"According to my math, Apple will cross 1B paid subscriptions next week."
Read More Neil Cybart: Apple's paid subscriptions by the numbers
Designer Marcus Kane, who drew the famous "ski-goggle" renderings for The Information two years ago, has given it another try.
Read More Neil Cybart reviews the latest Apple headset renderings
"Apple shares have become notably less expensive on a free cash flow basis."
Read More Neil Cybart: By EV/FCF, Apple is (relatively) cheap
"Apple’s free cash flow is the single-best measure of Apple’s ecosystem strength."
Read More Neil Cybart: Apple’s free cash flow soared to $111 billion in fiscal year '22
Neil Cybart: Apple in a nutshell
2 years ago
2 years ago"Apple is essentially building Trojan Horses out in the public and there is little to nothing that competitors can do to stop Apple."
"Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act."
Read More Neil Cybart finds a hole in Mark Gurman's Apple sideloading scoop
Apple TV's stealth backlist
2 years ago
2 years agoA curated backlist pegged to a new release is more useful -- and more likely to draw viewers -- than a bunch of dusty titles purchased in bulk.
Neil Cybart: The bifurcation of big tech
3 years ago
3 years agoApple, Microsoft, Alphabet, Meta and Amazon: Two of these companies are not like the others.
From Neil Cybart's "Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts" ($) posted Tuesday on Cybart's Above Avalon Slack.
Read More If it weren't for FX, Apple's gross margin would be 45% to 46%
"In such a dynamic, accuracy may not be a priority." From Cybart's "Another Questionable Bloomberg Report on iPhone Demand, What’s Going On With Bloomberg?" ($) posted…
Read More Neil Cybart: Is Bloomberg moving Apple up and down to sell subscriptions?
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