iPhone
also referred to as: iphones
includes iPhone 17, iPhone Air, iPhone 16, iPhone Fold, iPhone 15, iPhone 17 Pro, iPhone 15 Pro, iPhone Pro, iPhone Ultra, iPhone X, iPhone 18, iPhone 6 and 9 more
39 statements across 27 episodes · 18 bullish · 11 bearish · 12 people on the record · first statement Jun 16, 2021 by Andrew Ross Sorkin · said 549 times in 101 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (343), M.G. Siegler (87), Ranjan Roy (28), Reed Albergotti (10), Joanna Stern (8), Andrew Ross Sorkin (8), Dan Ives (7), Saagar Enjeti (5)
tap a year for its mentions
2026 233 mentions in 35 episodes 7 per episode
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- 27 more episodes that year, every mention in 2026 →
2025 207 mentions in 41 episodes 5 per episode
- Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- 33 more episodes that year, every mention in 2025 →
2024 77 mentions in 15 episodes 5 per episode
- iPhone16 Arrives + Apple Intelligence Delays
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Kara Swisher Rates Tech Leaders
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari
- Rivian's CEO on Elon Musk's Influence, Affordable EVs, and The Grid's Risky Future — W/ RJ Scaringe
- 7 more episodes that year, every mention in 2024 →
2023 19 mentions in 6 episodes 3 per episode
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Cruise CEO Kyle Vogt — Self Driving Cars Will 10X Every Year
- Palmer Luckey - Future of Virtual Reality, AI War, Autonomous Killing Machines, Militarized Policing
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- A Dozen Grueling Years At Amazon — With Kristi Coulter
- ServiceNow CEO Bill McDermott on Entrepreneurship, AI, and Automation
- every mention in 2023, scene by scene →
2022 7 mentions in 2 episodes 4 per episode
2021 6 mentions in 2 episodes 3 per episode
Everything said about iPhone, oldest first
Jun 16, 2021 bearish
Oct 31, 2022 neutral
Oct 25, 2023 bullish
Sep 11, 2024 neutral
Sep 11, 2024 neutral
Kantrowitz: iPhone drives 52% of Apple's total sales and 68% of products
“The iPhone makes up more than 50% of Apple's total sales. I think it's 52%. This year the iPhone is accounting for 68% of total product sales, right? So the iPhone is 52% of all sales, 68% of Apple product sales, and we're in a moment where in the first three …”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Ives: Current fiscal year will be Apple's strongest iPhone unit year ever
“So regardless of what you want to say about Apple intelligence, if it's going to be rolled out in October, November, January, February, in the next, for this fiscal year, this will, unless some black swan event happens, be the strongest iPhone unit year ever h…”
Jan 13, 2025 bearish
Mar 14, 2025 bearish
Mar 14, 2025 negative
Albergotti: Apple is fundamentally just an iPhone company unlike its diversified peers
“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”
May 5, 2025 neutral
May 5, 2025 neutral
Kantrowitz: App Store dark pattern revelations won't hurt Apple with consumers
“Apple has been able to weather so many storms like this and nothing seems to stick. And I think it's just because people love iPhones so much that like, this is not going to resonate with the individual user. So I think that that is not going to be a big deal.”
May 5, 2025 neutral
Kantrowitz: Apple expects a $900 million tariff cost increase in June quarter
“Apple said there was no tariff impact in the March quarter. It cannot precisely estimate for June quarter, which is the current one, but estimates nine hundred million dollars in cost increases in the period. This is with an exception for iPhone.”
Jun 4, 2025 negative
Jun 9, 2025 bearish
Kantrowitz: Apple iPhone Shipments Fell from 234M to 232M in 2024
“IPhone shipments down. Twenty-twenty-four, according to IDC, 232 million? Is it million? Yeah, million iPhone shipments. Twenty-twenty-three, 234. So actually, iPhone shipments are down. Market share, 20% in twenty-twenty-three, 18.7%. In 2024. The only reason…”
Jun 25, 2025 positive
Lee: Apple may lag early AI before taking market lead
“Apple might Do what they did in, oh, two and seven. They weren't cutting edge and making the first mobile phone, but they, in 2007, after the bubble burst, introduced the iPhone, and so, maybe they'll wait for AI valuations to come down, or the, you know, the …”
Aug 6, 2025 bearish
Sep 16, 2025 positive
Sep 16, 2025 neutral
Alex Kantrowitz argues smartphones have reached their ultimate physical form factor
“The phone it's reached its final or its ultimate form factor, right? The phone is the phone. The air looks like the iPhone six, like, Full circle. It's the same thing. Is it going to fold? Yes. Is that very different? No.”
Oct 6, 2025 bearish
Siegler: No future hardware device will ever match iPhone scale
“Nothing's ever going to be the scale again of what the iPhone achieved. And instead it's going to be all of these devices, a bunch of different devices, including glasses, including your smartphone and maybe you know, potentially including a chat. Pin walk aro…”
Nov 6, 2025 neutral
Dec 1, 2025 bullish
Dec 23, 2025 bearish
Dec 29, 2025 bullish
Mar 4, 2026 bullish
Siegler: iPhone gives Apple a unique advantage in AI wearables
“Apple has this unique position where they have the iPhone in billions of pockets, and now they're going to have these devices that rely upon that as sort of, at least for the foreseeable future, as basically the, you know, the central processing unit of those …”
Apr 21, 2026 positive
Stern: Cook's legacy is the iPhone ecosystem moat and operational execution
“There's like two main things that I think I'd come up with. One, building around the iPhone. Taking that moat and just building so much around it. AirPods, Apple Watch, Just extending that ecosystem to so many things. And then I think the operations and becomi…”
Apr 21, 2026 bullish
Apr 29, 2026 positive
Cuban: Apple's plug-and-play model strategy will let it monetize consumer AI
“Apple's got it right in some respect in that everybody with an iPhone, it's going to be plug and play to plug in whichever model you want, and they'll have the ability at some point just to swap those out for their own if they choose or just Like they've done …”
May 4, 2026 positive
May 5, 2026 bullish
Siegler: Apple Could Win AI Era Through iPhone Hardware Advantage
“I do still think that there is a very good chance that Apple ends up a quote unquote winner of the AI movement simply because of the iPhone, because it's the best device out there to run models potentially and to run these applications.”
Jun 22, 2026 bullish
Jun 22, 2026 bearish
Jun 29, 2026 neutral
Aug 10, 2026 bearish
Aug 10, 2026 neutral
Siegler: Apple will raise upcoming iPhone prices by $100 to $200
“My best guess, and I've written about this is sort of, I I'm sort of angling towards the 100 to 200 dollar price raise for all the devices, obviously depending on what the device is and how much RAM and if it's a pro model or whatnot.”
Aug 10, 2026 positive
Siegler: Apple will eventually merge hardware subscriptions into Apple One
“It's not baked into apple one right now, but you can see them eventually merging it. And you being like in this whole ecosystem of just paying apple a monthly fee for all of your different services, like. Cloud and the iPhone itself.”
Sep 9, 2026 bullish
Sep 9, 2026 bullish
Siegler: A $2,000 foldable iPhone will sharply raise Apple's ASP
“And so that, of course, what's it going to do? The average selling price. It's going to jack it way up. If this thing is over 2000 dollars now, maybe their margins, you know, again, their margins are obviously impacted by all the components stuff that we just …”