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Neil Cybart

Apple product event

September 16th, 2024. Deconstructing Apple’s Product Event (iPhone)

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AirPods 4

September 12th, 2024. Deconstructing Apple’s Product Event (AirPods)

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Apple Watch

September 11th, 2024. Deconstructing Apple’s Product Event (Apple Watch)

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Apple product event

September 10th, 2024. Apple Just Held Its Strongest September Event in Years

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Disney

September 5th, 2024. Disney Earnings, Roku Earnings

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ESPN

September 4th, 2024. ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch

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Amazon

September 3rd, 2024. Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI

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Made by Google

August 29th, 2024. My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future

Hello everyone. We are going to change directions and talk about hardware (and AI). Labor Day. One quick programming note. Monday is Labor Day in the U.S. Accordingly, the next update will go out on Tuesday. If you have the long weekend, make it a good one. Apple Event.

Luca Maestri

August 28th, 2024. Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple

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Luca Maestri

August 27th, 2024. Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning

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Microsoft

August 26th, 2024. Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance

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Meta

August 22nd, 2024. Meta 2Q24 Earnings, Thoughts on Meta HW Sales

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