Above Avalon Daily Updates
My exclusive daily email containing analysis and perspective, 100% related to Apple. Available to Above Avalon members. To read previous emails and receive new ones going forward, become a member here.
Curated Archive
Apple Earnings Reviews
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
Financial /Product Estimates
My Apple earnings model (current as of February 5th, 2019)
iPhone Installed Base / User Base (1Q19 estimates)
iPad Installed Base / User Base (1Q19 estimates)
Apple Watch and AirPods unit sales (1Q19 estimates)
Apple Watch Installed Base / User Base (3Q18 estimates)
Number and Mix of Apple Devices in Use (1Q19 estimates)
Apple Paid Subscriptions (3Q18 estimates)
Apple Event Reviews
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
2018: Major Themes / Details
2017: Major Themes / Details
2016: Major Themes / Details
2015: Major Themes & Details
Apple M&A Analysis
Full Archive
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April 2019
- Apr 16, 2019 The Flaw in the Apple Services Narrative, A Different Way to Look at Content Streaming, Jeff Bezos' Annual Shareholder Letter Apr 16, 2019
- Apr 15, 2019 Disney Unveils Disney+, Thoughts on Apple TV+ Pricing Options, Apple Spending $500M on Apple Arcade Apr 15, 2019
- Apr 11, 2019 Curation as a Business Model, YouTube TV Price Increase, Thursday Q&A Apr 11, 2019
- Apr 10, 2019 Sizing Up Apple's Opportunity in Health, John Giannandrea Poaching Google?, Netflix Ends AirPlay Support Apr 10, 2019
- Apr 9, 2019 Apple's "Curation for Casual" Strategy, Content Distribution as a Core Technology, Apple's Cross-Platform Strategy for Content Apr 9, 2019
- Apr 8, 2019 Amazon Wireless Headphones, Powerbeats Pro, Tesla 1Q19 Vehicle Deliveries Apr 8, 2019
- Apr 4, 2019 More Apple News+ Tidbits, The Incredible Shrinking Apple?, Apple's Fashion Presence Apr 4, 2019
- Apr 2, 2019 Publishers Wary of Apple News+, Jony Ive on AirPods, Apple Continues to Poach Tesla Apr 2, 2019
- Apr 1, 2019 Apple Cancels AirPower, My AirPower Theory, Mac Butterfly Keyboard Woes Continue Apr 1, 2019
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March 2019
- Mar 28, 2019 Financial Implications of Apple’s New Services Mar 28, 2019
- Mar 27, 2019 Apple's Services Event Review (Full Notes) Mar 27, 2019
- Mar 26, 2019 Apple’s Services Event Review (Major Themes) Mar 26, 2019
- Mar 21, 2019 Thoughts Heading into Apple’s Show Time Event Mar 21, 2019
- Mar 20, 2019 Apple’s Busy Week of Hardware Updates, Apple Announces New AirPods, Apple Resets India Strategy Mar 20, 2019
- Mar 19, 2019 Apple’s New Privacy Ad, Electric Car Adoption Trends, VW Raises Bet on Electric Cars Mar 19, 2019
- Mar 18, 2019 Apple Responds to Spotify, Apple’s Counterclaim Against Spotify, Tesla Unveils Model Y Mar 18, 2019
- Mar 14, 2019 Spotify Declares War Against Apple Over the App Store Mar 14, 2019
- Mar 13, 2019 Apple Capex (Continued), Apple's Free Cash Flow Advantage, Revisiting Apple's Wall Street Narrative Mar 13, 2019
- Mar 12, 2019 Apple Watch vs. Apple Glasses, The Wrist's Value, Elizabeth Warren and Apple Mar 12, 2019
- Mar 11, 2019 Apple Glasses Rumors Begin, Focals by North, HoloLens 2 vs. Apple Glasses Mar 11, 2019
- Mar 7, 2019 iPhone Sales Update, Mark Zuckerberg's Privacy-Focused Vision, Apple Raises Bet on San Diego Mar 7, 2019
- Mar 6, 2019 How Apple Prevailed in Trade Tensions, Chinese Online Retailers Cut iPhone Pricing, The Netflix of Podcasts Mar 6, 2019
- Mar 5, 2019 Apple Executives Deeply Involved in Video Effort, AT&T Reorganizes WarnerMedia, Apple Acquires Lighthouse AI Patents Mar 5, 2019
- Mar 4, 2019 Tesla Announces $35K Model 3, Tesla to Close Stores, Questioning the Tesla Story Mar 4, 2019
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February 2019
- Feb 28, 2019 Fitbit Earnings, 4Q18 Smartwatch Sales, Thursday Q&A Feb 28, 2019
- Feb 27, 2019 Jeff Williams Talks Apple Pricing, A Different Look at iPhone Sales in China, VW and Ford Planning New Venture Feb 27, 2019
- Feb 26, 2019 Jony Ive Talks with Naoto Fukasawa, Apple and Goldman Sachs to Launch Credit Card, Apple's Path into Consumer Finance Feb 26, 2019
- Feb 25, 2019 Apple in the Home, Apple Hires Sam Jadallah, Warren Buffett on Apple Feb 25, 2019
- Feb 21, 2019 Thoughts on Samsung’s Event and New Products Feb 21, 2019
- Feb 20, 2019 Disney Discusses DTC Strategy, Disney and Apple Underestimated in DTC, Apple Acquires PullString Feb 20, 2019
- Feb 19, 2019 Apple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones Feb 19, 2019
- Feb 14, 2019 Additional Thoughts on a Paid Apple News Subscription, First Look at Apple's Self-Driving Car Fleet Data, Thursday Q&A Feb 14, 2019
- Feb 13, 2019 The WSJ’s Confusing Article About Apple News, Making Sense of a Paid Apple News Subscription, Apple to Hold March Event Feb 13, 2019
- Feb 12, 2019 Viral AirPods, Amazon to Buy Eero, Estimating Apple’s Google TAC Revenue Feb 12, 2019
- Feb 11, 2019 Deirdre O’Brien as Apple CEO Candidate, Apple’s CEO Funnel, Apple Brings Modem R&D In-House Feb 11, 2019
- Feb 7, 2019 Spotify Earnings, Daniel Ek’s Audio Manifesto, Sonos Earnings Feb 7, 2019
- Feb 6, 2019 Angela Ahrendts to Leave Apple Feb 6, 2019
- Feb 5, 2019 Spotify In Talks to Buy Gimlet Media, 4Q18 Microsoft Surface Sales, Updated Apple Earnings Model Feb 5, 2019
- Feb 4, 2019 Notes from Apple’s 1Q19 10-Q, Rationale Behind Apple Halting Buyback in 1Q19, Early Look at Apple’s 2Q19 Buyback Pace Feb 4, 2019
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January 2019
- Jan 31, 2019 Apple 1Q19 Earnings Review (Details) Jan 31, 2019
- Jan 30, 2019 Apple 1Q19 Earnings Review (Major Themes) Jan 30, 2019
- Jan 29, 2019 Apple Discloses Key App Store Financial Data Point, Hulu Revises Pricing, Aetna and Apple Announce Watch Partnership Jan 29, 2019
- Jan 28, 2019 Apple 1Q19 Earnings Preview, New Apple FY2019 and FY2020 Estimates, 2Q19 Apple Guidance Expectations Jan 28, 2019
- Jan 25, 2019 1Q19 Installed and User Base Estimates for iPad, Calculating the Mix of Apple Devices in Use, First Look at CY4Q18 China Smartphone Shipments Jan 25, 2019
- Jan 24, 2019 Apple’s Content Distribution Arm, 1Q19 iPhone Installed Base and User Base Estimates, Apple Restructures Project Titan Jan 24, 2019
- Jan 23, 2019 Netflix Earnings, Elon Musk’s Strange Letter to Employees, A Project Titan Observation Jan 23, 2019
- Jan 17, 2019 Tim Cook Calls for New Privacy Laws, The Intrigue Found with Apple Watch Insurer Subsidies, Thursday Q&A Jan 17, 2019
- Jan 16, 2019 Netflix Increases Subscription Pricing, Apple’s Game Plan for Video, Wall Street’s Ongoing Fascination with Apple M&A Jan 16, 2019
- Jan 15, 2019 iPhone Battery Replacement Data Leaks, NBCUniversal to Enter Streaming Wars, United Airlines Discloses Apple Travel Patterns Jan 15, 2019
- Jan 14, 2019 Four Takeaways from the WSJ’s Report on New iPhones, Thoughts on CES 2019, Using Design to Think Differently and Marginalize Industries Jan 14, 2019
- Jan 10, 2019 Netflix Moves Away from iTunes Billing for New Subscribers, Apple Releases Reclassified Sales Data, Thoughts on Decelerating Apple Services Growth Jan 10, 2019
- Jan 9, 2019 Deep Dive into Tim Cook’s Interview with CNBC’s Jim Cramer, Estimating Apple Watch Sales, Estimating AirPods Sales Jan 9, 2019
- Jan 8, 2019 Apple Brings iTunes to Samsung Smart TVs, Revisiting Apple’s Hardware Emphasis, Apple Expands AirPlay 2 Support to Smart TVs Jan 8, 2019
- Jan 7, 2019 Additional Thoughts on Apple Cutting 1Q19 Guidance Jan 7, 2019
- Jan 3, 2019 Thoughts on Apple Cutting 1Q19 Guidance Jan 3, 2019
- Jan 2, 2019 WSJ’s Apple Buyback Hit Job, Judging Apple Buyback Effectiveness, Netflix’s Bird Box Redefines Going Viral Jan 2, 2019
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December 2018
- Dec 20, 2018 iPhone Pessimism Has Hit an Inflection Point, Wall Street’s Problematic Stance on Apple Services, Thursday Q&A Dec 20, 2018
- Dec 19, 2018 iPhone Trouble in India, The NYT’s Facebook Bombshell, Apple Pushing Apple Music on Echo Dec 19, 2018
- Dec 18, 2018 Apple Pushes Back Against Qualcomm in China, Apple Hires Industrial Designer from Tesla, Update to App Store Trends Dec 18, 2018
- Dec 17, 2018 Apple’s U.S. Manufacturing Mess, Thoughts on Apple Bringing Manufacturing Back to the U.S., Apple Signs Peanuts Dec 17, 2018
- Dec 13, 2018 Apple Unveils U.S. Expansion Plans, Apple Expands Medical Staff, Thursday Q&A Dec 13, 2018
- Dec 12, 2018 Key Apple Production Partners Report OK Results, Scooter Companies Hit Speed Bumps, Ad-Based Publishing Is Imploding Dec 12, 2018
- Dec 11, 2018 An Apple Watch Aha Moment, Apple Unveils Updated Beddit Sleep Monitor, Stress Test Scenarios for Apple in China Dec 11, 2018
- Dec 10, 2018 Deep Dive into Apple’s iPhone Trade-In Promotion, Diagnosing an iPhone Problem, Apple Acquires Platoon for Apple Music Dec 10, 2018
- Dec 6, 2018 Additional Thoughts on Apple Music on Echo, Apple Is Emphasizing Hardware, The Wireless Headphone Wars Dec 6, 2018
- Dec 5, 2018 Apple Pushing Additional iPhone Promos, Qualcomm Goes on PR Offense Against Apple, Inside the Battle for Streaming Video Content Dec 5, 2018
- Dec 4, 2018 A Cheaper Apple Stock Buyback, Apple Supplier Cirrus Logic Issues Revenue Warning, Interest in AirPods Exploding Higher Dec 4, 2018
- Dec 3, 2018 Apple Bringing Apple Music to Echo Speakers, Apple’s Services Goals, A More Confident Apple Music Strategy Dec 3, 2018
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November 2018
- Nov 29, 2018 Apple Comments on iPhone XR Sales, A Sign of Apple Product Sales Disclosure to Come?, Thursday Q&A Nov 29, 2018
- Nov 28, 2018 Inside the Apple News Machine, YouTube Backs Away from Paid Subscriptions, Apple Partners with A24 for Movies Nov 28, 2018
- Nov 27, 2018 Mosaic Theory for iPhone Order Cuts, Initial Thoughts on Apple’s iPhone Strategy in 2019, Apple’s Answer to Overserving iPhone Users Nov 27, 2018
- Nov 26, 2018 Apple Cuts iPhone XR Pricing in Japan, Apple Resumes iPhone X Production, Canary in an iPhone Coal Mine Nov 26, 2018
- Nov 21, 2018 Deep Dive into Apple Product Sales Estimates, Apple as a Toolmaker, Valuing a Toolmaker Nov 21, 2018
- Nov 20, 2018 New Apple Financial Estimates, Thoughts on AAPL Valuation, Legacy Watchmakers Still Dragging Feet Nov 20, 2018
- Nov 19, 2018 WSJ Supports iPhone Order Cut Explanation, Additional Thoughts on iPhone Order Cuts, Sonos Earnings Nov 19, 2018
- Nov 15, 2018 Apple Unit Sales Became a Crutch, Apple Unwraps Custom Silicon Strategy, Netflix’s Tug-of-War Nov 15, 2018
- Nov 14, 2018 Disney's Video Strategy Update, An iPhone Slump?, A Possible iPhone Explanation Nov 14, 2018
- Nov 13, 2018 Apple's 3D Laser Supplier Announces Order Cut, The Finisar Wild Card, Early Read on iPhone XR Sales Nov 13, 2018
- Nov 12, 2018 Spotify 3Q18 Earnings, Estimating 3Q18 Microsoft Surface Unit Sales, Previewing Black Friday Promotions Nov 12, 2018
- Nov 8, 2018 Fitbit Earnings, Fossil / Garmin Wearable Results, Thursday Q&A Nov 8, 2018
