Investment firm Morgan Stanley says that the ever-increasing growth of Apple's Services could be over, as search and AI are either a threat — or a boon.Google pays Apple $20
Investment firm Morgan Stanley says that the ever-increasing growth of Apple's Services could be over, as search and AI are either a threat — or a boon.

Smartphone screen displaying a Google search page within the Safari browser, showing colorful icons and buttons for various functions.
Google pays Apple $20 billion annually to be the default search engine on iPhones

After Apple's Eddy Cue spoke in court about Google search and the future of the iPhone, all reporting focused on the latter. But analysts at Morgan Stanley suggest that Cue was really very deliberately aiming to help keep the deal with Google going.

According to a note to investors seen by AppleInsider, the supposition is that Cue intentionally raised the claim that the number of searches via Safari and Google had dropped. He also specifically revealed that Apple was talking with alternative partners such as Perplexity.


Continue Reading on AppleInsider | Discuss on our Forums

original link


You may also be interested in this

Apple offers Private Clou…

Apple advised at launch that Private Cloud Compute's security will be inspectable by third parties. On Thursday, it fulfilled its promise.The virtual environment for testing Private Cloud Compute - Image

New Spatial Apps, Games, …

Apple is expanding its selection of spatial and immersive experiences for the Vision Pro headset with a series of new games, apps, and video content. Among the newly introduced experiences

Coming to Apple TV+: ‘The…

Macworld Apple’s list of currently available content for Apple TV+ continues to grow, and so does the list of upcoming projects in the works. Films, limited series, specials, and multi-season

Apple’s cheapest iPad is …

Macworld Apple’s 9th-gen iPad doesn’t have a Liquid Retina display or Magic Keyboard support, but it’s still an excellent tablet for $329. But it’s even better at today’s all-time-low price:

Skip Prime Day and save $…

Macworld Amazon’s Prime Day sale will surely bring big savings on the latest Apple Watches, but none will be as good as this: Amazon is selling a 45mm Apple Watch

Apple TV forced to scrap …

“The Hunt” (“Traqués”) was originally set to premiere December 3, 2025 on Apple TV. In a setback for Apple TV’s budding French-language content slate, the streaming giant has been compelled

iPhone 18 Pro may bring a…

A new report hints at under-display Face ID for the iPhone 18 Pro, alongside an upgraded rear camera hardware with variable aperture. (via Cult of Mac - Your source for

Vision Pro With M5 Chip R…

Apple plans to release an updated Vision Pro headset with its as-yet-unannounced M5 chip in 2025, according to Apple supply chain analyst Ming-Chi Kuo. The current Vision Pro is equipped
X

A whimsical homage to the days in black and white, celebrating the magic of Mac OS. Dress up your blog with retro, chunky-grade pixellated graphics to evoke some serious computer nostalgia. Supports a custom menu, custom header image, custom background, two footer widget areas, and a full-width page template. I updated Stuart Brown's 2011 masterpiece to meet the needs of the times, made it responsive , got dark mode, custom search widget and more.You can download it from tigaman.com, where you can also find more useful code snippets and plugins to get even more out of wordpress.