Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)
Today's Above Avalon Daily email contains the following story:
Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)
We wrap up our Apple 1Q25 earnings review. In yesterday’s update, our focus was on Apple’s 1Q25 earnings call Q&A exchanges. There were a few remaining comments worth going over regarding management’s prepared remarks prior to the Q&A. We then turn to Apple’s 1Q25 10-Q. Published at the end of FY1Q, 2Q, and 3Q, 10-Q filings provide additional commentary and disclosures regarding a company's business and financial results. For the 1Q25 10-Q, my focus was on qualitative descriptions for Apple's financial performance. The update concludes with examinations into Apple’s latest share buyback activity and the number of paid subscriptions.
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Notes From Apple’s 3Q22 10-Q, Tracking Apple’s Paid Subscriptions, Apple's Share Buyback Update
Today's Above Avalon daily update includes the following stories:
Notes From Apple’s 3Q22 10-Q
Tracking Apple’s Paid Subscriptions
Apple's Share Buyback Update
We kick things off by discussing the key takeaways from Apple’s 3Q22 10-Q that jumped out at Neil. The update then turns to Apple’s paid subscriptions disclosure and Neil’s estimates for the quarterly growth rate in the number of subscriptions. We conclude with a look at how Apple’s share buyback has been trending.
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