Apple TV+
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Apple TV+
July 17th, 2024. Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+
Hello everyone. Today's update will take us to the paid video streaming industry. Let's jump in. Churn vs. Engagement in Paid Video Streaming In his Screentime newsletter, here’s Bloomberg's Lucas Shaw: “There is a direct link between how much time people spend watching
Apple Watch
July 16th, 2024. Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends
OpenAI
July 10th, 2024. Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations
Amazon Echo Spot
July 9th, 2024. Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament
OpenAI
July 8th, 2024. Apple Given Observer Board Seat at OpenAI, A Phil Schiller Renaissance
AAPL
July 2nd, 2024. Wall Street Warms up to Apple, AAPL Valuation Update
Apple HW
July 1st, 2024. More on Apple Device Longevity, iPhone Upgrading, Measuring Apple HW vs. Services Growth Potential
iPhone
June 27th, 2024. Apple Talks up Device Longevity, Apple Provides New Clues for Estimating iPhone Upgrade Cycle, Google and Samsung Announce Product Events
DMA
June 26th, 2024: Apple Warns of Feature Delays in EU, Apple Accused of Breaking DMA Rules
Apple Intelligence
June 25th, 2024. Apple Intelligence and Meta Integration Hoopla, Revisiting Apple Intelligence Integration Monetization
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