Counterpoint Research reports weakening smartphone demand in U.S. and China due to rising memory costs. Apple's China sales weakened notably post-618 festival, though analysts expect a strong iPhone …
Apple's iPhone sales surged 23% in China despite overall market declines, aided by a strong supply chain and stable pricing. The launch of the affordable MacBook Neo further positions Apple for growt…
Apple surged 23% in China smartphone sales early 2026 despite a 4% market decline, aided by e-commerce discounts and subsidies, absorbing rising memory chip costs better than rivals who raised prices.
Microsoft's AI monetization struggles and high Azure capacity use caused a sharp 10% stock drop, despite earnings beats. Investors prefer maximizing Azure revenue over AI service investments in the s…
Apple's strong iPhone 17 demand and 38% China sales surge drove record quarterly revenue and profit, offsetting wearable supply constraints. Services and iPad segments also performed well, boosting i…
Apple beat revenue and profit estimates driven by strong iPhone 17 demand, especially in China, despite supply constraints in wearables. Services and iPad segments also showed strength, while Mac sal…
Apple’s robust fiscal 2025 revenue, AI integration, and strong China iPhone 17 sales support moderate bullish sentiment despite premium valuation and regulatory risks. Disney offers greater upside fr…
Apple's smartphone sales in China fell 6% ahead of the iPhone 17 launch, underperforming peers as analysts say the new model lacks major innovations; China smartphone demand is weak and competitive p…
iPhone sales in China fell 6% year-on-year and Apple’s market share slid to 12% ahead of the iPhone 17 launch, highlighting escalating competition from local brands despite hopes the new model could …
China smartphone shipments fell 2% in early Q3 with Apple down 6% ahead of the iPhone 17 launch; Counterpoint notes strong pre-sales that could offset recent declines and produce a decent quarter for…