Apple 4Q24 Earnings
Latest
Macbook Pro
October 30th, 2024. Apple Unveils Updated MacBook Pros, My AAPL 4Q24 Estimates
Mac mini
October 29th, 2024. The Redesigned Mac Mini, The Setup Facing Apple Ahead of 4Q24 Earnings
iMac
October 28th, 2024. A Different Kind of Apple Product Unveiling, The Updated iMac, Apple’s Mac Pitch to Windows Users
Apple Vision Pro
October 24th, 2024. Navigating Through More Apple Vision Pro Production Noise, Vimeo Launches App for Apple Vision Pro
Disney
October 23rd, 2024. Apple’s “New” Product Naming Nomenclature, More on Disney / App Store IAP
Netflix
October 22nd, 2024. Netflix 3Q24 Earnings, Netflix and the Scripted Content High Road, Disney Moves Away From App Store In-App Purchase
Tim Cook
October 21st, 2024. Thoughts on the Tim Cook Profile in WSJ Magazine
Apple Pay
October 17th, 2024. Apple Pay Turns 10 Years Old, Apple Pay and the Long Game
With Apple Pay’s 10th anniversary coming up this Sunday (unveiled on October 20th, 2014), Apple decided to give its decade-long mobile payments and wallet effort some PR attention. We go over my thoughts on Apple Pay at 10 years.
Apple Mini
October 16th, 2024. Apple Updates the iPad Mini, Apple Intelligence and Device Support, A Different Way to Think About Apple Intelligence
Hello everyone. On Wednesday, Apple unveiled an updated iPad mini. We will begin today’s email with my thoughts on the iPad mini and the update. The discussion will then evolve into a few thoughts regarding Apple Intelligence.
Hodinkee
October 15th, 2024. Hodinkee Sells to British Retailer, Hodinkee and Apple Watch, The Luxury Watch Downturn
Today’s update will have a watch theme as we revisit some odd developments that have unfolded in the mechanical watch world. It’s difficult to not make some connections between the developments and Apple Watch momentum.
Apple Immersive Video
October 11th, 2024. Thoughts on Apple’s NBA All-Star Weekend Film in Apple Immersive Video, Apple Immersive Video and Sports Questions, The Big Picture
We had very good reason to believe that Apple was going to release an Apple Immersive Video film for 2024 NBA All-Star Weekend. Here was a tweet of mine from February depicting Apple’s immersive cameras at the Slam Dunk contest.