Apple TV reaping the benefits of stale content on bigger streamers
…Why Apple's growth is happening now Apple TV's rise reflects a change in how viewers use streaming services rather than a sudden shift in Apple's strategy…
…Why Apple's growth is happening now Apple TV's rise reflects a change in how viewers use streaming services rather than a sudden shift in Apple's strategy…
Claims that Apple is looking at discontinuing MagSafe make for an attention-grabbing rumor, but fall apart when current iPhone hardware, Apple's accessory strategy, and the Qi2 standard is considered…
…A strategy built around revenue per user Apple's hardware strategy has shifted toward increasing revenue per user as global smartphone growth slows. The company has leaned into segmentation and higher…
…Apple Silicon and the shift toward on-device intelligence The argument leans heavily on Apple's hardware strategy. Srinivas calls Apple Silicon "one of their underrated assets," especially as…
…WWDC begins June 8, and AI agents are expected to become a larger part of Apple's developer strategy.
…Blackmagic Design's iPhone camera app The update shifts the camera app beyond standalone recording by tying the iPhone into coordinated production environments. Remote monitoring from Apple Watch, control through Blackmagic…
…shifting attention away from the Vision Air in favor of smart glasses didn't help matters either. But it's not the only future product type to impact the headset strategy. There…
…Apple's Formula 1 strategy still centers on the United States Publicly, Apple has focused its Formula 1 strategy on the U.S. market. Its original announcement emphasized American audience growth…
…The shift fits Apple's broader silicon strategy as it keeps more key technologies in-house. The company has already moved Mac to Apple Silicon and now extends that approach to…
…iPhone cycle peaks as focus shifts to AI-driven demand Deepwater's Gene Munster said the quarter reflects an iPhone-driven upgrade cycle that has pushed growth sharply higher in recent quarters…