- Nov 7, 2018 Jony Ive on the New iPad Pro, The iPad Pro Reviews, Laptop Replacements vs. Alternatives Nov 7, 2018
- Nov 6, 2018 Apple 2018 10-K Takeaways Nov 6, 2018
- Nov 5, 2018 Apple 4Q18 Earnings Review (Details) Nov 5, 2018
- Nov 2, 2018 Apple 4Q18 Earnings Review (Major Themes) Nov 2, 2018
- Nov 1, 2018 Apple's NYC Event Review (Full Notes) Nov 1, 2018
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October 2018
- Oct 31, 2018 Apple's NYC Event Review (Major Themes) Oct 31, 2018
- Oct 29, 2018 Thoughts Heading into Apple’s Product Event in NYC Oct 29, 2018
- Oct 25, 2018 Apple 4Q18 Earnings Preview (Part 3 - 1Q19 Guidance, Updated Apple Earnings Model, Final Thoughts), Tesla’s Strong Earnings Oct 25, 2018
- Oct 24, 2018 Apple 4Q18 Earnings Preview (Part 2 - iPhone, iPad, Mac, Apple Watch, Services Estimates) Oct 24, 2018
- Oct 23, 2018 Apple 4Q18 Earnings Preview (Part 1 - Setting the Stage), A New Tailwind for iPhone ASP, Jony Ive Is Hinting at Something Big Oct 23, 2018
- Oct 22, 2018 Tim Cook Goes After Bloomberg, Apple Leases Huge Manufacturing Building near Apple Park Oct 22, 2018
- Oct 18, 2018 Early Read on iPhone XS and XS Max Sales, App Store FY4Q18 Trends, Thursday Q&A Oct 18, 2018
- Oct 17, 2018 Netflix 3Q18 Earnings, Crunching iOS 12 Adoption Numbers, Facebook Revises Data Collection Stance with Portal Oct 17, 2018
- Oct 16, 2018 Jony Ive on Human Connection, Jony’s Power Within Apple, Phil Schiller at Adobe MAX Oct 16, 2018
- Oct 15, 2018 The Stock Market Sell-Off, Dialog Announces Apple Agreement, Apple Acquires Asaii Oct 15, 2018
- Oct 11, 2018 The Paid Video Streaming Market Is Wide Open, Apple to Bundle Original Content in TV App, AT&T Reveals Video Bundle Plans Oct 11, 2018
- Oct 10, 2018 Facebook Unveils Portal, Google Unveils Home Hub, Google Hid Data Bug Oct 10, 2018
- Oct 9, 2018 Thoughts on Bloomberg Businessweek’s China Hacking Story Oct 9, 2018
- Oct 4, 2018 Apple, Microsoft, and the Art of Simplicity, NYT Magazine Questions Apple’s Vision and Privacy Stance, Honda Invests in GM Cruise Oct 4, 2018
- Oct 3, 2018 Tim Cook Sits Down with VICE News, Microsoft’s Surface Event, Microsoft's Surface All Access Oct 3, 2018
- Oct 2, 2018 Estimating Apple’s Google TAC Revenue, Smart Speaker Usage Trends, Apple's New iPhone XS Ad Oct 2, 2018
- Oct 1, 2018 Apple Adds Second Apple Watch Series 4 Manufacturer, Elon Musk Settles with the SEC, How to Tame Elon Musk Oct 1, 2018
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September 2018
- Sep 27, 2018 The Good and Bad News with Apple News, Apple News as a Paid Subscription, Thursday Q&A Sep 27, 2018
- Sep 26, 2018 iPhone XR Delay Doesn’t Look Intentional, iPhone BOM Funny Math, 1H18 Music Industry Revenue Trends Sep 26, 2018
- Sep 25, 2018 Amazon's Hardware Event, SiriusXM Buys Pandora, Apple Completes Shazam Acquisition Sep 25, 2018
- Sep 24, 2018 iPhone XS Max Initial Impressions, Apple Watch Series 4 Initial Impressions, WSJ Raises Warning Flag on Apple Video Sep 24, 2018
- Sep 20, 2018 Connecting the Apple Dots (Continued), Apple Watch and Redefining Watches, Thursday Q&A Sep 20, 2018
- Sep 19, 2018 Odd iPhone XS Reviews, iPhone Reviews as Camera Reviews, iPhone Upgraders Sep 19, 2018
- Sep 18, 2018 Jony Ive Talks with The Washington Post, Apple Products Removed from Tariffs List, Sonos Earnings Sep 18, 2018
- Sep 17, 2018 Apple Event Review: Full Notes Sep 17, 2018
- Sep 13, 2018 Apple Event Review: Major Themes and Takeaways Sep 13, 2018
- Sep 11, 2018 Apple’s M&A Philosophy, A Controlled iPhone Leak by Apple?, The Large iPhone Screen Narrative Sep 11, 2018
- Sep 10, 2018 Apple Discloses Products Impacted by U.S. Tariffs, Apple's Tariffs Risk, Estimating Tariff's Impact on Apple Earnings Sep 10, 2018
- Sep 6, 2018 Dyson’s Electric Car Plans Move Forward, Fingerprint on Display as a Differentiator?, Thursday Q&A Sep 6, 2018
- Sep 5, 2018 Samsung to Unveil Foldable Smartphone, Amazon Crosses Trillion Dollar Market Cap, The Difference Between Apple and Amazon Sep 5, 2018
- Sep 4, 2018 Previewing Apple's Product Event, 3Q18 Apple Watch Installed and User Base Estimates Sep 4, 2018
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August 2018
- Aug 30, 2018 3Q18 iPad Installed and User Base Estimates, The Changing Face of iPhone Sales, Apple Acquires Akonia Holographics Aug 30, 2018
- Aug 29, 2018 3Q18 iPhone Installed and User Base Estimates, Thinking About iPhone Upgraders, Bose Unveils New Stationary Speakers Aug 29, 2018
- Aug 28, 2018 Toyota Partners with Uber, A Key Value Driving Project Titan, Apple Pushing Paid iCloud Storage Aug 28, 2018
- Aug 27, 2018 Netflix Testing Ways to Bypass iTunes Billing, Impact on Apple Services Revenue, Tesla to Remain Public Aug 27, 2018
- Aug 21, 2018 The Rise of iPhone X Copycats, Apple vs. Samsung Design Bets, Tencent Struggles Aug 21, 2018
- Aug 20, 2018 Apple Earnings Model, Apple FY2018 and FY2019 Estimates, Apple Valuation Aug 20, 2018
- Aug 16, 2018 Apple's Growth Narrative, Amazon Considering Buying Movie Theaters, Thursday Q&A Aug 16, 2018
- Aug 15, 2018 2Q18 Stationary Smart Speaker Sales, Estimating HomePod Sales, Amazon Alexa Device Sales Uncovered Aug 15, 2018
- Aug 14, 2018 Peak Smartphone Innovation Absurdity, Swiss Watch Market Is Bifurcating, Waymo Announces Corporate Partnerships Aug 14, 2018
- Aug 13, 2018 Doug Field Joins Project Titan, Samsung’s Product Event in NYC, Samsung Continues to Bet on Circular Smartwatch Faces Aug 13, 2018
- Aug 9, 2018 Deep Dive into iPhone Channel Inventory, Estimating Sell-Through iPhone Demand, Apple Paid Subscription Trends Aug 9, 2018
- Aug 8, 2018 Elon Musk Wants to Take Tesla Private, Tesla Funding and Apple, Disney Discusses Video Strategy Aug 8, 2018
- Aug 7, 2018 Fitbit Earnings, Garmin Earnings, Wrist Wearables Market Observations Aug 7, 2018
- Aug 6, 2018 Apple 3Q18 10-Q Notes, Apple Surpasses Trillion-Dollar Market Cap Aug 6, 2018
- Aug 2, 2018 Apple 3Q18 Earnings Review (Details) Aug 2, 2018
- Aug 1, 2018 Apple 3Q18 Earnings Review (Major Themes) Aug 1, 2018
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July 2018
- Jul 31, 2018 Apple’s Tricky Road to a Trillion, Samsung’s Flagship Smartphone Not Selling Well, Walmart Exploring Subscription Video Streaming Service Jul 31, 2018
- Jul 30, 2018 Apple’s Growing Confidence in iPad, Spotify 2Q18 Earnings, Apple to Drop Qualcomm Modems Jul 30, 2018
- Jul 26, 2018 Apple 3Q18 Earnings Preview (Revenue, EPS, Share Buyback, 4Q18 Guidance), Facebook's Dramatic Stock Price Drop Jul 26, 2018
- Jul 25, 2018 Apple 3Q18 Earnings Preview (iPad, Mac, Apple Watch, Other Products, and Services Estimates) Jul 25, 2018
- Jul 24, 2018 Apple 3Q18 Earnings Preview (iPhone Estimates) Jul 24, 2018
- Jul 23, 2018 Apple 3Q18 Earnings Preview (Setting the Stage), Apple's OLED Diversification Efforts Grow, Mapping Video Talent in Hollywood Jul 23, 2018
- Jul 20, 2018 How Apple Is Changing, 2Q18 Microsoft Surface Sales, Q&A Jul 20, 2018
- Jul 19, 2018 Additional Thoughts on iPhone Sales Mix, Netflix Moves into Radio, Berkshire Having Trouble Spending Excess Cash Jul 19, 2018
- Jul 18, 2018 App Store vs. Google Play Metrics, iPhone Sales Mix, 2Q18 PC and Mac Shipments Jul 18, 2018
- Jul 17, 2018 Netflix 2Q18 Earnings, Facebook Hires Google Chip Leader, Apple’s Struggles in India Continue Jul 17, 2018
- Jul 12, 2018 App Store Turns 10, Valuing Wall Street Giants, Magic Leap Hype Fizzles Jul 12, 2018
- Jul 11, 2018 Project Titan Is Huge, John Giannandrea Starts at Apple Jul 11, 2018
- Jul 10, 2018 AT&T / HBO Drama, Poaching HBO Talent, Microsoft Surface Go Jul 10, 2018
- Jul 9, 2018 Sonos Files to Go Public, The Sonos Problem, Apple Music Pulls Ahead of Spotify in the U.S. Jul 9, 2018
- Jul 5, 2018 Tesla's Rapid Evolution, Conventional Wisdom vs. Tesla, Microsoft Working on Foldable Surface Jul 5, 2018
- Jul 3, 2018 Apple’s U.S.-Centric Approach for Services, Lyft Moves Big into Bikes, LG Orders Hint at iPhone X Plus Pricing Jul 3, 2018
- Jul 2, 2018 Apple Maps 2.0, Apple’s Motivation Behind Apple Maps 2.0, Revisiting Project Titan and Apple Maps Jul 2, 2018
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June 2018
- Jun 28, 2018 Thoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A Jun 28, 2018
- Jun 27, 2018 Apple's Controlling Sound Strategy, Instagram Unveils IGTV, More Smoke for Spotify's Video Ambitions Jun 27, 2018
- Jun 26, 2018 Tim Cook at His Best, Apple Announces 2018 U.S. Midterms Coverage, The Apple News Advantage Jun 26, 2018
- Jun 25, 2018 Apple Announces MacBook Keyboard Service Program, The Case of the Missing AirPower, Apple Partners with Sesame Workshop Jun 25, 2018
- Jun 21, 2018 Is Apple a Hits-Driven Business?, Apple Is Leading the AR Arms Race, Apple Poaches Key Waymo Engineer Jun 21, 2018
- Jun 20, 2018 Tim Cook - The Diplomat, Disney Desperately Wants 21st Century Fox, The 80 / 20 Rule for Mac Jun 20, 2018
- Jun 19, 2018 Sad State of Mac Hardware, Apple's "Behind the Mac" Ad Campaign, Apple Teams Up with Oprah Jun 19, 2018
- Jun 18, 2018 Above Avalon 2.0 (New Subscriber Features and Pricing), WSJ Goes After High-End iPhones Jun 18, 2018
- Jun 14, 2018 The Netflix Strategy, Apple vs. Netflix, Thursday Q&A Jun 14, 2018
- Jun 13, 2018 AT&T's Time Warner Deal Gets the Green Light, Tesla Announces Major Round of Layoffs, Bird Scooter Valuation Soaring Jun 13, 2018
- Jun 12, 2018 The Share Buyback Economy, Waymo to Expand Self-Driving Car Fleet by 100x, SoftBank Invests in GM Cruise Jun 12, 2018
- Jun 11, 2018 Apple Lowers New iPhone Component Orders, AirPods Gain Live Listen Feature, Apple Watch Solid-State Buttons Jun 11, 2018
- Jun 7, 2018 Tim Cook Talks with CNNMoney, The Talk Show at WWDC, The Federighi Interview with Wired Jun 7, 2018
- Jun 6, 2018 Reviewing Apple's WWDC 2018 (Full Notes) Jun 6, 2018
- Jun 5, 2018 Reviewing Apple’s WWDC 2018 (Major Themes) Jun 5, 2018
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May 2018
- May 31, 2018 The Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A May 31, 2018
- May 30, 2018 Apple Launches Free Trials for Paid iCloud Storage, The Problem with Apple's iCloud Strategy, Microsoft Surpasses Alphabet in Market Cap May 30, 2018
- May 29, 2018 Previewing Apple's WWDC 2018, Microsoft to Sell Low-Cost Surfaces May 29, 2018
- May 24, 2018 Apple to Build Self-Driving Vans with Volkswagen, Calculating the Mix of Apple Devices in Use May 24, 2018
- May 23, 2018 2Q18 iPad Installed and User Base Estimates, 2Q18 Apple Watch Installed and User Base Estimates May 23, 2018
- May 22, 2018 2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility May 22, 2018
- May 21, 2018 1Q18 Smart Speaker Sales, Revisiting My Stationary Smart Speaker Mirage Thesis, YouTube Premium May 21, 2018
- May 17, 2018 Demystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix May 17, 2018
- May 15, 2018 Tesla's Reorganization, Tesla vs. Apple Turnover, Apple Expands Self-Driving Car Fleet May 15, 2018
