime Members, Subscription Mania Has Arrived Apr 19, 2018
Apr 18, 2018 Best Buy Partners with Amazon Fire TV, AirPods Copycats Have Arrived, App Store Spending Data Apr 18, 2018
Apr 17, 2018 Netflix 1Q18 Earnings, Netflix's Momentum, Apple's War on Leakers Apr 17, 2018
Apr 16, 2018 Apple Flops vs. Winners, Apple Reaches Clean Energy Milestone, Tim Cook's Values Apr 16, 2018
Apr 12, 2018 New Reports Throw Cold Water on HomePod Sales, Making Sense of HomePod Shipments, Thursday Q&A Apr 12, 2018
Apr 11, 2018 Apple's Original Video Strategy Taking Shape, Spotify and Hulu Expand Partnership, Mark Zuckerberg vs. Tim Cook Apr 11, 2018
Apr 10, 2018 Apple to Ditch Intel Chips in Macs?, Uber Acquires Jump Bikes, Apple Announces Product Red iPhone 8 and 8 Plus Apr 10, 2018
Apr 9, 2018 A Mac Pro Update, Apple Unveils Pro Strategy, Revisiting Apple's Achilles' Heel Apr 9, 2018
Apr 5, 2018 Apple Poaches Google A.I. Leader, Apple Expands Executive Team Apr 5, 2018
Apr 4, 2018 Apple's Education Event Review Apr 4, 2018

March 2018

Mar 22, 2018 Apple Pushes Out Jimmy Iovine, Is Apple Moving Past Beats? Mar 22, 2018
Mar 21, 2018 Inside Apple's 3D Sensor Head Start, The Growing Online Publishing War, Apple Partners with John Lewis for HomeKit Demo Mar 21, 2018
Mar 20, 2018 The Facebook Privacy Fallout, First Pedestrian Fatality Tied to Self-Driving Car, Spotify Hardware? Mar 20, 2018
Mar 19, 2018 My Apple R&D Grand Theory, Apple Developing Its Own Displays, Irony Behind Apple's Bet on Screens Mar 19, 2018
Mar 15, 2018 Apple's Key Advantage with Wearables, Lyft Partners with Magna, Thursday Q&A Mar 15, 2018
Mar 14, 2018 U.S. Tariffs on Apple Products?, Fitbit Unveils Versa Smartwatch, Apple Watch vs. Everyone Else Mar 14, 2018
Mar 13, 2018 Apple to Acquire Texture, Apple Doubling Down as a Content Distributor, Eddy Cue Speaks at SXSW Mar 13, 2018
Mar 12, 2018 Apple's "Sound on the Go" Strategy, Android vs. iOS Loyalty, Bird Raises $100M Mar 12, 2018
Mar 8, 2018 Samsung Galaxy S9 Orders Underperforming, Misplaced Demand Fears for High-End Smartphones, Thursday Q&A Mar 8, 2018
Mar 7, 2018 Garmin 4Q17 Wearables Sales, A Shrinking Fitness Tracker Market, Deep Dive into 4Q17 Wearables Market Mar 7, 2018
Mar 6, 2018 The WSJ's Refurbished iPhone Theory, Nokia Health (Withings) In Trouble, Thoughts on Nokia Health as an Apple Acquisition Mar 6, 2018
Mar 5, 2018 Cannibalizing the iPad Even Further, Tim Cook Talks to Fast Company, Odd MacBook Air Rumors Mar 5, 2018
Mar 1, 2018 Spotify Files to Go Public, Takeaways from Spotify User Data, Spotify's Path to Profitability Mar 1, 2018

February 2018

Feb 28, 2018 Intel's Vaunt Smart Glasses, Amazon Acquires Ring, Apple's Approach to the Home Feb 28, 2018
Feb 27, 2018 Apple to Release Three New iPhones, Thoughts on New iPhone Pricing, Fitbit's Smartwatch Flopped Feb 27, 2018
Feb 26, 2018 Estimating the iPhone Installed Base, Estimating the iPhone User Base, Samsung Unveils Galaxy S9 and S9+ Feb 26, 2018
Feb 22, 2018 The Goldilocks Era for iPhone, Apple's Lack of iPhone Visibility, Thursday Q&A Feb 22, 2018
Feb 21, 2018 WSJ's Odd iPhone Story, Apple Plays a Different Game, Apple Isn't an Ecosystem Company Feb 21, 2018
Feb 20, 2018 Estimating Microsoft Surface Sales, Fossil Seeing Minor Wearables Traction, Notes from Apple's 1Q18 10-Q Feb 20, 2018
Feb 15, 2018 HomePod Leaving Marks on Some Furniture, Apple's Obligation to Customers, Warren Buffett Increases Apple Stake Feb 15, 2018
Feb 14, 2018 Apple Delays iOS 12 Features, iOS Development Timeline Changes, A Tug-of-War Within Apple Feb 14, 2018
Feb 13, 2018 Goldman Sachs Looking at iPhone Financing, Apple Slows Down Debt Buying, Google to Embrace iPhone X Notch Feb 13, 2018
Feb 12, 2018 AAPL Volatility, Apple Is Winning the HomePod Debate, Apple Music to Surpass Spotify in U.S. Feb 12, 2018
Feb 5, 2018 Apple 1Q18 Earnings Review (Full Notes) Feb 5, 2018
Feb 2, 2018 Apple 1Q18 Earnings Review (Major Themes) Feb 2, 2018

