skingers

For those arguing about how Tariffs work or don't, keep this in mind.  The price of an iPhone will not go up outside of the US.  In fact for countries that do not change the Tariff for countries that make the iPhone there will be no change whatsoever.  So the correct headline would be  "iPhone 17 Pro predicted to cost over $2000 in the U.S. because of Trump tariffs".  I see a lot of people buying iPhones on business trips and holidays in the future.

The effect of bundling is not sufficiently emphasised here.  How much of an "Apple One" subscription is attributed to ATV+?  How much of an impact did having it as part of the bundle affect the decision to buy it?  I've got a feeling Apple very much know exactly what they are doing and why.

Absolutely ridiculous. As a Mac customer since the 1990s it's clear to me the Mac has never been in a better place.  Steve Jobs would have been delighted with what they have been able to achieve with Apple Silicon for the Mac and they make "the whole widget" now just as he always wanted.  On top of that Tim Cook is an absolute logistics and supply genius and people underestimate how much this has meant to Apple becoming what it is today.  As an Apple shareholder I would like to see Tim stay on for a long while yet.

Interesting article.  Under Ballmer/Gates I would have said "no way" but this is a different MS now.  They care more about the cloud and their apps running on everything now more so than the user OS.  The article is right, they have no viable portable platform now, iOS and Android dominate and are more important than desktop or laptop OS instances now.  The Windows OEM business is actually worth much less in terms of revenue than just the Mac business alone and is utterly dwarfed by iPhone and iPad.  End point IS dying for Windows and with it being a diminishing part of MS revenue their focus is going to be "azure, office 365 and Xbox in the cloud for all" more so than protecting a shrinking user OS share.

What's interesting about this is that people often confuse "new unit market share" with "in use" share.  Macs are only around 8% of the units sold worldwide and yet Mac os is running at over 20% in use share.  Why?  I assume this means the replacement rate for PCs is much greater - IE Macs last longer and do not need to be replaced as often.  It's really the only way that in use share can outpace units sold share.  What's significant about this is that for software developers 8% does not sound all that interesting but 21% and growing certainly does.