App Store ruling December 12th, 2025. U.S. Appeals Court Rules on App Store Injunction, Both Sides Can Claim Victories, Thoughts on Fees for App Link-Outs
January 15th, 2026. Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth
January 13th, 2025. Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game