Tim's time to shine as Apple hunts a gamechanger for earnings season

Apple reports its latest earnings the day before it launches the Vision Pro, and after a tough year of falling sales, it needs a big win

Quarterly earnings season is my favourite time. It’s a window to jam our noses deep into Big Tech’s secret inner workings to see their wins, fails, vulnerabilities, and momentum.

It rarely disappoints. Tracking their rise and fall is fabulous sport, and I hope you find it as illuminating as me.

Apple, Microsoft, Alphabet, and Meta, all report in the next few days, and even if you’re not a life-long media nerd like me, you need to know what they’re up to.

They’re so big that their performance drives the stock market, impacting how much mortgage interest you pay, your superannuation, maybe even whether you have a job.

Billions use them, so millions invest in them. That means they are a proxy for the global economy right now.

Their value doubled over the past 12 months to $10 trillion, while the rest of the market lagged at 12%.

Apple and Microsoft’s battle to reign supreme has investors transfixed. Both are nudging $3 trillion valuations.