Apple News
Apple TV debuts trailer for Vince Gilligan’s highly anticipated drama ‘Pluribus’
Today, Apple TV released the trailer for “Pluribus,” the highly anticipated drama hailing from writer and director Vince Gilligan, the creator of “Breaking Bad” and co-creator of “Better Call Saul.” Starring Rhea Seehorn, who earned two Emmy nominations for her acclaimed performance in “Better Call Saul,” the nine-episode drama series will make its global debut on Apple TV with its first two episodes on Friday, November 7, 2025, followed by new episodes every Friday through December 26.
Picked up in a two-season order, “Pluribus” is a genre-bending original in which the most miserable person on Earth must save the world from happiness. In addition to Seehorn, the series stars Karolina Wydra (“Sneaky Pete”) and Carlos-Manuel Vesga (“The Hijacking of Flight 601”), and guest stars Miriam Shor (“American Fiction”) and Samba Schutte (“Our Flag Means Death”).
“Pluribus” is produced by Sony Pictures Television and executive produced by Emmy Award winner Gilligan alongside WGA Award winner Gordon Smith, Alison Tatlock, Diane Mercer, Allyce Ozarski and Jeff Frost. Jenn Carroll and Trina Siopy serve as co-executive producers.
Apple TV offers premium, compelling drama and comedy series, feature films, groundbreaking documentaries, and kids and family entertainment, and is available to watch across all of a user’s favorite screens. After its launch on November 1, 2019, Apple TV became the first all-original streaming service to launch around the world, and has premiered more original hits and received more award recognitions faster than any other streaming service in its debut. To date, Apple Original films, documentaries and series have been honored with 633 wins and 2,846 award nominations and counting, including multi-Emmy Award-winning comedies “The Studio” and “Ted Lasso,” and Oscar Best Picture winner “CODA.”
MacDailyNews Take: Big potential.
MacDailyNews Note: Apple TV is available on the Apple TV app in over 100 countries and regions, on over 1 billion screens, including iPhone, iPad, Apple TV 4K, Apple Vision Pro, Mac, popular smart TVs from Samsung, LG, Sony, VIZIO, TCL and others, Roku and Amazon Fire TV devices, Chromecast with Google TV, PlayStation and Xbox gaming consoles, and at tv.apple.com, for $12.99 per month with a seven-day free trial for new subscribers. For a limited time, customers who purchase and activate a new iPhone, iPad, Apple TV or Mac can enjoy three months of Apple TV for free.
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Apple TV announces ‘The First Snow of Fraggle Rock,’ an all-new holiday special
Today, Apple TV announced the all-new holiday special “The First Snow of Fraggle Rock,” to premiere globally on Friday, December 5th. The special features a cameo appearance by musical artist and internet sensation Lele Pons that includes a harmonious duet of the classic, beloved “Fraggle Rock” song “Our Melody” with Gobo, along with two other holiday numbers.
The Fraggles eagerly await the first snow of the season and all the traditions it brings, but when only a single snowflake arrives and Gobo can’t write the yearly holiday song everyone is expecting, the season is thrown off course. For the first time ever, Gobo journeys to the human world — or, as the Fraggles refer to it: Outer Space — to find some unexpected musical inspiration. And in another first, back at the Gorgs’ castle, Junior is overwhelmed by the arrival of a new baby Gorg joining the family. This holiday season, the Fraggles and Gorgs learn that beautiful moments aren’t always perfect — but they can be as unique and memorable as snowflakes.
From the team behind the Emmy Award-winning series “Fraggle Rock: Back to the Rock,” The Jim Henson Company’s “The First Snow of Fraggle Rock” is executive produced by Lisa Henson, Halle Stanford, John Tartaglia, Matt Fusfeld, Alex Cuthbertson, Arnon Milchan and Yariv Milchan. Dave Goelz and Karen Prell co-executive produce. Harvey Mason Jr. serves as the executive music producer. The special is written by Fusfeld and Cuthbertson, produced by Chris Plourde, co-produced by Tim O’Brien and directed by Jon Rosenbaum.
