Should be a great Four Horsemen of Mobility double-header tonight: both Amazon and Facebook report Q2 earnings after the close. #ygma

Tomorrow’s FB earnings call does not bode well, based on Zynga’s poor results today. Mobile strategy matters. #ygma #yg

LOL: RT @asymco: Apple’s share price has now fallen to levels unseen since June 29th.

Good insight: RT @BenedictEvans: The 2 year contract means that concentration of iPhone sales into launch quarters becomes self-re-inforcing

Well done: RT @biz_mobility: @cdhowe Turns out Apple earnings were OMG….but not the OMG everyone expected.

For a supposedly secretive company, Apple’s business is quite transparent compared to Samsung, who doesn’t even release unit sales numbers.

Apple TV now outsells XBox 360, demonstrating the differing definitions of hobby and success at AAPL and MSFT today. http://t.co/Y5B2wfI8

Excellent analysis of the Apple miss, noting that great performance doesn’t nicely align with quarterly reporting. http://t.co/jslheg7S

Context: despite the analyst expectations miss, I don’t think any $100+B rev. firm has ever grown as fast as Apple did this quarter. #ygmd

Cash and marketable securities now at $117B. Could buy most American companies in cash.