iPhone 16 sales falter as AI enhancements fail to excite consumers: Apple reduces production by 10 million units, signaling weak demand despite rolling out new AI tools in iOS 18.2 beta.

Apple patches major iOS bugs before the iPhone SE 4's expected announcement, but its missing AI features are the real problem.

While details are minimal, the duo’s vision could challenge how we interact with AI in a smartphone-driven world.

With six months to comply or face a formal inquiry, Apple must open its walled garden, putting its privacy defenses at odds with regulatory pressure.

Integrated AI services across devices could supercharge iPhone sales and subscriptions.

On today's podcast episode, we discuss what Apple Intelligence promises to help users do, what a partnership with Apple means for OpenAI, and why this might be a bad move for the iPhone maker. "In Other News," we talk about the advent of the AI PC. Tune in to the discussion with our analysts Jacob Bourne and Yory Wurmser.

In the third of five reports in our “Payments Ecosystem 2024” collection, we unpack how the lines between POS hardware and software are disappearing as providers push the innovation envelope.

Nearly 4 in 5 people in the US own a smartphone, per our March 2023 forecast. US adults check their phones an average of 114 times each day, and usually do so within the first 10 minutes of waking, per a Reviews.org study.

Apple’s credit card, BNPL product, and savings account put it in direct competition with financial services incumbents. With 130.1 million US iOS users loyal to its unsurpassed UX and dominant digital platform, the threat will only grow.

On today's episode, we discuss Apple’s dominance in the digital wallet arena. In our “Headlines” segment, we look at the ramifications of The Kroger Co.’s about-face on Apple Pay and how the EU is scrutinizing Apple Pay in its antitrust investigation. In “Story by Numbers,” we examine how Gen Z’s use of iPhones will keep Apple competitive in the digital wallet space and the success of Apple’s new savings account. And in our new segment, “What If,” host Rob Rubin presents a few hypotheticals and discusses what things would look like if they were true. Tune in to the discussion with our analyst David Morris.

Fiserv’s Tap to Pay on iPhone rollout and ACI’s expansion into larger merchants open up a big growth opportunity for these providers

Apple’s long-teased buy now, pay later service is finally here, but what can it bring to an already crowded table? Our analysts unpack who may use Apple Pay Later and evaluate five of its prerelease features to see how they stack up to consumer demand.

OpenAI wants to build an AI that can outsmart us: The startup’s latest manifesto shows that the technology is on a breakneck trajectory toward either an economic revolution or catastrophe.

Apple considers pricier iPhones to spur sales: Can an even more premium iPhone help increase sales? Apple seems to think so. Meanwhile, carriers are discounting its latest models in China by $100.

Apple’s intensifying in-house push: It already designs its own processors, and now it looks like Apple is moving to make its own Wi-Fi and 5G radios, displays, and touchscreens, reducing reliance on suppliers.

Twitter to pay Big Tech tax: Twitter Blue’s relaunch might not secure the intended revenue due to Apple App Store and Google Play payment commissions. But Twitter has bigger problems.

Apple sets a revenue record: After a bleak week for Big Tech, Apple shows strength in Q3 earnings. Backed by Mac, wearables, and a consumer spending uptick—it’s doing something right.

Focus on cross-platform messaging: Google is ramping up pressure on Apple to adopt Rich Communication Services (RCS) as an equitable cross-platform standard. We breakdown RCS and its potential to unify mobile messaging.

We forecast that there will be over 25 million US Apple Watch users this year, nearly half of all US smartwatch users. But Apple is seeking a bigger piece of the pie, leaning into health and safety features with its latest Watch devices to attract new (and current) users.