"We project iPhone growth will start to accelerate materially by the December quarter of this calendar year." — Analyst Ben Reitzes
"I think in this case they are probably making a good point." — Joe Lonsdale
Read More Palantir co-founder: The EU is right to go after Apple
"The charges cement Apple as the tech company EU regulators are targeting the most aggressively under the new law."
"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'
"The court may think so, too."
Read More Florian Mueller: The EC interprets the DMA too aggressively
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution
"The company should abandon the idea that people are going to fall in love with third-party apps (something that hasn’t happened with the watch or Apple TV) or that the Vision Pro needs to be a full-fledged computer."
Read More Mark Gurman: Apple's goggle group is still growing













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