CIRP - Apple Report
Michael Levin and Josh LowitzUnderstanding Apple's US business through CIRP data
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 157 | Subscribers | Read | cirpapple.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
New iPhone Model US Sales Data - First Results for iPhone 17 Air and its Pro and Base Siblings
We have the first glimpse at how iPhone 17 models performed since their launch in September 2025.
How Do Used iPhones Get to New Users?
Last week we were slightly surprised that 9% of “new” iPhone activations in the US are actually used iPhones. So much of the news and analysis of the US iPhone market focuses on new iPhone sales, which of course drives Apple’s financials. T...
The iPhone Circular Economy Does Not Just Start in the US
As Apple rolls out the new iPhone 17, we expect to see a significant number of used iPhones entering the refurbishing and resale cycle.
Apple Music Holds Its Own
Apple continues to expand its range of services.
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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