My Patrix site
Category
$3000 makes it low-end The Studio Display XDR’s medical image calibration feature received FDA clearance, which means radiologists are now able to use the display for viewing medical images. Apple marketing chief Greg…
260 million Mac users? Huge room for growth. It’s a massive untapped opportunity for Apple, whose Mac installed base of 260 million units lags far behind the iPhone installed base of 1.5 billion units. Mohan believes the…
Historic growth? The Omdia research group says Mac sales grew 10.7% year-over-year in the first quarter of 2026, while the IDC research system says the growth was 9.1%. Now Gartner says Mac sales grew 12.7%…
AI boosting Mac sales. Mac mini and Mac Studio orders are facing unusually long shipping delays, stretching up to 4-5 months. This could hint at an upcoming M5 refresh or supply constraints. After a few months of delay,…
Run for the hills Morgan Stanley just published survey data that makes a strong case for owning Apple stock. The firm’s AlphaWise Global Smartphone Survey was released March 22. It shows iPhone upgrade intentions hitting…
Apple’s iPhone continued strong sales in February Apple’s iPhone continued strong sales last month, thanks to the popularity of the iPhone 17 line, Bernstein analysts wrote in an investor note on Monday. According to the…
Is this intentionally unintelligible? From a note to KeyBanc clients that landed on my desktop Monday. “We remain SW AAPL. Our KFLD shows Indexed Spending +37% m/m, which is above the three-year average of +12% m/m, and…
3500 users surveyed In surveying roughly 3,500 smartphone users, the average monthly spend of a user has increased to around $13, up from the three-year average of roughly $9, “driven by broader application adoption and…
Not reading this article is probably a wise decision. Shares could perform in line with the S&P 500’s long-term average Investors can follow a straightforward exercise to try and figure out where Apple’s stock price will…
Not just the iPhone. Both the Mac and iPad marketshare in China grew year-over-year in 2025, according to new data from the Omdia research group. Apple sold 700,000 Macs in the fourth quarter of 2025 for 6% market share.…
