Mark Gurman @markgurman.bsky.social · 3hThis Thursday, I’m launching the Power On Podcast and it’s all about Apple and consumer tech. It’ll be available anywhere you can get your podcasts, including on Apple and Spotify. It’ll also be a video podcast on YouTube and Bloomberg’s website. Enjoy! 0200
Mark Gurman @markgurman.bsky.social · 5hNEW: Apple will launch its next big thing on October 13, a major new smart home device with a display. Here’s an in-depth look at its design, features, apps, use cases and more — www.bloomberg.com/news/article...bloomberg.comApple Is Finally Ready to Enter Its Next Big Category: the Smart HomeApple Inc. plans to make its long-delayed push into the smart-home market on Oct. 13, marking a critical product expansion for the company under new Chief Executive Officer John Ternus. 33010
Mark Gurman @markgurman.bsky.social · 29/09/2026NEW: Apple’s new CEO John Ternus is moving to overhaul the company to run faster, leaner, launch products more frequently and squeeze more revenue out of existing products and services. A look at the plans — www.bloomberg.com/news/article...bloomberg.comApple’s New CEO Moves to Overhaul Company to Run Faster and LeanerApple Inc. Chief Executive Officer John Ternus, just weeks into the role, is moving to overhaul the iPhone maker in an effort to accelerate product development, broaden its range of devices and create... 10287
Mark Gurman @markgurman.bsky.social · 27/09/2026Power On: Meta’s VR Glasses are what Apple’s Vision Pro should’ve been. A look at the new device and Apple’s different attempts over the years at similar headset designs. www.bloomberg.com/news/newslet...bloomberg.comMeta’s VR Glasses Are What the Apple Vision Pro Should Have BeenApple weighs what to do next with its headset. 2223
Mark Gurman @markgurman.bsky.social · 24/09/2026Exclusive: All the details on Meta's new Muse Charm, a dedicated AI hardware device that sits in the palm of your hand for Muse. It can be worn with a wrist strap, has an OLED screen, 5G and was developed by Apple's former top interface design executive. www.bloomberg.com/news/article...bloomberg.comMeta Debuts a Dedicated, Palm-Sized ‘Charm’ Device to Use Muse On the GoMeta Platforms Inc. unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise annou... 52216
Mark Gurman @markgurman.bsky.social · 24/09/2026NEW: Meta debuts $1,299 VR Glasses at 100 grams by offloading the battery and compute to an external pack. In a demo, it's pretty close to the Apple Vision Pro at less than half the price and 1/6th the weight. They are incredible. www.bloomberg.com/news/article...bloomberg.comMeta Launches Lightweight $1,299 VR Headset That Looks Like GlassesMeta Platforms Inc. on Wednesday launched $1,299 virtual-reality glasses that undercut Apple Inc. in price and size while putting its headset line on track for profitability. 2121
Mark Gurman @markgurman.bsky.social · 24/09/2026NEW: Meta launches camera-free Ray-Ban smart glasses, debuts the third-generation Ray-Bans with cameras, brings Muse to glasses, and upgrades its Display glasses with new software. www.bloomberg.com/news/article...bloomberg.comMeta Debuts $349 Camera-Free Ray-Bans and Brings Muse to GlassesMeta Platforms Inc. is expanding its smart-glasses lineup with camera-free models, support for the popular new Muse assistant and a hearing-aid mode. 281
Mark Gurman @markgurman.bsky.social · 22/09/2026NEW: Apple is developing a Whoop competitor. www.bloomberg.com/news/article...bloomberg.comApple Is Developing New Fitness Tracker Aimed at Rivaling WhoopApple Inc. is developing a screenless health and fitness tracker similar to Whoop Inc.’s wrist-worn device, part of an effort to rethink its smartwatch lineup and add new wearable technologies. 0181
