Apple 4Q23 earnings

November 3rd, 2023. Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance

November 1st, 2023. My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model

Scary Fast event

October 31st, 2023. Thoughts on Apple’s “Scary Fast” Event

October 30th, 2023. Setting the Stage for Apple’s FY4Q23 Earnings

Alphabet

October 26th, 2023. Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings

Apple TV+

October 25th, 2023. Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs

Tesla

October 24th, 2023. Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn?

Netflix

October 23rd, 2023. Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix

Disney

October 19th, 2023. Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners

Chromebooks

October 18th, 2023. Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales

Apple Pencil (USB-C)

October 17th, 2023. Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy

Apple search

October 16th, 2023. Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue