"A key question is whether the rest of the market is capable of catching up."
"Our cautious stance remains centered around U.S. upgrade rates as we don't believe iOS improvements are enough to spur an upgrade cycle." — Analyst Brandon Nispel
After Amazon Prime, Peacock and premium YouTube.
Ted Lasso in Beijing?
2 years ago
2 years ago"No other foreign video streaming service is available in China."
"We're not talking about a business going from 2% to 30% growth."
Read More Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.
"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring
Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event












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