Apple Watch

February 27th, 2023. The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security

Netflix

February 23rd, 2023. Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning

Swiss watch

February 22nd, 2023. Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022

Alphabet

February 16th, 2023. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings

Amazon

February 15th, 2023. Branding in Paid Video Streaming, Amazon 4Q22 Earnings

Disney

February 14th, 2023. Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+

iPhone repairability

February 13th, 2023. Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization

Jeff Williams

February 9th, 2023. Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Estimates

Apple Buyback

February 8th, 2023. Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal

paid subscriptions growth

February 7th, 2023. Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer

Reading Between the Lines

February 6th, 2023. Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts

Apple 1Q23 earnings

February 3rd, 2023. Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory