"The main drivers are improved costs and improved mix on the product side." — COO Luca Maestri
Read More Devices — not services — are where Apple fattens its gross margins
Neil Cybart: Google is underpaying Apple
2 years ago
2 years agoFrom "Potential Court Impact on Apple Search Revenue" mailed Monday to Above Avalon subscribers.
"Apple did not appear to lose interest in buyback as the share price surpassed $180."
Read More Neil Cybart: Apple bought back shares at record prices in fiscal Q3 2023
Apple Vision Pro: Fly or flop?
3 years ago
3 years agoQuick takes from Creative Strategies' Ben Bajarin, Above Avalon's Neil Cybart and Techsponential's Avi Greengart.
"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
3 years ago
3 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
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