The exciting slate of recent offerings for kids and families on Apple TV features the latest family musical specials “Snoopy Presents: A Summer Musical” and “Lulu Is a Rhinoceros,” based on the beloved children’s book of the same name by father-daughter duo Jason and Allison Flom; the music-driven animated comedy series “BE@RBRICK” from DreamWorks Animation; “Goldie,” inspired by Emily Brundige’s award-winning 2019 short film of the same name; Peanuts series “Camp Snoopy”; the second season of beloved animated series “Frog and Toad,” based on the Caldecott and Newbery Honor-winning books; “Me,” an elevated cinematic coming-of-age story from Barry L. Levy; and “Wonder Pets: In the City” from Jennifer Oxley.
Award-winning all-ages offerings now streaming globally on Apple TV also include the BAFTA Award and Emmy Award-winning live-action animated hybrid special “The Velveteen Rabbit,” BAFTA Award and Humanitas Prize-winning “El Deafo,” BAFTA Award-winning “Lovely Little Farm,” “Duck & Goose,” “Get Rolling With Otis,” Spin Master Entertainment’s “Sago Mini Friends,” GLAAD Media Award-nominated “Pinecone & Pony,” The Jim Henson Company’s Emmy Award-winning “Fraggle Rock: Back to the Rock,” “Harriet the Spy” and “Slumberkins,” Sesame Workshop’s “Helpsters,” Joseph Gordon-Levitt, HITRECORD and Bento Box Entertainment’s “Wolfboy and the Everything Factory,” Jack McBrayer and Angela C. Santomero’s Emmy Award-nominated “Hello, Jack! The Kindness Show,” Peanuts and WildBrain’s Emmy Award-nominated “Snoopy in Space,” “The Snoopy Show,” and Peabody and Emmy Award-winning series “Stillwater” from Gaumont and Scholastic Entertainment. Live-action offerings include Bonnie Hunt’s DGA and WGA Award-nominated “Amber Brown,” DGA Award-winning “Best Foot Forward,” “Surfside Girls,” WGA Award-winning “Life By Ella,” Sesame Workshop and Sinking Ship’s Emmy Award-winning “Ghostwriter,” Emmy Award and Environmental Media Association Award winning “Jane,” and Scholastic’s “Puppy Place.”
Also featured are “Here We Are: Notes for Living on Planet Earth,” the Emmy Award-winning television event based on the New York Times bestselling book and TIME Best Book of the Year by Oliver Jeffers, and specials from Peanuts and WildBrain including Emmy Award-nominated “Snoopy Presents: It’s the Small Things, Charlie Brown,” “Snoopy Presents: Lucy’s School,” Humanitas and Emmy Award-nominated “Snoopy Presents: To Mom (and Dad), With Love,” “Snoopy Presents: One-of-a-Kind Marcie,” “Snoopy Presents: Welcome Home, Franklin,” Emmy Award-winning “Snoopy Presents: Who Are You, Charlie Brown?” and “Snoopy Presents: For Auld Lang Syne.”
Apple TV offers premium, compelling drama and comedy series, feature films, groundbreaking documentaries, and kids and family entertainment, and is available to watch across all of a user’s favorite screens. After its launch on November 1, 2019, Apple TV became the first all-original streaming service to launch around the world, and has premiered more original hits and received more award recognitions faster than any other streaming service in its debut. To date, Apple Original films, documentaries and series have been honored with 633 wins and 2,846 award nominations and counting, including multi-Emmy Award-winning, history-making comedies “The Studio” and “Ted Lasso,” and Oscar Best Picture winner “CODA.”
Apple TV is available on the Apple TV app in over 100 countries and regions, on over 1 billion screens, including iPhone, iPad, Apple TV 4K, Apple Vision Pro, Mac, popular smart TVs from Samsung, LG, Sony, VIZIO, TCL and others, Roku and Amazon Fire TV devices, Chromecast with Google TV, PlayStation and Xbox gaming consoles, and at tv.apple.com, for $12.99 per month with a seven-day free trial for new subscribers. For a limited time, customers who purchase and activate a new iPhone, iPad, Apple TV or Mac can enjoy three months of Apple TV for free.