January 2018

Jan 31, 2018 The HomePod Manifesto, Reception to HomePod Is Shifting, iPhone Sales Share Hits Record High in China Jan 31, 2018
Jan 30, 2018 Nikkei Throws Cold Water on iPhone X, iPhone X Demand Worries Overblown, Apple Supplier Refutes Nikkei's iPhone X Claim Jan 30, 2018
Jan 29, 2018 HomePod's Actual Competition, Apple Watch's Competition, The Sonos Sales Pitch Jan 29, 2018
Jan 25, 2018 Apple 1Q18 Earnings Preview (Revenue, EPS, 2Q18 Guidance, Big Picture) Jan 25, 2018
Jan 24, 2018 Apple 1Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates), Apple Watch Is a Bridge to the Future, Netflix 4Q17 Earnings Jan 24, 2018
Jan 23, 2018 Apple 1Q18 Earnings Preview (iPhone Sales Estimate) Jan 23, 2018
Jan 22, 2018 Apple 1Q18 Earnings Preview (Setting the Stage), iOS 11 Adoption, BMW and CarPlay Pricing Jan 22, 2018
Jan 18, 2018 Apple Announces Massive U.S. Investment Plan, Green Light for Apple Ramping Share Buyback, Thursday Q&A Jan 18, 2018
Jan 17, 2018 Breaking Down Stationary Smart Speaker Hype, NYT Goes Off on Apple Watch, Fashion and Luxury Executives Depart Apple Jan 17, 2018
Jan 16, 2018 Fading CES Presence, 4Q17 PC and Mac Sales, AT&T/Huawei Jan 16, 2018
Jan 11, 2018 Stellar iPhone X Sales Trends in China, Thoughts on a Mega iPhone Upgrade Cycle, Thursday Q&A Jan 11, 2018
Jan 10, 2018 Apple Urged to Address iPhone Addiction Among Kids, CES 2018, Iovine Downplays Departure Rumors Jan 10, 2018
Jan 9, 2018 GoPro Puts Itself Up for Sale, Revisiting GoPro as Apple Acquisition Target, Stationary Speakers Impacting Smartphone Usage Jan 9, 2018
Jan 8, 2018 Apple Releases App Store Financials for 2017, Jimmy Iovine to Leave Apple, Apple's Performance in 2017 Jan 8, 2018
Jan 4, 2018 Irresponsible Apple M&A Chatter, Business Models for Stationary Smart Speakers, Tepid ARKit Developer Adoption Jan 4, 2018
Jan 3, 2018 Estimating Amazon Echo Holiday Sales, Estimating Google Home Holiday Sales, HomePod's Missed Opportunity? Jan 3, 2018
Jan 2, 2018 Apple Publishes Message About iPhone Throttling, Apple Lowers iPhone Battery Replacement Pricing, Long-Term iPhone Concerns Grow Jan 2, 2018

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 14, 2017 Tim Cook Confirms Autonomous Systems Interest, WSJ Goes After Siri, Siri Usage Numbers Jun 14, 2017
Jun 13, 2017 WWDC's Tech Focus, Apple Addresses Tipping in App Store, OLED iPhone Supply Fears Subsiding Jun 13, 2017
Jun 12, 2017 Apple Executives Talk to Developers, Apple Music Subscriber Count Update Jun 12, 2017
Jun 8, 2017 Tim Cook Talks HomePod, The iPad as a Crossover Vehicle, Thursday Q&A Jun 8, 2017
Jun 7, 2017 WWDC 2017 Review: Full Notes Jun 7, 2017
Jun 6, 2017 WWDC 2017 Review: Major Themes Jun 6, 2017
Jun 1, 2017 Apple WWDC 2017 Preview (Growing Anticipation, My Expectations, Wildcards) Jun 1, 2017

