Apple’s trade secrets lawsuit filed on July 10, 2026, against OpenAI and two former Apple executives represents an important development in the evolving relationship between the two companies. Although the litigation formally concerns allegations of trade secret misappropriation and breach of contract, it also reflects broader competitive dynamics emerging within the artificial intelligence ecosystem. As …
India’s role in global technology and digital infrastructure is entering a more consequential phase. In a recent appearance on CNBC’s Inside India, I discussed India’s growing role as a global tech infrastructure and manufacturing hub as companies such as Apple and other multinationals diversify supply chains beyond China, and what that means for the country’s …
Parents with iPhones want artificial intelligence to pull details from a poorly formatted school notice directly into their calendars or answer questions about what is on the screen. Office-goers with MacBooks want meeting minutes turned into a clear, actionable email with a single click. Families with iPads want to plan a holiday, say to Kerala, …
Apple reported a record Q2 FY2026 at $111.2Bn, up 17% YoY, with MacBook Neo emerging as the standout demand surprise. What’s Driving Growth Why It Matters The Big Picture Apple’s dual-engine model remains intact: hardware driving ecosystem expansion, Services driving margin stability. Near-term focus shifts from demand to supply allocation and margin defense. On India, …
Apple topped expectations in Q2 FY25, buoyed by resilient iPhone sales and a stabilizing China business. But beneath the headline beat, the tech giant faces mounting challenges—from delayed AI rollouts to regulatory pressure on its high-margin services business. Why This Stands Out Apple posted revenue of $95.36Bn (+5% YoY) beating estimates. iPhone revenue rose 1% …
The iPhone 16e brings flagship-level upgrades at a more accessible price point, powered by the latest A18 chipset. With Apple Intelligence features now extending across a broader lineup, Apple is strengthening its AI-powered ecosystem and competitive positioning. While Gen Z consumers may be drawn to the appeal of a new 2025 iPhone, the infusion of …
The Pro models of the iPhone 16 series performed well in India’s opening sales. A few sellers reported 25 per cent higher opening-day sales for the iPhone 16 Pro series compared to last year. “Our initial assessment suggests that the iPhone 16 series, particularly the Pro models, has resonated well with the market. The more …
India is a long-term strategic growth driver for Apple. Apple has enjoyed a strong growth momentum in India, driven by growing domestic manufacturing, aggressive marketing and affordability initiatives, and the success of the Apple India Online store. The premium smartphone market in India continues to grow in double digits, and is immune to the broad macro-economic pressures. Indian consumers …
Apple’s PC and laptop shipments across Indian enterprises have grown more than 50% YoY as mindshare and market share across larger enterprises, rising pool of content creators and app developers continue to rise, analysts said. Luca Maestri, Chief Financial Officer, Apple during the recent earnings calls said that in the enterprise market, our customers are …
India is fast turning out to be the sweet spot for American electronics giant Apple, something its global CEO Tim Cook has repeatedly acknowledged. He again reiterated its importance during the company’s annual results conference as he talked about doubling of revenues on strong sales. The India showing came even as Apple’s revenues in China, one …