Praise for Apple’s people prowess, praise for Apple’s bottom line, and CarPlay’s catching an Uber. That’s today from the Observation Deck.
AAPL
On the Questionable Questioning of iPhone Demand in China
Considering iPhone price drops in China, Evercore is still bullish on the App Store, and updates for Apple’s media players.
Reacting to Apple’s Earnings and Playing Tetris at SXSW
Looking out from the Observation Deck, we see reactions to Apple earnings, South Korea okays Apple Pay, and playing Tetris at SXSW.
Leading Design Without a Design Lead? - TMO Daily Observations 2023-02-06
TMO managing editor Jeff Butts joins Ken to talk over reactions to Apple’s Q1FY23 earnings call. Plus would/will the general consumer miss an industrial design lead at Apple if Apple ends up without one?
Recapping Apple's 1Q23 Earnings Call
Recapping Apple’s December-quarter numbers and dipping into the earnings call. That’s the kind of day we’re having on the Observation Deck.
Listening In On Apple's Q1FY23 Call - TMO Daily Observations 2023-02-03
TMO Managing Editor Jeff Butts joins Ken to kick through Apple’s December-quarter earnings, plus questions and answers between Apple execs and analysts.
Prepping for Apple's Earnings Call and Another Call for Sideloading
Prepping for the earnings call, a Federal agency calls for sideloading, and Samsung teases a move on mixed-reality.
Market Share, Apple Shares, and Surf's Up
Checking iPhone shares in China, analysts send notes ahead of Apple earnings, and HomePod starts playing hard to get.
Evercore Loves the M2, the DoJ Goes After Google and More
One financial type loves Apple’s M2, the DoJ goes after Google, and Apple ushers in Data Privacy Day. That’s today’s Observation Deck view.
Pondering the Big Tech Layoffs
Morgan Stanley senses the dawn, a look at Big Tech’s big layoffs, and news of a couple of App Store investigations.