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Neil Cybart

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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Amazon

August 21st, 2024. Amazon Earnings, Amazon in the Home

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August 20th, 2024. Tech Observations From My Vacation

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Google Search

August 13th, 2024. Thoughts on the U.S. v. Google Verdict (Part 2)

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Google

August 12th, 2024. Thoughts on the U.S. v. Google Verdict (Part 1)

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Apple 10-Q

August 8th, 2024. Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin

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Apple earnings Q&A

August 7th, 2024. Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts

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Apple 3Q24 earnings

August 6th, 2024. Apple’s 3Q24 in Three Charts

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