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 5 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
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…”
Apple grew iPhone sales 21 percent to $111 billion without AI
“They, let me just say they had iPhone sales grow 21.7%. They don't have AI on the iPhone. Siri sucks. It's just the counterpoint to what we've been saying. They had quarterly sales of a 101 hundred and eleven billion.”
Kantrowitz: Half of iPhones sold in the US were made in India
“Half the iPhone sold in the U S were made in India.”
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: 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 …”