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iPhone US Smartphone Sales Share Continues to Decline
We now have new figures on iPhone share of new smartphone activations in the US. Unfortunately for Apple, that share continues to decline. While we have…
Apr 24
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Michael Levin and Josh Lowitz
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iPhone US Smartphone Sales Share Continues to Decline
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State of the Apple Hardware Ecosystem - What’s Next?
As we and other Apple observers await results for the quarter, talk turns to the future. In an article about AI wearables, esteemed Apple reporter Mark…
Apr 17
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Michael Levin and Josh Lowitz
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State of the Apple Hardware Ecosystem - What’s Next?
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Cases, Earbuds, and Watches - Apple Dominates Where It Wants To
Yesterday in our Amazon report, we looked at streaming music service competition on smart speakers. We compared Amazon Echo, Google Home/Nest, and Apple…
Apr 10
•
Michael Levin and Josh Lowitz
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Cases, Earbuds, and Watches - Apple Dominates Where It Wants To
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Do Apple Music and Apple TV+ Prove or Refute Antitrust Allegations?
As the Apple antitrust lawsuit begins to take shape, we start to look at Apple’s various markets and how Apple’s customers behave within them. Last week…
Apr 3
•
Michael Levin and Josh Lowitz
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Do Apple Music and Apple TV+ Prove or Refute Antitrust Allegations?
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March 2024
An Illustration of Apple’s Antitrust Situation
Last week Apple became the latest subject of a comprehensive antitrust lawsuit, as the US Department of Justice accused it of abusing its market…
Mar 27
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Michael Levin and Josh Lowitz
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An Illustration of Apple’s Antitrust Situation
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Apple’s Mobile Gateway - iOS to macOS
We continue our look at the original Apple product line, Mac laptop and desktop computers. Last week, we determined the somewhat surprising customer…
Mar 20
•
Michael Levin and Josh Lowitz
3
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Apple’s Mobile Gateway - iOS to macOS
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What Kind of Computers Did Mac Buyers Have?!
As part of our exploration of the original Apple product line, we continue to analyze Mac laptop and desktop customers. Our curiosity about iPhone and…
Mar 13
•
Michael Levin and Josh Lowitz
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What Kind of Computers Did Mac Buyers Have?!
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The State of Mac Computers
Even though iPhones, iPads, Apple Watches, AirPods, HomePods, and now Vision Pro dominate revenues or at least the mindset at Apple, Macs remain the OG…
Mar 6
•
Michael Levin and Josh Lowitz
5
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The State of Mac Computers
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February 2024
Android Switchers Don’t Need the Latest and Greatest iPhones
We continue our analysis of iPhone buyers that switch from an Android phone. Previously we looked at the percentage of iPhone buyers who switched from…
Feb 29
•
Michael Levin and Josh Lowitz
2
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Android Switchers Don’t Need the Latest and Greatest iPhones
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Who Switches from Android to iPhone?
Last week we looked at the percentage of iPhone buyers who switched from an Android phone. They make up a relatively small proportion of iPhone buyers…
Feb 21
•
Michael Levin and Josh Lowitz
1
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Who Switches from Android to iPhone?
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Android Switchers Modestly Aid Apple
As we consider Apple’s recent financial results and more importantly its expected future results, iPhone always dominates the discussion. Growth in…
Feb 14
•
Michael Levin and Josh Lowitz
1
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Android Switchers Modestly Aid Apple
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Apple’s #2 Business Keeps Growing
Apple issued its quarterly earnings last week. Predictably, iPhone dominated the results and the discussion. For the past several years, Services has…
Feb 7
•
Michael Levin and Josh Lowitz
5
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Apple’s #2 Business Keeps Growing
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