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Neil Cybart

July 31st, 2024. My Granular Estimates for Apple 3Q24 Earnings

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July 30th, 2024. Setting the Stage for Apple’s 3Q24 Earnings

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Apple Music

July 29th, 2024. Spotify 2Q24 Earnings, Spotify vs. Apple Music

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Alphabet

July 25th, 2024: Alphabet 2Q24 Earnings

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Apple TV+

July 24th, 2024. About the Apple TV+ Rumors, What’s Wrong With Apple TV+?, Apple’s Goal for Apple TV+

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July 23rd, 2024. Netflix 2Q24 Earnings, Netflix Growth, Wall Street Giving Netflix Green Light to Spend

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Crowdstrike

July 22nd, 2024. The CrowdStrike / Microsoft Outage Will Benefit Apple

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Apple TV+

July 18th, 2024. Apple Looking to License Movies for Apple TV+, Warner Bros. Discovery Thinking of Splitting Itself, Skydance Merges With Paramount

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Apple TV+

July 17th, 2024. Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+

Hello everyone. Today's update will take us to the paid video streaming industry. Let's jump in. Churn vs. Engagement in Paid Video Streaming In his Screentime newsletter, here’s Bloomberg's Lucas Shaw: “There is a direct link between how much time people spend watching

Apple Watch

July 16th, 2024. Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends

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OpenAI

July 10th, 2024. Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations

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Amazon Echo Spot

July 9th, 2024. Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament

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