- May 14, 2018 Apple to Launch Apple Pay Credit Card, Apple's TV App Coming into Focus, The ZTE Twist May 14, 2018
- May 10, 2018 Jony Ive's Odd Interview with Hodinkee, Thursday Q&A May 10, 2018
- May 9, 2018 Google I/O 2018, Apple vs. Google, Google's Wearables Strategy Is MIA May 9, 2018
- May 8, 2018 Fitbit Earnings, Spotify Earnings May 8, 2018
- May 7, 2018 Apple 2Q18 10-Q Notes, Warren Buffett Doubles Down on Apple Again May 7, 2018
- May 3, 2018 Apple 2Q18 Earnings Review (Full Notes) May 3, 2018
- May 2, 2018 Apple 2Q18 Earnings Review (Major Themes) May 2, 2018
- May 1, 2018 Sonos Prepares for IPO, Netflix Considered Buying Movie Theaters, Latest Microsoft Surface Sales May 1, 2018
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April 2018
- Apr 30, 2018 Apple Working on VR Headset?, Doubling Apple's Buyback Pace, Apple Officially Discontinues AirPort Apr 30, 2018
- Apr 26, 2018 Apple 2Q18 Earnings Preview (Revenue, EPS, Capital Return, 3Q18 Guidance), iPhone X Is Being Targeted Apr 26, 2018
- Apr 25, 2018 Apple 2Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates) Apr 25, 2018
- Apr 24, 2018 Apple 2Q18 Earnings Preview (iPhone Estimates) Apr 24, 2018
- Apr 23, 2018 Apple 2Q18 Earnings Preview (Setting the Stage), Apple's Rough Week on Wall Street, Apple Expanding iPhone Production in India Apr 23, 2018
- Apr 19, 2018 Apple's New Wall Street Narrative, Amazon Discloses Number of Prime Members, Subscription Mania Has Arrived Apr 19, 2018
- Apr 18, 2018 Best Buy Partners with Amazon Fire TV, AirPods Copycats Have Arrived, App Store Spending Data Apr 18, 2018
- Apr 17, 2018 Netflix 1Q18 Earnings, Netflix's Momentum, Apple's War on Leakers Apr 17, 2018
- Apr 16, 2018 Apple Flops vs. Winners, Apple Reaches Clean Energy Milestone, Tim Cook's Values Apr 16, 2018
- Apr 12, 2018 New Reports Throw Cold Water on HomePod Sales, Making Sense of HomePod Shipments, Thursday Q&A Apr 12, 2018
- Apr 11, 2018 Apple's Original Video Strategy Taking Shape, Spotify and Hulu Expand Partnership, Mark Zuckerberg vs. Tim Cook Apr 11, 2018
- Apr 10, 2018 Apple to Ditch Intel Chips in Macs?, Uber Acquires Jump Bikes, Apple Announces Product Red iPhone 8 and 8 Plus Apr 10, 2018
- Apr 9, 2018 A Mac Pro Update, Apple Unveils Pro Strategy, Revisiting Apple's Achilles' Heel Apr 9, 2018
- Apr 5, 2018 Apple Poaches Google A.I. Leader, Apple Expands Executive Team Apr 5, 2018
- Apr 4, 2018 Apple's Education Event Review Apr 4, 2018
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March 2018
- Mar 22, 2018 Apple Pushes Out Jimmy Iovine, Is Apple Moving Past Beats? Mar 22, 2018
- Mar 21, 2018 Inside Apple's 3D Sensor Head Start, The Growing Online Publishing War, Apple Partners with John Lewis for HomeKit Demo Mar 21, 2018
- Mar 20, 2018 The Facebook Privacy Fallout, First Pedestrian Fatality Tied to Self-Driving Car, Spotify Hardware? Mar 20, 2018
- Mar 19, 2018 My Apple R&D Grand Theory, Apple Developing Its Own Displays, Irony Behind Apple's Bet on Screens Mar 19, 2018
- Mar 15, 2018 Apple's Key Advantage with Wearables, Lyft Partners with Magna, Thursday Q&A Mar 15, 2018
- Mar 14, 2018 U.S. Tariffs on Apple Products?, Fitbit Unveils Versa Smartwatch, Apple Watch vs. Everyone Else Mar 14, 2018
- Mar 13, 2018 Apple to Acquire Texture, Apple Doubling Down as a Content Distributor, Eddy Cue Speaks at SXSW Mar 13, 2018
- Mar 12, 2018 Apple's "Sound on the Go" Strategy, Android vs. iOS Loyalty, Bird Raises $100M Mar 12, 2018
- Mar 8, 2018 Samsung Galaxy S9 Orders Underperforming, Misplaced Demand Fears for High-End Smartphones, Thursday Q&A Mar 8, 2018
- Mar 7, 2018 Garmin 4Q17 Wearables Sales, A Shrinking Fitness Tracker Market, Deep Dive into 4Q17 Wearables Market Mar 7, 2018
- Mar 6, 2018 The WSJ's Refurbished iPhone Theory, Nokia Health (Withings) In Trouble, Thoughts on Nokia Health as an Apple Acquisition Mar 6, 2018
- Mar 5, 2018 Cannibalizing the iPad Even Further, Tim Cook Talks to Fast Company, Odd MacBook Air Rumors Mar 5, 2018
- Mar 1, 2018 Spotify Files to Go Public, Takeaways from Spotify User Data, Spotify's Path to Profitability Mar 1, 2018
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February 2018
- Feb 28, 2018 Intel's Vaunt Smart Glasses, Amazon Acquires Ring, Apple's Approach to the Home Feb 28, 2018
- Feb 27, 2018 Apple to Release Three New iPhones, Thoughts on New iPhone Pricing, Fitbit's Smartwatch Flopped Feb 27, 2018
- Feb 26, 2018 Estimating the iPhone Installed Base, Estimating the iPhone User Base, Samsung Unveils Galaxy S9 and S9+ Feb 26, 2018
- Feb 22, 2018 The Goldilocks Era for iPhone, Apple's Lack of iPhone Visibility, Thursday Q&A Feb 22, 2018
- Feb 21, 2018 WSJ's Odd iPhone Story, Apple Plays a Different Game, Apple Isn't an Ecosystem Company Feb 21, 2018
- Feb 20, 2018 Estimating Microsoft Surface Sales, Fossil Seeing Minor Wearables Traction, Notes from Apple's 1Q18 10-Q Feb 20, 2018
- Feb 15, 2018 HomePod Leaving Marks on Some Furniture, Apple's Obligation to Customers, Warren Buffett Increases Apple Stake Feb 15, 2018
- Feb 14, 2018 Apple Delays iOS 12 Features, iOS Development Timeline Changes, A Tug-of-War Within Apple Feb 14, 2018
- Feb 13, 2018 Goldman Sachs Looking at iPhone Financing, Apple Slows Down Debt Buying, Google to Embrace iPhone X Notch Feb 13, 2018
- Feb 12, 2018 AAPL Volatility, Apple Is Winning the HomePod Debate, Apple Music to Surpass Spotify in U.S. Feb 12, 2018
- Feb 5, 2018 Apple 1Q18 Earnings Review (Full Notes) Feb 5, 2018
- Feb 2, 2018 Apple 1Q18 Earnings Review (Major Themes) Feb 2, 2018
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January 2018
- Jan 31, 2018 The HomePod Manifesto, Reception to HomePod Is Shifting, iPhone Sales Share Hits Record High in China Jan 31, 2018
- Jan 30, 2018 Nikkei Throws Cold Water on iPhone X, iPhone X Demand Worries Overblown, Apple Supplier Refutes Nikkei's iPhone X Claim Jan 30, 2018
- Jan 29, 2018 HomePod's Actual Competition, Apple Watch's Competition, The Sonos Sales Pitch Jan 29, 2018
- Jan 25, 2018 Apple 1Q18 Earnings Preview (Revenue, EPS, 2Q18 Guidance, Big Picture) Jan 25, 2018
- Jan 24, 2018 Apple 1Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates), Apple Watch Is a Bridge to the Future, Netflix 4Q17 Earnings Jan 24, 2018
- Jan 23, 2018 Apple 1Q18 Earnings Preview (iPhone Sales Estimate) Jan 23, 2018
- Jan 22, 2018 Apple 1Q18 Earnings Preview (Setting the Stage), iOS 11 Adoption, BMW and CarPlay Pricing Jan 22, 2018
- Jan 18, 2018 Apple Announces Massive U.S. Investment Plan, Green Light for Apple Ramping Share Buyback, Thursday Q&A Jan 18, 2018
- Jan 17, 2018 Breaking Down Stationary Smart Speaker Hype, NYT Goes Off on Apple Watch, Fashion and Luxury Executives Depart Apple Jan 17, 2018
- Jan 16, 2018 Fading CES Presence, 4Q17 PC and Mac Sales, AT&T/Huawei Jan 16, 2018
- Jan 11, 2018 Stellar iPhone X Sales Trends in China, Thoughts on a Mega iPhone Upgrade Cycle, Thursday Q&A Jan 11, 2018
- Jan 10, 2018 Apple Urged to Address iPhone Addiction Among Kids, CES 2018, Iovine Downplays Departure Rumors Jan 10, 2018
- Jan 9, 2018 GoPro Puts Itself Up for Sale, Revisiting GoPro as Apple Acquisition Target, Stationary Speakers Impacting Smartphone Usage Jan 9, 2018
- Jan 8, 2018 Apple Releases App Store Financials for 2017, Jimmy Iovine to Leave Apple, Apple's Performance in 2017 Jan 8, 2018
- Jan 4, 2018 Irresponsible Apple M&A Chatter, Business Models for Stationary Smart Speakers, Tepid ARKit Developer Adoption Jan 4, 2018
- Jan 3, 2018 Estimating Amazon Echo Holiday Sales, Estimating Google Home Holiday Sales, HomePod's Missed Opportunity? Jan 3, 2018
- Jan 2, 2018 Apple Publishes Message About iPhone Throttling, Apple Lowers iPhone Battery Replacement Pricing, Long-Term iPhone Concerns Grow Jan 2, 2018
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December 2017
- Dec 21, 2017 Apple Responds to iPhone Throttling Allegation, Alternatives to iPhone Throttling, Apple's Underlying Older iPhone Problem Dec 21, 2017
- Dec 20, 2017 U.S. Tax Bill and AAPL Valuation, China Smartphone Players Cut Orders, Adidas Exits Wrist Wearables Dec 20, 2017
- Dec 19, 2017 Apple Valuation Metrics, WSJ's Odd Stance on Apple Taxes, Huawei to Expand in U.S. Dec 19, 2017
- Dec 18, 2017 Final U.S. Tax Bill Unveiled, Apple's New Effective Tax Rate, AirPods Sell Out Dec 18, 2017
- Dec 14, 2017 Apple Talks HomePod Delay, Apple and Finisar, Thursday Q&A Dec 14, 2017
- Dec 13, 2017 Apple Has Too Much Cash, Apple's M&A Strategy, iMac Pro Reviews Dec 13, 2017
- Dec 12, 2017 Apple Announces Shazam Acquisition, Playing Devil's Advocate with Shazam, Apple Launches App Store Pre-Orders Dec 12, 2017
- Dec 11, 2017 Apple Redefines Jony Ive's Responsibility, Connecting the Apple Design Dots, Apple Plans to Acquire Shazam Dec 11, 2017
- Dec 7, 2017 Apple Watch Interest Hits Inflection Point, Apple Developing Power Management Chips, Smartphone Consolidation in China Dec 7, 2017
- Dec 6, 2017 iPhone Sales Share Plummets in October, Comparing New iPhone Sales Pace to Previous Years, Google Removes YouTube from Fire TV Dec 6, 2017
- Dec 5, 2017 CVS to Buy Aetna, Apple COO Jeff Williams Talks Health, FDA Approves First Apple Watch Accessory Dec 5, 2017
- Dec 4, 2017 Smart Speaker Market Isn't What It Seems, Apple Considering Lower Entry-Level iPad Pricing, U.S. Senate Passes Tax Bill Dec 4, 2017
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November 2017
- Nov 30, 2017 Apple Design Studio's Big Upgrade, Music Streaming Is Bad Business, Thursday Q&A Nov 30, 2017
- Nov 29, 2017 Mac Vision vs. Mac Strategy, Apple's Obligation to Mac Users, Apple Potentially Testing Self-Driving Cars in Arizona Nov 29, 2017
- Nov 28, 2017 iPhone X Supply Rapidly Improving, A Big Apple Manufacturing Win, Fixing the MacBook Pro Nov 28, 2017
- Nov 27, 2017 Apple's Growing Finance Arm, More Smoke for New iPhone SE, Apple Acquires Vrvana Nov 27, 2017
- Nov 21, 2017 The New iPad Pro Ad, iMac Pro Rumored to Include A10 Fusion Chip, iPhone X Named Best Invention of Year Nov 21, 2017
- Nov 20, 2017 Apple Delays HomePod Launch, Apple's Growing Problem with Product Delays, Tesla Unveils Semi Truck and Roadster 2.0 Nov 20, 2017
- Nov 16, 2017 Apple Retail's Top Priorities, Apple Retail Pushed to Breaking Point, Jony Ive Talks with Wallpaper Magazine Nov 16, 2017
- Nov 15, 2017 Disclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter Nov 15, 2017
- Nov 14, 2017 A Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line Nov 14, 2017
- Nov 13, 2017 Disney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama Nov 13, 2017
- Nov 9, 2017 More Smoke for Apple Glasses, Fitting Apple Glasses in Apple's Product Line, Thursday Q&A Nov 9, 2017
- Nov 8, 2017 Apple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive Nov 8, 2017
- Nov 7, 2017 Apple 2017 10-K Takeaways Nov 7, 2017
- Nov 6, 2017 Apple 4Q17 Earnings Review: Details Nov 6, 2017
- Nov 3, 2017 Apple 4Q17 Earnings Review: Major Themes Nov 3, 2017
- Nov 2, 2017 Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy Nov 2, 2017
