Siri
2025 10-K
November 6th, 2025. My Notes from Apple’s 2025 10-K
Reading Between the Lines
November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts
4Q25
November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business
4Q25 earnings
October 31st, 2025. My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates
4Q25
October 30th, 2025: My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
AAPL earnings preview 4Q25
October 28th, 2025. Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap
iPhone Air
October 27th, 2025. Let’s Talk About These iPhone Air Demand Rumors
Eddy Cue
October 24th, 2025. Examining Eddy Cue’s Media Blitz
Apple Vision Pro
October 23rd, 2025. My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World
Apple TV 4K
October 22nd, 2025: Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending
Formula 1