Apple 2Q25 earnings
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App Store
May 6th, 2025. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Anti-steering
May 5th, 2025. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Apple 2Q25 earnings
May 2nd, 2025. Thoughts on Apple’s 2Q25 Earnings
Apple 2Q25 earnings
April 30th, 2025. Previewing Apple’s 2Q25 Earnings
Alphabet
April 29th, 2025. Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
churn
April 28th, 2025. Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming
Apple Watch
April 24th, 2025. Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
valuation
April 23rd, 2025. Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
Tariffs
April 22nd, 2025. Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Tariffs
April 21st, 2025. Apple and Tariffs (Exemptions Granted, With a Twist)
Tariffs