- Nov 1, 2017 Apple 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy Nov 1, 2017
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October 2017
- Oct 30, 2017 Apple 4Q17 Earnings Preview Oct 30, 2017
- Oct 26, 2017 Bloomberg's Scathing Face ID Accusation, Apple's Response to Bloomberg, Calling an iPhone X Rumor Timeout Oct 26, 2017
- Oct 25, 2017 A Snap Spectacles Roller Coaster, Apple Acquires PowerbyProxi Oct 25, 2017
- Oct 24, 2017 Life Insurer to Subsidize Apple Watch, iPhone X Supply Update Oct 24, 2017
- Oct 23, 2017 Apple Product Distribution Mix, Delta Allegedly Switching to Apple, Verizon Seeing Wearables Momentum Oct 23, 2017
- Oct 19, 2017 Analyzing Apple's Grand Vision, Apple's Achilles' Heel, Thursday Q&A Oct 19, 2017
- Oct 18, 2017 iPhone X Production Ramping, GM Self-Driving Cars Coming to NYC, Magic Leap Craziness Oct 18, 2017
- Oct 17, 2017 Netflix 3Q17 Earnings, Netflix as an Acquirer, Apple Considered Buying Medical Clinics Oct 17, 2017
- Oct 16, 2017 iPhone Sales Strength in U.S. Continues, Qualcomm Seeks iPhone Ban in China Oct 16, 2017
- Oct 12, 2017 Apple Screen Size Trends, Mark Zuckerberg's VR Vision, Thursday Q&A Oct 12, 2017
- Oct 11, 2017 Tim Cook Discusses AR Glasses, Deep Dive into 3Q17 Mac and PC Sales, Apple Bets on "Amazing Stories" Series Oct 11, 2017
- Oct 10, 2017 iPad Installed Base and User Base Estimates, iPhone 8 Plus Outselling iPhone 8 Oct 10, 2017
- Oct 9, 2017 Jony Ive Speaks at The New Yorker Conference, Sonos Questions Oct 9, 2017
- Oct 5, 2017 Google's Hardware Event, Google Priorities, Areas of Concern for Apple Oct 5, 2017
- Oct 4, 2017 iPhone X Risk Is Being Underestimated, iPhone X Pricing Concerns Overblown, iOS 11 Adoption Pace Oct 4, 2017
- Oct 3, 2017 Apple Watch Installed Base and User Base Estimates, Measuring Apple Watch Adoption, Apple Acquires Regaind Oct 3, 2017
- Oct 2, 2017 Estimating iPhone Installed Base and User Base, Apple Music Subscriber Total Update, Music Streaming's Missing Piece Oct 2, 2017
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September 2017
- Sep 28, 2017 Amazon's Peculiar Hardware Event, Gauging Amazon and Apple Competition, Thursday Q&A Sep 28, 2017
- Sep 27, 2017 Grading Apple Watch on a Curve, Swiss Watch Makers Still in Denial, Thoughts on iPhone X Production Sep 27, 2017
- Sep 26, 2017 iPhone Sales in China Continue to Stabilize, Apple Replaces Bing with Google for Siri Search Sep 26, 2017
- Sep 25, 2017 Long Lines Outside Apple Stores Are History, Early iPhone 8 Sales Trends, Google Buys HTC Assets Sep 25, 2017
- Sep 21, 2017 A Cellular Apple Watch Black Eye, My Cellular Apple Watch Connectivity Issue Theory, Thursday Q&A Sep 21, 2017
- Sep 20, 2017 The iPhone 8 Review Dilemma, iPhone User Base Breakdown by Model, Amazon Working on Alexa Glasses Sep 20, 2017
- Sep 19, 2017 iPhone Isn't a Veblen Good, The Intriguing Gold iPhone 8, Thoughts on Early iPhone and Watch Orders Sep 19, 2017
- Sep 18, 2017 Inside Apple's A11 Bionic Chip, Apple Talks Face ID, The Face ID Rumor Surprise Sep 18, 2017
- Sep 14, 2017 Apple Event Review: Full Notes Sep 14, 2017
- Sep 13, 2017 Apple Event Review: Major Themes Sep 13, 2017
- Sep 11, 2017 Previewing Apple's Inaugural Event at Steve Jobs Theater Sep 11, 2017
- Sep 7, 2017 Samsung's OLED Monopoly, NYT Goes After Apple Job Inequality, Thursday Q&A Sep 7, 2017
- Sep 6, 2017 Siri Leadership Changes Hands, Eddy Cue's Role Within Apple, Apple Debt Doubt Sep 6, 2017
- Sep 5, 2017 My iPhone in China Theory, Deep Dive into Roku's IPO Filing, Apple Searching for Apple Studios HQ Sep 5, 2017
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August 2017
- Aug 31, 2017 Alexa Partners with Cortana, Google Unveils ARCore, The ARKit Hype Phase Aug 31, 2017
- Aug 30, 2017 The Apple Television Set Debate, Saying No to an Apple Television Set, Tim Cook Barnstorms Across U.S. Aug 30, 2017
- Aug 29, 2017 Fitbit Unveils Ionic Smartwatch, Apple to Unveil 4K Apple TV Box, Apple TV Intrigue Aug 29, 2017
- Aug 28, 2017 Apple to Launch Self-Driving Shuttle Service, Project Titan Isn't a Rorschach Test, A $999 OLED iPhone Aug 28, 2017
- Aug 17, 2017 Estimating iPhone Sales Mix by Model, Video Streaming Is an Arms Race, Thursday Q&A Aug 17, 2017
- Aug 16, 2017 The Future of Apple's Cash Machine, Apple Sets Original Video Content Budget, Apple Studios Taking Shape Aug 16, 2017
- Aug 15, 2017 Aetna Looking to Subsidize Apple Watch, Thoughts on New Apple Watch Pricing and Naming Aug 15, 2017
- Aug 14, 2017 2Q17 Wearables Market Deep-Dive, Apple Working on Various AR Glasses Prototypes, Snap Spectacles Are Flopping Aug 14, 2017
- Aug 10, 2017 Disney Announces Huge Strategic Shift, Disney's Impact on Apple, Thursday Q&A Aug 10, 2017
- Aug 9, 2017 Fitbit Betting the Farm on a Smartwatch, Fossil Losing Steam in Wearables, Ming-Chi Kuo's Big iPhone Reversal Aug 9, 2017
- Aug 8, 2017 A Cellular Apple Watch Isn't a Stretch, Apple 3Q17 10-Q Takeaways Aug 8, 2017
- Aug 7, 2017 Apple to Sell Cellular Apple Watch, Apple Watch to Follow iPhone "S" Cycle, My Theory on Intentional Apple Leaks Aug 7, 2017
- Aug 3, 2017 Apple 3Q17 Earnings Review: Details Aug 3, 2017
- Aug 2, 2017 Apple 3Q17 Earnings Review: Major Themes Aug 2, 2017
- Aug 1, 2017 The End of the iPod Era, Tesla Model 3 Deliveries Begin Aug 1, 2017
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July 2017
- Jul 31, 2017 Apple 3Q17 Earnings Expectation Meters, Apple Glasses Timing, Apple Pulls VPN Apps in China Jul 31, 2017
- Jul 27, 2017 Jony Ive Is Leading Apple, Inside Samsung's Culture, Facebook Working on Smart Speaker Jul 27, 2017
- Jul 26, 2017 Apple 3Q17 Earnings Preview (4Q17 Guidance Discussion), Estimating Microsoft Surface Sales, The Rock Sells Siri Jul 26, 2017
- Jul 25, 2017 Apple 3Q17 Earnings Preview (iPad, Apple Watch, Mac, Services Estimates) Jul 25, 2017
- Jul 24, 2017 Apple 3Q17 Earnings Preview (Setting the Stage, iPhone Sales Estimate) Jul 24, 2017
- Jul 20, 2017 Gauging Apple's Share Buyback Effectiveness, Netflix 2Q17 Earnings, Content's Value in Silicon Valley Jul 20, 2017
- Jul 19, 2017 WSJ Trashes Apple Design, Apple Appoints VP of China Jul 19, 2017
- Jul 18, 2017 Amazon Working on Better Echo Speakers, Smart Speaker Innovation, Estimating Amazon Echo Sales Jul 18, 2017
- Jul 17, 2017 New iPhone Production Delay Rumors Build, Production Rumors Hint at New iPhone Pricing Jul 17, 2017
- Jul 13, 2017 Deep Dive into 2Q17 Mac and PC Sales, Additional Thoughts on New iPhone Pricing, Thursday Q&A Jul 13, 2017
- Jul 12, 2017 Panic at Apple Ahead of OLED iPhone, Apple Losing Video Market Share, Jawbone to Liquidate Jul 12, 2017
- Jul 11, 2017 Thoughts on New iPhone Pricing and Naming Jul 11, 2017
- Jul 10, 2017 App Store 2.0, Apple Betting Big on Editorial Curation, Turning the App Store into Something Bigger Jul 10, 2017
- Jul 6, 2017 My Ming-Chi Kuo Theory, Tesla Sales Update Jul 6, 2017
- Jul 5, 2017 New iPhone Expected to Include Facial Recognition, The Odd Touch ID Story Jul 5, 2017
- Jul 3, 2017 How the iPhone Changed Apple, Jony Ive Speaks at Norman Foster Forum, Apple Is a Toolmaker Jul 3, 2017
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June 2017
- Jun 29, 2017 The iPad Debate Rages On, iPads Don't Replace Laptops, iOS Doesn't Replace macOS Jun 29, 2017
- Jun 28, 2017 Apple ARKit Ahead of Curve, Apple Shipping iPhones Made in India, Pearl Automation Shuts Down Jun 28, 2017
- Jun 27, 2017 Apple Has Not Partnered with Hertz, Alphabet Partners with Avis, Apple Acquires SensoMotoric Instruments Jun 27, 2017
- Jun 26, 2017 The Niche Mac, A Tesla Music Streaming Service, Imagination Tech Looking to Sell Itself Jun 26, 2017
- Jun 22, 2017 Microsoft's iPad Pro Frustration, Virgin Mobile Becomes First iPhone Exclusive Carrier, Thursday Q&A Jun 22, 2017
- Jun 21, 2017 The Scott Forstall Interview, An Apple with Scott Forstall, Apple's War on Leakers Jun 21, 2017
- Jun 20, 2017 iPhone Sales Share Bottoming in China, PayPal Downplays Apple Pay Cash Threat, Apple Working on Medical Data Depository Jun 20, 2017
- Jun 19, 2017 Apple Poaches Sony TV Executives, Tim Cook's Strong Businessweek Interview, Spotify Discloses User Count Jun 19, 2017
- Jun 15, 2017 HomePod and Augmented Hearing, The Smart Home Is Wide Open, Google Poaches Apple SoC Architect Jun 15, 2017
- Jun 14, 2017 Tim Cook Confirms Autonomous Systems Interest, WSJ Goes After Siri, Siri Usage Numbers Jun 14, 2017
- Jun 13, 2017 WWDC's Tech Focus, Apple Addresses Tipping in App Store, OLED iPhone Supply Fears Subsiding Jun 13, 2017
- Jun 12, 2017 Apple Executives Talk to Developers, Apple Music Subscriber Count Update Jun 12, 2017
- Jun 8, 2017 Tim Cook Talks HomePod, The iPad as a Crossover Vehicle, Thursday Q&A Jun 8, 2017
- Jun 7, 2017 WWDC 2017 Review: Full Notes Jun 7, 2017
- Jun 6, 2017 WWDC 2017 Review: Major Themes Jun 6, 2017
- Jun 1, 2017 Apple WWDC 2017 Preview (Growing Anticipation, My Expectations, Wildcards) Jun 1, 2017
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May 2017
- May 31, 2017 Andy Rubin's Essential Phone, Rubin at Code Conference, Everyone Is Trying to Beat iPhone May 31, 2017
- May 30, 2017 Apple Working on AI Chip, Apple Poaches Qualcomm VP, Marc Newson's $12,000 Hourglass May 30, 2017
- May 25, 2017 Apple Acquires Beddit, Apple and Nokia End Patent Battle May 25, 2017
- May 24, 2017 New 2017 and 2018 Apple EPS Estimates, Thoughts on Apple's Current Valuation, Number of Apple Devices in Wild May 24, 2017
- May 23, 2017 Raising My Apple Watch Sales Estimates, Valuing the Apple Watch Business, Revised iPad Sales Estimates May 23, 2017
- May 22, 2017 2Q17 iPhone Installed Base Estimate, 2Q17 iPhone User Base Estimate, Revised 2017 and 2018 iPhone Sales Estimates May 22, 2017
- May 18, 2017 Google I/O 2017, Google Home, YouTube May 18, 2017
- May 17, 2017 Inside Apple Park, Apple Park Is an Apple Product, Jony's Focus May 17, 2017
- May 16, 2017 Apple Invests in Corning, Garmin 1Q17 Wearables Sales May 16, 2017
- May 15, 2017 Microsoft Unveils Surface Laptop, Wall Street's Latest Apple Bear Case, Apple Wearables are Underestimated May 15, 2017
- May 11, 2017 Fossil Seeing Strong Smartwatch Demand, Snap Discloses Spectacles Sales, Thursday Q&A May 11, 2017
- May 10, 2017 Amazon Unveils Echo Show, The Echo Show Is a Step Backwards, Echo Show vs. Apple Watch May 10, 2017
- May 9, 2017 Apple 2Q17 10-Q Takeaways, Phil Schiller Discusses Hot Button Issues, Amazon Video Coming to Apple TV May 9, 2017
- May 8, 2017 Apple Watch Outsells Fitbit, Fitbit Begins a Pivot, Apple Watch's Health and Fitness Detour May 8, 2017
- May 4, 2017 Apple 2Q17 Earnings Review: Details May 4, 2017
- May 3, 2017 Apple 2Q17 Earnings Review: Major Themes May 3, 2017
- May 2, 2017 "Siri Speaker" Rumors Build, The Amazon Echo Narrative Is Off-Base, Companies Abandoning Apple Watch Apps May 2, 2017
- May 1, 2017 Apple 2Q17 Earnings Expectation Meters, The Jimmy Iovine Strategy, Microsoft Surface's Awful Quarter May 1, 2017
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April 2017
