| 2024-11-21 |
Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings |
Neil Cybart |
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| 2024-11-19 |
Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls |
Neil Cybart |
|
| 2024-11-15 |
Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call |
Neil Cybart |
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| 2024-11-15 |
Apple’s Capex-Light Business Model, Apple’s Excess Cash Position, Apple Buyback vs. Apple Dividends |
Neil Cybart |
|
| 2024-11-14 |
Apple Share Buyback Hits Record High, A “Shrinking” Apple |
Neil Cybart |
|
| 2024-11-13 |
My Notes from Apple’s 2024 10-K |
Neil Cybart |
|
| 2024-11-09 |
Reading Between the Lines of Apple’s 4Q24 Earnings Q&A With Analysts |
Neil Cybart |
|
| 2024-11-07 |
President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role |
Neil Cybart |
|
| 2024-11-07 |
Apple 4Q24 Earnings Review: A Few Apple Services Surprises |
Neil Cybart |
|
| 2024-11-05 |
Reviewing Apple’s 4Q24: What Is Apple’s “Real” Growth Rate? |
Neil Cybart |
|
| 2024-11-02 |
Initial Thoughts on Apple’s 4Q24 Earnings |
Neil Cybart |
|
| 2024-10-31 |
Apple Unveils Updated MacBook Pros, My AAPL 4Q24 Estimates |
Neil Cybart |
|
| 2024-10-30 |
The Redesigned Mac Mini, The Setup Facing Apple Ahead of 4Q24 Earnings |
Neil Cybart |
|
| 2024-10-29 |
A Different Kind of Apple Product Unveiling, The Updated iMac, Apple’s Mac Pitch to Windows Users |
Neil Cybart |
|
| 2024-10-26 |
Navigating Through More Apple Vision Pro Production Noise, Vimeo Launches App for Apple Vision Pro |
Neil Cybart |
|
| 2024-10-25 |
Apple’s “New” Product Naming Nomenclature, More on Disney / App Store IAP |
Neil Cybart |
|
| 2024-10-23 |
Netflix 3Q24 Earnings, Netflix and the Scripted Content High Road, Disney Moves Away From App Store In-App Purchase |
Neil Cybart |
|
| 2024-10-22 |
Thoughts on the Tim Cook Profile in WSJ Magazine |
Neil Cybart |
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| 2024-10-18 |
Apple Pay Turns 10 Years Old, Apple Pay and the Long Game |
Neil Cybart |
|
| 2024-10-17 |
Apple Updates the iPad Mini, Apple Intelligence and Device Support, A Different Way to Think About Apple Intelligence |
Neil Cybart |
|
| 2024-10-16 |
Hodinkee Sells to British Retailer, Hodinkee and Apple Watch, The Luxury Watch Downturn |
Neil Cybart |
|
| 2024-10-12 |
Thoughts on Apple’s NBA All-Star Weekend Film in Apple Immersive Video, Apple Immersive Video and Sports Questions, The Big Picture |
Neil Cybart |
|
| 2024-10-11 |
Apple Releases First Scripted Film in Apple Immersive Video, Thoughts After Watching “Submerged,” The Future of Video |
Neil Cybart |
|
| 2024-10-10 |
Meta Admits Ray-Ban Meta Smart Glasses Are Used to Train AI, Meta’s Achilles' Heel, Smart Glasses Used for Doxing |
Neil Cybart |
|
| 2024-10-08 |
Apple’s “Cozy” WWDC, Vision Pro Apps, Vision Pro and App Bridges |
Neil Cybart |
|
| 2024-10-03 |
A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2 |
Neil Cybart |
|
| 2024-10-02 |
Oura Talks Smart Ring Financials, Smart Ring Hesitation, The Button’s Resurgence in Tech |
Neil Cybart |
|
| 2024-10-01 |
Apple Reportedly Backs Out of OpenAI Investment, Apple Dials Back on Blockbusters, Silicon Valley vs. Hollywood Confusion |
Neil Cybart |
|
| 2024-09-27 |
Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us |
Neil Cybart |
