Phil Mercer
speaker
6,555 appearances
112 recordings
5 series
first heard Feb 2025
last heard 11 Sep
Phil Mercer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 110 in all, peaking in Aug 2026 with 38.
Appearances
We're going to be speaking to Bloomberg's Mark Gurman, our managing editor for ConsumerTech all day long.
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Big thank you to Mark.
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Joining us here at Apple headquarters is Carolina Milianesi, president and principal analyst at Creative Strategies.
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And what was so interesting in some of the kind of history that Mark detailed is Apple isn't always the first to enter a category, but when it does, they're often ready.
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Your expectations of how that would play out in the foldable category?
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You've taken an interest in the software story in two ways.
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There's what Mark reported about how Apple has got ready for the foldable on the software side.
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But it also kind of links to Siri AI.
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Why do you think that?
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Pricing is going to be one of the biggest watches.
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The Bloomberg reporting is that the Duo will have a floor of about 2,000, but for higher storage spec, $3,000.
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But even the next generation of iPhones being $100 higher than the prior generation, Apple has to do that really, don't they?
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How is Carolina Milanese and Creative Strategies modeling in John Ternus?
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How do you do that?
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On the future, what might be different for Apple?
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The global smartphone market will probably be a billion units this year, something like that.
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Foldables is going to be a very small part.
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Very small.
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But if I can take you back to what Apple said at earnings, it really surprised me.
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Put memories one side.
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Showing 241–260 of 6,555 · page 13 of 328
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