Hello everyone. Today’s update (Tuesday, March 7th) kicks off with Neil’s thoughts on the number of ATMs declining in the U.S. The discussion goes over cash usage trends and includes some of Neil’s personal observations and behavior change regarding…
Lees meerHello everyone. Welcome to a new week. Today’s update (Monday, March 6th) kicks off with Neil’s thoughts on Apple investing another $1B in Germany. The update then turns to the iPhone, which continues to see higher sales share around the world. We l…
Lees meerHello everyone. Today’s update kicks off with Neil’s thoughts on Peter Stern departing Apple. The discussion then expands to talk about Apple’s Services reorganization. We conclude with some qualutiative takeaways from Warner Bros. Discovery’s most …
Lees meerHello everyone. Today’s update kicks off with Neil’s thoughts on Apple lending $250M to Globalstar. The discussion then expands to talk about Apple getting into the satellite business itself. We conclude with a closer look at the EU narrowing its Ap…
Lees meerHello everyone.Today’s update has a Sonos focus. We begin with Neil’s thoughts on Sonos FY1Q23 earnings (October to December). The discussion then turns to Sonos management once again hinting at the company entering a new product category. We discus…
Lees meerWe kick things off with a closer look at the WSJ’s article regarding a growing problem with iPhone security and passcodes. The discussion goes over Neil’s thoughts on how the WSJ covered the story and the publication’s recommendations to readers for…
Lees meerHello everyone. We begin with Neil’s thoughts on Netflix cutting prices in more than 100 territories. It is quite the surprising development. The discussion then turns to YouTube and where the streaming service sits in the broader video streaming in…
Lees meerHello everyone. Happy Wednesday. It feels good to get back into the swing of things after a little time off. We kick off today’s update with Neil’s thoughts on Walmart and Home Depot pointing to major shifts in how consumers are spending their money…
Lees meerHello everyone. We kick off today’s update with Neil’s thoughts on Alphabet’s earnings. The discussion also goes over an observation regarding the changing competitive landscaping involving Google, Amazon, and Apple. We then examine Peloton’s earnin…
Lees meerHello everyone. We will begin today's update with one topic from yesterday that deserves more attention: branding in video streaming. Branding will gain importance as competition intensifies. The discussion will then turn to Amazon earnings. We go o…
Lees meerHello everyone. We will kick things off with Disney earnings. The discussion includes Iger’s strategy for Disney+ and how Disney is following an anti-Netflix strategy. We conclude with the ways Apple got paid video streaming right with Apple TV+. Le…
Lees meerHello everyone. Welcome to a new week. In today's update, we will cover a few topics related to the iPhone. The discussion begins with Apple’s strategy for selling non-pro iPhones. This leads us to revisiting the subject of iPhone repairability. We …
Lees meerHello everyone. In today’s update, we will focus on a news item related to Apple design that came out the same day that Apple reported 1Q23 earnings. We conclude with Neil’s updated Apple earnings model and how the model changed following Apple’s 1Q…
Lees meerHello everyone. Today’s update will conclude our Apple earnings review as we go over Apple’s 1Q23 10-Q and focus on some balance sheet items (share buyback pace and Apple’s cash neutral goal). The plan is to include an updated version of Neil’s Appl…
Lees meerHello everyone. In today's update, we will address a few topics carried over from Apple's 1Q23 earnings release: paid subscriptions growth trends and gross margin improvement. We begin with Neil’s estimates for new paid subscriptions added across Ap…
Lees meerHello everyone. Welcome to a new week.Last Friday, we went over the numbers from Apple’s 1Q23 earnings release. We also looked at two of the major themes from earnings: the significant FX impact on Apple’s results and changing device upgrading trend…
Lees meerHello everyone. Today'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. We also examine how Apple’s results compared to Neil’s expectations. The …
Lees meerHello everyone. On Monday, we went over my expectations heading into Apple’s earnings tomorrow. We also talked briefly about my thoughts on what Apple may say about FY2Q23. Yesterday’s update included my granular financial estimates and updated Appl…
Lees meerHello everyone. Apple reports FY1Q23 earnings (results from October to December) 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 esti…
Lees meerHello everyone. Welcome to a new week.Apple reports FY1Q23 earnings (results from October to December) on Thursday. We kick off today’s update with Neil’s thoughts and expectations heading into Apple’s earnings. The discussion goes over implications…
Lees meerHello everyone.Apple reports earnings next Thursday (Feb 2nd). We will go over my expectations early next week.For today's update, we kick things off with Tesla and then switch to Apple Card. Tesla EarningsHeading into Tesla’s earnings, there wa…
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