Apple’s record services revenue hides a massive AI infrastructure buildout. The company is manufacturing servers and increasing capital expenditures for its private cloud compute environment amid slowing iPhone growth.
Apple’s Q4 2025 earnings reveal a fascinating split in customer acquisition strategies. While iPad and Apple Watch continue attracting first-time buyers, iPhone and Mac sales increasingly depend on existing users upgrading their devices.
Apple’s Strategic Thickness Reduction Pays Off in Chinese Market Apple’s calculated gamble to prioritize slimness in the iPhone Air design…
