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Mark Gurman

👤 Speaker
813 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

That includes a new version of the iPad Air with the M4 chip, so a bit of a faster processor there, matching the iPad Pro SKU from 2024.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

And then you're also going to see a new entry-level iPad moving to the A18 chip.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Now, why is that significant?

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

It'll be the first iPad from the entry-level batch to support Apple intelligence.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

And you're also going to see new high-end MacBook Pros and MacBook Airs in the coming month as well.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So a lot to like if you're into new low-end iPhones, iPads, as well as MacBooks.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Yeah, two tentpoles this year for Apple, education and enterprise.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Apple is, I would say, tripling down on moving units into both of those segments.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They have a lot of the consumers already.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They're trying to break into other areas that they've struggled to break into in the past.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

And all these products have price points and feature sets that are going to be heavily applicable to business use cases and bulk purchases.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Also, a lot.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

low-cost MacBook with an iPhone chip coming as well.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

This will be sub $800.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So this is going to be pretty fancy and compelling for both those segments as well.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Well, because your laptop is seven years old.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Time to get a new one.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

But no, in reality,

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They have AI capabilities now, better graphics processors.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So if you're on an M1 machine or an Intel machine, definitely think about getting something new.