Apple installed base growth

February 5th, 2024. Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street

Apple 1Q24 earnings

February 2nd, 2024. Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance

1Q24 Apple earnings

January 31st, 2024. My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Estimates

January 30th, 2024. Preparing for Apple’s 1Q24 Earnings Release

DMA

January 29th, 2024. Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy

Netflix

January 25th, 2024. Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro

Apple Vision Pro

January 24th, 2024. Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community

Netflix

January 23rd, 2024. Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple

Apple Vision Pro

January 22nd, 2024. More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch

Apple Vision Pro

January 18th, 2024. Thoughts After Using Apple Vision Pro for a Second Time

Epic Games

January 17th, 2024. U.S. Supreme Court Declines to Hear Epic/Apple Appeals, The New App Store Battle, Consumers Should Be More Vocal

Apple Watch

January 16th, 2024. Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy