Longtime Apple analyst Gene Munster now forecasts the company to post June growth of 10% YoY (Street at 8%) alongside slight upside to margins.

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	Forwarded this email? Subscribe here for more After MacBook Neo reveal, Gene Munster forecasts Apple growth of 10% YoY in June quarter MacDailyNews Mar 6   READ IN APP   Apple’s all-new MacBook Neo Longtime Apple analyst Gene Munster now forecasts the company to post June growth of 10% YoY (Street at 8%) alongside slight upside to margins. Gene Munster via GeneMunster.com: ‎ The MacBook Neo at a $599 starting price is the most meaningful product announcement of the week for two reasons. First, it should add about 1% to overall revenue. Second, it widens the top of the customer funnel. Apple has never had a Mac at this price point, and the likely target is clear: U.S. middle school through high school buyers who have largely defaulted to Chromebooks, which hold a 60% share. Importantly, this does not look like a product meant to replace the MacBook Air. The Neo’s specs are intentionally slim, with 8GB of memory and 256GB of storage, half that of the entry-level MacBook Air. It uses the A18 chip from the iPhone line, which roughly has M2-level performance rather than current high-end M5 Mac silicon. Apple is creating an additional rung, not shifting its core mix downward. In dollars, the opportunity is real but not transformative. The U.S. addressable education segment is on the order of 25m students, of which potentially 25% will eventually become users. The incremental Mac revenue could be around $4B annually, or about 6m units with an average selling price of $650 (there is a $699 version of the Neo). This equates to roughly an 11% lift to the Mac segment, and about 1% to Apple’s total revenue. The strategic value is larger than the immediate revenue contribution: more early entrants to the Apple ecosystem, more future upgrades, and more services attach over time. The other question is margin. At $599, the instinct is to worry about dilution, but the more likely outcome is that Apple engineered the Neo to land in the neighborhood of its existing 48% margin profile. The new iPhone 17e and iPad Air maintained their $599 starting points and will likely add roughly 2% to growth in the June quarter. Before those announcements, the Street was looking for 7% growth. Following those announcements, Street estimates inched up to 8.2%, suggesting about half of the impact was quickly priced in… We now forecast June growth of 10% y/y (Street at 8%) alongside slight upside to margins. ‎ MacDailyNews Take: We’re accumulating on the overwrought dips, as always. Anything in the $250s (or, dare we, below, pretty please?) is an absolute gift! ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post After MacBook Neo reveal, Gene Munster forecasts Apple growth of 10% YoY in June quarter appeared first on MacDailyNews. Invite your friends and earn rewards If you enjoy MacDailyNews, share it with your friends and earn rewards when they subscribe. Invite Friends   Like Comment Restack   © 2026 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

While TikTok now operates in the United States under new (non-Chinese majority) ownership following its recent divestiture, Apple has implemented technical restrictions that prevent iOS users in the U.S.

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	Forwarded this email? Subscribe here for more Apple blocks U.S. users from downloading ByteDance’s Chinese apps MacDailyNews Mar 6   READ IN APP   While TikTok now operates in the United States under new (non-Chinese majority) ownership following its recent divestiture, Apple has implemented technical restrictions that prevent iOS users in the U.S. from downloading or updating other apps developed by ByteDance, TikTok’s Chinese parent company. Zeyi Yang for Wired: ‎ ByteDance owns a vast array of different apps spanning social media, entertainment, artificial intelligence, and other sectors. The leading one is Douyin, the Chinese version of TikTok, which has over 1 billion monthly active users. While most of those users reside in China, iPhone owners around the world have traditionally been able to download these apps from anywhere without using a VPN, as long as they have a valid App Store account registered in China. That’s not true anymore. Starting in late January, iPhone users in the US with Chinese App Store accounts began reporting that they were encountering new obstacles when they tried to download apps developed by ByteDance. WIRED has confirmed that even with a valid Chinese App Store account, downloading or updating a ByteDance-owned Chinese app is blocked on Apple devices located in the United States. The timing and technical specifics suggest the restriction is related to the deal TikTok agreed to in January to divest Chinese ownership of its US operations. The agreement was the result of the so-called TikTok ban law passed by Congress in 2024, which also barred companies like Apple and Google from distributing other apps majority-owned by ByteDance. ‎ MacDailyNews Note: H.R.7521 – Protecting Americans from Foreign Adversary Controlled Applications Act “prohibits distributing, maintaining, or providing internet hosting services for a foreign adversary controlled application.” Under the act, “a foreign adversary controlled application is directly or indirectly operated by (1) ByteDance, Ltd. or TikTok (including subsidiaries or successors that are controlled by a foreign adversary); or (2) a social media company that is controlled by a foreign adversary and has been determined by the President to present a significant threat to national security.” More info via Congress.gov here. An archived version of an Apple Support document (no longer available on Apple’s Support site) states, in part: Apple is obligated to follow the laws in the jurisdictions where it operates. Pursuant to the Protecting Americans from Foreign Adversary Controlled Applications Act, apps developed by ByteDance Ltd. and its subsidiaries — including TikTok, CapCut, Lemon8, and others — will no longer be available for download or updates on the App Store for users in the United States starting January 19, 2025. The following are some of the apps developed by ByteDance Ltd. and its subsidiaries that are affected: • TikTok • TikTok Studio • TikTok Shop Seller Center • CapCut • Lemon8 • Hypic • Lark – Team Collaboration • Lark – Rooms Display • Lark Rooms Controller • Gauth: AI Study Companion • MARVEL SNAP If you live in the United States If you already have these apps installed on your device, they will remain on your device. But they can’t be redownloaded if deleted or restored if you move to a new device. In-app purchases and new subscriptions are no longer possible. Users in the United States won’t receive updates for these apps, which could potentially impact performance, security, and compatibility with future versions of iOS and iPadOS, and some app functions might become limited or stop working since the app can’t receive updates. ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple blocks U.S. users from downloading ByteDance’s Chinese apps appeared first on MacDailyNews. Invite your friends and earn rewards If you enjoy MacDailyNews, share it with your friends and earn rewards when they subscribe. Invite Friends   Like Comment Restack   © 2026 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

Apple TV’s dystopian series “Silo” is the story of the last ten thousand people on Earth, their mile-deep home protecting them from the toxic and deadly world outside.

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	Forwarded this email? Subscribe here for more Apple TV’s dystopian series ‘Silo’ season 4 wraps filming ahead of expected season 3 premiere this year MacDailyNews Mar 6   READ IN APP   Still from “Silo” Season 4 (image: Apple Inc.) Apple TV’s dystopian series “Silo” is the story of the last ten thousand people on Earth, their mile-deep home protecting them from the toxic and deadly world outside. However, no one knows when or why the silo was built and any who try to find out face fatal consequences. Rebecca Ferguson stars as Juliette, an engineer, who seeks answers about a loved one’s murder and tumbles onto a mystery that goes far deeper than she could have ever imagined, leading her to discover that if the lies don’t kill you, the truth will. On Friday, Apple TV announced via X that filming for the fourth season is already complete ahead of the premiere of season three expected later this year. One for the Pact.#Silo Season 4 has officially wrapped filming. pic.twitter.com/BBbfQItM4q — Apple TV (@AppleTV) March 6, 2026 In December 2024, following the acclaimed second season premiere of “Silo,” Apple TV+ announced that the global hit, world-building drama had been renewed through season four. The fourth season of “Silo” will bring the series to its final, thrilling chapter, telling the complete story of Hugh Howey’s bestselling trilogy of dystopian novels – Wool (2011), Shift (2013), and Dust (2013). Since its debut on May 5, 2023, “Silo” has captivated audiences worldwide, earning praise as “genuinely brilliant,” “immensely satisfying” and “one of the best sci-fi TV shows today.” The critically beloved series has garnered acclaim for its “dynamically charged characters,” its “atmospheric world-building element,” Rebecca Ferguson’s “earth-shattering” performance, and season two newcomer Steve Zahn’s “performance of a lifetime.” ‎ MacDailyNews Take: “Silo” is among the very best Apple TV has to offer which is quite an achievement given the quality of Apple TV series. We can’t wait until later this year to get back into the “Silo” story with season three this autumn. MacDailyNews Note: Apple TV is available on the Apple TV app in over 100 countries and regions, on over 1 billion screens, including iPhone, iPad, Apple TV 4K, Apple Vision Pro, Mac, popular smart TVs from Samsung, LG, Sony, VIZIO, TCL and others, Roku and Amazon Fire TV devices, Chromecast with Google TV, PlayStation and Xbox gaming consoles, and at tv.apple.com, for $12.99 per month with a seven-day free trial for new subscribers. For a limited time, customers who purchase and activate a new iPhone, iPad, Apple TV 4K or Mac can enjoy three months of Apple TV for free. ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple TV’s dystopian series ‘Silo’ season 4 wraps filming ahead of expected season 3 premiere this year appeared first on MacDailyNews. Invite your friends and earn rewards If you enjoy MacDailyNews, share it with your friends and earn rewards when they subscribe. Invite Friends   Like Comment Restack   © 2026 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe