A 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?
"Given Bloomberg's poor track record on Apple production plans and other supply chain scoops, my stance is to keep my iPhone growth estimate unchanged."
Read More Neil Cybart disses Bloomberg's Apple supply chain scoop machine
From a note to Above Avalon subscribers ($) that landed on my desktop Tuesday.
Read More Neil Cybart: Apple steps back on the buyback accelerator
As for dividends, he's looking for $0.23 cash per share quarterly (up $0.01 or 5%).
Read More Neil Cybart expects Apple to hike buybacks by $75 billion
Cybart's best guess: The new iPhone SE3 will likely start at $399.
Read More Apple: Neil Cybart handicaps tomorrow's iPhone SE price points
In the time it took Apple’s market cap to grow 200%, its share price climbed 264%.
Read More Neil Cybart: Why Apple's market value trails its share price
From a note that reached Above Avalon subscribers Monday before Apple broke through $165.
Read More Neil Cybart: No, that Bloomberg report did not send Apple to record highs
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