• From iTools to iCloud: Apple's first foray into Software as a Service

    From iTools to iCloud: Apple's first foray into Software as a Service
    Before iCloud became the backbone of the Apple ecosystem, it spent more than a decade evolving through three distinct services: iTools, .Mac, and MobileMe.
    iTools, as part of Mac OS 9 | Image Credit: Matt J Fuller
    If you've got an iPhone, you've got an iCloud account. Sure, you might only have the base account, but you're still signed up for it.And for most of us, we probably actively engage with iCloud to some degree. After all, iCloud is what Apple uses to store your Messages, Photos, Notes, C
  • JP Morgan lowers Apple price target on supply constraint worries, still bullish long-term

    JP Morgan lowers Apple price target on supply constraint worries, still bullish long-term
    While price increases didn't worry the investors at JP Morgan, ongoing supply chain constraints will have a short-term impact, and thus their new price target is $340.
    Apple's record-breaking quarter wasn't enough to keep investors from worrying
    It's been a bumpy few months for Apple thanks to RAM shortages, price increases, and supply constraints. Investors expect that these problems will continue through December even if Apple finds ways to counteract their effects.In a note seen by AppleInsid
  • Apple AI compute costs will be covered by iCloud+ subscriptions, for now

    Apple AI compute costs will be covered by iCloud+ subscriptions, for now
    Monetizing AI is a tricky business and it seems Apple's only plans so far are tying daily usage limits to users' iCloud+ subscription tier, but whether or not that'll be enough isn't yet known.
    Siri AI could get costly for Apple
    Apple may be prioritizing on-device AI, but the requests that need to go to Private Cloud Compute servers still cost money. Those costs will be offset by offering increased daily usage limits for higher iCloud+ tiers, but that may only be the start of Apple's AI monetiza
  • High iPhone demand won't be met by supply during September quarter

    High iPhone demand won't be met by supply during September quarter
    As it has been almost all of 2026, Apple's September-quarter growth is expected to be slowed by a lack of supply-side availability that won't be able to meet "incredibly strong demand" for iPhone, iPad, and Mac products.
    Supply chain constraints will impact revenue in spite of high demand
    If you're going to have a problem in this world, it isn't so bad to have an Apple problem. In spite of its $109 billion record breaking June quarter, analysts are already sweating about the September quarter.Ap
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