- Apr 27, 2017 Apple Is a Design Company, Amazon Unveils Echo Look, Thursday Q&A Apr 27, 2017
- Apr 26, 2017 Apple 2Q17 Earnings Preview (3Q17 Guidance, Capital Management Changes), Apple Slashes App Store Affiliate Commissions Apr 26, 2017
- Apr 25, 2017 Apple 2Q17 Earnings Preview (iPad, Apple Watch, Mac, Services) Apr 25, 2017
- Apr 24, 2017 Apple 2Q17 Earnings Preview (Setting the Scene, iPhone Estimate), The iPhone's Stronghold Apr 24, 2017
- Apr 20, 2017 Samsung Is Being Graded on a Curve, Being Different in Tech Is Overrated, Thursday Q&A Apr 20, 2017
- Apr 19, 2017 Facebook F8 2017 Falls Flat, Netflix 1Q17 Earnings, Netflix Nears 100M Members Apr 19, 2017
- Apr 18, 2017 iPhone Sales Trends in February, iPhone Trends in China, Losing Apple Content Creators Apr 18, 2017
- Apr 17, 2017 Apple Granted Autonomous Vehicle Permit in CA, Assessing Apple's Automobile Ambition, Apple Researching Diabetes Treatment Apr 17, 2017
- Apr 13, 2017 The Mac Is Becoming a Vulnerability for Apple, Apple Sales Mix by Screen Size, Thursday Q&A Apr 13, 2017
- Apr 12, 2017 Deep Dive into 1Q17 Mac and PC Sales, Huawei Not Buying Apple Watch Phenomenon, Fitbit Smartwatch Details Leak Apr 12, 2017
- Apr 11, 2017 Apple Continues GPU Talent Hiring Spree, Apple's Path Forward Without Imagination, Touch Bar Getting Bad Rap Apr 11, 2017
- Apr 10, 2017 Apple's Improving Wall Street Narrative, Tesla Passes Ford and GM on Wall Street, The iPad's Deteriorating Narrative Apr 10, 2017
- Apr 6, 2017 Smartwatch Obsession Hits Switzerland, Apple Wants to Sell Premium Cable Bundle, Thursday Q&A Apr 6, 2017
- Apr 5, 2017 Apple Convenes Emergency Mac Meeting, Apple's Revised Mac Strategy, Playing Defense with Mac Pro Apr 5, 2017
- Apr 4, 2017 Christopher Stringer Leaving Apple, Apple Industrial Design Group Changes, Apple Goes Public with GPU Ambition Apr 4, 2017
- Apr 3, 2017 Finding iPad's Future Role, iPad's Crutch, The Smartphone Design Leader Apr 3, 2017
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March 2017
- Mar 30, 2017 Doubling Down on iPad, The Samsung Galaxy S8 Keynote, Samsung's Apple Envy Mar 30, 2017
- Mar 29, 2017 Facebook Launches Stories, Controlling the Camera, Apple's Identity Network Mar 29, 2017
- Mar 28, 2017 Apple Ramping AR Glasses Effort, AR Glasses vs. Project Titan, Elon Musk Launches Neuralink Mar 28, 2017
- Mar 27, 2017 Apple Building AR Platform, Amazon Continuing to Explore Stores, Apple Retail Genius Changes Mar 27, 2017
- Mar 23, 2017 Apple Acquires Workflow, Apple Repositioning iPad in Education, Thursday Q&A Mar 23, 2017
- Mar 22, 2017 Apple Adjusts Watch Strategy, The Apple Watch Band Business, Swatch Developing Smartwatch OS Mar 22, 2017
- Mar 21, 2017 Apple's New Products Mar 21, 2017
- Mar 20, 2017 iPhone Sales Trends in January, Spotify and Labels Near Deal, Chance the Rapper Talks Apple Deal Mar 20, 2017
- Mar 16, 2017 The Curious State of Apple Profit Margins, Snap Isn't Like Apple, Thursday Q&A Mar 16, 2017
- Mar 15, 2017 Apple Releases New Sticker Ad, Why Stickers?, My Apple Sticker Ad Theory Mar 15, 2017
- Mar 14, 2017 Intel Buys Mobileye, Mobileye's Motivation, Intel's Motivation, Apple Implications Mar 14, 2017
- Mar 13, 2017 Building iPhones in India, Siri's Advantage, SoundCloud Is in Trouble Mar 13, 2017
- Mar 9, 2017 Mobile World Congress Was Irrelevant, Tech Trade Shows Are an Endangered Species, Didi Opens R&D Lab in U.S. Mar 9, 2017
- Mar 8, 2017 Apple Brings Back the iPhone 6, Tim Cook Reassures Pro Users, Spotify Crosses 50M "Paying" Subscribers Mar 8, 2017
- Mar 7, 2017 Apple and Hockey Stick Growth, Apple Watch and Hockey Stick Growth Potential, Apple Losing in Classrooms Mar 7, 2017
- Mar 6, 2017 Wearables as a Platform, New 2017 and 2018 Apple Watch Sales Estimates, Deep Dive into 4Q16 Wearables Market Mar 6, 2017
- Mar 2, 2017 A $1,000 OLED iPhone, USB-C and iPhone, Thursday Q&A Mar 2, 2017
- Mar 1, 2017 YouTube TV, Google Calling It Quits with Pixel Laptops, Google Assistant No Longer Pixel Exclusive Mar 1, 2017
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February 2017
- Feb 28, 2017 Warren Buffett Bets Big on Apple, Buying the iPhone Company, Buffett on Apple Share Repurchases Feb 28, 2017
- Feb 27, 2017 iPhone Sales Estimate Methodology, 1Q17 iPhone Installed Base Estimates, New 2017 and 2018 iPhone Sales Estimates Feb 27, 2017
- Feb 23, 2017 Apple Park and Steve Jobs Theater, Fitbit Is in Denial, Garmin 4Q16 Earnings Feb 23, 2017
- Feb 22, 2017 Additional Thoughts on Apple/Netflix, Microsoft HoloLens Pushed out to 2019, Samsung Wins Big OLED Order from Apple Feb 22, 2017
- Feb 21, 2017 The New iPad Pro Ad Campaign, Fossil Seeing Smartwatch Strength Feb 21, 2017
- Feb 16, 2017 Apple's M&A "Struggles," Apple Considered Buying Imagine Entertainment, Thursday Q&A Feb 16, 2017
- Feb 15, 2017 Apple CFO's Fireside Chat at Goldman Sachs, Thoughts on AAPL Shares Reaching All-Time High Feb 15, 2017
- Feb 14, 2017 Eddy Cue's Awkward Recode Interview, The "Why" Behind Apple Video Content, Apple M&A for Content Feb 14, 2017
- Feb 13, 2017 Apple's Excess Cash Dilemma, Probability of Apple Launching a Tender Offer, Tim Cook Applies Augmented Reality Brakes Feb 13, 2017
- Feb 9, 2017 The iPad's Software "Problem," Finding the iPad's Place in an iPhone World, Thursday Q&A Feb 9, 2017
- Feb 8, 2017 Deriving 1Q17 Apple Watch Sales, Jimmy Iovine Talks Apple Content Strategy, Apple Poaches Amazon Fire TV Head Feb 8, 2017
- Feb 7, 2017 Apple 1Q17 10-Q Takeaways, GoPro 4Q16 Earnings, Keep an Eye on GoPro Feb 7, 2017
- Feb 6, 2017 Deep Dive into Snap's IPO Filing, Snap's Key Advantage, Snap's Major Problem Feb 6, 2017
- Feb 2, 2017 Apple 1Q17 Earnings Review: Details Feb 2, 2017
- Feb 1, 2017 Apple 1Q17 Earnings Review: Major Themes Feb 1, 2017
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January 2017
- Jan 31, 2017 Fitbit Is in Trouble, Apple Watch Momentum Is Building, Deep Dive into Microsoft Surface Sales Jan 31, 2017
- Jan 30, 2017 Apple vs. Qualcomm Primer Jan 30, 2017
- Jan 26, 2017 Apple and Wall Street Expectations, Apple to Join Partnership on AI, Thursday Q&A Jan 26, 2017
- Jan 25, 2017 Apple 1Q17 Earnings Preview (iPhone, Guidance, Estimate Summary) Jan 25, 2017
- Jan 24, 2017 Apple 1Q17 Earnings Preview (Part 1 and 2), Sprint Buys 33 Percent of Tidal Jan 24, 2017
- Jan 23, 2017 Apple's New Leadership Structure, Apple Culture Risks, Tim Cook's Report Card Jan 23, 2017
- Jan 19, 2017 Deep Dive into Netflix's 4Q16 Earnings, Netflix as an Acquisition Target, Digital Crown Coming to Android Wear Jan 19, 2017
- Jan 18, 2017 The Logic Behind Apple Owning Content, Mac Sales Mix Estimate, China Concerned About Foxconn's iPhone Plans Jan 18, 2017
- Jan 17, 2017 Apple's Five-Year Roadmap, Motivation Behind Apple's Original Video Content Push, Andy Rubin's New Start-Up Jan 17, 2017
- Jan 12, 2017 Deep Dive into 4Q16 PC and Mac Shipments, iPhone Sales Momentum Continues in U.S., Thursday Q&A Jan 12, 2017
- Jan 11, 2017 Swift Creator Leaves Apple for Tesla, Apple and Employee Retention, Fitbit Acquires Luxury Smartwatch Maker Jan 11, 2017
- Jan 10, 2017 Phil Schiller Talks iPhone at Ten Years, Apple Releases App Store Financials for 2016 Jan 10, 2017
- Jan 9, 2017 CES 2017, iPhone at Ten, Apple Misses Performance Benchmarks for 2016 Jan 9, 2017
- Jan 5, 2017 China's "iPhone City," Apple's Most Important Partner in China, Thursday Q&A Jan 5, 2017
- Jan 4, 2017 iPhone Production Cut, Amazon to Sell Fire Televisions, Google Passes on Pixel Smartwatches Jan 4, 2017
- Jan 3, 2017 AirPods Unit Sales and Revenue Estimates, Apple Music's Productive 2016 Jan 3, 2017
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December 2016
- Dec 22, 2016 Thoughts and Observations on Apple's 2016, Thursday Q&A Dec 22, 2016
- Dec 21, 2016 Apple Alienating Mac Loyalists, Apple Designers Making People Uneasy, The Mac's Problem Isn't a Lack of Focus Dec 21, 2016
- Dec 20, 2016 Tim Cook Confirms New Mac Desktops Coming, Michigan Playing Defense Against Silicon Valley, The AirPods Launch Dec 20, 2016
- Dec 19, 2016 There Isn't a Smartwatch Industry, Smartwatch Trends Worth Monitoring, Apple Hired Porsche Hardware Expert Dec 19, 2016
- Dec 15, 2016 The Tech Summit at Trump Tower, Criticism Regarding the October Mac Event, Something Is Up with the Mac Dec 15, 2016
- Dec 14, 2016 Google Struggling with Cars, Google and Fiat to Start Ridesharing Service, Tony Fadell Makes the Case for Apple Car Dec 14, 2016
- Dec 13, 2016 Apple Weighing Investment in SoftBank Fund, Apple Music Passes 20M Users, Microsoft Is Going After Apple Dec 13, 2016
- Dec 12, 2016 Thoughts on the AirPods Delay, An AirPods Speed Bump, Apple Watch Ads Getting Better Dec 12, 2016
- Dec 8, 2016 Signs of iPhone Sales Benefiting from Samsung Recall, iPhone Trends in China Remain Weak, Thursday Q&A Dec 8, 2016
- Dec 7, 2016 Additional Thoughts on Milking the iPhone, Foxconn to Invest in U.S. Dec 7, 2016
- Dec 6, 2016 Apple Expects Record Apple Watch Sales, Deep Dive into 3Q16 Wearables Market, Motorola Is Done with Smartwatches Dec 6, 2016
- Dec 5, 2016 Deep Dive into NHTSA Guidelines for Autonomous Vehicles, Apple Confirms Project Titan, Apple Building a Drone Team Dec 5, 2016
- Dec 1, 2016 Amazon Developing New Alexa Tablet, Fitbit Planning to Buy Pebble, Thursday Q&A Dec 1, 2016
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November 2016
- Nov 30, 2016 New FY2017 and FY2018 Apple EPS Projections, The iPhone's Monopoly, Apple Partnering with Ola Nov 30, 2016
- Nov 29, 2016 New FY2017 and FY2018 Apple Watch, iPad, and Mac Sales Estimates Nov 29, 2016
- Nov 28, 2016 Methodology for Estimating iPhone Sales, iPhone Installed Base Estimates, New 2017 and 2018 iPhone Sales Estimates Nov 28, 2016
- Nov 22, 2016 Apple Disbands Wireless Router Division, Amazon Chasing Live Sports, Apple's Texas Pawn Nov 22, 2016
- Nov 21, 2016 The Electric Car Ownership Head Fake, McLaren Confirms Talks with Apple, Odds of Apple/Tesla Partnership are Increasing Nov 21, 2016
- Nov 17, 2016 Snap's Intriguing Spectacles Rollout, Apple Cuts App Store Fees for Video Services, Thursday Q&A Nov 17, 2016
- Nov 16, 2016 Apple Releases New Design Book, Nostalgia vs. Inspiration, This Is Jony's Apple Nov 16, 2016
- Nov 15, 2016 Apple Exploring Smart Glasses, Phil Schiller Confirms Apple Innovation Feedback Loop, Samsung Buys Harman Nov 15, 2016
- Nov 14, 2016 Deep Dive into Apple's 2016 10-K, Jimmy Iovine Hints at Original Music Content, Disney Turns Bullish on ESPN Nov 14, 2016
- Nov 10, 2016 The Perils of Being a Hardware Company, Preview of Apple Sales on Black Friday, Thursday Q&A Nov 10, 2016
- Nov 9, 2016 Initial Thoughts on U.S. Election Impact on Apple, More Evidence for Strong MacBook Pro Demand, Apple Now Selling Refurbished iPhones Nov 9, 2016
- Nov 8, 2016 The Microsoft Surface Strategy, Thoughts on Microsoft Surface Studio, NBCUniversal to Sell Ads in Apple News Nov 8, 2016