|
| 2024-09-26 |
The Design Story Behind AirPods 4, Google Stresses Antitrust Long Game |
Neil Cybart |
|
| 2024-09-25 |
The Sonos App Fiasco, Sonos Earnings, YouTube Premium Is Having A Moment |
Neil Cybart |
|
| 2024-09-24 |
Unpacking and Decoding the NYT’s Jony Ive / LoveFrom Profile |
Neil Cybart |
|
| 2024-09-21 |
Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0 |
Neil Cybart |
|
| 2024-09-19 |
Addressing iPhone Pessimism |
Neil Cybart |
|
| 2024-09-19 |
More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch? |
Neil Cybart |
|
| 2024-09-18 |
Deconstructing Apple’s Product Event (iPhone) |
Neil Cybart |
|
| 2024-09-13 |
Deconstructing Apple’s Product Event (AirPods) |
Neil Cybart |
|
| 2024-09-12 |
Deconstructing Apple’s Product Event (Apple Watch) |
Neil Cybart |
|
| 2024-09-10 |
Apple Just Held Its Strongest September Event in Years |
Neil Cybart |
|
| 2024-09-07 |
Disney Earnings, Roku Earnings |
Neil Cybart |
|
| 2024-09-06 |
ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch |
Neil Cybart |
|
| 2024-09-04 |
Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI |
Neil Cybart |
|
| 2024-08-30 |
My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future |
Neil Cybart |
|
| 2024-08-29 |
Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple |
Neil Cybart |
|
| 2024-08-28 |
Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning |
Neil Cybart |
|
| 2024-08-27 |
Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance |
Neil Cybart |
|
| 2024-08-24 |
Meta 2Q24 Earnings, Thoughts on Meta HW Sales |
Neil Cybart |
|
| 2024-08-23 |
Amazon Earnings, Amazon in the Home |
Neil Cybart |
|
| 2024-08-22 |
Tech Observations From My Vacation |
Neil Cybart |
|
| 2024-08-15 |
Thoughts on the U.S. v. Google Verdict (Part 2) |
Neil Cybart |
|
| 2024-08-13 |
Thoughts on the U.S. v. Google Verdict (Part 1) |
Neil Cybart |
|
| 2024-08-09 |
Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin |
Neil Cybart |
|
| 2024-08-09 |
Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts |
Neil Cybart |
|
| 2024-08-08 |
Apple’s 3Q24 in Three Charts |
Neil Cybart |
|
| 2024-08-06 |
Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang |
Neil Cybart |
|
| 2024-08-03 |
Apple’s 3Q24 Earnings, The iPhone Is a Powder Keg |
Neil Cybart |
|
| 2024-08-01 |
My Granular Estimates for Apple 3Q24 Earnings |
Neil Cybart |
|
| 2024-08-01 |
Setting the Stage for Apple’s 3Q24 Earnings |
Neil Cybart |
|
| 2024-07-30 |
Spotify 2Q24 Earnings, Spotify vs. Apple Music |
Neil Cybart |
|
| 2024-07-26 |
Alphabet 2Q24 Earnings |
Neil Cybart |
|
| 2024-07-25 |
About the Apple TV+ Rumors, What’s Wrong With Apple TV+?, Apple’s Goal for Apple TV+ |
Neil Cybart |
|
| 2024-07-24 |
Netflix 2Q24 Earnings, Netflix Growth, Wall Street Giving Netflix Green Light to Spend |
Neil Cybart |
|
| 2024-07-23 |
The CrowdStrike / Microsoft Outage Will Benefit Apple |
Neil Cybart |
|
| 2024-07-20 |
Apple Looking to License Movies for Apple TV+, Warner Bros. Discovery Thinking of Splitting Itself, Skydance Merges With Paramount |
Neil Cybart |
|
| 2024-07-18 |
Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+ |
Neil Cybart |
|
| 2024-07-17 |
Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends |
Neil Cybart |
|
| 2024-07-11 |
Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations |
Neil Cybart |
|
| 2024-07-10 |
Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament |
Neil Cybart |
|
| 2024-07-09 |
Apple Given Observer Board Seat at OpenAI, A Phil Schiller Renaissance |
Neil Cybart |
|
| 2024-07-03 |
Wall Street Warms up to Apple, AAPL Valuation Update |
Neil Cybart |
|
| 2024-07-02 |
More on Apple Device Longevity, iPhone Upgrading, Measuring Apple HW vs. Services Growth Potential |
Neil Cybart |
|
| 2024-06-28 |
Apple Talks up Device Longevity, Apple Provides New Clues for Estimating iPhone Upgrade Cycle, Google and Samsung Announce Product Events |
Neil Cybart |
|
| 2024-06-27 |
Apple Warns of Feature Delays in EU, Apple Accused of Breaking DMA Rules |
Neil Cybart |
|
| 2024-06-26 |
Apple Intelligence and Meta Integration Hoopla, Revisiting Apple Intelligence Integration Monetization |
Neil Cybart |
|
| 2024-06-25 |
Apple Opens First Store in Malaysia, Apple and Emerging Markets, Signal-to-Noise |
Neil Cybart |
|
| 2024-06-21 |
Apple Discontinues Apple Pay Later, A Limit to Apple’s Fintech Ambition, Apple’s Predicament |
Neil Cybart |
|
| 2024-06-20 |
AAPL and Wacky Behavior |
Neil Cybart |
|
| 2024-06-19 |
WWDC Review: iOS 18, Audio & Home, watchOS 11, iPadOS 18, macOS Sequoia |
Neil Cybart |
|
| 2024-06-18 |
Observations Attending WWDC, WWDC Keynote Priorities, An Impressive visionOS 2 |
Neil Cybart |
|
| 2024-06-14 |
How Apple Intelligence Was Developed, Ranking Apple Intelligence Features, AAPL’s Wacky Price Action |
Neil Cybart |
|
| 2024-06-13 |
Breaking Down the ChatGPT / Apple Intelligence Integration, Is OpenAI Paying Apple?, Why Apple’s ChatGPT Integration Is Genius |
Neil Cybart |
|
| 2024-06-12 |
Apple Intelligence Is a Game Changer |
Neil Cybart |
|
| 2024-06-07 |
Thoughts Heading Into WWDC 2024 |
Neil Cybart |
|
| 2024-06-06 |
NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video |
Neil Cybart |
|
| 2024-06-05 |
Qualcomm’s Ridiculous Mac Ad, Publishers Talk up Apple News, Drivers Behind Apple News’ Success |
Neil Cybart |
|
| 2024-06-04 |
Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity |
Neil Cybart |
|
| 2024-05-31 |
Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras |
Neil Cybart |
|
| 2024-05-30 |
About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro |
Neil Cybart |
|
| 2024-05-29 |
Apple & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons |
Neil Cybart |
|
| 2024-05-24 |
Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell |
Neil Cybart |
|
| 2024-05-22 |
Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future |
Neil Cybart |
|
| 2024-05-21 |
More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data |
Neil Cybart |
|
| 2024-05-17 |
iPad Pro and the Goal of Perfection (Above Avalon Report) |
Neil Cybart |
|
| 2024-05-16 |
Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo |
Neil Cybart |
|
| 2024-05-15 |
OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event |
Neil Cybart |
|
| 2024-05-15 |
Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization |
Neil Cybart |
|
| 2024-05-15 |
Apple Pencil Pro and iPad Pro M4 Unboxing |
Neil Cybart |
|
| 2024-05-10 |
Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance |
Neil Cybart |
|
| 2024-05-09 |
The iPad Event |
Neil Cybart |
|
| 2024-05-07 |
Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts |
Neil Cybart |
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