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"Tim Cook has a really big iPhone problem: Apple has been fighting gravity for years, and it's starting to lose the battle."
 CNN 8:58 AM
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"Apple's Errors: As rare as last week's Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning in June 2002 — the company has had other bad quarters in the iPhone era." Stratechery 8:17 AM
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"Apple's Unit Economics" asymco 12:45 PM
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"How Important Is China To Apple's Revenue? Tim Cook pointed to weak Chinese iPhone sales and the China-US trade war as causes for Apple's weak Q1 revenue. Over the past five years, China has become an increasingly important chunk of the tech giant's sales." PC Magazine 6:43 AM
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"Apple's China Problem Goes Deeper Than the iPhone" WSJ Video 10:53 AM
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"Apple's Message To China: It's Not Me, It's You" Forbes 7:07 AM
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"In Apple Loss, How Big A Deal Is China, Really?" Forbes 7:56 AM
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"Apple's growing attraction to non-iPhone revenue in one chart: Services now account for 16 percent of Apple sales." Recode 3:19 PM
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"Regardless of Qualcomm's patent injunction, iPhone 7 and 8 still widely available in Germany" Foss Patents 8:08 AM
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"Qualcomm Braces for Legal Battle with US Antitrust Regulator" Zacks 8:40 AM
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"Apple's $145M payout to WiLAN in patent infringement case slashed to $10M" AppleInsider 1:12 PM
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