May 2017

May 31, 2017 Andy Rubin's Essential Phone, Rubin at Code Conference, Everyone Is Trying to Beat iPhone May 31, 2017
May 30, 2017 Apple Working on AI Chip, Apple Poaches Qualcomm VP, Marc Newson's $12,000 Hourglass May 30, 2017
May 25, 2017 Apple Acquires Beddit, Apple and Nokia End Patent Battle May 25, 2017
May 24, 2017 New 2017 and 2018 Apple EPS Estimates, Thoughts on Apple's Current Valuation, Number of Apple Devices in Wild May 24, 2017
May 23, 2017 Raising My Apple Watch Sales Estimates, Valuing the Apple Watch Business, Revised iPad Sales Estimates May 23, 2017
May 22, 2017 2Q17 iPhone Installed Base Estimate, 2Q17 iPhone User Base Estimate, Revised 2017 and 2018 iPhone Sales Estimates May 22, 2017
May 18, 2017 Google I/O 2017, Google Home, YouTube May 18, 2017
May 17, 2017 Inside Apple Park, Apple Park Is an Apple Product, Jony's Focus May 17, 2017
May 16, 2017 Apple Invests in Corning, Garmin 1Q17 Wearables Sales May 16, 2017
May 15, 2017 Microsoft Unveils Surface Laptop, Wall Street's Latest Apple Bear Case, Apple Wearables are Underestimated May 15, 2017
May 11, 2017 Fossil Seeing Strong Smartwatch Demand, Snap Discloses Spectacles Sales, Thursday Q&A May 11, 2017
May 10, 2017 Amazon Unveils Echo Show, The Echo Show Is a Step Backwards, Echo Show vs. Apple Watch May 10, 2017
May 9, 2017 Apple 2Q17 10-Q Takeaways, Phil Schiller Discusses Hot Button Issues, Amazon Video Coming to Apple TV May 9, 2017
May 8, 2017 Apple Watch Outsells Fitbit, Fitbit Begins a Pivot, Apple Watch's Health and Fitness Detour May 8, 2017
May 4, 2017 Apple 2Q17 Earnings Review: Details May 4, 2017
May 3, 2017 Apple 2Q17 Earnings Review: Major Themes May 3, 2017
May 2, 2017 "Siri Speaker" Rumors Build, The Amazon Echo Narrative Is Off-Base, Companies Abandoning Apple Watch Apps May 2, 2017
May 1, 2017 Apple 2Q17 Earnings Expectation Meters, The Jimmy Iovine Strategy, Microsoft Surface's Awful Quarter May 1, 2017

April 2017

Apr 27, 2017 Apple Is a Design Company, Amazon Unveils Echo Look, Thursday Q&A Apr 27, 2017
Apr 26, 2017 Apple 2Q17 Earnings Preview (3Q17 Guidance, Capital Management Changes), Apple Slashes App Store Affiliate Commissions Apr 26, 2017
Apr 25, 2017 Apple 2Q17 Earnings Preview (iPad, Apple Watch, Mac, Services) Apr 25, 2017
Apr 24, 2017 Apple 2Q17 Earnings Preview (Setting the Scene, iPhone Estimate), The iPhone's Stronghold Apr 24, 2017
Apr 20, 2017 Samsung Is Being Graded on a Curve, Being Different in Tech Is Overrated, Thursday Q&A Apr 20, 2017
Apr 19, 2017 Facebook F8 2017 Falls Flat, Netflix 1Q17 Earnings, Netflix Nears 100M Members Apr 19, 2017
Apr 18, 2017 iPhone Sales Trends in February, iPhone Trends in China, Losing Apple Content Creators Apr 18, 2017
Apr 17, 2017 Apple Granted Autonomous Vehicle Permit in CA, Assessing Apple's Automobile Ambition, Apple Researching Diabetes Treatment Apr 17, 2017
Apr 13, 2017 The Mac Is Becoming a Vulnerability for Apple, Apple Sales Mix by Screen Size, Thursday Q&A Apr 13, 2017
Apr 12, 2017 Deep Dive into 1Q17 Mac and PC Sales, Huawei Not Buying Apple Watch Phenomenon, Fitbit Smartwatch Details Leak Apr 12, 2017
Apr 11, 2017 Apple Continues GPU Talent Hiring Spree, Apple's Path Forward Without Imagination, Touch Bar Getting Bad Rap Apr 11, 2017
Apr 10, 2017 Apple's Improving Wall Street Narrative, Tesla Passes Ford and GM on Wall Street, The iPad's Deteriorating Narrative Apr 10, 2017
Apr 6, 2017 Smartwatch Obsession Hits Switzerland, Apple Wants to Sell Premium Cable Bundle, Thursday Q&A Apr 6, 2017
Apr 5, 2017 Apple Convenes Emergency Mac Meeting, Apple's Revised Mac Strategy, Playing Defense with Mac Pro Apr 5, 2017
Apr 4, 2017 Christopher Stringer Leaving Apple, Apple Industrial Design Group Changes, Apple Goes Public with GPU Ambition Apr 4, 2017
Apr 3, 2017 Finding iPad's Future Role, iPad's Crutch, The Smartphone Design Leader Apr 3, 2017