- Nov 7, 2016 The Apple Innovation Feedback Loop, Apple Cuts USB-C Accessories Pricing, Early MacBook Pro Sales Nov 7, 2016
- Nov 3, 2016 Fitbit's Awful Earnings, Early Warning Sign for Apple Watch Sales?, Thursday Q&A Nov 3, 2016
- Nov 2, 2016 Jony Ive on the New MacBook Pro, Jony's Absence at the Mac Keynote, Thoughts on Mac Criticism Nov 2, 2016
- Nov 1, 2016 Apple's Mac Keynote: Detailed Thoughts and Observations Nov 1, 2016
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October 2016
- Oct 31, 2016 Apple's Mac Keynote: Major Themes Oct 31, 2016
- Oct 27, 2016 Apple 4Q16 Earnings Review: Details Oct 27, 2016
- Oct 26, 2016 Apple 4Q16 Earnings Review: Major Themes Oct 26, 2016
- Oct 25, 2016 Previewing Apple's Mac Event, Mac Expectations, The Grand Unified Theory of Apple Products Oct 25, 2016
- Oct 24, 2016 Apple's Changing Tune on Original Content, Eddy Cue Talks Content at Vanity Fair, AT&T to Acquire Time Warner Oct 24, 2016
- Oct 20, 2016 AAPL 4Q16 Earnings Preview (iPhone and Guidance), Tesla's Autonomous/Ridesharing Strategy Oct 20, 2016
- Oct 19, 2016 AAPL 4Q16 Earnings Preview (Part 1 and Part 2), Additional Thoughts on Project Titan Oct 19, 2016
- Oct 18, 2016 Apple Scales Back Project Titan, What Happened to Project Titan?, Apple's New Car Strategy Oct 18, 2016
- Oct 17, 2016 Apple Partners with Macy's, Apple Hiring GPU Talent from Imagination, Tim Cook and AR/VR Waves Oct 17, 2016
- Oct 13, 2016 Deep Dive into 3Q16 PC and Mac Shipments, Amazon Adds Twist to Music Streaming Wars, Thursday Q&A Oct 13, 2016
- Oct 12, 2016 Estimating Samsung Note 7 Recall Impact on Apple, Improving iPhone Growth Prospects for FY17, Samsung Can't Find Note 7 Problem Oct 12, 2016
- Oct 11, 2016 Samsung Discontinues Galaxy Note 7, Questionable Samsung Actions, Samsung's Missing Leadership Oct 11, 2016
- Oct 10, 2016 Apple Watch's Fitness Detour, Apple Watch and Fitbit Quarterly Sales, Where Things Go from Here Oct 10, 2016
- Oct 6, 2016 Samsung Buys Viv, Apple Is Not Bidding for Twitter, Thursday Q&A Oct 6, 2016
- Oct 5, 2016 The Google Pixel Smartphone, Google Doesn't Want to Be Like Apple, Google Is in Trouble Oct 5, 2016
- Oct 4, 2016 Tim Cook's Increasingly Aggressive Comments Regarding AR, Why AR Instead of VR?, New iPad Rumors Oct 4, 2016
- Oct 3, 2016 Apple in Talks to Acquire Lit Motors, Lit Motors 101, Why Acquire Lit Motors? Oct 3, 2016
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September 2016
- Sep 29, 2016 Spotify In Talks to Buy SoundCloud, The DJI Drone/Apple Partnership, Thursday Q&A Sep 29, 2016
- Sep 28, 2016 Aetna to Subsidize Apple Watch, Apple Is Increasing iPhone 7 Orders Sep 28, 2016
- Sep 27, 2016 Pegatron Optimistic About Phone 7, Early Estimates for iPhone Sales Growth, Apple Music Strategy Heading Into Year Two Sep 27, 2016
- Sep 26, 2016 Snapchat Spectacles, Apple vs. Snap Inc., Spectacles Makes Google Look Bad Sep 26, 2016
- Sep 22, 2016 Apple In Talks to Invest in McLaren, Where Things Stand with Project Titan, Thursday Q&A Sep 22, 2016
- Sep 21, 2016 The Samsung Galaxy Note 7 Recall, Measuring the Samsung Recall Fallout, GoPro Unveils Hero5 and Karma Drone Sep 21, 2016
- Sep 20, 2016 Lyft's Master Plan, Estimating Opening Weekend iPhone 7 Sales Sep 20, 2016
- Sep 19, 2016 Initial iPhone 7 Plus (Jet Black) Impressions, Initial Apple Watch Series 2 Impressions Sep 19, 2016
- Sep 15, 2016 AirPods Are the Anti-Apple Watch, Mixed Signals for Early iPhone 7 Demand, Thursday Q&A Sep 15, 2016
- Sep 14, 2016 New Project Titan Details, The Project Titan "Reboot," Project Titan Is a Platform Sep 14, 2016
- Sep 13, 2016 Apple Ends Opening Weekend iPhone Sales Disclosure, iPhone Upgrade Program Turmoil, A Black Eye for "Apple as a Service" Sep 13, 2016
- Sep 12, 2016 The Apple Keynote: Detailed Thoughts and Observations Sep 12, 2016
- Sep 8, 2016 The Apple Keynote: Major Themes Sep 8, 2016
- Sep 6, 2016 Previewing Apple's September 2016 Keynote, Thoughts Heading into the Event, Surprises and Wild Cards Sep 6, 2016
- Sep 1, 2016 Fitbit Announces Charge 2 and Flex 2, The Samsung Gear S3 Smartwatch, Thursday Q&A Sep 1, 2016
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August 2016
- Aug 31, 2016 The European Commission's Ireland/Apple Decision, Tim Cook's Blistering Response, Google Is Going After Uber Aug 31, 2016
- Aug 30, 2016 Calculating the iPhone Installed Base, Segmenting iPhone Users by Upgrade Cycles, New 2016 and 2017 iPhone Sales Estimates Aug 30, 2016
- Aug 29, 2016 Industrial Design Is Gaining Power at Apple, Preparing for EU's Decision on Apple/Ireland Tax Deal, Apple Working on New Social Features Aug 29, 2016
- Aug 25, 2016 Apple Opens Up About AI, Apple Changes Retail Branding, Thursday Q&A (Car Edition) Aug 25, 2016
- Aug 24, 2016 The Frank Ocean Exclusive, Apple's War Against Music Labels, The Spotify Squeeze Aug 24, 2016
- Aug 23, 2016 Uber Buys Otto, Partners with Volvo; Apple Passes on Lyft Acquisition; Ford's New Master Plan Aug 23, 2016
- Aug 22, 2016 The Tim Cook Interview, An Inside Look at Apple, Berkshire Hathaway Increases AAPL Stake Aug 22, 2016
- Aug 11, 2016 Eddy Cue's Interesting Interview with Fast Company, Apple Working on New Health Device, Thursday Q&A Aug 11, 2016
- Aug 10, 2016 Thoughts on Upcoming iPhones, Supply Chain Hints at Major iPhone Changes in 2017, Disney to Launch ESPN Streaming Service Aug 10, 2016
- Aug 9, 2016 Apple's Big Profile in Fast Company, Thoughts on Apple Watch 2.0, Bozoma Saint John Aug 9, 2016
- Aug 8, 2016 Apple's Changing iPad Strategy, iPad Has Turned the Corner, New iPad Sales Estimates Aug 8, 2016
- Aug 4, 2016 Tesla 2Q16 Earnings, 2Q16 Smartphone Market Deep Dive, Thursday Q&A Aug 4, 2016
- Aug 3, 2016 Fitbit Earnings, Apple's Debt Bonanza, Apple Holding the Line Against Tidal Aug 3, 2016
- Aug 2, 2016 Apple's Failed TV Negotiations, Apple Buys CarPool Karaoke, Phil Schiller Joins Illumina Board Aug 2, 2016
- Aug 1, 2016 Didi Acquires UberChina, The Anti-Uber Alliance Is Over, QNX Founder Joins Project Titan Aug 1, 2016
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July 2016
- Jul 28, 2016 Apple 3Q16 Earnings Review: Details Jul 28, 2016
- Jul 27, 2016 Apple 3Q16 Earnings Review: Major Themes Jul 27, 2016
- Jul 26, 2016 Bob Mansfield to Lead Project Titan, Project Titan Implications, Apple Talent Questions Jul 26, 2016
- Jul 25, 2016 AAPL 3Q16 Earnings Preview (Part 5 - Thoughts on AAPL), Deep Dive into 2Q16 Smartwatch Market, Apple Selling Exclusive Watch Bands for Olympics Jul 25, 2016
- Jul 21, 2016 AAPL 3Q16 Earnings Preview (Part 4 - 4Q Guidance), Tesla's New Master Plan, Thursday Q&A Jul 21, 2016
- Jul 20, 2016 AAPL 3Q16 Earnings Preview (Part 3 - iPhone), Swatch Issues Profit Warning, 2Q16 Microsoft Surface Shipments Jul 20, 2016
- Jul 19, 2016 AAPL 3Q16 Earnings Preview (Part 2 - Services, Mac, iPad, Apple Watch), Netflix Has a Big Problem, SoftBank to Buy ARM Holdings Jul 19, 2016
- Jul 18, 2016 AAPL 3Q16 Earnings Preview (Part 1 - Methodology), Eddy Cue's Odd Interview About TV, Line's IPO Jul 18, 2016
- Jul 14, 2016 Why Apple Even Bothers with Music, Spotify Is Moving the Goalposts, Thursday Q&A Jul 14, 2016
- Jul 13, 2016 Measuring Apple's Music Ambitions; Pokémon GO, Nintendo, and Wearables Jul 13, 2016
- Jul 12, 2016 Google Smartwatches, Slipping Mac Shipments, Problematic iPhone Customer Surveys Jul 12, 2016
- Jul 11, 2016 Strategy Clues Hidden in WatchOS 3, Thoughts on Third-Party Apple Watch Faces, Pokémon GO and the Art of Going Viral Jul 11, 2016
- Jul 7, 2016 Snapchat Memories Hint at Strategy Shift, Snapchat Camera Roll vs. iPhone Camera Roll, Elon Musk Is Becoming More Brazen Jul 7, 2016
- Jul 6, 2016 Tesla's First Autopilot Fatality, Apple Will "Retire" the 16GB iPhone Jul 6, 2016
- Jul 5, 2016 Apple In Talks to Buy Tidal, Jay Z's Importance to Apple Music, Calculating Tidal's Potential Price Tag Jul 5, 2016
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June 2016
- Jun 30, 2016 The Apple Watch Paradox, Math and Logic Behind My $10B Apple Watch Valuation, Thursday Q&A Jun 30, 2016
- Jun 29, 2016 The Path to Remove the iPhone Home Button, A Google Smartphone Jun 29, 2016
- Jun 28, 2016 iPhone Headphone Jack Debate Is Off Base, Lyft Looking for Strategic Partners, Disney CEO Talks Business Jun 28, 2016
- Jun 27, 2016 Mapping Apple's Post-iPhone Era, Brexit and AAPL Jun 27, 2016
- Jun 23, 2016 Tesla Offers to Buy SolarCity, Thursday Q&A Jun 23, 2016
- Jun 22, 2016 iPhone Won't Be Focus of Apple's September Event, Thoughts on an iPhone Upgrade "Super Cycle" in 2017 Jun 22, 2016
- Jun 21, 2016 iMessage for Android: Don't Hold Your Breath, HBO Head Talks Video Streaming Jun 21, 2016
- Jun 20, 2016 Schiller and Federighi Speak Post-WWDC, iPhone 6 and 6 Plus "Banned" in Beijing, BMW's Electric Car Strategy Isn't Working Jun 20, 2016
- Jun 16, 2016 Apple Music Is Succeeding, Apple's Content Strategy Is Becoming Clearer, Thursday Q&A Jun 16, 2016
- Jun 15, 2016 WWDC 2016: Detailed Thoughts and Observations Jun 15, 2016
- Jun 14, 2016 WWDC 2016: Major Themes Jun 14, 2016
- Jun 13, 2016 WWDC Goodwill, Amazon to Launch Standalone Music Streaming Service Jun 13, 2016
- Jun 9, 2016 Apple Announces App Store Changes, WWDC Preview Jun 9, 2016
- Jun 8, 2016 A Capital Efficient Tesla, Bendable Samsung Smartphone Screens Jun 8, 2016
- Jun 7, 2016 Didi and Grab Leaders Speak at Code Conference, Didi Discusses Apple and the Future, Coach Developing Apple Watch Bands Jun 7, 2016
- Jun 6, 2016 Elon Musk's Problem with Apple, Wireless Smart Earphones 101, Samsung Gear IconX Wireless Earphones Jun 6, 2016
- Jun 2, 2016 A Smarter iPhone, Uber and Didi Raising Billions of Dollars, Thursday Q&A Jun 2, 2016
- Jun 1, 2016 Apple M&A Is Evolving, Ridesharing's Limiting Factor, Thoughts on a Three-Year iPhone Product Cycle Jun 1, 2016
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May 2016
- May 31, 2016 Jawbone's Last Stand, Declining Developer Interest in Apple Watch May 31, 2016
- May 26, 2016 Tim Cook Discusses Apple's 10-Year Outlook, Apple Researching Electric Car Charging, Thursday Q&A May 26, 2016
- May 25, 2016 Apple to Launch Siri SDK at WWDC, Apple Working on Siri Speaker, Toyota Partners with Uber May 25, 2016
- May 24, 2016 Xiaomi Hits a Wall in China, Spotify's 2015 Financials, Uber Begins Testing Self-Driving Cars May 24, 2016
- May 23, 2016 Above Avalon Is Officially Sustainable, Apple Presses Reset Button in India, Don't Expect a Special, Cheap iPhone for India May 23, 2016
- May 19, 2016 Google I/O 2016, Apple vs. Google, Thursday Q&A May 19, 2016
- May 18, 2016 Apple TV Unit Sales Estimate, The Skinny Cable Bundle Mirage, Tim Cook Visits China and India May 18, 2016
- May 17, 2016 Berkshire Hathaway Buys AAPL Stake, Deep Dive into 1Q16 Wearables Market May 17, 2016
- May 16, 2016 Apple Invests in Didi Chuxing May 16, 2016
- May 12, 2016 Project Titan Is Different, Tech R&D Isn't Created Equally, Thursday Q&A May 12, 2016
- May 11, 2016 The Swiss Watch Market Is Collapsing, Fossil on Traditional Watch Market: It's Awful, Good Signs for Apple Watch May 11, 2016
