"Monetization expands beyond just the App Store, providing Apple with multiple ways to achieve double-digit Services growth." — Analyst Amit Daryanani From a note to Evercore…
From Richard Lawler and Jess Weatherbed's "Apple’s WWDC 2026 event starts June 8th" posted Monday by The Verge.
Morgan Stanley's Erik Woodring estimates that Apple could generate $40 billion to $60 billion in revenue from foldable phones in the next 18 months.
Mark Gurman profiles Apple's John Ternus
1 week ago
1 week ago"Tim Cook doesn’t want to talk about retirement yet, but John Ternus is emerging as his most likely successor."
"The lines between marketing and innovation are clearly blurring."
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"A chronicle of an ugly breakup between two startup co-founders."












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