Mark Gurman @markgurman.bsky.social · 20/09/2026Here’s the story with the iPhone Duo Apple Pencil. A new stylus was originally planned and scrapped due to technical snags, so Apple pivoted to supporting the iPad Apple Pencils. www.bloomberg.com/news/newslet...bloomberg.comApple’s ‘Personal Hub’ AI Strategy Hints at Upcoming Home DeviceAlso: What happened with the iPhone Duo Pencil and layoffs at Fitness+. 1255
Mark Gurman @markgurman.bsky.social · 20/09/2026Power On: Apple’s new Intelligent Personal Hub strategy is about far more than the iPhone. It’s a major teaser for its incoming home AI hub device with a screen. www.bloomberg.com/news/newslet...bloomberg.comApple’s ‘Personal Hub’ AI Strategy Hints at Upcoming Home DeviceAlso: What happened with the iPhone Duo Pencil and layoffs at Fitness+. 0211
Reposted by Mark GurmanMark Gurman @markgurman.bsky.social · 13/09/2026Power On: Apple’s iPhone Duo will one day be remembered just a notch below the 1998 iMac, 2001 iPod and 2010 iPad and eventually turn foldable smartphones into the new normal. www.bloomberg.com/news/newslet...bloomberg.comApple’s iPhone Duo Will Turn Foldable Phones Into the New NormalAlso: The company prepares a retail store shake-up. 11338
Mark Gurman @markgurman.bsky.social · 13/09/2026Power On: Apple’s iPhone Duo will one day be remembered just a notch below the 1998 iMac, 2001 iPod and 2010 iPad and eventually turn foldable smartphones into the new normal. www.bloomberg.com/news/newslet...bloomberg.comApple’s iPhone Duo Will Turn Foldable Phones Into the New NormalAlso: The company prepares a retail store shake-up. 11338
Mark Gurman @markgurman.bsky.social · 09/09/2026Follow the Apple event with me on our live blog www.bloomberg.com/news/live-bl...bloomberg.comApple Event 2026 Live Coverage: Foldable iPhone Duo and More Product Launches 2193
Mark Gurman @markgurman.bsky.social · 08/09/2026NEW: Apple’s $2,000-Plus Foldable iPhone Was a Decade in the Making — Inside the development of the device, pricing details, the gigantic impact of Tim Cook, what it means for new CEO John Ternus and more www.bloomberg.com/news/article...bloomberg.comApple’s $2,000-Plus Foldable iPhone Was a Decade in the MakingAround 2020, Apple Inc. Chief Executive Officer Tim Cook returned from a trip to Asia unusually energized about a new product category: foldable phones. 3193
Mark Gurman @markgurman.bsky.social · 06/09/2026Power On: The early signs out of Cupertino are that Tim Cook will still loom large at Apple. And the ex-CEO’s new pay package doesn’t dispel that notion. www.bloomberg.com/news/newslet...bloomberg.comTim Cook’s CEO-Like Pay Package Shows He Isn’t Going AnywhereAlso: The latest on Apple’s big Sept. 9 event. 2181
Mark Gurman @markgurman.bsky.social · 04/09/2026NEW: Apple to Kick Off Ternus Era With Its Biggest-Ever Slate of New Products — From the foldable iPhone to a touch-screen MacBook, here’s what to expect on Sept. 9 and beyond. www.bloomberg.com/news/article...bloomberg.comApple to Kick Off Ternus Era With Its Biggest-Ever Slate of New ProductsFrom the foldable iPhone to a touch-screen MacBook, here’s what to expect on Sept. 9 and beyond. 8243
Mark Gurman @markgurman.bsky.social · 01/09/2026NEW: Apple sets pay for John Ternus and Tim Cook in their new roles. Ternus CEO target pay for 2027 is $58 million, while Cook as chairman is at $47 million. This is salaries + stock units that can fluctuate in value so could be higher (likely) or lower. www.bloomberg.com/news/article...bloomberg.comApple Sets Pay Targets at $58 Million for Ternus, $47 Million for CookApple Inc. said that new Chief Executive Officer John Ternus will get a compensation package worth about $58 million in fiscal 2027, while Tim Cook’s role as executive chairman will pay around $47 mil... 1190