March 2017

Mar 30, 2017 Doubling Down on iPad, The Samsung Galaxy S8 Keynote, Samsung's Apple Envy Mar 30, 2017
Mar 29, 2017 Facebook Launches Stories, Controlling the Camera, Apple's Identity Network Mar 29, 2017
Mar 28, 2017 Apple Ramping AR Glasses Effort, AR Glasses vs. Project Titan, Elon Musk Launches Neuralink Mar 28, 2017
Mar 27, 2017 Apple Building AR Platform, Amazon Continuing to Explore Stores, Apple Retail Genius Changes Mar 27, 2017
Mar 23, 2017 Apple Acquires Workflow, Apple Repositioning iPad in Education, Thursday Q&A Mar 23, 2017
Mar 22, 2017 Apple Adjusts Watch Strategy, The Apple Watch Band Business, Swatch Developing Smartwatch OS Mar 22, 2017
Mar 21, 2017 Apple's New Products Mar 21, 2017
Mar 20, 2017 iPhone Sales Trends in January, Spotify and Labels Near Deal, Chance the Rapper Talks Apple Deal Mar 20, 2017
Mar 16, 2017 The Curious State of Apple Profit Margins, Snap Isn't Like Apple, Thursday Q&A Mar 16, 2017
Mar 15, 2017 Apple Releases New Sticker Ad, Why Stickers?, My Apple Sticker Ad Theory Mar 15, 2017
Mar 14, 2017 Intel Buys Mobileye, Mobileye's Motivation, Intel's Motivation, Apple Implications Mar 14, 2017
Mar 13, 2017 Building iPhones in India, Siri's Advantage, SoundCloud Is in Trouble Mar 13, 2017
Mar 9, 2017 Mobile World Congress Was Irrelevant, Tech Trade Shows Are an Endangered Species, Didi Opens R&D Lab in U.S. Mar 9, 2017
Mar 8, 2017 Apple Brings Back the iPhone 6, Tim Cook Reassures Pro Users, Spotify Crosses 50M "Paying" Subscribers Mar 8, 2017
Mar 7, 2017 Apple and Hockey Stick Growth, Apple Watch and Hockey Stick Growth Potential, Apple Losing in Classrooms Mar 7, 2017
Mar 6, 2017 Wearables as a Platform, New 2017 and 2018 Apple Watch Sales Estimates, Deep Dive into 4Q16 Wearables Market Mar 6, 2017
Mar 2, 2017 A $1,000 OLED iPhone, USB-C and iPhone, Thursday Q&A Mar 2, 2017
Mar 1, 2017 YouTube TV, Google Calling It Quits with Pixel Laptops, Google Assistant No Longer Pixel Exclusive Mar 1, 2017

February 2017

Feb 28, 2017 Warren Buffett Bets Big on Apple, Buying the iPhone Company, Buffett on Apple Share Repurchases Feb 28, 2017
Feb 27, 2017 iPhone Sales Estimate Methodology, 1Q17 iPhone Installed Base Estimates, New 2017 and 2018 iPhone Sales Estimates Feb 27, 2017
Feb 23, 2017 Apple Park and Steve Jobs Theater, Fitbit Is in Denial, Garmin 4Q16 Earnings Feb 23, 2017
Feb 22, 2017 Additional Thoughts on Apple/Netflix, Microsoft HoloLens Pushed out to 2019, Samsung Wins Big OLED Order from Apple Feb 22, 2017
Feb 21, 2017 The New iPad Pro Ad Campaign, Fossil Seeing Smartwatch Strength Feb 21, 2017
Feb 16, 2017 Apple's M&A "Struggles," Apple Considered Buying Imagine Entertainment, Thursday Q&A Feb 16, 2017
Feb 15, 2017 Apple CFO's Fireside Chat at Goldman Sachs, Thoughts on AAPL Shares Reaching All-Time High Feb 15, 2017
Feb 14, 2017 Eddy Cue's Awkward Recode Interview, The "Why" Behind Apple Video Content, Apple M&A for Content Feb 14, 2017
Feb 13, 2017 Apple's Excess Cash Dilemma, Probability of Apple Launching a Tender Offer, Tim Cook Applies Augmented Reality Brakes Feb 13, 2017
Feb 9, 2017 The iPad's Software "Problem," Finding the iPad's Place in an iPhone World, Thursday Q&A Feb 9, 2017
Feb 8, 2017 Deriving 1Q17 Apple Watch Sales, Jimmy Iovine Talks Apple Content Strategy, Apple Poaches Amazon Fire TV Head Feb 8, 2017
Feb 7, 2017 Apple 1Q17 10-Q Takeaways, GoPro 4Q16 Earnings, Keep an Eye on GoPro Feb 7, 2017
Feb 6, 2017 Deep Dive into Snap's IPO Filing, Snap's Key Advantage, Snap's Major Problem Feb 6, 2017
Feb 2, 2017 Apple 1Q17 Earnings Review: Details Feb 2, 2017
Feb 1, 2017 Apple 1Q17 Earnings Review: Major Themes Feb 1, 2017

