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The iPhone Circular Economy Does Not Just Start in the US
As Apple rolls out the new iPhone 17, we expect to see a significant number of used iPhones entering the refurbishing and resale cycle.
Oct 15
•
Michael Levin and Josh Lowitz
Apple Music Holds Its Own
Apple continues to expand its range of services.
Oct 8
•
Michael Levin and Josh Lowitz
AirPods’ Place in the Apple World
In addition to the annual new iPhone model introductions and the (generally) annual Apple Watch model introductions, last month, new AirPods were also…
Oct 1
•
Michael Levin and Josh Lowitz
September 2025
The State of Apple Watch
So, Apple started selling some new stuff last week, right?
Sep 24
•
Michael Levin and Josh Lowitz
iPhone 17 Air Looks Slick, But Its Slot in the Lineup Suggest Challenges
Last week’s launch of the new iPhone 17 models had most of the usual updates - processors, cameras, displays, and the rest.
Sep 17
•
Michael Levin and Josh Lowitz
A Reminder Why Consumers Buy New iPhones
With yesterday’s Apple announcement of the new iPhone 17 family, the speculation about models, pricing, and new features is over.
Sep 10
•
Michael Levin and Josh Lowitz
1
Apple One is … a Hit?
Apple hasn’t exactly struggled to sell the wide range of services it offers to its device owners, but it is a very high priority that has faced its…
Sep 3
•
Michael Levin and Josh Lowitz
1
August 2025
Apple Loyalty Depends on Carrier Loyalty
As we’ve shown, Apple depends on mobile phone carriers for iPhone sales.
Aug 27
•
Michael Levin and Josh Lowitz
Apple and Mobile Phone Carriers, Co-Dependent
Apple has always had a complicated relationship with mobile phone carriers.
Aug 20
•
Michael Levin and Josh Lowitz
1
iPhone Faces a Storage Headwind
Storage upgrades are Apple’s not-so-secret weapon for maintaining healthy gross margins.
Aug 13
•
Michael Levin and Josh Lowitz
1
iPhone Average Selling Price Analysis is Up - Should it be Higher?
Last week we released CIRP analysis of iPhone model sales in the June 2025 quarter. The next day Apple announced quarterly results that exceeded…
Aug 6
•
Michael Levin and Josh Lowitz
1
July 2025
New iPhone Model US Sales Data - iPhone 16e Changed the Game
The data is in from our Apple US customer survey for the June 2025 quarter.
Jul 30
•
Michael Levin and Josh Lowitz
1
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