Spotify

February 11th, 2025. Spotify 4Q24 Earnings, The Streaming 2.0 Era, Spotify Signs Deals With Universal and Warner

Apple Music

February 10th, 2025. Apple Music’s Super Bowl Halftime Show, My Thoughts on Kendrick Lamar’s Performance, Why Sponsor the Halftime Show?

Apple Invites

February 7th, 2025. Apple Launches Apple Invites App, Initial Impressions, Partiful Cries Foul

Mark Zuckerberg

February 6th, 2025. Meta 4Q24 Earnings, Ray-Ban Meta Smart Glasses Sales, Bosworth’s Leaked Reality Labs Memo

1Q25 earnings

February 5th, 2025. Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)

Reading Between the Lines

February 4th, 2025. Reading Between the Lines of Apple’s 1Q25 Earnings Q&A With Analysts

Apple 1Q25 earnings

January 31st, 2025: Apple 1Q25 Earnings Review

Apple 1Q25 earnings

January 29th, 2025. Previewing Apple’s 1Q25 Earnings, Apple 1Q25 Earnings Expectation Meters

Apple Intelligence

January 28th, 2025. Apple’s AI Strategy, My Vision for Siri, Hardware’s Importance

DeepSeek

January 27th, 2025. DeepSeek Alarm Bells, Wall Street’s Freak-Out, Revisiting Huawei vs. Apple

AAPL

January 23rd, 2025. What’s Driving AAPL’s Underperformance?, iPhone Demand in China, Apple Jitters

Netflix

January 22nd, 2025. Netflix 4Q24 Earnings, Netflix and the NFL, More Netflix Price Hikes