Apple Vision Pro
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Peloton
August 24th, 2023. Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity
Sonos
August 23rd, 2023. Sonos FY3Q23 Earnings, Sonos Taking Speaker Share, Sonos vs. Apple
Meta
August 22nd, 2023. Meta’s Ray-Ban Stories Sales Figures Leak, Ray-Ban Stories’ Retention Problem, Ray-Ban Stories vs. Vision Pro
Apple Pay
August 15th, 2023. Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion
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
Disney
August 10th, 2023. Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices
3Q23 10-Q
August 9th, 2023. Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows
Reading Between the Lines
August 8th, 2023. Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts
Gross profit
August 7th, 2023. Apple's 3Q23 in Three Charts
iPad
August 4th, 2023. Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number
Ruth Porat