The Real iPhone Story Apple Investors Are Missing | Mark Gurman
Apple just unveiled the iPhone 17 lineup, including the all-new iPhone Air, and the reaction from Wall Street was surprisingly muted. But Bloomberg’s Mark Gurman, the most plugged-in Apple reporter in Cupertino, sees it differently. Gurman argues that Apple’s latest strategy is less about chasing AI headlines and more about doing what Apple has always done best: building hardware people actually want.
In this conversation, he break downs:
Why the new iPhones could boost Apple’s revenue even without a super-cycle.
The marketing genius behind the iPhone Air.
How Apple’s hardware-first focus is…
The skinny
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