Latest
May 28th, 2025: Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card
Introducing AVALON, an all-new podcast about Apple from Neil Cybart
May 27th, 2025: Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution?
May 22nd, 2025. OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots
May 21st, 2025. My Thoughts on Google I/O 2025
May 20th, 2025: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta Is CoComelon for Adults
May 19th, 2025. The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
May 16th, 2025. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
May 15th, 2025. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
May 13, 2025. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
May 12th, 2025. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Reading Between the Lines
May 9th, 2025. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
Apple 2Q25 earnings
May 7th, 2025. Apple’s 2Q25 in Three Charts
App Store
May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Anti-steering
May 5th, 2025. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Apple 2Q25 earnings
May 2nd, 2025. Thoughts on Apple’s 2Q25 Earnings
Apple 2Q25 earnings
April 30th, 2025. Previewing Apple’s 2Q25 Earnings
Alphabet
April 29th, 2025. Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
churn
April 28th, 2025. Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming
Apple Watch
April 24th, 2025. Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
valuation
April 23rd, 2025. Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
Tariffs
April 22nd, 2025. Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Tariffs