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Neil Cybart

Meta

May 20th, 2025: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta Is CoComelon for Adults

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iPhone 16e

May 19th, 2025. The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?

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CarPlay Ultra

May 16th, 2025. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy

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2Q25 10-Q

May 15th, 2025. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace

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App Store

May 13, 2025. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success

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Eddy Cue

May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search

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Reading Between the Lines

May 9th, 2025. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts

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Apple 2Q25 earnings

May 7th, 2025. Apple’s 2Q25 in Three Charts

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App Store

May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout

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Anti-steering

May 5th, 2025. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma

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Apple 2Q25 earnings

May 2nd, 2025. Thoughts on Apple’s 2Q25 Earnings

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Apple 2Q25 earnings

April 30th, 2025. Previewing Apple’s 2Q25 Earnings

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