"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
From Ben Lovejoy's "Apple chip plants can’t be moved, despite China’s war games, says TSMC" posted Tuesday.
Read More 9to5Mac: If China invades Taiwan, what will Apple do?












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