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Apple’s latest iOS, iPadOS, and macOS betas let users toggle Liquid Glass transparency
In the fourth developer betas of iOS 18.1, iPadOS 18.1, and macOS Tahoe 26.1, Apple has added a new setting that lets users customize the Liquid Glass interface. The toggle offers two options: a clear style (the current transparent design that reveals the background beneath buttons, bars, and menus) or a tinted style that increases opacity and adds more contrast.
Apple says that the new toggle was added because during the beta testing period over the summer, user feedback suggested that some people would prefer to have a more opaque option for Liquid Glass. The added setting provides additional customization in iOS 26.1, iPadOS 26.1, and macOS Tahoe 26.1.
Increasing opacity and adding contrast applies to Liquid Glass throughout the operating system, including in apps and Lock Screen notifications.
There are multiple other new features in iOS 26.1, including a new slide to stop feature for alarms and timers, new Apple Intelligence languages, a redesigned Apple TV app icon, changes to the Settings app, and more…
MacDailyNews Note: Beta testers, the new settings can be accessed on iPhone and iPad via Settings > Display and Brightness and on Mac via System Settings > Appearance.
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HBO Max hikes prices across all subscription tiers
In a move that’s sure to ripple through the crowded streaming landscape, Warner Bros. Discovery has officially raised prices for HBO Max subscriptions, effective immediately for new subscribers and starting December 2024 for existing ones. The adjustments, detailed in an update on the HBO Max help center, affect every plan tier and come as the company seeks to bolster revenue amid rising content production costs and intensified competition from rivals like Netflix and Disney+.The price increases mark the latest chapter in the ongoing “streaming wars,” where platforms are grappling with subscriber fatigue and the need to fund blockbuster original programming. HBO Max, rebranded in 2023 to emphasize its premium HBO heritage, has positioned itself as a go-to destination for prestige TV and cinematic blockbusters. However, with overall streaming penetration stabilizing, executives have turned to pricing strategies to drive profitability.
Breakdown of the New Pricing Structure
According to the official announcement, HBO Max’s three core plans—With Ads, Ad-Free, and Ultimate Ad-Free—will see hikes ranging from $1 to $5 per month. Here’s a side-by-side comparison of the old and new monthly rates (annual plans will reflect proportional increases):
HBO Max New Pricing StructureEffective immediately for new subscribers; existing monthly subscribers will see changes in December 2024.
Plan Old Price (Monthly) New Price (Monthly) Increase Key Features With Ads $9.99 $10.99 +$1.00 Access to full library with limited ads; HD streaming on supported devices. Ad-Free $15.99 $17.99 +$2.00 No ads during streaming; offline downloads; up to 3 simultaneous streams. Ultimate Ad-Free $19.99 $24.99 +$5.00 Ad-free in 4K UHD; up to 4 simultaneous streams; Dolby Atmos audio support.Annual plans: With Ads $109.99 (was $99.99), Ad-Free $169.99 (was $149.99), Ultimate Ad-Free $249.99 (was $199.99).
Annual subscriptions will also rise accordingly: the With Ads plan jumps from $99.99 to $109.99, Ad-Free from $149.99 to $169.99, and Ultimate Ad-Free from $199.99 to $249.99. Existing subscribers on monthly plans will automatically transition to the new rates in December 2024, while those on annual billing locked in the old price until their renewal date.
The changes apply to U.S. subscribers only and do not include add-on bundles like the popular HBO Max + Discovery+ combo or third-party integrations through Amazon Prime Video or Hulu. Notably, the announcement mentions no alterations to content access or quality thresholds beyond the pricing.
