Apple 4Q23
Apple 4Q23 earnings
November 3rd, 2023. Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance
November 1st, 2023. My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model
Scary Fast event
October 31st, 2023. Thoughts on Apple’s “Scary Fast” Event
October 30th, 2023. Setting the Stage for Apple’s FY4Q23 Earnings
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)