Mark Gurman @markgurman.bsky.social · 01/09/2026Apple Maps is renaming Lake Ontario to Lake America. Change is rolling out now. US: Lake America Canada: Lake Ontario International: Both names www.bloomberg.com/news/article...bloomberg.comApple Maps Renames Lake Ontario ‘Lake America’ After Trump OrderApple Inc. renamed Lake Ontario “Lake America” on its maps service, following a similar move by Alphabet Inc.’s Google, in the wake of an order from US President Donald Trump. 10163
Mark Gurman @markgurman.bsky.social · 01/09/2026Apple's changing of the guard continues, with former CFO Luca Maestri stepping down from his recent role of VP of Corporate Services. He remains on payroll for now, hosting a popular class at Apple University. www.bloomberg.com/news/article...bloomberg.comApple’s Former CFO Maestri Drops Role Running Corporate ServicesWith John Ternus beginning his role as Apple Inc. chief executive officer this week, another mainstay from the Tim Cook era is dropping his late-career responsibilities. 0204
Mark Gurman @markgurman.bsky.social · 31/08/2026NEW: Phil Schiller, one of its most important and visible executives during both the Jobs and Cook eras, is stepping down from his role leading the App Store and product launch events in Apple’s major changing of the guard. www.bloomberg.com/news/article...bloomberg.comApple’s Phil Schiller Steps Down from Running App Store, Product EventsApple Inc.’s Phil Schiller, one of the most visible and influential executives across both the Steve Jobs and Tim Cook eras, has stepped down from his role leading the App Store and product events. 211624
Mark Gurman @markgurman.bsky.social · 31/08/2026NEW: Tim Cook sends a final memo to Apple employees on his last day as CEO. “I will miss this work in ways I can only begin to imagine, even as I remain completely at peace with my decision,” he says, adding he has “enormous comfort” with Ternus in charge. www.bloomberg.com/news/article...bloomberg.comApple’s Cook Says He ‘Will Miss This Work’ as He Leaves CEO RoleApple Inc.’s Tim Cook told employees that he’ll miss the role of chief executive officer but has “enormous comfort” in the leadership of his replacement, John Ternus. 114512
Mark Gurman @markgurman.bsky.social · 30/08/2026The Big Take: Apple’s Ternus Takes the Reins as CEO, With AI as Job No. 1 — A look at the stakes surrounding Apple’s new CEO, what’s likely to change, what won’t change and new details on Ternus’s plans as the company’s new leader. www.bloomberg.com/news/article...bloomberg.comApple’s Ternus Takes the Reins as CEO, With AI as Job No. 1Apple’s changing of the guard will be gradual, with outgoing CEO Tim Cook handling Trump, China. 1182
Mark Gurman @markgurman.bsky.social · 30/08/2026Some new details on the Apple Watch, including when the next revamp is scheduled, ceramic Series 12 color options, a new feature to enable all-day, continuous heart rate tracking, plus Whoop/Oura like wellness tracking. www.bloomberg.com/news/newslet...bloomberg.comApple’s New CEO Will Need to Soon Overhaul His Management TeamAlso: Apple experimented with a Pencil for the coming foldable iPhone. 0221
Mark Gurman @markgurman.bsky.social · 30/08/2026Apple tested a new Pencil for the upcoming foldable iPhone that magnetically attaches to the side of the device. But it seems unlikely that Apple will actually launch this. “Who wants a stylus?! Yuck.” www.bloomberg.com/news/newslet...bloomberg.comApple’s New CEO Will Need to Soon Overhaul His Management TeamAlso: Apple experimented with a Pencil for the coming foldable iPhone. 3181
Mark Gurman @markgurman.bsky.social · 30/08/2026Apple’s heads of retail, marketing and services have all been at Apple around four decades each. Here’s who will likely replace each of them in the coming years. 1121
Mark Gurman @markgurman.bsky.social · 30/08/2026Power On: When John Ternus becomes Apple’s CEO this week, one of his biggest challenges will be a need to soon revamp a management team that has steered its corporate culture for decades. A look at another shake-up to come. www.bloomberg.com/news/newslet...bloomberg.comApple’s New CEO Will Need to Soon Overhaul His Management TeamAlso: Apple experimented with a Pencil for the coming foldable iPhone. 0162
