The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 68 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Siegler: Apple is adding seamless cross-device phone number switching to iOS
“They have a new software feature coming in iOS where you can basically transfer your phone number from one device to the next super easily. So you could just say like, I'm using this device now, and it will take your phone number and put it over.”
Siegler: Apple's CapEx spending is down year-on-year relative to peers
“Apple is still going down relative, like they're down year on year in CapEx spend relative to their peer group.”
Premium iPhone Prices Increased 65% Over the Past Seven Years
“The price of the premium iPhone model in the last seven years is up 65%. So it went from nine 69”
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Kantrowitz: iPhone 17 is driving double-digit growth expectations for Apple's Q4
“The iPhone 17 is proving to be a hit. It has, it led Apple to a strong quarter in the most recent quarter that they just spoke about last week, and there's expectations that it is gonna have a powerhouse quarter in Q four, double digit iPhone growth.”
Kantrowitz: iPhone 17 Pro gets 39-hour battery and 20-minute 50% charge
“There is going to be 39 hours in a single charge on the iPhone, 17 pro, and you can also charge it up to 50% of the battery in just 20 minutes of improvement from the prior 30 minutes.”
Kantrowitz: Apple's largest corporate acquisition ever was only $3 billion
“Now, Apple's biggest acquisition in history was three billion dollars. So it's not exactly a company that is sort of ready to spend two billion a year or more on a integration partner.”
Roy: Apple Spent $410B on Buybacks Over Past Five Years
“Four hundred ten billion dollars spent in share buybacks over the last five years. Expected ninety billion this year.”
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…”
Kantrowitz: Europe Represents Nearly a Quarter of Big Tech Revenue
“Apple sales in Europe 26% of total revenue. Meta's ad sales in Europe, 23% total revenue. Amazon's international sales 23% of total revenue.”
Kantrowitz: Apple's China revenue share dropped from 18 to 15 percent
“Apple is still, 15% of its revenue in Q-IV was coming from China, but that wasn't the 18%. And that has dogged Apple revenue for quarters.”
Kantrowitz: Apple's Q1 iPhone sales fell 3.5 percent compared to 2023
“Their iPhone sales in Q one this year were, I think, three and a half percent less than they were two years ago.”
Winarski: Apple repurposed Siri in 2010 to serve Apple Calendar and Mail
“Apple purchased Siri Steve Jobs, and they, in 2010, they took Siri as it was and reinvented it for the Apple purposes, so that would access Apple Calendar, Apple Mail, All of those things.”
Link: Apple's forward P/E multiple expanded from 26x to 35x
“I think the stock got as much as low as 26 times forward estimates. And today we're at 35 times forward estimates.”
Link: Amazon trades cheaper than Apple at 32x forward earnings vs 35x
“Well, it is trading cheaper than Apple. It's a 32. Forward and apples at 35 times.”
Link: Apple targets manufacturing one in four iPhones in India
“Tim Cook makes one iPhone for every seven in India, and his goal is to get from one iPhone to every four in India”
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 …”
Kantrowitz: Apple has seen four straight quarters of revenue decline
“The comps to COVID definitely don't help, but we have,
Like four straight quarters of revenue growth decline.”
McCullough: Apple's 'Scary Fast' Event Will Focus on M3 Chip
“The fact that they're doing a special event at a special time, and it's called Scary Fast, says to me that they are excited to tell us about the M. And they must have something that they think is significant to tell us about how those chips perform. Now, they'…”