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iPad remains the second-biggest product in the Apple product universe. It sits between the biggest (iPhone) and the original (Mac computers). Just this week Apple announced a new generation of one of the four model families - iPad Air.
The new iPad Air M4 models have a more advanced (but not the newest) processor, with the same form factor and display as before. The iPa...
This week the Wall Street Journal had a fascinating account of how Apple plans to bring more of its supply chain to the US. Reporter Rolfe Winkler toured several facilities - new and under construction - to research a story about the cha...
It’s been a couple of quarters since we looked at the very-important-but-less-followed-and-even-less-understood Apple Services business. After a blowout hardware quarter, it is easy to overlook this growing, high-margin, and critical part of the Apple story.
Apple services include:
iCloud storage, in various capacities depending on package
Apple TV+, the vid...
Apple just delivered superb financial results based in large part on consumer reception of the new iPhone 17 models. We showed that by simplifying the model lineup, Apple prompted more buyers to move to the more expensive Pro and Pro Max model...
Last week we released CIRP analysis of iPhone model sales in the December 2025 quarter. The next day Apple announced quarterly results that exceeded everyone’s expectations and were driven by improved iPhone sales and gross margins. To understand how...