As Apple gears up to ) the company appears to be firing on all cylinders ahead of the leadership transition.
What’s going well
Just look at the evidence:
- Apple is building market share across its entire product range; even memory-driven price inflation doesn’t seem to have dampened demand for its hardware yet.
- While Apple had to raise prices, the company’s MacBook Neo remains seriously popular. It’s sitting atop since its introduction.
- Apple’s iPhone 17 series continues to sell well, with recent market data showing sustained growth. Both tell us that iPhone shipments continue to increase, even as other vendor shipments slide.
- IDC analyst Francisco Jeronimo is attracting a great response as beta testers report that it is already solid, stable, and performing well.
- The AI narrative has really changed, with analysts no longer may or may not succeed, but it will certainly help consolidate recognition of the importance of Apple’s designs and intellectual property in whatever hardware emerges from the AI firm. It also means both Apple and OpenAI are already competing in hardware, even though neither company yet offers anything that directly challenges the other.
Apple has just set out its stall to brand-loyal fans in a big way and did so before OpenAI gets to woo the same set of customers with a wriggle of its , and as the company prepares for a future in which the world’s most-used wearable device also becomes the wearable way to woo Siri AI.
My kingdom come
Rising market share, powerful solutions, an increasingly recognized and respected approach to AI, and an ideological crusade — these details constitute Apple’s place today and are Tim Cook’s coronation gift to Ternus. He’s passing along a strong and hyper-profitable baton that screams of timeliness and relevance even as the company gets set, ready, to go with a year or two of new product designs, new product families, and a , and subscribe to The Core.
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