January 2017

Jan 31, 2017 Fitbit Is in Trouble, Apple Watch Momentum Is Building, Deep Dive into Microsoft Surface Sales Jan 31, 2017
Jan 30, 2017 Apple vs. Qualcomm Primer Jan 30, 2017
Jan 26, 2017 Apple and Wall Street Expectations, Apple to Join Partnership on AI, Thursday Q&A Jan 26, 2017
Jan 25, 2017 Apple 1Q17 Earnings Preview (iPhone, Guidance, Estimate Summary) Jan 25, 2017
Jan 24, 2017 Apple 1Q17 Earnings Preview (Part 1 and 2), Sprint Buys 33 Percent of Tidal Jan 24, 2017
Jan 23, 2017 Apple's New Leadership Structure, Apple Culture Risks, Tim Cook's Report Card Jan 23, 2017
Jan 19, 2017 Deep Dive into Netflix's 4Q16 Earnings, Netflix as an Acquisition Target, Digital Crown Coming to Android Wear Jan 19, 2017
Jan 18, 2017 The Logic Behind Apple Owning Content, Mac Sales Mix Estimate, China Concerned About Foxconn's iPhone Plans Jan 18, 2017
Jan 17, 2017 Apple's Five-Year Roadmap, Motivation Behind Apple's Original Video Content Push, Andy Rubin's New Start-Up Jan 17, 2017
Jan 12, 2017 Deep Dive into 4Q16 PC and Mac Shipments, iPhone Sales Momentum Continues in U.S., Thursday Q&A Jan 12, 2017
Jan 11, 2017 Swift Creator Leaves Apple for Tesla, Apple and Employee Retention, Fitbit Acquires Luxury Smartwatch Maker Jan 11, 2017
Jan 10, 2017 Phil Schiller Talks iPhone at Ten Years, Apple Releases App Store Financials for 2016 Jan 10, 2017
Jan 9, 2017 CES 2017, iPhone at Ten, Apple Misses Performance Benchmarks for 2016 Jan 9, 2017
Jan 5, 2017 China's "iPhone City," Apple's Most Important Partner in China, Thursday Q&A Jan 5, 2017
Jan 4, 2017 iPhone Production Cut, Amazon to Sell Fire Televisions, Google Passes on Pixel Smartwatches Jan 4, 2017
Jan 3, 2017 AirPods Unit Sales and Revenue Estimates, Apple Music's Productive 2016 Jan 3, 2017

December 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

November 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

October 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

September 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

August 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

July 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

June 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
Jun 15, 2016 WWDC 2016: Detailed Thoughts and Observations Jun 15, 2016
Jun 14, 2016 WWDC 2016: Major Themes Jun 14, 2016
Jun 13, 2016 WWDC Goodwill, Amazon to Launch Standalone Music Streaming Service Jun 13, 2016
Jun 9, 2016 Apple Announces App Store Changes, WWDC Preview Jun 9, 2016
Jun 8, 2016 A Capital Efficient Tesla, Bendable Samsung Smartphone Screens Jun 8, 2016
Jun 7, 2016 Didi and Grab Leaders Speak at Code Conference, Didi Discusses Apple and the Future, Coach Developing Apple Watch Bands Jun 7, 2016
Jun 6, 2016 Elon Musk's Problem with Apple, Wireless Smart Earphones 101, Samsung Gear IconX Wireless Earphones Jun 6, 2016
Jun 2, 2016 A Smarter iPhone, Uber and Didi Raising Billions of Dollars, Thursday Q&A Jun 2, 2016
Jun 1, 2016 Apple M&A Is Evolving, Ridesharing's Limiting Factor, Thoughts on a Three-Year iPhone Product Cycle Jun 1, 2016

