Curated Archive
Apple Earnings Reviews
3Q23: Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number / Apple’s 3Q23 in Three Charts / Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts / Apple 3Q23 10-Q Takeaways
2Q23: Apple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple’s Emerging Markets Strength / Reading Between the Lines of Apple’s 2Q23 Earnings Q&A With Analysts / Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases
1Q23: Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory / Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts / Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer / Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal
4Q22: My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance / Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth / Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts
3Q22: Apple’s 3Q22: The Key Numbers, iPhone Sales Resiliency, Apple Ecosystem Growth Slows / Reading Between the Lines of Apple’s 3Q22 Earnings Q&A With Analysts / Notes from Apple’s 3Q22 10-Q
2Q22: Major Takeaways / Reading Between the Lines of Apple Earnings Q&A with Analysts
4Q21: Major Takeaways / Details
3Q21: Major Takeaways / Full Notes
2Q21: Apr 29, 2021 / May 3rd, 2021
1Q21: Jan 28, 2021 / Feb 1, 2021 / Feb 2, 2021
4Q20: Major Takeaways / Full Notes / Consolidated
3Q20: Major Takeaways / Full Notes / Consolidated
2Q20: Major Takeaways / Full Notes / Consolidated
1Q20: Major Takeaways / Full Notes
4Q19: Major Takeaways / Full Notes
3Q19: Major Takeaways / Details
2Q19: Major Themes / Details
1Q19: Major Themes / Details
4Q18: Major Themes / Details
3Q18: Major Themes / Details
2Q18: Major Themes / Details
1Q18: Major Themes / Details
4Q17: Major Themes / Details
3Q17: Major Themes / Details
2Q17: Major Themes / Details
1Q17: Major Themes / Details
4Q16: Major Themes / Details
3Q16: Major Themes / Details
10-Q / 10-K Reviews
Neil’s Apple Financial Estimates
Access my working Apple earnings model (current as of August 2nd, 2023)
Number of iPhone users (current as of October 17th, 2022)
Number of iPads in use (current as of March 18th, 2021)
Number of Macs in use (current as of October 15th, 2021)
Number of Apple Watch wearers (current as of September 30th, 2021)
AirPods unit sales and revenue (current as of May 6th, 2020)
HomePod unit sales and installed base (current as of December 12th, 2019)
Apple Pay revenue (current as of October 12th, 2021)
Number and mix of Apple devices in use (current as of December 12th, 2019)
Number of Apple users in the wild (current as of December 12th, 2019)
Apple Product Event Reviews
September 2023 (“Wonderlust” event at Steve Jobs Theater): Apple’s September 2023 Product Event, A Different Feeling, Not Taking Anything for Granted / Deconstructing Apple’s Product Event (Apple Watch), About That Apple “Mother Nature” Video / Deconstructing Apple’s Product Event (iPhone Notes)
September 2022 (“Far Out” event at Steve Jobs Theater): Apple Event Highlights / Deconstructing Apple’s “Far Out” Presentation (Part 1) / Deconstructing Apple’s “Far Out” Presentation (Part 2)
October 2021 (“Unleashed” virtual event): Notes / Major Takeaways
September 2021 (“California streaming” virtual event): Major Takeaways / Full Notes
April 2021 (“Spring Loaded” virtual event): Event reaction will be published after the event Major Takeaways / Additional Notes
November 2020 (“One More Thing” virtual event): Major Takeaways
October 2020 (“Hi, Speed” virtual event): Major Takeaways / Full Notes / Consolidated
September 2020 (“Time Flies” virtual event): Major Takeaways / Full Notes / Consolidated
September 2019 (Product event at Steve Jobs Theater): Major Takeaways / Full Notes
March 2019 (Apple Services event at Steve Jobs Theater): Major Themes / Full Notes
October 2018 (iPad and Mac event in NYC): Major Themes / Full Notes
September 2018 (Apple Watch Series 4 and iPhone XS / XS Max / XR at Steve Jobs Theater): Major Themes and Takeaways / Full Notes
March 2018 (Education event in Chicago): Major Themes & Details
September 2017 (Inaugural event at Steve Jobs Theater): Major Themes / Details
October 2016 (Mac event at Apple’s old campus): Major Themes / Details
September 2016 (iPhone & Apple Watch): Major Themes / Details
WWDC Reviews
2023: My Thoughts After Using Apple Vision Pro / The Lack of “AI” at WWDC, Revisiting Apple’s Identity Network, iPhone StandBy, Mac HW Updates / Apple's WWDC 2023 Keynote (Granular Observations)
2022: Apple's WWDC 2022 Keynote (Major Themes) / The Big Surprise Found With Apple Pay Later, Revisiting Apple’s Credit Kudos Acquisition, CarPlay Mistruths / Apple WWDC 2022 Keynote (My Full Notes)
2021: Major Takeaways / Full Notes - Part 1 and Part 2 / Consolidated
2020: Major Takeaways / Full Notes - Part 1 and Part 2 / Consolidated
2019: Major Themes / Details
2018: Major Themes / Details
2017: Major Themes / Details
2016: Major Themes / Details
2015: Major Themes & Details