"Customers must subscribe to higher-tier unlimited plans that carry higher monthly service revenue than entry-level offerings." — Analyst Wamsi Mohan
Read More BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple
"Customers must subscribe to higher-tier unlimited plans that carry higher monthly service revenue than entry-level offerings." — Analyst Wamsi Mohan
Read More BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple
18 hours ago"The acquisition occurred in June and continues a trend of recent small-scale acquisitions by Apple."
"We see ASPs being the bigger upside lever." — Analyst Amit Daryanani
Read More Evercore expects Apple to beat its conservative guidance
“The Mac is first and foremost an indirect input device, built around the trackpad and keyboard. But I think there’s times when it’s comfortable and handy to have touch.”
Read More Apple's John Ternus talks touchscreen Mac (with product video)
"In our view the read is less about one laptop than about the cadence Ternus is setting: a steady stream of silicon-led hardware refreshes that push AI into the installed base ahead of the holiday quarter."
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