This isn’t HBO Max’s first rodeo with price adjustments — similar hikes hit in 2021 and 2023, each time citing investments in exclusive content like House of the Dragon and The Last of Us. Warner Bros. Discovery CFO Gunnar Wiedenfels hinted during a recent earnings call that “strategic pricing” would help offset a projected 5% rise in content spend for 2025, fueled by upcoming tentpoles such as the final season of Euphoria and a new DC Universe slate.
Netflix’s ad-supported tier remains at $6.99/mo., while Disney+ holds steady at $7.99/mo. with ads. Apple TV, which focuses on quality and therefore does not offer an ad-supported tier, costs $12.99/mo.
For cord-cutters and families, the HBO Max increases could sting. A household opting for the Ultimate plan to share across devices now faces an extra $60 annually — equivalent to two months of the old Ad-Free tier. HBO Max is countering with promotions: new users get 20% off the first year on annual plans, and a 7-day free trial remains available across all tiers.
Warner Bros. Discovery has teased further ecosystem expansions, including deeper integration with the Max app on smart TVs and potential sports streaming add-ons. As the company merges its assets under the “Max” umbrella, these price tweaks underscore a shift toward premium monetization over aggressive growth.
MacDailyNews Take: Apple TV looks like a better value – especially as part of an Apple One bundle!
MacDailyNews Note: Apple TV is available on the Apple TV app in over 100 countries and regions, on over 1 billion screens, including iPhone, iPad, Apple TV 4K, Apple Vision Pro, Mac, popular smart TVs from Samsung, LG, Sony, VIZIO, TCL and others, Roku and Amazon Fire TV devices, Chromecast with Google TV, PlayStation and Xbox gaming consoles, and at tv.apple.com, for $12.99 per month with a seven-day free trial for new subscribers. For a limited time, customers who purchase and activate a new iPhone, iPad, Apple TV or Mac can enjoy three months of Apple TV for free.
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Consumers file antitrust complaint against Apple over App Store practices in China
On Monday, a lawyer representing 55 Chinese iPhone and iPad users confirmed they filed a complaint with China’s State Administration for Market Regulation, accusing Apple of abusing its market dominance by limiting app distribution and payments to its platforms and imposing high commission fees.
Reuters:
The complainants, led by lawyer Wang Qiongfei, argue that Apple maintains a monopoly over iOS app distribution in China while permitting alternative payment methods and app stores in other markets following regulatory pressure from the European Union and United States.
The filing accuses Apple of three main violations of China’s Anti-Monopoly Law: forcing consumers to purchase digital goods exclusively through Apple’s In-App Purchase system, restricting iOS app downloads to the App Store, and charging commissions of up to 30% on in-app purchases.
This marks the second complaint against Apple led by Wang. A similar case filed in 2021 was dismissed by a Shanghai court last year.
Amid tensions with Washington, China has recently launched a series of antitrust investigations targeting U.S. tech firms…
MacDailyNews Take: China’s so-called anti-monopoly laws, an irony for a communist country, are selectively enforced, often targeting foreign firms. We’ll see if Apple’s past and recent promises of more “investments” in China are enough for this case to be dismissed, too.
See also: Apple CEO Cook vows to increase investment in China – October 15, 2025
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Evercore: Apple ‘well positioned to report upside’ on October 30th
Apple shares surged after Evercore ISI added the stock to its Tactical Outperform List, driven by robust iPhone demand and accelerating Services growth. The firm noted that Apple is poised to exceed September-quarter consensus expectations and may provide optimistic guidance for the December quarter.
Sam Boughedda for Investing.com:
Evercore ISI said it believes Apple “is well positioned to report upside to current Sep-qtr consensus expectations and could guide to upside for the Dec-qtr.”
The firm said its “positive bias is driven by iPhone data points that suggest this may be more than the average iPhone refresh cycle,” noting that “lead times for the base iPhone 17 are above last year’s October levels.”
Survey data also supported optimism, with “a higher-than-average number of respondents indicating that they plan to purchase a new iPhone this year.”
Looking ahead, Evercore ISI said Apple could guide ahead of street expectations, which currently suggest quarter-on-quarter growth of 28.3% versus typical seasonality of 43%.
