We begin today’s update with Neil’s thoughts on Alphabet’s 3Q22 earnings. The discussion then turns to three yellow flags found in Google’s numbers. We conclude with a few of Neil’s closing remarks heading into Apple’s earnings release. The update i…
Lees meerHappy Tuesday.We will go over my updated Apple earnings model tomorrow. It's not quite ready for publication. As a reminder, with Apple reporting earnings on Thursday, here is the daily update schedule for the rest of the week:Wednesday: Regular upd…
Lees meerHello everyone.This is shaping up to be a busy week. Apple reports FY4Q22 earnings (results from July to September) on Thursday. As with previous quarters, Apple’s earnings release timing will result in Thursday’s daily update being pushed to Friday…
Lees meerHello everyone.In today’s update, we will go over a few things that have been on my mind regarding the new iPad. The Rationale for the New 10.9-inch iPadOn Tuesday, Apple announced an all-new $449 10.9-inch iPad (10th gen).One question that has …
Lees meerHello everyone. We are going to talk more about the iPad line tomorrow. There are a growing number of questions as to what Apple announced (and didn’t announce) yesterday regarding the iPad. We will go over where I think Apple may take the iPad line…
Lees meerHello everyone. In this special edition of the daily update, we will discuss Apple’s various product announcements from earlier today. Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro)Heading into October, signs were pointi…
Lees meerHello everyone. Welcome to a new week. Let's jump right in. 4Q22 iPhone Installed BaseLast week, we went over my estimates for the Apple Watch installed base as of the end of September. Today, we will discuss the iPhone installed base. It’s been…
Lees meerHello everyone. We will kick off today's update with one follow-up to yesterday's Apple Watch discussion. Measuring Apple Watch’s Sales PotentialYesterday, we talked about Apple Watch sales and adoption trends up to the end of September 2022. As…
Lees meerHello everyone. Happy Wednesday.One quick follow-up to yesterday’s update regarding the Pixel 7 and 7 Pro.When it comes to assessing Google’s odds of finding traction with the Pixel 7 and 7 Pro, the following screenshot of AT&T's website highlights …
Lees meerHello everyone.In today’s update, we will go over my impressions of Google’s big hardware event for fall 2022. Let’s jump right in. Thoughts on Google’s Pixel EventAt least based on what was said on stage at its Made by Google 2022 event (video …
Lees meerHello everyone.Google held its Pixel hardware event today. We will talk about the event next week. Let’s jump right in. Tim Cook Gives Another AR TeaseLast week, Cook and a number of Apple executives toured some of Apple’s European operations…
Lees meerHello everyone. Yesterday's update regarding Google pulling the plug on Stadia led me to pursue a few additional points when it came to Google and Alphabet. Let's jump right in. Growing Fallout Surrounding Google Stadia ShutdownOver at TechCrun…
Lees meerHello everyone.One quick clarification regarding yesterday’s story about Tesla deliveries.I wrote: "More attention will be placed on the year-over-year growth in [Tesla] deliveries. If that figure continues to slow, the number of demand questions wi…
Lees meerHello everyone. Welcome to a new week. Today's update will kick off with operating results from two consumer-oriented companies (Nike and Tesla). We will then bring Apple into the discussion when going over broader observations and takeaways. Ni…
Lees meerHappy Thursday.We will start today’s update with Amazon, then turn to Apple’s supply chain, and conclude with a new installment of Thursday Q&A.Let’s jump right in. The Big Themes from Amazon’s Hardware EventIn a plain vanilla tech presentation wi…
Lees meerHello everyone. Today’s update will be dedicated to discussing Bloomberg's new report on iPhone 14 demand. Another Questionable Bloomberg Report on iPhone DemandOver at Bloomberg, here are Debby Wu and Takashi Mochizuki:“Apple Inc. is backing off …
Lees meerHello everyone. We will start today’s update in Apple Watch land. Let’s jump right in. John Mayer vs. Apple Watch UltraJohn Mayer is known by most as a musician. However, in the mechanical watch world, he is considered a trendsetter / influencer.H…
Lees meerHello everyone. Welcome to a new week.Let's jump right in with a story that jumped out at me over the weekend. Central Banks Rush to Raise RatesHere’s the WSJ:“Central banks around the world moved Thursday to combat the effects of a soaring dollar…
Lees meerHello everyone. Let's begin today's update in the live sports world. Disney CEO Talks ESPN’s FutureLast week, Disney CEO Bob Chapek, who recently had his CEO contact extended by three years, sat down with CNBC’s David Faber to talk about ESPN and …
Lees meerHello everyone.Let's jump right in. Peloton Launches Peloton RowMy approach regarding analyzing Peloton is changing.This week’s Inside Orchard essay was focused on why it’s now time to begin writing Peloton’s eulogy. We should no longer look at Pe…
Lees meerWe kick things off with Neil’s thoughts on iFixit’s iPhone 14 discovery. The discussion then expands to take a broader look at how iPhone longevity impacts Apple and the iPhone installed base. We also look at what Neil sees as changing dynamics foun…
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