Financial news around Apple, something is broken at Twitter, and Apple TV+ talk. That’s wrapping up the week on the Observation Deck.
AAPL
How Many Operating Systems Does a Mixed Reality Need? - TMO Daily Observations 2023-01-13
Snippets of code in an Apple-made Windows app namecheck two AR/VR/MR related operating systems. TMO Managing editor Jeff Butts and Ken kick those around. First though, examining analyst sentiment around Apple. Grok the fullness. Grok it!
More Suggestions of Mixed Reality, Mac Beats PC and Targeting Big Tech
realityOS seems more real, the Mac beats the PC market, and President Biden targets “big tech.” That’s a glimpse from the Observation Desk.
Apple Regains Financial Ground, France's Fines and More
News from the financial front, a fine and a remodel for Apple in France, and new and returning titles for Apple TV+.
The Good and the Bad News, and a Glimpse at What Might Have Been
Today from the Observation Deck, good news for “iPhone City,” bad news from Nikkei Asia, and a look at what might have been…
The Good, the Bad, and That Sounds Ugly - TMO Daily Observations 2023-01-04
Good news from “iPhone City,” news goes bad for Apple from Nikkei, and The Information has information about an ugly sounding mixed-reality headset from Apple. TMO Managing Editor Jeff Butts and Ken kick it all around.
Analysts Still Love Apple Even As Battery Replacement Gets Pricier
“Gentleman” Jim’s still big on Apple, battery replacement costs are going up, and health and fitness in the “year of you.”
Epic Trolling for the New Year - TMO Daily Observations 2023-01-03
Epic CEO Tim Sweeney Ended 2022 hinting at Fortnite’s return to iOS in 2023. TMO Managing Editor Jeff Butts wants to talk about it. Ken doesn’t. They do anyway. Plus – Citi analyst “Gentleman” Jim Suva likes Apple shares at all the levels. We’ll look at his three Apple catalysts for 2023.
Glancing Apple in 2023 and Trouble at HomeKit - TMO Daily Observations 2022-12-23
Citi and Needham analysts have thoughts on Apple’s year ahead. TMO Managing Editor Jeff Butts and Ken kick those thoughts around. Plus – Jeff updates us on trouble with HomeKit, and Apple to the rescue for some last minute shoppers.
A 'Set and Forget' Investment and Negative Zero COVID
Evercore’s still way positive on Apple, negative zero-COVID in China and fighting union with “union.” That’s today’s Observation Deck.
Don’t Fear the App-Pocalypse - TMO Daily Observations 2022-12-15
Bloomberg says Apple is prepping iOS for third-party app stores and app side-loading in the EU as early as iOS 17. TMO writer Nick deCourville joins Ken to talk over potential pros and cons. Plus – a couple of financial analysts have early takes on the talk.
But Just Wait 14 Months - TMO Daily Observations 2022-12-02
Want a positive spin on the current quarter? Ken tries to convince TMO Managing Editor Jeff Butts how great things will look for Apple in Q1FY24 – provided nothing goes wrong. Also – Android is getting one communications app to rule them all (and ditch the green text bubbles). Jeff fills us in on Sunbird.
Protests in China and Chipmaking in Arizona - TMO Daily Observations 2022-11-28
“iPhone City” isn’t the only city in China seeing protests. TMO Managing Editor Jeff Butts joins us to talk societal issues, Foxconn issues, and issues for Apple investors. Then, a Mailbag Monday question from Johnny: If chipmaking needs water, why are chipmakers going to Arizona?
What a Week Monday Was - TMO Daily Observations 2022-11-22
Bad news and interesting topics to tackle Tuesday. TMO Managing Editor Jeff Butts joins Ken to discuss a tragedy at a Boston-area Apple Store, whether Apple can keep outperforming the markets, processors coming out of the Arizona desert, and Bob Iger’s return as CEO of Disney.
Amidst Economic Uncertainty, Some Financial Analysts Lower Expectations for Apple
As worries grow about the economy, financial analysts begin to lower their expectations for Apple continuing to grow its market share.
Two Takes on Apple Shares and Eyeing the Twitter Situation
Foxconn struggles with space issues, Barron’s offers two takes on Apple stock, and what the heck’s going on with Twitter? All that and more from today’s Observation Deck view.
Two Takes on AAPL and Solutions to the Twitter Issue - TMO Daily Observations 2022-11-21
Will Apple buoy the markets or is it set to sink? Two pieces from Barron’s argue both sides. TMO Managing Editor Jeff Butts joins Ken to talk them over. Plus – An Apple exec has left Twitter and a former president is invited to return. How likely are Apple and Google to keep a check on the birdhouse?
Minus One Bloodbath Plus One Chaotic Mess - TMO Daily Observations 2022-11-08
TMO Managing Editor Jeff Butts joins Ken to talk about how wrong Ken was about Apple shares after the weekend iPhone warning. Then, Jeff has many, many thoughts on the chaotic mess than has been Elon Musk’s handling of Twitter.
More Money, More Problems for iPhone City
More money/more problems for Foxconn and its folks, a couple of concerns for Apple’s App Store, and a lot going on around Apple TV+ for kids.
A Louder iPhone City and Considering the Plastic iPad - TMO Daily Observations 2022-11-01
Concerns around iPhone production and COVID lockdowns have grown louder since the weekend. TMO Managing Editor Jeff Butts joins Ken to talk through some of those. Plus – was Apple right to shelve a plastic iPad?
A Delay Delayed by Delays
Production delays delay planned production delays, one bright spot on the smartphone landscape, and reactions to last week’s Apple earnings.
Apple Breaks Records, Beats Wall Street Once Again in 4Q22 Earnings Report
Apple has broken records and beat expectations again with its 4Q22 earnings report. The iPhone maker reported $90.1 billion in revenue.
New Earnings and Old Controllers
Sizing up phone sales, prepping for an earnings report, and again with all the OS betas. All that and more from today’s Observation Deck.