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.

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

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

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

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

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

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.

From Brittany Miller's "Woman uses Apple Watch hack to catch cheating boyfriend" posted Monday by The Independent.