MacDailyNews Take: Evercore reiterated its “Outperform” (Buy) rating and $290 price target.
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All MLS Cup Playoffs matches are free to Apple TV subscribers
Major League Soccer today announced the schedule and broadcast details for the Audi 2025 MLS Cup Playoffs Round One Best-of-3 Series. All matches are available for free for Apple TV subscribers.
The Round One Best-of-3 Series includes a home-away-home configuration that guarantees at least one home game for all teams. Game 1 matches will be hosted by the higher seed. Game 2 matches will be hosted by the lower seed and as needed; the higher seed will host the decisive Game 3. If a match is tied at the end of regulation during the Wild Card and Best-of-3 Series matches, no extra time will be played, and teams will participate in penalty kicks to determine the winner. The first team to win two matches will advance to the Audi 2025 MLS Cup Playoffs Conference Semifinals.
Every match in the Audi 2025 MLS Cup Playoffs will air on MLS Season Pass and will be made available for free for Apple TV subscribers.
Following the Audi 2025 MLS Cup Playoffs Eastern and Western Conference Wild Card matches on Oct. 22, Inter Miami CF will kick off Round One Best-of-3 Series play, as they host Nashville SC in a standalone match on Friday, October 24 (8 p.m. ET, MLS Season Pass and Apple TV / FS1 / Fox Deportes / TSN / RDS).
Best-of-3 Series action continues on Sunday, Oct. 26 with a tripleheader highlighted by Supporters’ Shield winners the Philadelphia Union hosting Game 1 against either No. 8 Chicago Fire FC or No. 9 Orlando City SC at Subaru Park (5:30 p.m. ET, MLS Season Pass and Apple TV / FS1 / Fox Deportes). Following that match will be a Western Conference clash between No. 2 Vancouver Whitecaps FC and No. 7 FC Dallas (7:30 p.m. ET, MLS Season Pass and Apple TV). The final match of the day will feature the winner of the Western Conference Wild Card game between No. 8 Portland Timbers and No. 9 Real Salt Lake traveling to Snapdragon Stadum to face the top seed in the Western Conference, San Diego FC, in their inaugural Audi MLS Cup Playoffs match (9:30 p.m. ET, MLS Season Pass and Apple TV).
MacDailyNews Note: MLS Season Pass and Apple TV will broadcast every match of the Audi 2025 MLS Cup Playoffs. MLS Season Pass is available through the Apple TV app on Apple devices, smart TVs, streaming devices, set-top boxes, and game consoles, as well as on the web at tv.apple.com. Fans can also access MLS Season Pass from the Apple TV app on Apple Vision Pro, where they can watch games alongside other apps in their physical space; within an Environment, so the screen feels 100 feet wide; and in Spatial Audio for an even more immersive viewing experience. Fans in more than 100 countries and regions can sign up for MLS Season Pass for $9.99 for the remainder of the season. For more information and to subscribe to MLS Season Pass visit: tv.apple.com.
To provide extensive coverage, MLS Countdown and MLS Wrap-Up in English and MLS La Previa and El Resumen in Spanish, will feature special edition 30-minute pre- and post-game shows providing in-depth analysis and highlights for the Wild Card matches and Round One Best-of-3 Series games.
In addition to matches on MLS Season Pass and Apple TV, select playoff games will also be available through FOX Sports in the U.S. (FS1 and FOX Deportes) and on TSN and RDS in Canada.
MLS Cup presented by Audi will take place Saturday, December 6 (2:30 p.m. ET, MLS Season Pass and Apple TV, FOX, FOX Deportes, TSN, RDS).
For more information about the Audi 2025 MLS Cup Playoffs, visit www.MLSsoccer.com.
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S&P 500 extends rally as Apple hits new all-time record high
The S&P 500 climbed for a second consecutive day, lifted by easing U.S.-China trade tensions. Strong corporate earnings and a surge in Apple’s stock, driven by analysts’ optimism about rising iPhone demand, further fueled positive market sentiment.
