Wall Street analysts believe that as many as 200 million users could upgrade to iPhone 11, some of them in China despite the trade war.
Great analysis as usual by Ben Thompson. He writes how the Apple News subscription might be good for certain publishers, and bad for others.
To that end, I am sure that a significant number of publications will sign up for Apple’s offering; clearly the company is confident enough to leak a date. And, frankly, many publications should: most publishers are already locked into the volume game when it comes to their editorial direction, and Apple News subscription payouts will be additive to the bottom line.
The main thing that concerns me is how revenue will be driven by clicks. I hope that Apple News doesn’t become a flood of yellow journalism.
After leaving KGI Securities, Apple analyst Ming-Chi Kuo is back to predict “more aggressive” iPhone pricing for the upcoming 2018 models. Kuo believes that Apple wants to reassure investors concerned with the iPhone X’s $1,000 base price, as well as make technologies like Face ID more accessible.
KGI Securities analyst Ming-Chi Kuo, well known for his reports on upcoming Apple products, has left the firm.
In this TMO video podcast, Bryan Chaffin and John Kheit ask the question, “Is Augmented Reality for reals?” They also take the tact that analysts suck, and building on that theme, debate John’s theory on why software seems to suck today. For the pop part of the show, they look at Blade Runner and Blade Runner 2049. If you enjoy the show, make sure you subscribe to it! (WARNING NSFW: PROFANITY & RANTS)
Apple has more than 715 million active iPhones in the wild, according to BMO Capital Markets analyst Tim Long. In a research note to clients, Mr. Long said that Apple’s installed base increased 20% year-over-year in December of 2016, a reflection of iPhone’s long lifespan.