Bart Yee on Why Gene Munster is not worried about early iPhone production cuts - 'Cross posted here for comments: Regarding Home hardware article from a few days ago: “The Apple Store has already tipped its hand with a “PRE-ORDER 10.16” banner, signaling that the hardware is ready for prime time.” NO, no, NO!, this isn’t the preorder date for new Home hardware which hasn’t even been announced yet, it’s the preorder date for the iPhone Duo, and that has been well known for weeks. There’s even “Get Ready” early setup times: “Monday, October 12, through Thursday, October 15, 2026 – You can pre-select your color, storage capacity, carrier details, trade-in, and payment method ahead of time.” Now whether during the Home hardware presumed announcement or event October 13, Apple decides to coincide Home hardware preordering or availability with the same October 16, 2026 date (unlikely IMO, it’s confusing, cluttering or otherwise detracts and pulls focus from iPhone Duo) or moves launch to a different and later date so Home launch can occupy mindspace on its own and give time for potential buyers to think it over (much more likely), Apple will coordinate those two deftly. In fact, I expect Home products to ramp up slowly, then faster over the next 2-4 months as the hardware rolls out and Apple educates would be users on how it ties together. Plus a lot of folks won’t buy until hardware reviews from tech, fintech, and influencers give users concrete ideas and ways the Home hardware works and integrates. They beauty of that is hardware revenues begin in Apple’s Q1 FY2027 and run over to Q2 and beyond, adding additional and incremental revenues in succeeding quarters, in addition to iPhone 18 base and Air, 18e, model sales. If financial analysts had trouble figuring out Apple’s revenue streams and YoY comparisons, Apple’s just disrupted all of that. Whether by design or being forced to by memory costs, IMO, Apple’s making the most of this opportunity and planning rollouts that work for both users and Apple. Typical well thought out execution. Oh, and one other side benefit – Apple dominates the consumer tech space for months on end, especially during Samsung’s and other company’s most important hardware events. IMO, brilliant! And yes, the shouts of “Apple’s late, already been stuff like this for years, Apple didn’t invent it first, etc.”, true, but it will show the home space for what it is, fractured, fragmented, and portly supported and integrated, completely ready for disruption by Apple, and ready to be integrated by Apple.'
on Saturday Apple video: Steve Jobs, master storyteller - 'Steve Jobs’ return to WWDC in 1997, when he was just an advisor, was one of the greatest presentations ever, and it shows all aspects of what is discussed in this storytelling video. It is this response to a hostile question that reveals so much — his vision, his humanity, his rapport, and his ability to command our attention. Without any theatrical displays to distract. He is not some authority on high coming down from the mountain to give us the future. He is just a man trying to do what is best and recognizing he may not always succeed. But he and his team will try anyway. He takes one of the worst nightmares of public speaking and turns it into a positive. It gives me chills everytime I see it. His masterfu, extemporaneous reply reveals why no one else has been able to copy him. He really did Think Different.'
on Why Gene Munster is not worried about early iPhone production cuts - 'The current data points across the board are positive. Every single one of them. Orders for iPhone are strong, the Duo is virtually a new and separate segment that will increase switchers, the Watch is selling well and Apple is introducing a far deeper and more serious Home ecosystem. The partnership with Gemini is the linchpin to the next 2-3 years. It’s helping both companies, but it solves Apple’s AI woes. They have privacy and safety guard railing in spades, and now they have this hybrid foundational model that has both brains (Gemini) and stateless anonymity (Apple). Combined, you have the perfect model, with Apple learning more and more everyday and coming closer to owning the entire stack.'
on Saturday Apple video: Steve Jobs, master storyteller - 'I’m a Steve Jobs fan, but sometimes it seems like the fish keeps getting bigger and bigger. Even so, I still like hearing them.'
on Saturday Apple video: Steve Jobs, master storyteller - 'With the upcoming event in TriBeCa (Apple store?), I have a hunch and a hope that this could be a sort of mini experiment at testing out a return to real-time streaming!'
on Saturday Apple video: Steve Jobs, master storyteller - '”Ternus should go back to live presentations.” I agree, even if he’s not Steve Jobs. Anything would be better than the ‘wooden Indian’ presentations of late.'
on Saturday Apple video: Steve Jobs, master storyteller - 'Excellent! Storytelling and charisma occupy the foundation of innovation. Steve Jobs was the master and all of humankind suffered a loss when he passed. I appreciated the disses of the ridiculous Zuckerberg. The closest we see now is Jensen. Ternus should go back to live presentations.'
on IDC: As the PC market shrank, Apple gained share - 'I read this article on another site and couldn’t find the Apple info mentioned at all. So Apple gained share even as sales for the quarter where down 11% if the numbers are to be believed. Of course given the price increases it is hard to judge what the revenue would work out to plus it is hard to trust IDC numbers on Apple unless they come out after an earnings report. See Joseph’s comment about that.'
on IDC: As the PC market shrank, Apple gained share - 'Trust IDC’s numbers about as far as you can throw Donald Trump. IMO.'
on Mark Gurman: John Ternus' first five weeks as Apple CEO (video) - 'Not gonna lie, I like this podcast.'
on Nikkei Asia strikes again - 'Apple short Supplier report For fable Under table? What to do? Apple won’t sue Money made Story fade'
on Premarket: Apple is red - 'Shares are now down pre-market $9.19 or 2.70 at $331.23 about 15 minutes before the opening bell. We’ve seen worse actions over rumors before. The broad market is positive this morning and the reports about component orders make little sense this early in the production ramp, in my view. Let’s see how this plays out in morning trading…'
