CIRP - Apple Report
Michael Levin and Josh LowitzUnderstanding Apple's US business through CIRP data
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 174 | Subscribers | Read | cirpapple.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Mac mini (and CIRP) Makes the Wall Street Journal
This week the Wall Street Journal had a fascinating account of how Apple plans to bring more of its supply chain to the US. Reporter Rolfe Winkler toured several facilities - new and under construction - to research a story about the challe...
An Update on Apple Services - iCloud Still Leads the Way
It’s been a couple of quarters since we looked at the very-important-but-less-followed-and-even-less-understood Apple Services business.
Apple iPhone Storage Upgrades Stable, so It Relies on Pricing and Model Lineup
Apple just delivered superb financial results based in large part on consumer reception of the new iPhone 17 models.
iPhone 17 Average Selling Price Contributes to Record Quarter
Last week we released CIRP analysis of iPhone model sales in the December 2025 quarter. The next day Apple announced quarterly results that exceeded everyone’s expectations and were driven by improved iPhone sales and gross margins. To unde...
Authors
The writers behind this newsletter.
Michael Levin and Josh Lowitz founded Consumer Intelligence Research Partners in 2011 to provide consumer insights for the investment community. Their data has been integral to understanding Amazon shoppers, Apple iPhone ownership, and much more.
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