Mark Gurman @markgurman.bsky.social · 25/08/2026NEW: Apple is gearing up to launch a new version of the Mac mini, as early as ahead of its September iPhone launch. www.bloomberg.com/news/article...bloomberg.comApple Gears Up to Launch Its First New Mac Mini in Two YearsApple Inc. is gearing up to launch a new version of its Mac mini desktop computer for the first time in almost two years, according to people familiar with the matter. 2456
Mark Gurman @markgurman.bsky.social · 23/08/2026Apple is preparing to make retail store changes to its accessory and home device sections, indicating that major new products in that space (HomePod mini, Apple TV, and the smart home hub with screen) are coming. www.bloomberg.com/news/newslet...bloomberg.comApple’s Foldable iPhone Will Help Bring Some Magic BackAlso: Get ready for iPhone price hikes. 0243
Mark Gurman @markgurman.bsky.social · 23/08/2026Power On: Apple is about to bring some of its product magic back with its first foldable iPhone - Why I’m excited, what people who’ve used it think, what it means for Apple in China and how it stacks up. www.bloomberg.com/news/newslet...bloomberg.comApple’s Foldable iPhone Will Help Bring Some Magic BackAlso: Get ready for iPhone price hikes. 2180
Mark Gurman @markgurman.bsky.social · 20/08/2026NEW: Despite the leaked video of the AirPods with Cameras inside of an upcoming macOS update, I’m told nothing has changed: the product is still delayed till 2027. www.bloomberg.com/news/article...bloomberg.comApple’s Camera-Equipped AI AirPods Remain on Track for 2027 Despite Video LeakAn Apple Inc. effort to sell camera-equipped AirPods remains on track for 2027, despite a leak from the company indicating that the product might arrive sooner. 4200
Mark Gurman @markgurman.bsky.social · 12/08/2026NEW: Another Apple management change, with company hiring a new head of government affairs that will work closely with the Trump Administration. Nate Gatten comes from American Airlines, which announced his exit this morning. www.bloomberg.com/news/article...bloomberg.comApple Taps American Airlines Veteran as Government Affairs HeadApple Inc. hired Nate Gatten as its new head of government affairs, tapping a longtime American Airlines Group Inc. executive with Republican ties to handle a delicate role at the company. 3163
Mark Gurman @markgurman.bsky.social · 11/08/2026NEW: Apple’s top executive in charge of Apple Pay & Wallet, Jennifer Bailey, is leaving . One of Apple’s most influential executives, her departure is the latest in a changing of the guard, with several leaders nearing retirement amid the CEO transition. www.bloomberg.com/news/article...bloomberg.comApple Executive in Charge of Pay and Wallet Services Is LeavingApple Inc.’s Jennifer Bailey, the longtime head of Pay and Wallet services, is retiring after more than two decades at the company, adding to a sweeping changing of the guard at the iPhone maker. 2265
Mark Gurman @markgurman.bsky.social · 11/08/2026NEW: Apple is still planning to offer a glass-centric overhaul of the iPhone for the device’s 20th anniversary next year, people familiar with the matter said, countering an analyst report that the move had been canceled. www.bloomberg.com/news/article...bloomberg.comApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Apple Inc. is still planning to offer a glass-centric overhaul of the iPhone for the device’s 20th anniversary, people familiar with the matter said, countering an analyst report that the move had bee... 1315