May 2016

May 31, 2016 Jawbone's Last Stand, Declining Developer Interest in Apple Watch May 31, 2016
May 26, 2016 Tim Cook Discusses Apple's 10-Year Outlook, Apple Researching Electric Car Charging, Thursday Q&A May 26, 2016
May 25, 2016 Apple to Launch Siri SDK at WWDC, Apple Working on Siri Speaker, Toyota Partners with Uber May 25, 2016
May 24, 2016 Xiaomi Hits a Wall in China, Spotify's 2015 Financials, Uber Begins Testing Self-Driving Cars May 24, 2016
May 23, 2016 Above Avalon Is Officially Sustainable, Apple Presses Reset Button in India, Don't Expect a Special, Cheap iPhone for India May 23, 2016
May 19, 2016 Google I/O 2016, Apple vs. Google, Thursday Q&A May 19, 2016
May 18, 2016 Apple TV Unit Sales Estimate, The Skinny Cable Bundle Mirage, Tim Cook Visits China and India May 18, 2016
May 17, 2016 Berkshire Hathaway Buys AAPL Stake, Deep Dive into 1Q16 Wearables Market May 17, 2016
May 16, 2016 Apple Invests in Didi Chuxing May 16, 2016
May 12, 2016 Project Titan Is Different, Tech R&D Isn't Created Equally, Thursday Q&A May 12, 2016
May 11, 2016 The Swiss Watch Market Is Collapsing, Fossil on Traditional Watch Market: It's Awful, Good Signs for Apple Watch May 11, 2016
May 10, 2016 iPhone Development 101, Thoughts on iPhone 7 Rumors May 10, 2016
May 9, 2016 Alphabet Partners with Fiat Chrysler for Self-Driving Cars, GoPro Is Up to Something May 9, 2016
May 5, 2016 Elon Musk Doubles Down on Manufacturing, Fitbit 1Q16 Earnings, Thursday Q&A May 5, 2016
May 4, 2016 Tim Cook's Questionable Interview with Jim Cramer, Apple Hits Another Roadblock in India May 4, 2016
May 3, 2016 The iPhone Story Has Become Complicated, The Math Behind My FY2016 and FY2017 iPhone Estimates May 3, 2016
May 2, 2016 FY2016 and FY2017 AAPL Estimates, AAPL's Current Valuation, Takeaways from AAPL's 2Q16 10-Q May 2, 2016

April 2016

Apr 28, 2016 Apple 2Q16 Earnings Review: Details, New iPhone and iPad Sales Estimates, Thursday Q&A Apr 28, 2016
Apr 27, 2016 Apple 2Q16 Earnings Review: Major Themes Apr 27, 2016
Apr 26, 2016 Apple Watch 2.0 to Include Cellular Connectivity?, iPhone Upgrade Program Expands Online, The Music Industry Is Broken Apr 26, 2016
Apr 25, 2016 Apple Watch's First Year: Lessons & Observations, Apple's Services Roadblock in China Apr 25, 2016
Apr 21, 2016 Rethinking the Car, Apple Car 1.0, Thursday Q&A Apr 21, 2016
Apr 20, 2016 AAPL 2Q16 Earnings Preview Apr 20, 2016
Apr 19, 2016 New Project Titan Revelations from Germany, Apple Pursuing Hollywood Apr 19, 2016
Apr 18, 2016 Apple Contemplating Paid Search for App Store, New iPhone Production Cuts Apr 18, 2016
Apr 14, 2016 Key Apple Designer Joins GoPro, Dire Apple Watch Sales Projections, Thursday Q&A Apr 14, 2016
Apr 13, 2016 Facebook Underwhelmed Me, BuzzFeed Hits a Rough Patch Apr 13, 2016
Apr 12, 2016 Project Titan Buildings Revealed, The Mac's Resiliency Apr 12, 2016
Apr 11, 2016 Samsung Shifting Smartphone Strategies, Recent Apple Advertising Buzz Apr 11, 2016
Apr 7, 2016 Rethinking Apple Watch Collections, Apple Campus 2 Tables vs. Project Titan, Thursday Q&A Apr 7, 2016
Apr 6, 2016 Foxconn Buys Sharp, Foxconn's Next Big Bet, Twitter Wins NFL Streaming Apr 6, 2016
Apr 5, 2016 iPhone SE Opening Weekend Sales Estimate, Growing Backlash Against Apple's India Plans, Turmoil at Disney Apr 5, 2016
Apr 4, 2016 Tesla Model 3, Elon Musk's Chess Game, Tesla vs. Apple Apr 4, 2016

