Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009" posted Friday on Mastodon.

"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company." ...

From "The Investor Channel... Fire Tim Cook!" which aired Friday on YouTube.

Snell's work is beautiful, and his charts illustrate results that mine don't.

Excerpts from the notes I've seen. More as they come in.

Some of the commentary that caught my eye. More as its comes in.

From a note to Oppenheimer clients that landed on my desktop Wednesday.

In its first fiscal quarter of 2025, Apple beat easily on the top and bottom lines. iPhone sales were weak, as expected, but ...

From "Deepseek R1 Explained by a Retired Microsoft Engineer" posted Monday on Dave's Garage.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s December quarter results.

From Nico Grant's "How Google Maps Plans to Handle the ‘Gulf of America’" posted Monday by the New York Times.