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Inside Apple

Inside Apple (Nov 18th, 2019)

$AAPL (11:08 AM EST November 18): $265.19 (-0.21%) // More info

Interesting news that “Dickinson” is the top Apple TV+ show, if the numbers in #4 are to be believed. Of the big four shows, that’s the only one that hasn’t appealed to my wife and me, and we truly love the others, especially “The Morning Show.” Maybe we’re missing out! Have you watched “Dickinson?” What did you think?

— Jon

1. Official data indicates that Apple shipped 10 million iPhones in China from September to October, a 6 percent increase year over year. Overall smartphone shipments in China dropped by 5 percent during that time, too. There had been signs since the beginning of the iPhone 11 cycle that this was going to be a good one in China thanks to its lower entry price. The government stats back that up. — BLOOMBERG NEWS

2. The White House has confirmed that President Trump will tour Apple’s Austin, Texas factory with CEO Tim Cook this Wednesday. The possibility was first reported last week. The visit will be something of a victory lap for Cook, having used manufacturing of the Mac Pro in the U.S. as a bargaining chip with Trump to avoid tariffs on Apple products manufactured in China. — CNBC

3. By the numbers: Apple drives the Dow. The Dow Jones Industrial Average reached 28,000 for the first time ever on Friday, and its last 1,000-point run since July 11 was powered disproportinately by one stock: the one this newsletter is about. Apple (ticker: AAPL) contributed nearly half of those 1,000 points, over twice as many as the number two contributor, Home Depot. Apple’s share price has climbed more than 30 percent over that time and nearly 70 percent this year — and there’s still a month of it left. — WALL STREET JOURNAL (paywalled) (Read on Apple News+)

Apple’s contribution to the Dow’s 1,000-point run: 434 points
Apple’s market cap: $1.18 trillion
Microsoft’s contribution to the Dow’s 1,000-point run: 78 points
Microsoft’s market cap: $1.14 trillion

4. “Dickinson” is the most popular show on Apple TV+ so far, according to Parrot Analytics measurements of “demand expressions.” It was the only Apple show in Parrot’s top 10 last week. “For All Mankind” led Apple’s shows in demand prior to the launch of the service, so “Dickinson” must have some viral momentum. — BUSINESS INSIDER

5. The iFixit teardown of the 16-inch MacBook Pro confirms that the butterfly keyboard nightmare is over. The new scissor mechanism is so similar to the standalone Magic Keyboard that you can swap the keycaps. This makes the new keyboard much more repairable, but it will also be much more reliable and need fewer repairs. — IFIXIT

6. Apple CEO Tim Cook will join Salesforce co-CEO Marc Benioff for a fireside chat at Salesforce’s Dreamforce conference at 1:30 Pacific on Tuesday. There will be a livestream of the talk. Apple and Salesforce have been formally working together on software since 2018, but there’s no hint as to what Benioff and Cook will discuss (or announce?) tomorrow. — MACRUMORS

7. Linkfire, a music marketing firm, has made a deal with Apple Music to give artists additional data from the service about where their listeners are coming from. Linkfire lets artists share links with fans that go to landing pages where they can choose which service to listen on. This deal will let artists view specific listening activity from people coming through those links. Apple is requiring Linkfire customers to put Apple Music at the top of their list of services in exchange. — BILLBOARD

8. Amazon scrapped a plan to offer an Amazon-branded checking account in partnership with banks last year. Amazon reportedly didn’t want to get entangled with banking regulations, which isn’t stopping Facebook and Google from pressing ahead with financial services for consumers. We’ll see if the credit bias controversy slows Apple’s roll at all on this. — THE INFORMATION (paywalled)

9. Gary Oldman will star in “Slow Horses” on Apple TV+. The show is an adaptation of Mick Herron’s Slough House novel series following British intelligence agents who end up in a dead-end department of MI5 after various career missteps. — VARIETY

10. Apple Watch has changed the life of a 21-year-old Austin, Texas, man on the autism spectrum. Sam has always had trouble controlling the volume of his voice, and reminders to use his “inside voice” only worked temporarily. The built-in Noise app on the Apple Watch, which provides color-coded visual feedback about noise levels, instantly helped Sam remember to use his inside voice. — PEOPLE

Jon Mitchell has been a tech journalist since 2010. He covered Apple, Google, and the societal effects of social media for the storied blog ReadWriteWeb (now ReadWrite). He co-hosts Internet Friends, a podcast about life online with occasional lengthy digressions into Apple news. He’s the author of In Real Life: Searching for Connection in High-Tech Times from Parallax Press. He has recently, reticently returned to Twitter at @ablaze.

Editor: Bobby Cherry (senior editor at Inside, who’s always on social media).

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