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Apple Pay

August 15th, 2023. Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion

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Emergency SOS via Satellite

August 14th, 2023. Emergency SOS via Satellite Used During Hawaii Wildfires, Defining Apple Innovation, Apple Savings Hits $10 Billion in Deposits

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Disney

August 10th, 2023. Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices

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3Q23 10-Q

August 9th, 2023. Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows

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Reading Between the Lines

August 8th, 2023. Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts

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Gross profit

August 7th, 2023. Apple's 3Q23 in Three Charts

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iPad

August 4th, 2023. Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number

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Ruth Porat

August 2nd, 2023. Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Estimates

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August 1st, 2023. My FY3Q23 Apple Estimates, Early Thoughts on Apple’s FY4Q23

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July 31st, 2023. Setting the Stage for Apple’s FY3Q23 Earnings

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Meta

July 27th, 2023. Meta 2Q23 Earnings, Reality Labs Losses, Meta Stock

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Microsoft

July 26th, 2023. Microsoft FY4Q23 Earnings, The Microsoft Business, Apple vs. Microsoft

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