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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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Tesla

July 25th, 2023. Tesla Earnings, Tesla's Cost Reductions, Apple’s Project Titan Implications

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Barbenheimer

July 24th, 2023. "Barbenheimer" Wins at the Box Office, How Did "Barbenheimer" Do It?, Apple and Messi

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YouTube

July 20th, 2023. Netflix Earnings, Netflix Won't Want to Be Compared to YouTube

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ESPN

July 19th, 2023. Parsing Iger’s ESPN Comments, ESPN’s Value, Thoughts on an Apple / ESPN Partnership

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Bob Iger

July 18th, 2023. Bob Iger’s CEO Contract Extended (Again), The Bob Iger Question, Iger Hints at Divestures and Partnerships

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Disney

July 12th, 2023. Apple Cornering Market on Premium Headset Components, Disney's Troubles Grow, Apple’s Leverage Against Disney

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App Store

July 11th, 2023. App Store Turns 15, Head of Google's AR Software Quits, Vision Pro’s Influence Already Being Felt

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Samsung Galaxy S6

July 10th, 2023. Samsung Announces Foldables Event in Seoul, Foldables in 2023, Samsung Rethinks Headset Approach

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