Reading Between the Lines
iPhone unit sales
August 4th, 2025. iPhone, Mac, and Apple Watch Unit Sales Data
Apple earnings 3Q25
August 1st, 2025: Initial Thoughts on Apple’s Strong 3Q25 Earnings
expectation meters
July 30th, 2025: My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters
Apple 3Q25
July 29th, 2025: Thoughts Heading Into Apple’s 3Q25 Earnings Release
Alphabet
July 28th, 2025. Alphabet 2Q25: By the Numbers, Alphabet Earnings Call Highlights, Overall Alphabet Takeaways
AppleCare One
July 24th, 2025: Apple Unveils AppleCare One, Revisiting Apple Hardware as a Service, Crunching Some AppleCare One Numbers, ChatGPT Agent Follow-Up
ChatGPT
July 22nd, 2025: ChatGPT Agent Doesn’t Cut It
Netflix
July 21st, 2025. Netflix 2Q25: By the Numbers, Netflix Earnings Call Highlights, Overall Netflix Takeaways
Rivian
July 17th, 2025: Rivian Shifts to Google Maps, Uber Partnering With Lucid and Nuro on Autonomous Fleet, Tesla’s Awful 2Q25 Delivery Figures
Apple TV+
July 16th, 2025: Apple TV+ Scores (Again) With Emmy Nominations, Apple TV+ Perception Is Changing, Netflix Losing Share in Video Streaming
NVIDIA