Robert Paul Leitao on Premarket: Apple is red - 'After finishing off $10.99 on Tuesday at $290.55, Apple’s share price is off just $0.04 at $290.51 overnight. Index futures are definitely in the red as we move toward Wednesday’s opening bell.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'grantbbunker recently supplied this link: https://9to5mac.com/2026/06/08/craig-federighi-details-apples-collaboration-with-google-for-siri-ai-in-ios-27/ Tying what Mr. Federighi says in the above link with the post above Apple statement, gives me a thought on the “deal” Apple and Alphabet cooked up. There are zero hooks inside Apple for Google. What they got is a “tenant” for their server farms and the good press that made it look like they would get more. Yes, there’s now a direct link through those strictly cordoned off Google Cloud/iCloud farms and Nvidia graphics-processing units, and also some strictly iCloud to Nvidia links, but none of Apple user’s data will pass out of Apple’s control. That, IMO, is a huge Apple accomplishment.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'I, too, loved HyperCard. To see me create my own (albeit primitive ugly) apps back in the day was totally fun! I used it then to create storybooks or what I would call my music videos or photo albums now using Final Cut Pro but with much more interactiveness because of its hyperlink buttons & hotspots. Sigh …'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'So how exactly has Apple’s iPhone done WITHOUT a conversant smart Siri and long delayed Apple Intelligence? Well, here’s one data point from Omdia, published May 27, 2026, emphasis and Italics mine: https://omdia.tech.informa.com/pr/2026/may/us-smartphone-market-declined-3percent-in-1q26-amid-pricing-pressure-and-carrier-subsidy-shifts Omdia: US smartphone market declined 3% in 1Q26 amid pricing pressure and carrier subsidy shifts “LONDON, May 27, 2026: The US smartphone market declined 3% year over year to 33.4 million units in 1Q26, according to Omdia’s latest research. The comparison was against an elevated 1Q25 base when vendors and carriers accelerated inventory build-up ahead of potential US tariff actions. Beyond this comparison effect, US smartphone shipments were pressured by a more restrained carrier upgrade environment, rising memory and storage costs, and delayed device launches that compressed sell-through for key premium models. However, anticipated price increases also drove channel pull-forward for some budget models ahead of 2Q26. • Apple maintained its leading position in Q1 2026 despite a 3% year YoY decline. Apple benefited from Samsung’s delayed Galaxy S26 launch, limiting direct premium Android competition. The iPhone 17 series accounted for 70% of Apple’s shipments, while aggressive iPhone 15 prepaid promotions continued supporting demand in lower price tiers. • Samsung ranked second in Q1 2026, with shipments declining 5% year over year as the delayed Galaxy S26 launch. Despite the later timing, the S26 series showed strong early traction, with pre-orders up nearly 25% versus the S25 series. Samsung relied heavily on prepaid-driven A-series demand during Q1, led by the Galaxy A17. Motorola was the only major vendor to grow in Q126, with shipments rising 18% year over year. Growth was driven primarily by the refreshed Moto G portfolio, which accounted for more than 70% of Motorola’s quarterly shipments. Carrier and prepaid channels also appeared to pull forward inventory ahead of Motorola’s April price increases. Google shipments fell 7% year over year in Q126, as the Pixel 10 series failed to replicate the momentum of the Pixel 9 lineup a year earlier. The earlier launch of the Pixel 10a helped offset some of the decline, while aggressive carrier promotions remained central to Google’s strategy to expand Pixel demand beyond its core premium user base. “The US smartphone market is becoming increasingly polarized, with premium and entry-tier devices proving far more resilient,” added Chen. “In 1Q26, the $800+ premium segment declined only 1% year over year, supported by Apple and carrier financing. The sub-$300 segment grew by 8%, helped by prepaid demand, plan-linked promotions, and channel pull-forward ahead of price increases on select value models. Meanwhile, pressure was concentrated in the middle of the market, with the $300–599 segment declining 19% and the $600–799 segment falling 6%. This suggests that rising device costs and more selective carrier subsidies put the most [SC1] pressure on Android mid-range and mid-to-high-end devices, while premium models and budget devices remained better supported by US channel structures.” My take, see shipments table at end of article: 33.4M total shipped Q1 2026 Apple 19.9M, 60% US share by vol., -3% YoY, smallest drop (Considering Americas revenue jumped 12% despite a -3% drop in iPhone sales, ASP must have increased as well as other hardware and Services revenues) Samsung 7.9M 24% share -5% YoY, 2nd smallest drop (incl small but useful amt. S26 sales, but much greater reliance on mid-low A series sales) overall -> less than half of Apple’s sales, and much lower ASP of <$350. Motorola (Lenovo) 3.6M 11% +18% YoY. An order of magnitude lower in sales from Samsung but they do have a US following Google 0.6M 3% vs 0.9M -7% YoY, a very, very distant 4th (Android & Pixel fans will say “see, we are 4th in the US!!” but w/just 600,000 sold in the quarter, that’s just 200,000/mo avg., less than Apple’s quarterly daily sales. (221K/day!). This performance supposedly in Google’s home and strongest market. TCL 0.5M 2% -17% YoY, mostly budget, prepaid models, a very small slice of the US market. Others makes up another 0.6M sales, 2% of market, down -28% YoY. Presumably, these are Chinese OEM imports like Xiaomi, OnePlus, Nothing, etc. sold on Amazon, all hit hard or became less available. Again, these iPhone sales were without the benefit of integrated working AI or Siri.