Netflix

July 23rd, 2026: Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility

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October 21st, 2026: Apple’s Renewed Pitch for Our TVs

October 20th, 2026: Ted Sarandos and Greg Peters’ Last Stand at Netflix

October 19th, 2026: Noise Surrounding iPhone Demand Is Getting Loud

October 15th, 2026: My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue