Alphabet
October 26th, 2023. Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings
Apple TV+
October 25th, 2023. Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs
Tesla
October 24th, 2023. Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn?
Netflix
October 23rd, 2023. Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix
Disney
October 19th, 2023. Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners
Chromebooks
October 18th, 2023. Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales
Apple Pencil (USB-C)
October 17th, 2023. Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy
Apple search
October 16th, 2023. Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue
Made by Google
October 12th, 2023: Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness
Google Search
October 11th, 2023. U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf
Eddy Cue