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'John Konopka said: “Btw, I love AppleScript and use it pretty much every day.” **I envy that, John. I’ve never used AppleScript but I was responsible for the Paperless Factory(based on Hypercard) at Lockheed-Martin in Sunnyvale before I retired. I loved working with Hypercard and felt I could create anything which needed to be presented on the assembly area computers that would help the assemblers, production control and engineers. The basic Paperless Factory module increased in size from 3.5K to 3.5M while I was responsible for it. 🙂'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'In the past when you’d meet someone who was a fast talker, we’d say they had a silver tongue or was a smooth talker. And when we knew they could make money from us, the red flags would go up, unless you were completely naive. While we’re listening, we’re asking ourselves what’s his angle, what’s he trying to get me to do, or better yet, how is he gonna make money off of me. And looking at Brownlee’s net worth, he’s very good at it. Looking thru wikipedia, I don’t find any credentials or training that would make his tech opinions of value; but I do find someone who communicates well. Very well. And I like it when I hear him say things I want to hear. Then I ask myself- do I want the truth, or just have my ears tickled? It is nice when both happen at the same time.'
on Premarket: Apple is red - 'I wonder how many are selling shares to pool liquidity for the SpaceX IPO.'
on Apple's WWDC26: What the analysts are saying - 'I got the same impression, likely due to lack of nuance. At the same there’s a big “Redmond, start your photocopiers” vibe.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'It’s the little things. Yup, there are a lot of them. Party tricks is a good description. I’m going to forget most if not all of them, unless they are automatically applied. Like I’ve said before, use of iPhone means getting a doctoral degree in iPhone Science, or chucking it altogether for a flip phone.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Other AI companies are in the position of taking a shot at success. Throw everything at the wall and hope something sticks. Apple is in the position of having lots to lose if it doesn’t go right. Google et al put out cool videos of slick demos. Elsewhere you can read case studies where things go horribly wrong. The early bird gets the worm but the second mouse gets the cheese. Btw, I love AppleScript and use it pretty much every day.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Why do you see it won’t be available in the fall? They said in the keynote the beta is coming this summer with release in the fall.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Worthwhile way to spend about 15 minutes watching this video'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Apple led the way with being able to easily-ish create complex scripts to auotmate tasks with Apple Script. But it was never commonly used by most people. I’ve always felt that the true power of ML on device would be to make AppleScript processes easier. Looks like Apple got us there. IN typical Apple fashion, I expect in a few years we will wonder how we ever got anything done without the new Siri and Apple Intelligence.'
on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'I don’t think Craig Federighi will keep AI under his control or he will be out entirely next year. The new CEO will put new people in. This new Intelligent Siri is in beta by years end so best base is a year from now. I believe Tim Cooks abrupt Retirement plans are because of lack of movement on AI. And the Beta in the Fall is for the new CEO to make sure he is comfortable with the direction. I was very disappointed that this would not be available this fall.'
on Premarket: Apple is red - 'Ignore the noise. Particularly when the best the naysayers can come up with are future “unknownables”. “We doubt they will find a way to monetize it in the future”. “We doubt they will actually deliver the features they just said they would”. No different than past refrains “We doubt they will maintain their margins in the future”. “We doubt they will continue to grow services at this rate”. Etc. Know who I trust more than the naysayers behind their keyboards with dubious to zero real world credentials? Apple’s collective braintrust of hundreds of the sharpest most experienced minds on the planet in the business. To think these keyboard warriors and analysts know better where Apple should zig or zag than Apple is hubris at its worst. The good news for all of us: eventually the truth will out, it just may not be exactly when we want…..'
