@appleinsider: Tim Cook has revealed that the adoption rate of iOS 18.1 is far faster than it was for iOS 17.1 at the same time in 2023. By @WGallagher https://appleinsider.com/... Two Apple earnings thoughts (I have additional thoughts besides these two): 1) People are underestimating improving fundamentals found with the iPhone business. This isn't even about the Apple Intelligence rollout. I have been calling out this improvement to Above Avalon members for a few quarters now. 2) Apple wearables growth continues to be hard to come by, likely due to weakness in upgrading. People buy an Apple Watch / AirPods and hold on to them.