Felice Maranz for Bloomberg News:
Treasury Secretary Scott Bessent heads to Malaysia this week for a new round of US-China trade talks, signaling an effort by Washington to calm fears of a full-blown trade war. Separately, National Economic Council Director Kevin Hassett said he thinks the US government shutdown is likely to end some time this week.
The S&P 500 advanced 0.8%, with all sectors in the green, while the Nasdaq 100 rose 1.1% Monday. The start of earnings season has been a good one, according to Bank of America strategist Savita Subramanian.
“It’s still early, but headline stats are coming in strong,” with 76% of companies beating earnings-per-share estimates, ahead of the first-week average of 68% and last quarter’s 73%, she wrote in a note. Subramanian flagged big banks, which “posted beats across the board, and reiterated bullish themes” from the prior quarter, including consumer resilience, a strong deal pipeline, and regulatory tailwinds.
MacDailyNews Note: Apple will release Q425 results on Thursday, October 30, 2025 after market close. As always, we’ll have the company’s results for you right around 4:30 p.m. PDT / 1:30 p.m. EDT on October 30th on our home page.
Apple’s conference call to discuss Q425 results and business updates is scheduled right after, on October 30, 2025 at 2:00 p.m. PT / 5:00 p.m. ET. It can be listened to live here and we will provide live notes, as usual.
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Loop Capital ups Apple stock rating to ‘Buy,’ hikes price target to $315
Apple’s 2025 iPhone lineup, including the sleek iPhone Air and its flagship iPhone 17 Pro Max, is proving a major success with consumers. This strong reception is boosting Wall Street analysts’ optimism, leading to a notable stock upgrade.
Analysts at Loop Capital upped their rating on Apple stock to “Buy” from “Hold,” and hiked their price target to $315 from $226 on expectations the company could set record iPhone shipments this cycle.
Loop’s Ananda Baruah estimates Apple could ship 238 million iPhones this year, just short of 2021’s 240 million record, and followed by shipping 250 million units in 2026 and 260 million in 2027.
Sales of the iPhone 17 series have outstripped the iPhone 16 series by 14% during the first 10 days of availability in China and the U.S., according to Counterpoint Research data published Monday.
In the Chinese market, the focus is on the cheaper base model, where unit sales of the iPhone 17 nearly doubled compared with the iPhone 16.
“The base model iPhone 17 is very compelling to consumers, offering great value for money,” Counterpoint senior analyst Mengmeng Zhang wrote. “A better chip, improved display, higher base storage, selfie camera upgrade — all for the same price as last year’s iPhone 16… Simply put, it provides extremely good value-for-money, and Chinese consumers are rewarding Apple for that.”
Meanwhile, in the U.S. the strongest demand has been for the high-end Pro Max.
MacDailyNews Take: Up, up, and away!
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Apple’s third quarter Mac sales grow 10.7 percent YoY
Apple’s third quarter Mac sales surged 10.7 percent year over year as worldwide PC shipments totaled more than 69 million units in the third quarter of 2025, an 8.2% increase from the third quarter of 2024, according to preliminary results from Gartner.
There were no major changes in the top five vendor rankings worldwide in the third quarter of 2025.
Preliminary Top 5 Worldwide PC Vendor Unit Shipment Estimates for 3Q25 (Thousands of Units)
Notes: Data includes desktop and laptop PCs that are equipped with Windows, macOS and Chrome OS. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels. Numbers may not add up to totals shown due to rounding. Source: Gartner (October 2025)
“In the third quarter of 2025, worldwide PC shipments were driven by the Windows 10 end-of-support (EOS) refresh cycle in most regions, while North America’s growth was limited to 1.6% as demand had been accelerated into the first half of the year due to anticipated import tariffs,” said Rishi Padhi, Research Principal at Gartner, in a statement. “Conversely, consumer demand remained subdued at the lower price points, impacted by persistent geopolitical and macroeconomic headwinds. Consumers continue to exhibit cautious spending behavior — delaying PC purchases and seeking promotional offers.