Mark Gurman @markgurman.bsky.social · 09/08/2026Power On: Apple is exploring a major shakeup to the Apple Watch amid a new era of wearables from Oura, Google, Whoop and others. www.bloomberg.com/news/newslet...bloomberg.comApple Explores Shaking Up Its Smartwatch for a New EraAlso: The company’s big iPhone event approaches. 6728
Mark Gurman @markgurman.bsky.social · 06/08/2026NEW: OpenAI’s device - a human-like smart speaker - will look like a doughnut and be the size of a hockey puck. It meant to be held. It has a camera, speakers, microphones, lights and, most notably, moving parts to show interactivity. It’ll be $300-400. www.bloomberg.com/news/article...bloomberg.comOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300A highly anticipated new device from OpenAI will have a unique look, complete with moving parts that help give it personality, and likely cost more than $300, according to people familiar with the mat... 15243
Mark Gurman @markgurman.bsky.social · 04/08/2026NEW: Apple gears up for in-person iPhone event in the first half of September, asking retail employees to apply for a lottery to work the event www.bloomberg.com/news/article...bloomberg.comApple Gears Up for September iPhone Launch With Retail Employee LotteryWith Apple Inc. gearing up for its biggest product launch of the year, the company is opening a lottery for US retail employees who want to help staff the in-person unveiling. 4224
Mark Gurman @markgurman.bsky.social · 03/08/2026Apple's incoming CEO John Ternus is bringing back a retired senior hardware executive to serve on his new management team as a vice president. A rare case of an Apple executive returning to the company. www.bloomberg.com/news/article...bloomberg.comApple’s New CEO Taps Retired Hardware Executive for Management TeamIncoming Apple Inc. Chief Executive Officer John Ternus is bringing back a trusted lieutenant from his time running hardware engineering to join his new management team. 1221
Mark Gurman @markgurman.bsky.social · 02/08/2026Also in Power On: Apple is working on turning its upcoming smart glasses and headsets into health devices. Apple is looking for a team leader to “define the future of health, well-being and fitness experiences across vision products.” www.bloomberg.com/news/newslet...bloomberg.comApple Is Reinventing Itself as the World’s Biggest Subscription ProviderAlso: MacBook Air runs into major shortages. 0162
Mark Gurman @markgurman.bsky.social · 02/08/2026Also in Power On: Major shortages hit the MacBook Air amid the memory and silicon crunch, with many new orders now not arriving until September. Apple appears to be prioritizing sales now of the entry level MacBook Pro. www.bloomberg.com/news/newslet...bloomberg.comApple Is Reinventing Itself as the World’s Biggest Subscription ProviderAlso: MacBook Air runs into major shortages. 0111
Mark Gurman @markgurman.bsky.social · 02/08/2026Power On: Apple is reinventing itself as the world’s biggest subscription, with Apple Upgrade being its path to its next trillion dollars of growth. www.bloomberg.com/news/newslet...bloomberg.comApple Is Reinventing Itself as the World’s Biggest Subscription ProviderAlso: MacBook Air runs into major shortages. 1120
Mark Gurman @markgurman.bsky.social · 28/07/2026NEW: Apple is about to debut its revamped push into the smart home, built around Siri AI. The long-awaited smart home hub with a screen arrives between the end of year and early next year, while a new Apple TV and HomePod mini are set to launch this fall. www.bloomberg.com/news/article...bloomberg.comApple Set to Make Major Smart Home Push With Siri AI at CenterApple Inc., after spending years as a laggard in the smart home market, is preparing a dramatic new push into the category with fresh devices and software. 3284
Mark Gurman @markgurman.bsky.social · 26/07/2026Power On: Apple’s upcoming smart glasses - planned to be introduced as early as next June at WWDC 2027 ahead of a release next fall - will need to overcome the privacy baggage and reputation associated with Meta’s offerings. www.bloomberg.com/news/newslet...bloomberg.comApple’s Smart Glasses Will Need to Overcome Meta’s Privacy ReputationCompany debated whether glasses will be able to record video. 2205
