"In 2025, Russia asked that Apple remove 1,213 apps—many of these VPN apps designed to thwart the country’s draconian Internet censorship."
"The only way to do great work is to love what you do."
"Apple's entry in the foldable market is also expected to further boost the upward ASP trend by keeping market attention on high-priced segments."
Read More Counterpoint: Customers pay more for book-type foldables
“This year defines Apple’s unique resilience within the industry." — Research Director Tarun Pathak
Read More Counterpoint: Apple to Hit Record Market Shares in 2026
From "Apple had to raise prices and this was the right time" which aired on CNBC Thursday.
Read More Daniel Ives: Apple held off as long as they could (video)
Excerpts from the notes I've seen. More as they come in.
Read More Apple's summer price hikes: What the analysts are saying
2 days ago“We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.” —…
2 days ago"Where once commentators spoke of an “Nvidia tax,” it has been replaced for large tech companies such as Apple with a 'Micron tax'"—or at least a memory toll."











One Comment