CIRP - Apple Report

CIRP - Apple Report

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MacBook Pro vs. MacBook Air - What Can We Expect?
Unlike iPhones, Apple updates its original product, Mac computers, on a somewhat unpredictable schedule.
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Michael Levin and Josh Lowitz
Will Apple Ever Figure Out How to Sell a Starter Phone?
It’s not entirely clear where the new iPhone 16e fits into the iPhone model lineup.
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Michael Levin and Josh Lowitz
Who is Going to Buy an iPhone 16e? Probably Not iPhone SE Owners
It would have been straightforward to estimate how an updated iPhone SE might sell.
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Michael Levin and Josh Lowitz

February 2025

Predicting iPhone 16e Market Reception
The new iPhone SE was introduced last week, and it turned out to be the new iPhone 16e.
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Michael Levin and Josh Lowitz
Apple v. Spotify
Apple depends increasingly on revenue and profit from its robust Services segment to drive financial results.
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Michael Levin and Josh Lowitz
iPhone Retirements Coming in at Slightly Younger Ages
iPhone Retirements Coming in at Slightly Younger Ages
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Michael Levin and Josh Lowitz
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…
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Michael Levin and Josh Lowitz

January 2025

Are iPhone Buyers Finally Ready to Rely on the Cloud?
Two factors drive iPhone financial performance: model mix and storage upgrades.
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Michael Levin and Josh Lowitz
iPhone 16 Model Sales Suggest More Thrifty Buyers
The CIRP team loves the Apple customer survey data for the December quarter.
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Michael Levin and Josh Lowitz
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…
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Michael Levin and Josh Lowitz
How Precious (and Necessary) Are Your Apple Devices?
So, it’s New Year’s Eve and you unfortunately lost your iPhone.
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Michael Levin and Josh Lowitz

December 2024

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