Mark Gurman @markgurman.bsky.social · 22/07/2026NEW: Apple readies end-to-end Mac overhaul, including M6 MacBook Pro and new iMacs this year; and several new redesigned MacBook Pros with touch and OLED and new MacBook Air and MacBook Neo models across end of this year and next year. www.bloomberg.com/news/article...bloomberg.comApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandApple Inc. is readying an overhaul of its Mac line, seeking to capitalize on demand for powerful laptops and desktops fueled by the artificial intelligence boom. 1337
Mark Gurman @markgurman.bsky.social · 21/07/2026BREAKING: Apple will launch Apple Upgrade next week, an iPhone, iPad, Mac and Apple Watch leasing/subscription program. It’s partnering with Klarna to launch in the U.S. at online and retail stores. www.bloomberg.com/news/article...bloomberg.comApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesApple Inc. is preparing to introduce Apple Upgrade, a leasing program that will mark one of the biggest-ever changes to how the company sells devices. 10283
Mark Gurman @markgurman.bsky.social · 19/07/2026Apple had bigger plans for the Mac Pro before discontinuing it earlier this year. That includes chips with double the performance of the Ultra, an M3 Ultra version and, early in the Apple Silicon era, another Intel version. www.bloomberg.com/news/newslet...bloomberg.comWhy Apple’s Lawsuit Against OpenAI Over Devices Spares Jony IveAlso: The company tries out AI recording for Genius Bar appointments. 0120
Mark Gurman @markgurman.bsky.social · 19/07/2026Also in Power On: Apple is piloting a new AI recording and transcription system at Apple retail stores for Genius Bar appointments. Staff can live transcribe conversations with customers to fill in notes about the session. Details and implications - www.bloomberg.com/news/newslet...bloomberg.comWhy Apple’s Lawsuit Against OpenAI Over Devices Spares Jony IveAlso: The company tries out AI recording for Genius Bar appointments. 0130
Mark Gurman @markgurman.bsky.social · 19/07/2026Power On: An in-depth look at why Apple’s massive lawsuit against OpenAI leaves out a central figure: legendary designer Jony Ive. www.bloomberg.com/news/newslet...bloomberg.comWhy Apple’s Lawsuit Against OpenAI Over Devices Spares Jony IveAlso: The company tries out AI recording for Genius Bar appointments. 0120
Mark Gurman @markgurman.bsky.social · 19/07/2026Power On: An in-depth look at why Apple’s massive lawsuit against OpenAI leaves out a central figure: legendary designer Jony Ive. www.bloomberg.com/news/newslet...bloomberg.comWhy Apple’s Lawsuit Against OpenAI Over Devices Spares Jony IveAlso: The company tries out AI recording for Genius Bar appointments. 080
Mark Gurman @markgurman.bsky.social · 17/07/2026NEW: Apple Inc. and the US Justice Department are in early but active discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws. www.bloomberg.com/news/article...bloomberg.comApple in Early Settlement Talks With DOJ Over Antitrust CaseApple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws. 1265
Mark Gurman @markgurman.bsky.social · 16/07/2026NEW: Apple readies an end-to-end iPad overhaul, including a revamped iPad mini with OLED by October; a new entry level iPad early next year, a new iPad Air line in the spring alongside new iPad Pros and Apple Pencils. www.bloomberg.com/news/article...bloomberg.comApple Readies OLED iPad Mini, With Low-End and Air Updates Coming in 2027Apple Inc. is preparing to introduce its biggest overhaul to the iPad mini in half a decade, giving new life to a product that’s popular with travelers and technology enthusiasts. 5355