March 2016

Mar 31, 2016 Estimating iPhone SE's Profit Margin, Microsoft Build & Conversation as a Platform, Thursday Q&A Mar 31, 2016
Mar 30, 2016 Spotify Showing Signs of Trouble, Apple Partners with MLB for iPads Mar 30, 2016
Mar 29, 2016 My iPhone SE Theory, Early iPhone SE Demand Trends in China, New Apple Watch Marketing Mar 29, 2016
Mar 28, 2016 No Signs of iPhone Tick-Tock Cycle, Apple's First Original TV Series, Trying to Transplant Apple Culture Outside Apple Mar 28, 2016
Mar 24, 2016 Apple Is Quietly Building an Exclusive Video Content Service, Nike HyperAdapt Is a Big Deal, Thursday Q&A Mar 24, 2016
Mar 23, 2016 Additional Musings from Apple's Keynote, iPhone SE Priced at a Premium Internationally Mar 23, 2016
Mar 22, 2016 The Apple Keynote: Thoughts and Observations Mar 22, 2016
Mar 21, 2016 Growing iPhone Optimism on Wall Street, Apple Raises More Debt for Buyback, Apple's Project McQueen Mar 21, 2016
Mar 17, 2016 Thoughts on Apple's Upcoming Keynote, Apple vs. Facebook Competition, Thursday Q&A Mar 17, 2016
Mar 16, 2016 Apple Music Partners with Dubset Media, Monetizing EDM (Electronic Dance Music) Remixes/Mixes, SoundCloud Suffers Big Blow Mar 16, 2016
Mar 15, 2016 Apple's Quest for Perfection, HBO Now Is Succeeding Mar 15, 2016
Mar 14, 2016 Jony Ive Talks Money, Business, and Life After Apple, GM Acquires Cruise Automation Mar 14, 2016
Mar 10, 2016 iPhone Sales Trends in January, Setting the Stage for a New 4-Inch iPhone, Thursday Q&A Mar 10, 2016
Mar 9, 2016 Fiat Chrysler CEO Marchionne on Apple's Auto Ambitions, Apple Passes on NFL Streaming Rights, $25 Apple Watches Mar 9, 2016
Mar 8, 2016 SuperPhone and Apple's Future Content Strategy, Best Buy Is Betting on iPhone 7 Mar 8, 2016
Mar 7, 2016 Thoughts on a 9.7-Inch iPad Pro, Craig Federighi's Op-Ed in The Washington Post Mar 7, 2016

February 2016

Feb 25, 2016 Calculating the iPhone Installed Base and User Base, The LG G5, Thursday Q&A Feb 25, 2016
Feb 24, 2016 Tim Cook's Legacy (continued), The Apple Pencil Uprising, Longer Smartphone Life Cycles Feb 24, 2016
Feb 23, 2016 Tim Cook Q&A, Fitbit Earnings Feb 23, 2016
Feb 22, 2016 Samsung (and Facebook) at Mobile World Congress, Bloomberg Profiles Apple's Chief Chipmaker, Apple Retail Employee Rewards Program Feb 22, 2016
Feb 18, 2016 Tim and Jony in Vogue, Decoding Apple's Interest in Cars, Thursday Q&A Feb 18, 2016
Feb 17, 2016 Tim Cook's Message to Customers, Apple's Large Debt Sale, New Spotify Subscriber Data Feb 17, 2016
Feb 16, 2016 Eddy Cue and Craig Federighi Speak, Calculating the Apple User Base, Apple Developing Scripted Video Series Feb 16, 2016
Feb 11, 2016 Tesla Earnings, The iPhone Reality Distortion Field (additional thoughts), Thursday Q&A Feb 11, 2016
Feb 10, 2016 Disney's Frustration, Andy Rubin's Next "Android" Feb 10, 2016
Feb 9, 2016 Bringing Apple Services to Android, Apple Showing Interest in NFL Streaming Rights, Cracked iPhone Screen Upgrade Program Feb 9, 2016
Feb 8, 2016 Tim Cook's Town Hall Meeting, iPhone 7 Design vs. Aging "S" Cycle Feb 8, 2016
Feb 4, 2016 The iPhone Is Stifling GoPro, User Apathy Toward Apple Software Quality, Thursday Q&A Feb 4, 2016
Feb 3, 2016 Amazon Brick-and-Mortar "Bookstores," Judging Apple Share Buyback Success Feb 3, 2016
Feb 2, 2016 Apple's Broken Narrative (Additional Perspective), Apple Looking to Sell Refurbished iPhones in India Feb 2, 2016
Feb 1, 2016 Apple's Record Stock Buyback in 1Q16, Apple Building Secret AR/VR Team Feb 1, 2016

January 2016

Jan 28, 2016 AAPL Is Trading Like a Junk Bond, Apple Watch vs. Swiss Watch Industry in 2015, Thursday Q&A Jan 28, 2016
Jan 27, 2016 Apple 1Q16 Earnings Results Jan 27, 2016
Jan 26, 2016 A New Playbook for Updating Apple Watch, Apple Hires Top VR Researcher, Project Titan at a "Crossroads" Jan 26, 2016
Jan 25, 2016 Head of Project Titan Is Leaving Apple, Threading the AAPL Expectations Needle Jan 25, 2016
Jan 21, 2016 4Q15 China Mobile Subscriber Data, Apple 1Q16 Estimates (ASP, Revenue, Margins), Thursday Q&A Jan 21, 2016
Jan 20, 2016 ESPN President Talks Apple, Apple Is Moving Beyond the iPhone (Implications for AAPL) Jan 20, 2016
Jan 19, 2016 Apple Watch, iPad and Mac Sales Estimates Jan 19, 2016
Jan 18, 2016 iPhone Sales Estimates Jan 18, 2016
Jan 14, 2016 Apple & Time Warner, Thursday Q&A Jan 14, 2016
Jan 13, 2016 Share Buyback's Growing Importance, The Changing App Store Narrative, PC Industry's Disastrous 4Q15 Jan 13, 2016
Jan 12, 2016 Apple Acquires Emotient, iOS 9.3, GM Thinks It Just Won the Electric Car Race Jan 12, 2016
Jan 11, 2016 Removing the iPhone Headphone Jack, Apple Music Subscriber Update Jan 11, 2016
Jan 7, 2016 Calling an iPhone Timeout, Thursday Q&A Jan 7, 2016
Jan 6, 2016 iPhone 6s/6s Plus Order Cuts, Strategy Behind Fitbit's Blaze Smartwatch Jan 6, 2016
Jan 5, 2016 GM Partners with Lyft, Thoughts on Tesla's Delivery Rate, Faraday Future Shows Concept Car Jan 5, 2016
Jan 4, 2016 New Above Avalon Member Features, Tech Observations over the Holidays, Apple Device Activation Data (Christmas) Jan 4, 2016

