“A lot of companies in the fintech space are frenemies, but every player views Apple as a threat.”
If it's a hit, says Munster, it could be bringing in annual revenue of $53 billion within eight years, or 10% of Apple's total 2030 revenue.
Read More Gene Munster: If the headset is a bust, Apple loses $25 billion, tops
From Kristina P's "The End of Twitter Auto-Sharing" posted Thursday by Jetpack.
Read More Elon Musk has cut off Apple 3.0's Twitter automatic-posting access
"In the High-End Consumer market (>50% of Mac shipments), Apple's share was unchanged Y/Y at ~67%." — Analyst Eric Woodring
Read More Morgan Stanley: The root cause of the Mac's underperformance in March
Two ChatGPT headlines making news.
It was always about the Benjamins.
Read More Google pays Samsung to be its default search engine, just as it pays Apple
From Reuters' "Apple slashes sales estimates of its headset, Bloomberg reports" posted Thursday.
Read More Does Apple really share internal sales estimates with Mark Gurman?
In response to the Wall Street Journal's "Apple Is Breaking Its Own Rules With a New Headset."
Read More John Gruber: The arc of a new Apple product category













11 Comments