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Neil Cybart

Roku

March 7th, 2023. Number of ATMs Decline, Apple Pay’s Long Game, Roku 4Q22 Earnings

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Germany

March 6th, 2023. Apple Invests Another $1B in Germany, The Factors Behind iPhone’s Increasing Sales Share, Competing With Cool

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Peter Stern

March 2nd, 2023. Peter Stern Departs Apple, Apple’s Services Reorganization, My Concern With Warner Bros. Discovery

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Globalstar

March 1st, 2023. Apple Lends $250M to Globalstar, Why Doesn’t Apple Get Into Satellites?, EU Narrows Apple Probe

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Sonos earnings

February 28th, 2023. Sonos FY1Q23 Earnings, Sonos Hints Again at Entering New Product Category, Sonos vs. Big Tech

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Apple Watch

February 27th, 2023. The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security

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Netflix

February 23rd, 2023. Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning

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Swiss watch

February 22nd, 2023. Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022

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Alphabet

February 16th, 2023. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings

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Amazon

February 15th, 2023. Branding in Paid Video Streaming, Amazon 4Q22 Earnings

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Disney

February 14th, 2023. Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+

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iPhone repairability

February 13th, 2023. Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization

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