App Store
Eddy Cue
May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Reading Between the Lines
May 9th, 2025. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
Apple 2Q25 earnings
May 7th, 2025. Apple’s 2Q25 in Three Charts
App Store
May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Anti-steering
May 5th, 2025. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Apple 2Q25 earnings
May 2nd, 2025. Thoughts on Apple’s 2Q25 Earnings
Apple 2Q25 earnings
April 30th, 2025. Previewing Apple’s 2Q25 Earnings
Alphabet
April 29th, 2025. Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
churn
April 28th, 2025. Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming
Apple Watch
April 24th, 2025. Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
valuation