Thoughts on the U.S. v. Google Verdict (Part 1)

Hello everyone. Happy Monday.

We are going to focus on the U.S. v. Google verdict. After reading through the 286-page ruling, my notes came out to about three updates worth of material.

After a significant amount of reduction and editing, we are going to use two updates to talk about the ruling and its potential fallout (with Apple in mind). Let’s jump in.

Thoughts on the U.S. v. Google Verdict (Part 1)

Our review will begin by going over the Google / Apple Search deal. The 286-page ruling contained a thorough explanation of deal details and how things evolved over the years. We need to go over those details to form a proper base for subsequent analysis. This will then bring us to the verdict itself.

While today’s update will have a more factual feel, tomorrow’s update will be aimed at more of my thoughts on the verdict and what it means for Apple.

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Thoughts on the U.S. v. Google Verdict (Part 2)

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Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin