Gaming (-3%) remains the main drag on growth, but the -3% is still a positive step forward after -7% in May, and -10% in April. — Analyst Amit Daryanani
From Manish Singh's "Apple purges predatory lending apps in India following scrutiny" posted Friday by TechCrunch
Read More Apple pulls evil Indian fintech apps off App Store
"Consensus is only looking for a step up from +6% in Mar-qtr to +8% in Jun-qtr, so estimates look relatively derisked." — Analyst Amit Daryanani
Read More Evercore: Weakness in Apple's gaming revenue offset by entertainment
More than 90 percent of billings and sales accrued solely to developers, without any commission paid to Apple.
Read More Apple's App Store goes ka-ching to the tune of $1.1T
But analyst Amit Daryanani is sticking with his $190 price target.
Read More Evercore: Apple's App Store revenue declined for the fourth month in a row
Meanwhile, we've learned how many people visit Apple's various app stores each month.
Read More Apple promises to over-comply with EU's Digital Services Act
"This was a fight Apple was always going to lose."
Read More Ben Lovejoy hates the war Apple waged against sideloading
"App Store remains a little underwhelming, but we think this performance is likely in-line with Apple’s expectations." — Analyst Amit Daryanani
Read More Evercore: Apple App Store revenue down 3% in March
Fun with Apple headlines.
Read More How an 'immaterial impact' to Apple became the 'biggest potential threat'
From "EU Narrows Apple Case" posted Wednesday to Stratechery subscribers ($).
Read More Ben Thompson: Three reasons EU was right to drop half its Apple case
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