- May 10, 2016 iPhone Development 101, Thoughts on iPhone 7 Rumors May 10, 2016
- May 9, 2016 Alphabet Partners with Fiat Chrysler for Self-Driving Cars, GoPro Is Up to Something May 9, 2016
- May 5, 2016 Elon Musk Doubles Down on Manufacturing, Fitbit 1Q16 Earnings, Thursday Q&A May 5, 2016
- May 4, 2016 Tim Cook's Questionable Interview with Jim Cramer, Apple Hits Another Roadblock in India May 4, 2016
- May 3, 2016 The iPhone Story Has Become Complicated, The Math Behind My FY2016 and FY2017 iPhone Estimates May 3, 2016
- May 2, 2016 FY2016 and FY2017 AAPL Estimates, AAPL's Current Valuation, Takeaways from AAPL's 2Q16 10-Q May 2, 2016
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April 2016
- Apr 28, 2016 Apple 2Q16 Earnings Review: Details, New iPhone and iPad Sales Estimates, Thursday Q&A Apr 28, 2016
- Apr 27, 2016 Apple 2Q16 Earnings Review: Major Themes Apr 27, 2016
- Apr 26, 2016 Apple Watch 2.0 to Include Cellular Connectivity?, iPhone Upgrade Program Expands Online, The Music Industry Is Broken Apr 26, 2016
- Apr 25, 2016 Apple Watch's First Year: Lessons & Observations, Apple's Services Roadblock in China Apr 25, 2016
- Apr 21, 2016 Rethinking the Car, Apple Car 1.0, Thursday Q&A Apr 21, 2016
- Apr 20, 2016 AAPL 2Q16 Earnings Preview Apr 20, 2016
- Apr 19, 2016 New Project Titan Revelations from Germany, Apple Pursuing Hollywood Apr 19, 2016
- Apr 18, 2016 Apple Contemplating Paid Search for App Store, New iPhone Production Cuts Apr 18, 2016
- Apr 14, 2016 Key Apple Designer Joins GoPro, Dire Apple Watch Sales Projections, Thursday Q&A Apr 14, 2016
- Apr 13, 2016 Facebook Underwhelmed Me, BuzzFeed Hits a Rough Patch Apr 13, 2016
- Apr 12, 2016 Project Titan Buildings Revealed, The Mac's Resiliency Apr 12, 2016
- Apr 11, 2016 Samsung Shifting Smartphone Strategies, Recent Apple Advertising Buzz Apr 11, 2016
- Apr 7, 2016 Rethinking Apple Watch Collections, Apple Campus 2 Tables vs. Project Titan, Thursday Q&A Apr 7, 2016
- Apr 6, 2016 Foxconn Buys Sharp, Foxconn's Next Big Bet, Twitter Wins NFL Streaming Apr 6, 2016
- Apr 5, 2016 iPhone SE Opening Weekend Sales Estimate, Growing Backlash Against Apple's India Plans, Turmoil at Disney Apr 5, 2016
- Apr 4, 2016 Tesla Model 3, Elon Musk's Chess Game, Tesla vs. Apple Apr 4, 2016
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March 2016
- Mar 31, 2016 Estimating iPhone SE's Profit Margin, Microsoft Build & Conversation as a Platform, Thursday Q&A Mar 31, 2016
- Mar 30, 2016 Spotify Showing Signs of Trouble, Apple Partners with MLB for iPads Mar 30, 2016
- Mar 29, 2016 My iPhone SE Theory, Early iPhone SE Demand Trends in China, New Apple Watch Marketing Mar 29, 2016
- Mar 28, 2016 No Signs of iPhone Tick-Tock Cycle, Apple's First Original TV Series, Trying to Transplant Apple Culture Outside Apple Mar 28, 2016
- Mar 24, 2016 Apple Is Quietly Building an Exclusive Video Content Service, Nike HyperAdapt Is a Big Deal, Thursday Q&A Mar 24, 2016
- Mar 23, 2016 Additional Musings from Apple's Keynote, iPhone SE Priced at a Premium Internationally Mar 23, 2016
- Mar 22, 2016 The Apple Keynote: Thoughts and Observations Mar 22, 2016
- Mar 21, 2016 Growing iPhone Optimism on Wall Street, Apple Raises More Debt for Buyback, Apple's Project McQueen Mar 21, 2016
- Mar 17, 2016 Thoughts on Apple's Upcoming Keynote, Apple vs. Facebook Competition, Thursday Q&A Mar 17, 2016
- Mar 16, 2016 Apple Music Partners with Dubset Media, Monetizing EDM (Electronic Dance Music) Remixes/Mixes, SoundCloud Suffers Big Blow Mar 16, 2016
- Mar 15, 2016 Apple's Quest for Perfection, HBO Now Is Succeeding Mar 15, 2016
- Mar 14, 2016 Jony Ive Talks Money, Business, and Life After Apple, GM Acquires Cruise Automation Mar 14, 2016
- Mar 10, 2016 iPhone Sales Trends in January, Setting the Stage for a New 4-Inch iPhone, Thursday Q&A Mar 10, 2016
- Mar 9, 2016 Fiat Chrysler CEO Marchionne on Apple's Auto Ambitions, Apple Passes on NFL Streaming Rights, $25 Apple Watches Mar 9, 2016
- Mar 8, 2016 SuperPhone and Apple's Future Content Strategy, Best Buy Is Betting on iPhone 7 Mar 8, 2016
- Mar 7, 2016 Thoughts on a 9.7-Inch iPad Pro, Craig Federighi's Op-Ed in The Washington Post Mar 7, 2016
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February 2016
- Feb 25, 2016 Calculating the iPhone Installed Base and User Base, The LG G5, Thursday Q&A Feb 25, 2016
- Feb 24, 2016 Tim Cook's Legacy (continued), The Apple Pencil Uprising, Longer Smartphone Life Cycles Feb 24, 2016
- Feb 23, 2016 Tim Cook Q&A, Fitbit Earnings Feb 23, 2016
- Feb 22, 2016 Samsung (and Facebook) at Mobile World Congress, Bloomberg Profiles Apple's Chief Chipmaker, Apple Retail Employee Rewards Program Feb 22, 2016
- Feb 18, 2016 Tim and Jony in Vogue, Decoding Apple's Interest in Cars, Thursday Q&A Feb 18, 2016
- Feb 17, 2016 Tim Cook's Message to Customers, Apple's Large Debt Sale, New Spotify Subscriber Data Feb 17, 2016
- Feb 16, 2016 Eddy Cue and Craig Federighi Speak, Calculating the Apple User Base, Apple Developing Scripted Video Series Feb 16, 2016
- Feb 11, 2016 Tesla Earnings, The iPhone Reality Distortion Field (additional thoughts), Thursday Q&A Feb 11, 2016
- Feb 10, 2016 Disney's Frustration, Andy Rubin's Next "Android" Feb 10, 2016
- Feb 9, 2016 Bringing Apple Services to Android, Apple Showing Interest in NFL Streaming Rights, Cracked iPhone Screen Upgrade Program Feb 9, 2016
- Feb 8, 2016 Tim Cook's Town Hall Meeting, iPhone 7 Design vs. Aging "S" Cycle Feb 8, 2016
- Feb 4, 2016 The iPhone Is Stifling GoPro, User Apathy Toward Apple Software Quality, Thursday Q&A Feb 4, 2016
- Feb 3, 2016 Amazon Brick-and-Mortar "Bookstores," Judging Apple Share Buyback Success Feb 3, 2016
- Feb 2, 2016 Apple's Broken Narrative (Additional Perspective), Apple Looking to Sell Refurbished iPhones in India Feb 2, 2016
- Feb 1, 2016 Apple's Record Stock Buyback in 1Q16, Apple Building Secret AR/VR Team Feb 1, 2016
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January 2016
- Jan 28, 2016 AAPL Is Trading Like a Junk Bond, Apple Watch vs. Swiss Watch Industry in 2015, Thursday Q&A Jan 28, 2016
- Jan 27, 2016 Apple 1Q16 Earnings Results Jan 27, 2016
- Jan 26, 2016 A New Playbook for Updating Apple Watch, Apple Hires Top VR Researcher, Project Titan at a "Crossroads" Jan 26, 2016
- Jan 25, 2016 Head of Project Titan Is Leaving Apple, Threading the AAPL Expectations Needle Jan 25, 2016
- Jan 21, 2016 4Q15 China Mobile Subscriber Data, Apple 1Q16 Estimates (ASP, Revenue, Margins), Thursday Q&A Jan 21, 2016
- Jan 20, 2016 ESPN President Talks Apple, Apple Is Moving Beyond the iPhone (Implications for AAPL) Jan 20, 2016
- Jan 19, 2016 Apple Watch, iPad and Mac Sales Estimates Jan 19, 2016
- Jan 18, 2016 iPhone Sales Estimates Jan 18, 2016
- Jan 14, 2016 Apple & Time Warner, Thursday Q&A Jan 14, 2016
- Jan 13, 2016 Share Buyback's Growing Importance, The Changing App Store Narrative, PC Industry's Disastrous 4Q15 Jan 13, 2016
- Jan 12, 2016 Apple Acquires Emotient, iOS 9.3, GM Thinks It Just Won the Electric Car Race Jan 12, 2016
- Jan 11, 2016 Removing the iPhone Headphone Jack, Apple Music Subscriber Update Jan 11, 2016
- Jan 7, 2016 Calling an iPhone Timeout, Thursday Q&A Jan 7, 2016
- Jan 6, 2016 iPhone 6s/6s Plus Order Cuts, Strategy Behind Fitbit's Blaze Smartwatch Jan 6, 2016
- Jan 5, 2016 GM Partners with Lyft, Thoughts on Tesla's Delivery Rate, Faraday Future Shows Concept Car Jan 5, 2016
- Jan 4, 2016 New Above Avalon Member Features, Tech Observations over the Holidays, Apple Device Activation Data (Christmas) Jan 4, 2016
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December 2015
- Dec 28, 2015 Starting with the Wrist Dec 28, 2015
- Dec 23, 2015 Elon Musk Talks Autonomous Cars, The Hidden Media Story of 2015 Dec 23, 2015
- Dec 22, 2015 The '60 Minutes' Apple Profile, Google and Ford to Form Joint Venture, Apple Cuts iPhone 6s and 6s Plus Pricing in India Dec 22, 2015
- Dec 21, 2015 Apple Announces Executive Changes Dec 21, 2015
- Dec 17, 2015 Huawei Targeting U.S. Smartphone Market, George Hotz's Self-Driving Car, Thursday Q&A Dec 17, 2015
- Dec 16, 2015 Howard Stern Signs New Deal with SiriusXM, Craig Federighi Talks Swift Dec 16, 2015
- Dec 15, 2015 Thoughts on iPhone Sales Dec 15, 2015
- Dec 14, 2015 Apple's Taylor Swift Movie, Faraday Future's Nevada Car Factory, Hyundai Gives Up on Car Software Dec 14, 2015
- Dec 10, 2015 iPhone Sales Trends in October, Netflix's Growing Bet on Original Content, Thursday Q&A Dec 10, 2015
- Dec 9, 2015 A Big Setback for Apple TV, Apple's $99 iPhone Smart Battery Case Dec 9, 2015
- Dec 8, 2015 Deep-Dive Into 3Q15 Wearables Market, Self-Driving Cars as Living Pods Dec 8, 2015
- Dec 7, 2015 A New 4-Inch iPhone, TAG Heuer Provides Early Update on Its Connected Watch Dec 7, 2015
- Dec 3, 2015 Additional Thoughts on The Grand Unified Theory of Apple Products, United Airlines Will Buy 6,000 Apple Computers, Thursday Q&A Dec 3, 2015
- Dec 2, 2015 Apple News Is a Proxy, Declining Apple Pay Usage Trends, Google Hires Tesla "Autopilot" Executive Dec 2, 2015
- Dec 1, 2015 Selling Electric Cars, Target's "Apple Monday" Sale Dec 1, 2015
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November 2015
- Nov 30, 2015 Disney Discloses ESPN Subscriber Data, The iPhone Won Black Friday Nov 30, 2015
- Nov 25, 2015 The iPad Mini Experiment, Vine Comes to Apple Watch, Apple's Black Friday Nov 25, 2015
- Nov 24, 2015 Faraday Future, 3Q15 Smartphone Industry Profit Share Observation Nov 24, 2015
- Nov 23, 2015 Swiss Watch Exports Down 9% in October, The Motivation Behind the New Apple Watch Charging Dock Nov 23, 2015
- Nov 19, 2015 "Apple-as-a-Service" Primer, The McLaren Technology Centre Nov 19, 2015
- Nov 18, 2015 Thoughts on Apple TV, Jony Ive on Reinventing the Pencil Nov 18, 2015
- Nov 17, 2015 Breaking Down the iPad Debate, Rdio Declares Bankruptcy Nov 17, 2015
- Nov 16, 2015 Initial iPad Pro Impressions, Fossil Acquires Misfit Nov 16, 2015
- Nov 12, 2015 Angela Ahrendts Talks Apple Retail Strategy as Store Traffic Slows, Apple Is Working on a Person-to-Person Mobile Payments Service, Thursday Q&A Nov 12, 2015
- Nov 11, 2015 About These iPhone Order Cut Rumors..., A New Apple Medical Product? Nov 11, 2015
- Nov 10, 2015 Tim Cook Positions iPad Pro as the iPad for Post-PC Era, The TAG Heuer Connected Smartwatch Press Conference Circus Nov 10, 2015
- Nov 9, 2015 Toyota Throws in the Towel: Invests "Big" in Autonomous Driving, Current iPad Device Share Nov 9, 2015
- Nov 5, 2015 Marc Newson on Apple Watch, New Details on Global Smartphone Market, Thursday Q&A Nov 5, 2015
- Nov 4, 2015 Apple Experimenting With iPhone and Apple Watch Bundling, Apple's Remarkable R&D Growth Nov 4, 2015
- Nov 3, 2015 Fitbit Earnings, GoPro Earnings (and Problem), Apple Is Buying Back Shares Like There's No Tomorrow (Continued) Nov 3, 2015
- Nov 2, 2015 Measuring iPhone Growth Potential in China, Notes and Observations from Apple's 2015 10-K Nov 2, 2015
