Happy Tuesday.Given incoming questions about yesterday’s update, we are going to keep the discussion going. Some members wanted to know more about what was and wasn’t shown in the following image included in Apple’s article drawing attention to the …
Lees meerWelcome to a new week. Today’s update takes us to Vision Pro land. Apple is peeling back the cover of its Apple Vision Pro developer labs. We examine Apple’s motivation for hosting the labs. The discussion then turns to key differences between early…
Lees meerHello everyone. We are getting to the last few CY2Q23 earnings reports. Today’s focus: Peloton. After going over the key numbers from the quarter, we look at the broader market opportunity found with digital fitness. Let’s jump right in. P…
Lees meerHappy Wednesday. For today’s update, we take a closer look at Sonos’ FY3Q23 earnings. The discussion then goes over Sonos taking market share in the speaker categories that the company competes in. We conclude with key differences/similarities betwe…
Lees meerHello everyone. It’s good to be back. It looks like the news flow was relatively quiet. This will afford us time to catch up on a few items. For today’s update, we take a closer look at the WSJ’s reporting regarding Meta’s Ray-Ban Stories smart glas…
Lees meerHello everyone. For today’s update, we look at Apple’s new Apple Pay marketing push. The discussion then turns to craziness in the sports world as Apple finds itself at the center of the Pac-12 implosion.Let’s jump right in. Apple Launches …
Lees meerHello everyone. For today’s update, we will look at two stories that popped up on my radar over the weekend. The discussion begins with Emergency SOS via satellite. The service was used to save a family during the Hawaii wildfires. We look at the se…
Lees meerHello everyone. We end the week with one of the more anticipated earnings releases of the current cycle: Disney. Let’s jump right in. Disney 3Q23 EarningsThis was not the disaster of a quarter that some were expecting. One could go so far a…
Lees meerHappy Wednesday. Today’s update will conclude our Apple 3Q23 earnings review.Friday (Aug 4): Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad NumberMonday (Aug 7): Apple's 3Q23 in Three ChartsTuesday (Aug 8): Readin…
Lees meerHello everyone.In today’s update, we will focus on Apple’s 3Q23 earnings Q&A session with analysts. After recapping each question-and-answer exchange that occurred on the call between Apple and sell-side analysts, we will go over my thoughts / respo…
Lees meerHello everyone. Welcome to Monday and a new week. We will continue our Apple 3Q23 review. Given how the past few quarters for Apple have contained similar themes, we are going to try something different for this quarter's review. We will focus on th…
Lees meerToday's special Friday edition of the Daily Update will be focused on reviewing Apple’s earnings. The idea is to keep things broad and look at the big picture takeaways. We also examine how Apple’s results compared to Neil’s expectations. The discus…
Lees meerWe begin with Neil’s thoughts on Alphabet’s earnings. The discussion includes commentary on Alphabet/Google CFO Ruth Porat transitioning to a new role at the company. We conclude with Neil’s updated Apple earnings model and how the model has changed…
Lees meerApple reports FY3Q23 earnings on Thursday. Today’s update contains the second half of Neil’s earnings preview. The first half is available here. The update begins with Neil’s granular financial estimates. The discussion includes qualitative explanat…
Lees meerApple reports FY3Q23 earnings (results from April to June) later this week. Today’s update includes Neil’s big picture thoughts heading into Apple’s earnings. Happy Monday. Apple reports earnings on Thursday. For those of you who may be new…
Lees meerHappy Thursday. We will continue our earnings reviews with Meta. The discussion includes Neil’s thoughts on Meta’s 2Q23 results, the significant loses associated with Reality Labs (AR/VR), and Meta’s stock rollercoaster. Apple reports earnings a wee…
Lees meerHello everyone. We will continue our earnings reviews with the second-largest market cap company: Microsoft. The discussion includes Neil’s thoughts on Microsoft’s FY1Q24 guidance, the big picture regarding Microsoft’s business, and the competitive …
Lees meerWe kick things off with Neil’s thoughts on Tesla earnings. The discussion covers two themes that are beginning to appear in both Tesla’s results and the broader EV space. We conclude with how these trends stand to impact Apple’s transportation goals…
Lees meerHello everyone.Over the weekend, Neil went through Tesla’s earnings and Q&A. In breaking everything down there were two themes that jumped out at him. We will get to that tomorrow.For today, we will kick things off with movies. There is a lot to be …
Lees meerHello everyone. The CY2Q23 earnings season covering April to June has officially begun. We kick things off in streaming land with Netflix. The update begins with Neil’s thoughts on Netflix’s earnings. The discussion then turns to why Neil doesn’t th…
Lees meerHello everyone. We need one more update to close some loose ends regarding Disney, ESPN, and Apple. The update kicks off with an examination of Iger’s comments to CNBC regarding ESPN. We then turn to ESPN’s potential value and one difficulty found i…
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