Broadcom

May 24th, 2023. More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers

Alphabet

May 23rd, 2023. Alphabet Earnings, Pichai Comments on Google's Mobile Search Deals, Microsoft Earnings

Magic Leap

May 22nd, 2023. Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM

Apple headset

May 18th, 2023. The WSJ’s Report About Apple’s Headset, What’s Behind Apple Headset Skepticism?

Disney

May 16th, 2023. Disney Earnings, Disney to Combine Disney+ and Hulu, Hulu’s Future

Amazon

May 15th, 2023. Amazon Earnings, Amazon’s Growth Initiatives, Amazon Bets on Return to Office

Final Cut Pro

May 11th, 2023. Apple Brings Final Cut Pro and Logic Pro to iPad, Final Cut Pro and Logic Pro as Paid Subscriptions, The iPad’s Sales Pitch

Apple Gross Margins

May 10th, 2023. Apple’s Paid Subscriptions Growth Reaccelerates, The Case for Higher Apple Gross Margins

Apple 2Q23 earnings

May 9th, 2023. Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases

Reading Between the Lines

May 8th, 2023. Reading Between the Lines of Apple’s 2Q23 Earnings Q&A With Analysts

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