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Apple v. Spotify
Apple depends increasingly on revenue and profit from its robust Services segment to drive financial results.
Feb 19
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Michael Levin and Josh Lowitz
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Apple v. Spotify
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iPhone Retirements Coming in at Slightly Younger Ages
iPhone Retirements Coming in at Slightly Younger Ages
Feb 12
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Michael Levin and Josh Lowitz
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iPhone Retirements Coming in at Slightly Younger Ages
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How do iPhone and iPad Storage Upgrades Compare?
As we analyze drivers of Apple revenues and margins, last week we looked closely at how iPhone buyers upgrade storage. We showed that these upgrades…
Feb 5
•
Michael Levin and Josh Lowitz
5
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How do iPhone and iPad Storage Upgrades Compare?
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January 2025
Are iPhone Buyers Finally Ready to Rely on the Cloud?
Two factors drive iPhone financial performance: model mix and storage upgrades.
Jan 29
•
Michael Levin and Josh Lowitz
3
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Are iPhone Buyers Finally Ready to Rely on the Cloud?
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iPhone 16 Model Sales Suggest More Thrifty Buyers
The CIRP team loves the Apple customer survey data for the December quarter.
Jan 22
•
Michael Levin and Josh Lowitz
3
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iPhone 16 Model Sales Suggest More Thrifty Buyers
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Apple Buyers Just Use Their iPhones More than Their iPads
As we think about how critical Apple devices are in our lives, we thought to compare some specific use cases between iPhone and iPad, Apple’s two…
Jan 15
•
Michael Levin and Josh Lowitz
1
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Apple Buyers Just Use Their iPhones More than Their iPads
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How Precious (and Necessary) Are Your Apple Devices?
So, it’s New Year’s Eve and you unfortunately lost your iPhone.
Jan 8
•
Michael Levin and Josh Lowitz
2
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How Precious (and Necessary) Are Your Apple Devices?
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December 2024
New Year 2025!
Thank you for traveling through 2024 with us.
Dec 31, 2024
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Michael Levin and Josh Lowitz
1
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New Year 2025!
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Apple TV is Far from the Top, Even for Apple Customers
Thinking of catching a movie at home over the holidays?
Dec 24, 2024
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Michael Levin and Josh Lowitz
1
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Apple TV is Far from the Top, Even for Apple Customers
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Give the Gift of iPhone Accessories!
For the iPhone owner who has everything, we showed it probably does not make much sense to put an iPad or Mac computer under the tree.
Dec 18, 2024
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Michael Levin and Josh Lowitz
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Give the Gift of iPhone Accessories!
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What to Give an iPhone Owner Who Probably Has Everything?
For Christmas, what gifts should you consider for an iPhone owner?
Dec 11, 2024
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Michael Levin and Josh Lowitz
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What to Give an iPhone Owner Who Probably Has Everything?
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Black Friday, Cyber Monday and Holiday iPhone Sales
Black Friday has been around for a very long time.
Dec 4, 2024
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Michael Levin and Josh Lowitz
1
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Black Friday, Cyber Monday and Holiday iPhone Sales
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