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October 2015
- Oct 29, 2015 The Apple/Mashable Article: Phil Schiller, John Ternus, Apple Suppliers, Apple Earnings Calls, Growth on Wall Street Oct 29, 2015
- Oct 28, 2015 Apple 4Q15 Earnings Oct 28, 2015
- Oct 27, 2015 The Inside Story of the Surface Book, Steve Ballmer Thinks It's Now Just Apple vs. Microsoft, Where Is Angela Ahrendts? The NYT Wants to Know Oct 27, 2015
- Oct 26, 2015 Things to Look out for with Apple Earnings, Apple Expands Autonomous Driving Team Oct 26, 2015
- Oct 22, 2015 Complete 4Q15 AAPL Earnings Estimate, Expanded Thursday Q&A Oct 22, 2015
- Oct 21, 2015 Apple's Involvement with Mission Motors, Updating FY16 iPhone Sales Estimate, iPhone Leasing Is a Game Changer Oct 21, 2015
- Oct 20, 2015 Tim Cook Gives Clues at WSJDLive, 4Q15 iPhone Sales Estimate, Estimating Historical iPhone Sales by Model (2007-Current) Oct 20, 2015
- Oct 19, 2015 Motive Behind Apple's New RSU Program, Nissan's Mistake When Thinking About Apple Car Oct 19, 2015
- Oct 15, 2015 Dissecting Samsung's U.S. Smartphone Stronghold, Smartphone Changes Are Afoot in China, Thursday Q&A: Is Microsoft an Apple competitor? Oct 15, 2015
- Oct 14, 2015 Apple's New Product Theory, Good Design at Apple Oct 14, 2015
- Oct 13, 2015 The Full Jony Ive Talk at Vanity Fair, Dell Wants out of the PC Business, Lyft Partners with Hertz Oct 13, 2015
- Oct 12, 2015 Elon Musk Is Frustrated by Apple, Mac Expected to Hold Its Own in Declining PC Market Oct 12, 2015
- Oct 8, 2015 Jony Ive Is Finding His Stride, Kantar Points to Continued iPhone Momentum in August, Thursday Q&A (Project Titan vs. GM and Uber) Oct 8, 2015
- Oct 7, 2015 Microsoft's Sleight of Hand, Xiaomi Demonstrates Why a Cheap iPhone Makes Little Sense Oct 7, 2015
- Oct 6, 2015 Thoughts on Apple Watch, Apple Watch Ads Are Getting Better, Apple Campus 3? Oct 6, 2015
- Oct 5, 2015 Business Insider Sells in Changing Online Media Landscape, Apple Music Risk Is Increasing, Apple Acquires VocalIQ as a Gift for Siri Oct 5, 2015
- Oct 1, 2015 Something Feels off with Google, iOS Adoption Trends, Thursday Q&A (Apple Watch vs. Ultra-Luxury Swiss Watch Industry) Oct 1, 2015
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September 2015
- Sep 30, 2015 Tim Cook Speaks at BoxWorks, TAG Heuer and the $1,800 Connected Watch, Thoughts on the Tesla Model X Sep 30, 2015
- Sep 29, 2015 iPhone Opening Weekend Sales Verdict, Not Falling into the Big Company Trap, Two iPhone Tidbits Sep 29, 2015
- Sep 28, 2015 Nike's Strength in China Bodes Well for Apple, Pebble's Strategy Against Apple Watch, iPhone 6s Launch Observations Sep 28, 2015
- Sep 24, 2015 Volkswagen and Customer Trust, This Year's iPhone Reviews Felt Weird, Thursday Q&A Sep 24, 2015
- Sep 23, 2015 Financial Observations from Apple's 'Hey Siri' Keynote Sep 23, 2015
- Sep 22, 2015 Apple Car Given the Green Light, Auto Executive Predicts Apple Car Will Fail Miserably, Rethinking the iPhone "S" Cycle Sep 22, 2015
- Sep 21, 2015 Jony Ive's New Role at Apple, Angela Ahrendts's Impact on Apple Sep 21, 2015
- Sep 17, 2015 Apple Acquires Mapsense, Kardashian/Jenner Sisters Take on the App Store, Thursday Q&A (iPhone Grey Market) Sep 17, 2015
- Sep 16, 2015 Thoughts on the iPhone Upgrade Program Sep 16, 2015
- Sep 15, 2015 Thinking About the Big Picture for Apple, iPhone Launch Weekends are Getting Silly Sep 15, 2015
- Sep 14, 2015 Apple Watch Hermès Collection is Intriguing, 3D Touch is a Game Changer Sep 14, 2015
- Sep 10, 2015 Apple's September Event: Thoughts and Observations Sep 10, 2015
- Sep 9, 2015 Periscope on Your TV, The $50 Amazon Tablet Sep 9, 2015
- Sep 8, 2015 Apple Keynote Preview Sep 8, 2015
- Sep 3, 2015 Global Smartphone Trends for July, Apple Event "Leaks," Thursday Q&A Sep 3, 2015
- Sep 2, 2015 The Apple/Cisco Partnership, Apple Watch's Biggest Competitor Sep 2, 2015
- Sep 1, 2015 Apple's Original Programming Temptation, The Android Smartwatch Army Sep 1, 2015
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August 2015
- Aug 31, 2015 Bill Graham Civic Auditorium Intrigue, Apple in Washington Aug 31, 2015
- Aug 27, 2015 Jeff Bezos Raises the White Flag, The Allure of Cheap Smartphones, Thursday Q&A Aug 27, 2015
- Aug 26, 2015 Apple is Learning from Best Buy, The Cable Bundle's Future Aug 26, 2015
- Aug 25, 2015 The Tim Cook Email Read Around the World, Clues Apple Won't Buy Tesla, Apple Marketing to Embrace Vlogs Aug 25, 2015
- Aug 24, 2015 Thoughts on Friday's Stock Market Move and AAPL Drop, Apple Valuation Metrics, China Mobile Subscriber Numbers Aug 24, 2015
- Aug 20, 2015 The iPhone's Future, Thursday Q&A Aug 20, 2015
- Aug 19, 2015 More Evidence Apple Music is Doing Just OK, Comcast's Strategic Investments in BuzzFeed and Vox, A Closer Look at Mac Financials Aug 19, 2015
- Aug 18, 2015 Abysmal Cable Network Viewership Trends, Sprint Is Betting the Company on iPhone, A Closer Look at iPad Financials Aug 18, 2015
- Aug 17, 2015 Apple Scouting Self-Driving Car Testing Area, Samsung's Unpacked Event, Free Cash Flow 101 Aug 17, 2015
- Aug 13, 2015 The Smartphone Subsidy Myth, Fossil is Seeing Issues in the Watch Market, Thursday Q&A Aug 13, 2015
- Aug 12, 2015 China's Yuan Devaluation and Apple Aug 12, 2015
- Aug 11, 2015 Thoughts on Alphabet, Finding iPad's Future, U.S. Watch Sales Collapsed in June Aug 11, 2015
- Aug 10, 2015 Apple Music Family Membership Strength, Jimmy Iovine on Curation, Cable's Problem Aug 10, 2015
- Aug 6, 2015 iPhone Upgrade Cycle and Growth Estimate, Fitbit Earnings, Thursday Q&A Aug 6, 2015
- Aug 5, 2015 Thoughts on Apple's Stock Drop, Apple Buys Land in San Jose, A Few Apple Watch Musings Aug 5, 2015
- Aug 4, 2015 Estimating iPhone Model Mix, Where Apple Products are Sold, Nokia's Here Maps Sold to German Automakers Aug 4, 2015
- Aug 3, 2015 Calculating the Size of the iPhone User Base, Apple TV Crawling Towards Launch, Apple/BMW Follow-Up Aug 3, 2015
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July 2015
- Jul 30, 2015 The Unknown Tablet Market, Elon Musk is Experimenting, Thursday Q&A Jul 30, 2015
- Jul 29, 2015 New Apple Watch Ads, Apple Music Subscriber Numbers, Motorola's New Phones Jul 29, 2015
- Jul 28, 2015 Apple Music's Problem, Apple Watch Coming to Best Buy, I Saw My First Apple Watch in the Wild Jul 28, 2015
- Jul 27, 2015 Why There's Nothing Quite Like iPhone, Apple Talked with BMW About Electric Cars Jul 27, 2015
- Jul 23, 2015 The Day After Apple Earnings on Wall Street, Washington Looking at Foreign Cash Tax Reform, Thursday Q&A Jul 23, 2015
- Jul 22, 2015 Apple 3Q15 Earnings Jul 22, 2015
- Jul 21, 2015 Apple Car Development is Advancing, Judging Apple Watch Success/Failure Jul 21, 2015
- Jul 20, 2015 The Wild Ride on Wall Street, Beme and the iPhone Ecosystem, Apple Music - A Few Thoughts Three Weeks In Jul 20, 2015
- Jul 16, 2015 The New iPod Touch is an Updated iPod, AAPL Earnings Preview (Continued), Thursday Q&A Jul 16, 2015
- Jul 15, 2015 Expecting Another Strong iPhone Quarter, Live TV Will be Apple TV's Killer Feature, Burberry Executives in High Demand Jul 15, 2015
- Jul 14, 2015 Apple Earnings Preview Part One - Apple Watch, Mac, and iPad Jul 14, 2015
- Jul 13, 2015 The iPhone is Taking Over Apple, Apple is Producing Music Videos, The U.S. Government is Sniffing Around the App Store Jul 13, 2015
- Jul 9, 2015 Spotify Seems Desperate, Apple Plans Record iPhone Production, Q&A Thursday Jul 9, 2015
- Jul 8, 2015 Quiet Apple Watch Tables (Continued), Chinese Stock Market Crash Impact on Apple, Showtime Arrives on Apple TV Jul 8, 2015
- Jul 7, 2015 App Store Economics, Empty Apple Watch Tables, Samsung Preannounces Weak Earnings Jul 7, 2015
- Jul 6, 2015 Apple Music is Very Apple, Casio Wants to Sell a Smartwatch Jul 6, 2015
- Jul 2, 2015 Apple is Growing Faster than Xiaomi, Trent Reznor Talks Apple Music, Q&A Thursday Jul 2, 2015
- Jul 1, 2015 Apple Music Observations, Android Switcher Rates Bode Well for iPhone Sales Jul 1, 2015
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June 2015
- Jun 30, 2015 Apple Music's Problem, Reflections on iPhone's 8th Anniversary, Greece's Impact on Apple Jun 30, 2015
- Jun 29, 2015 Attaching a Price to Apple's Free Music Trial, The Big Bet Behind Beats 1, New iPhones Entering Production Jun 29, 2015
- Jun 25, 2015 Apple's Stock Buyback Program Primer Jun 25, 2015
- Jun 24, 2015 Google's Early Approach to Take on Apple Watch, Improving iOS 9 Adoption is High Priority, One Drawback of Holding $194 Billion of Cash Jun 24, 2015
- Jun 23, 2015 Just Doing What's Right, The Symbolism Behind the Gold iPhone Jun 23, 2015
- Jun 22, 2015 Taylor Swift is Backing Herself Into a Corner, Calculating Apple Watch Band Profit, Apple's Cash Dilemma Jun 22, 2015
- Jun 18, 2015 Fitbit Prices IPO Above Expectations, Cablevision CEO Comments on Cable Bundle, How to Discover Apple Watch Sales Jun 18, 2015
- Jun 17, 2015 Wall Street Doubting Apple Watch, Apple Hiring News Editors, Apple Retail Store Renovations Jun 17, 2015
- Jun 16, 2015 Apple's New Search APIs, New Productivity Features Hint at iPad's Future Jun 16, 2015
- Jun 15, 2015 Genius Move Behind the Phil Schiller Interview, Apple is Playing Offense, Apple Correctly Killed Plans for Beats Wifi Speaker Jun 15, 2015
- Jun 11, 2015 Looking at WWDC as an Apple Financial Analyst, There Won't Be an Apple vs. MCX Battle Jun 11, 2015
- Jun 10, 2015 Apple Music Isn't about Music Streaming, Apple Keynotes Are Losing Their Value Jun 10, 2015
- Jun 9, 2015 WWDC Jun 9, 2015
- Jun 8, 2015 Key Power Brokers at Apple, Marc Newson's Role at Apple, WWDC "Preview" Jun 8, 2015
- Jun 4, 2015 iPhone Sales Share Update, Odds of Apple Replacing Google for Search Going Up, Tim Cook's Stance on Privacy Isn't About Data Jun 4, 2015
- Jun 3, 2015 A Closer Look at Apple's Services Segment, The Chess Game Heading into WWDC, Shot on iPhone 6 Video Ads Jun 3, 2015
- Jun 2, 2015 Apple Music Sounds More Interesting, Apple's Health Strategy, Apple Watch's Next Retail Phase Jun 2, 2015
- Jun 1, 2015 Google I/O, Apple Acquires Metaio, IBM and MacBooks Jun 1, 2015
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May 2015
- May 28, 2015 Jeff Williams at the Re/code Conference, Additional Thoughts on Jony's Promotion, Snapchat and Apple's Video Streaming Plans May 28, 2015
- May 27, 2015 Samsung Galaxy S6 and S6 Edge Sales and Samsung's Turnaround, Calculating Apple Watch Adoption Rate in the U.S. May 27, 2015
- May 26, 2015 Jony Ive Promoted to Chief Design Officer, The Simple Reason Blackberry Failed, iOS 9 and Legacy Support May 26, 2015
- May 25, 2015 Selling an iPad Plus, Apple Watch Is Making Luxury Watchmakers Uncomfortable May 25, 2015
- May 21, 2015 Spotify Wants Your Time, Weak Apple Watch Demand?, Apple and Auto Industry M&A May 21, 2015
- May 20, 2015 Apple & Uber to Lead Auto Industry, Android Switchers, Apple Television Put On Ice May 20, 2015
- May 19, 2015 Analyzing the iPhone User Base, Carl Icahn is Still on Tim Cook's Side May 19, 2015