Horace Dediu: At sweet 16, iPad still hits sweet spot

"Neither killer nor killed, the iPad is just a great “in between” product with plenty of value."

6 Comments

Apple's Mac sales grew 9% in March quarter, in spite of war

7 hours ago

Published April 9, 2026 by Philip Elmer-DeWitt

Apple's Mac sales grew 9% in March quarter, in spite of war

"Despite deteriorating macroeconomic conditions and memory shortage issues, the PC market recorded another quarter of positive growth."

2 Comments

Apple orders fewer foldable iPhones than expected

7 hours ago

Published April 9, 2026 by Philip Elmer-DeWitt

Apple orders fewer foldable iPhones than expected

"Initial shipments this year are expected to total around 3 million units, significantly below earlier market expectations of about 10 million units."

3 Comments

Counterpoint: Apple's iPhone ruled the Dec. 2025 quarter

7 hours ago

Published April 9, 2026 by Philip Elmer-DeWitt

Counterpoint: Apple's iPhone ruled the Dec. 2025 quarter

The Redmi A5 is an entry level model priced between $90-150.

One Comment

Premarket: Apple is red

8 hours ago

Published April 9, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures dip after Dow posts best day since April 2025 following ceasefire deal" posted early Thursday.

Apple's Neo opens the door to a $32 billion market

"Apple’s launch of the MacBook Neo earlier this month marks the company’s first real push to lower-end PC consumers where their share today in the space is <1% for notebooks." — Analyst Wamsi Mohan