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First and only, defining moment Today, Apple announced iPhone and iPad are the first and only consumer devices in compliance with the information assurance requirements of NATO nations. This enables iPhone and iPad to be…
· Farshad · Office Hours
Following the Apple Event on March 4, we will be broadcasting the inaugural Asymco One Office Hours as a live Q&A session with Horace Dediu & Ben Bajarin. We’ve scheduled the session for 3pm ET / 12pm PT to allow time…
Greater China. As previously reported, China represented 18% of net sales for Apple in the fourth quarter of 2025. This was up from 15% the year before and the third largest reporting segment. The segment grew by 37.9%…
A billion users are waiting Apple Pay is set to go live in the Indian market by the end of 2026, according to a report by Business Standard. The service still requires regulatory approvals before it can go live in the…
Just in time for Personal AI The Mac mini remains a smaller part of Apple’s Mac lineup, accounting for about 5 percent of global Mac sales last year, according to Consumer Intelligence Research Partners. In 2024, Apple…
AVP VIP Every week I compile a week’s worth of interesting news, reviews, findings in a page that is visually pleasing and easy to digest without clicking all over. Full page with photos/videos/commentaries located here…
Personal AI “OpenClaw [is] driving Mac lead times to multi-year highs.” — Analyst Erik Woodring As of Thursday, February 19th, lead times across most Mac products have quickly inflected to multi-year highs, around 2-4…
Services is much more than App Store Apple’s App Store revenue growth is strengthening in February, with Morgan Stanley saying the latest data points to a faster pace of expansion heading into the March quarter. The…
Five iPhone assembly plants — three operated by Tata Group entities and two by Foxconn — supported by a supply chain of around 45 companies Apple Inc.’s iPhone became India’s top single export item in 2025, with…
Do I Believe? Donut Lab has commissioned the internationally renowned VTT Technical Research Centre of Finland to conduct independent measurements of the battery’s performance and key characteristics. Unless otherwise…
