Latest
November 24th, 2025: Netflix Earnings, Netflix Bids for Warner Bros. Discovery, Most Likely Outcome for Warner Bros. Discovery
November 20th, 2025. MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model
November 19th, 2025. Meta 3Q25 Earnings, Did Zuckerberg “Kitchen Sink” Capex Expectations?, The Big Picture
November 18th, 2025. More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do
November 17th, 2025. Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out
November 14th, 2025. Friday Q&A
November 13th, 2025. Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue
November 12th, 2025. Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story
November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game
November 6th, 2025. My Notes from Apple’s 2025 10-K
November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts
4Q25
November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business
4Q25 earnings
October 31st, 2025. My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates
4Q25
October 30th, 2025: My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
AAPL earnings preview 4Q25
October 28th, 2025. Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap
iPhone Air
October 27th, 2025. Let’s Talk About These iPhone Air Demand Rumors
Eddy Cue
October 24th, 2025. Examining Eddy Cue’s Media Blitz
Apple Vision Pro
October 23rd, 2025. My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World
Apple TV 4K
October 22nd, 2025: Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending
Formula 1
October 20th, 2025. Apple Wins Formula 1 Rights, Apple / Formula 1 Deal Terms, Apple’s Sports Bet Grows
iPad Pro
October 17th, 2025. Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro
M5
October 15th, 2025. Apple Unveils M5 Chip, Apple’s Silicon Advantage, Apple Vision Pro Receives First Update
Apple Vision Pro