Reading Between the Lines
Latest
Apple device upgrading
May 5th, 2023. Apple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple's Emerging Markets Strength
May 3rd, 2023. My Apple 2Q23 Estimates, Expectations for Apple's Capital Management Changes, My Revised Apple Earnings
U.S. dollar
May 2nd, 2023. Setting the Stage for Apple Earnings, Revisiting My Apple Earnings Theory, U.S. Dollar Weakens
AirTag
May 1st, 2023. NYC Bets on AirTag to Stop Car Thefts, Apple Planning to Launch Journaling App
Meta
April 27th, 2023. Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory
U.S. appeals court
April 26th, 2023. U.S. Appeals Court Sides With App Store, App Store Curation Is Key, Apple's Anti-Steering Loss Isn’t Major
Netflix engagement
April 25th, 2023. Netflix Earnings, The Allure of Advertising in Video Streaming, HBO Max's Rebranding
Humane Ai pin
April 24th, 2023. Humane’s Worrying Reveal, Humane’s Miscalculation, Tesla Follow Up
Tesla
April 20th, 2023. Tesla Earnings, Tesla Lessons for Apple
Foldable Pixel
April 19th, 2023. Apple’s Fintech Play Outside the U.S., Apple Ecosystem Strength by Country, Google to Unveil Foldable Pixel
Apple Pay