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As we approach the earnings release for the first fiscal/fourth calendar quarter for Apple, it’s time to look back three months at what the company delivered and guided in the previous quarter. The summary for results…
The iPhone 17 is the 19th generation of iPhone. The Pro Max is the 50th iPhone model and the 2TB version is the 158th variant, not including color variations. The table showing all the previous variants, models and…
In the latest, (Fiscal Q3, Calendar Q2 2025) conference call, Tim Cook made a welcome announcement: “We also recently marked a significant milestone. We shipped the 3 billionth iPhone since its launch in 2007.” This was…
According to JP Morgan analyst Samik Chatterjee, citing Sensor Tower, Apple’s App Store revenue for May 2025, increased by 4.9% month-over-month (which compares to an average sequential increase of 2.3%) and an…
Apple’s relationship with China has always been a point of worry for investors. Nine years ago Carl Icahn sold his entire stake in Apple due to China fears. In April 2016 Reuters reported that “Icahn had been a huge…
In my last post I asked if tariffs, antitrust remedies, distribution dissatisfaction and non-iOS competition make any impact on how customers perceive the company. Let’s begin with tariffs. Broadly, tariffs are…
It’s not unusual to see articles consisting of lists of reasons why Apple is facing an existential crisis. Agonizing and hand-wringing about Apple been a meme for decades, so much so that it had its own web site, The…
It’s Labor Day in the US (and Canada, though not anywhere else where it’s celebrated on May 1st.) This would be a good time to discuss Apple’s primary challenge. Writers whose unfortunate job is to cover Apple inevitably…
In November of last year I wrote a series of posts regarding the relationship between Google and Apple in light of the antitrust trial that Google was facing. The expected verdict was issued (Google was declared a…
The Apple Vision Pro has had a very long gestation period. The first evidence for it emerged in 2015 when Apple acquired Metaio and Mike Rockwell was hired. That’s almost 9 years ago. Even at this time, the product is in…