MacDailyNews Take: Last week, IDC estimated that Apple’s indomitable Macintosh posted shipment growth of 13.7% YoY in Q3 2205 as personal computer shipments during the quarter grew 9.4% from the prior year, with global volumes reaching 75.8 million units.
Of course, market share isn’t everything (or really much of anything) as Apple’s Mac captures the majority of worldwide personal computer profits, estimated at around 70%*.
*Using conservative estimates for operating margins (Apple’s Mac at ~25% vs. PC peddlers at ~4% based on vendor reports of low/single-digit non-Mac [personal computer margins), Macintosh accounts for ~70% of the PC industry’s industry operating profits.
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Loop Capital sees 25% upside on iPhone demand, Apple stock nears all-time record high
Apple’s stock price is set to open near record levels on Monday, rising 1.4% in premarket trading, positioning the stock within reach of its all-time high from December, which it last closed 2.6% below. This follows Loop Capital’s upgrade of the stock to buy from hold, citing stronger iPhone demand trends.
Analyst Ananda Baruah noted, “We are now at the front end of Apple’s long-anticipated adoption cycle that suggests ongoing iPhone shipment expansion through CY2027,” driven by “a combination of refresh cycle and demand catalyzed by new design cycles.”
Loop also raised its price target to a Street-high $315 from $226, implying a 25% upside from Friday’s close.
Additionally, Loop analyst John Donovan highlighted “surging demand” for the iPhone 17, stating, “It is clear to see that the iPhone 17 results are far better than anticipated,” with “total iPhone shipments in CQ3 2025 of 56.5 million blows past all expectations.”
MacDailyNews Take: Apple’s all-time high of $260.10 was set on December 26, 2024. Apple’s high for 2025 was $259.24, set on October 3rd.
“Sub-$170 AAPL seems like an absolute gift to us…” – MacDailyNews, April 8, 2025
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Apple’s iPhone 17 sales ‘far outpace’ iPhone 16 in both America and China
The iPhone 17 series have outsold the iPhone 16 series by 14% during the first 10 days of availability in both America and China, Apple’s two key markets that make up the bulk of iPhone sales globally, according to Counterpoint Research’s China, “US Q3 2025 Weekly Smartphone Sell-Out Tracker.”
Of the four iPhone variants, this year’s base model iPhone 17 is performing well, especially in China, where consumers are reacting warmly to its strong value offering. “The base model iPhone 17 is very compelling to consumers, offering great value for money,” Senior Analyst Mengmeng Zhang said in a statement. “A better chip, improved display, higher base storage, selfie camera upgrade – all for the same price as last year’s iPhone 16. Buying this device is a no brainer, especially when you throw channel discounts and coupons into the mix. Simply put, it provides extremely good value-for-money, and Chinese consumers are rewarding Apple for that.”
In the US, the iPhone 17 Pro Max has seen the strongest ramp in demand as the big three carriers boost maximum subsidies by 10% ($100), reflecting a strategic shift towards ultra-premium customer segments in the US market. “Carriers here are looking to maximize lifetime value by converting strong device subsidies into years of higher monthly service revenue through 24 or 36-month financing contracts,” Senior Analyst Maurice Klaehne said in a statement. “The emphasis on Pro Max offers has made the ultra-premium Apple device more accessible to customers, bolstering premiumization trends and strengthening high-value customer ties to the Apple ecosystem.”
The eSIM-only iPhone Air is performing slightly better than the iPhone 16 Plus and questions over the availability of iPhone Air in China have been lifted with the official announcement of pre-orders beginning on October 17. “This is a big milestone for Apple and more broadly for eSIM,” Senior Analyst Ivan Lam said in a statement. “But the shorter pre-order period and high price compared to the spec-high and feature-rich base model iPhone 17 means the Air will likely remain niche initially.”
MacDailyNews Take: Apple’s batch of 2025 iPhones is looking like a mini super cycle!
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