December 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

November 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

October 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

September 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

August 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

July 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

June 2015

Jun 30, 2015 Apple Music's Problem, Reflections on iPhone's 8th Anniversary, Greece's Impact on Apple Jun 30, 2015
Jun 29, 2015 Attaching a Price to Apple's Free Music Trial, The Big Bet Behind Beats 1, New iPhones Entering Production Jun 29, 2015
Jun 25, 2015 Apple's Stock Buyback Program Primer Jun 25, 2015
Jun 24, 2015 Google's Early Approach to Take on Apple Watch, Improving iOS 9 Adoption is High Priority, One Drawback of Holding $194 Billion of Cash Jun 24, 2015
Jun 23, 2015 Just Doing What's Right, The Symbolism Behind the Gold iPhone Jun 23, 2015
Jun 22, 2015 Taylor Swift is Backing Herself Into a Corner, Calculating Apple Watch Band Profit, Apple's Cash Dilemma Jun 22, 2015
Jun 18, 2015 Fitbit Prices IPO Above Expectations, Cablevision CEO Comments on Cable Bundle, How to Discover Apple Watch Sales Jun 18, 2015
Jun 17, 2015 Wall Street Doubting Apple Watch, Apple Hiring News Editors, Apple Retail Store Renovations Jun 17, 2015
Jun 16, 2015 Apple's New Search APIs, New Productivity Features Hint at iPad's Future Jun 16, 2015
Jun 15, 2015 Genius Move Behind the Phil Schiller Interview, Apple is Playing Offense, Apple Correctly Killed Plans for Beats Wifi Speaker Jun 15, 2015
Jun 11, 2015 Looking at WWDC as an Apple Financial Analyst, There Won't Be an Apple vs. MCX Battle Jun 11, 2015
Jun 10, 2015 Apple Music Isn't about Music Streaming, Apple Keynotes Are Losing Their Value Jun 10, 2015
Jun 9, 2015 WWDC Jun 9, 2015
Jun 8, 2015 Key Power Brokers at Apple, Marc Newson's Role at Apple, WWDC "Preview" Jun 8, 2015
Jun 4, 2015 iPhone Sales Share Update, Odds of Apple Replacing Google for Search Going Up, Tim Cook's Stance on Privacy Isn't About Data Jun 4, 2015
Jun 3, 2015 A Closer Look at Apple's Services Segment, The Chess Game Heading into WWDC, Shot on iPhone 6 Video Ads Jun 3, 2015
Jun 2, 2015 Apple Music Sounds More Interesting, Apple's Health Strategy, Apple Watch's Next Retail Phase Jun 2, 2015
Jun 1, 2015 Google I/O, Apple Acquires Metaio, IBM and MacBooks Jun 1, 2015

May 2015

May 28, 2015 Jeff Williams at the Re/code Conference, Additional Thoughts on Jony's Promotion, Snapchat and Apple's Video Streaming Plans May 28, 2015
May 27, 2015 Samsung Galaxy S6 and S6 Edge Sales and Samsung's Turnaround, Calculating Apple Watch Adoption Rate in the U.S. May 27, 2015
May 26, 2015 Jony Ive Promoted to Chief Design Officer, The Simple Reason Blackberry Failed, iOS 9 and Legacy Support May 26, 2015
May 25, 2015 Selling an iPad Plus, Apple Watch Is Making Luxury Watchmakers Uncomfortable May 25, 2015
May 21, 2015 Spotify Wants Your Time, Weak Apple Watch Demand?, Apple and Auto Industry M&A May 21, 2015
May 20, 2015 Apple & Uber to Lead Auto Industry, Android Switchers, Apple Television Put On Ice May 20, 2015
May 19, 2015 Analyzing the iPhone User Base, Carl Icahn is Still on Tim Cook's Side May 19, 2015

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