Microsoft
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February 14th, 2024. Alphabet Earnings, Amazon Earnings
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February 13th, 2024. Thoughts on How Zuckerberg Can Monetize Meta Reality Labs
Meta
February 12th, 2024. Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI
Disney
February 8th, 2024. Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App
Apple 1Q24 earnings
February 7th, 2024. Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations
Reading Between the Lines
February 6th, 2024. Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts
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
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