Sonos earnings
Apple Watch
February 27th, 2023. The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security
Netflix
February 23rd, 2023. Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning
Swiss watch
February 22nd, 2023. Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022
Alphabet
February 16th, 2023. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings
Amazon
February 15th, 2023. Branding in Paid Video Streaming, Amazon 4Q22 Earnings
Disney
February 14th, 2023. Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+
iPhone repairability
February 13th, 2023. Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization
Jeff Williams
February 9th, 2023. Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Estimates
Apple Buyback
February 8th, 2023. Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal
paid subscriptions growth
February 7th, 2023. Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer
Reading Between the Lines