Steven Philips on Apple share of the world's wrists just keeps growing - 'My thought, too. The article talks about shipment share but what about all the hand-me- downs? I’ve given away two that are still in use.'
on KGI lowers Apple rating to Neutral, raises target $9 to $315 - 'A short time ago I described analyst targets in terms of future view. The first tier were those targets that are underwater. I described them as seeing no future in AAPL. The second were current value that I described as the period between Earnings Reports. Rob’s new price target fits in this group. The third, and last, group are reserved for those that see a future in AAPL. Their targets are for 3-6+ months out. I read the logic behind the first two groups, but put more weight on those looking beyond their noses.'
on Ben Thompson: Why Tim Cook gave an emergency interview with the WSJ - 'PED, I wouldn’t call them “bad customers”, they are just not as well off as others. I’m sure they would like to be in better financial situations if they could. They are still nice people, mostly.'
on Apple share of the world's wrists just keeps growing - 'Apple Watches stay in service longer. So the IB is higher. Per AI, Apple has 30% to 52%; Android / Wear has 30% to 47%; Huawei’s non-Android, Harmony has 17%: and RTOSes have 10% to 20%. Apple Watch will continue to take share.'
on WSJ: Apple owns the best smartphone customers, takes most of the profits - 'And Now For Something Completely Different: A ‘multiprocessor supercomputer’ built from “retired” Google Fold phone motherboards: https://www.theregister.com/on-prem/2026/06/18/2000-retired-google-pixel-phones-get-a-second-life-as-a-private-cloud/5258035 What I take away from this is that the Google boards had decent performance, but the Fold form-factor wasn’t persuasive.'
on WSJ: Apple owns the best smartphone customers, takes most of the profits - 'Greg, Upvoted. I wonder if others profits do disappear, will that bring louder voices to penalize Apple for its success.'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Gurman’s article sounds like it was written from talking to a source (person/persons) that misses the good old days, who wants to be promoted to a position of design power and control, where everyone would be reporting to HIM, and HE would direct where design takes the company, and where Engineering and marketing will be subservient to achieving Design’s goals. Said person, either inside or outside of Apple now, wants design to be “the focus”, nee “savior” of a company that has focused too much on engineering, (both hardware and financial) and much less on great designs wowing the masses. And by talking to Gurman (and maybe leaking product and engineering details and plans, thereby diluting Engineering’s thunder), they are trying to sew seeds of internal discontent into the aether and let it be taken from private to public. That’s not going to end well, and neither is Gurman’s and Bloomberg’s continuous push to portray Apple as in disarray. Perhaps Gurman isn’t getting his peeps to divulge enough, so he wants them to be more the center of attention?'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'So is Gurman a tech pundit, analyst or reporter? Does he even know? I don’t mind being exposed to differing points of view but you have to earn my respect as an analyst or pundit and you don’t do that by simply acting as the Apple version of a Star Wars prequel spoiler source'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Come on, Gregg, don’t be an ostrich. We all need to know what the media is saying: the bad, the good, the pro’s and cons. I for one do not want to bury my head in the sand.'
on Ice Universe: The difference between Samsung and Apple is profound - 'Mic drop to Bart! That could have easily also been posted as a response to Gurman’s “Apple has lost its design mojo under Tim Cook” bloviating.'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Hasn’t industrial design been a part of Ternus’s portfolio after he became head of hardware? If so, he hasn’t done anything to help with the design, so how is that going to change? VisionPro looks good but not very functional due to the weight. Isn’t that part of the ID team’s responsibility to ensure that the device is to start, extremely usable daily? Doubt much will change. Will need not a design person, but more an ideas and vision person more aligned with Jobs.'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'I never cease to be surprised at Gurman’s ability to express his sense of self-importance. I would counter Gurman with my own (unwanted) view of why the Jobs-Ives era worked. It boils down to Jobs as a sanity check on Ives’ tendency to design the ultimate slab, with Jobs nudging that a product had to actually be useful for people. To this customer, since Ives’ left Apple in 2022, the slate-focused design trend has yielded to something that better balances form and function. Products such as the MB, MBPro, iPhone, and iPad are much better than they were in a very long time, certainly since the mid-2010’s. Now I shall hush.'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Hey, opinions are like anal orifices; everybody has one. But some are more like anal orifices than others….'
