Mac OS Ken The Return of the Sacconator? MOSK: 02.11.2026
Feb 11, 2026
A tech roundup covering a big Apple price target bump and an analyst's return to Apple coverage. Market share data shows about one in four active smartphones are iPhones. UK regulators take a light touch on app store rules but warn about future interoperability measures. Rivian plans an Apple Watch app with remote controls and digital keys. Apple announces a Heart Month fitness challenge.
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The Sakanagi Comeback
- Ken Ray recounts Tony Sakanagi's 2025 retirement and surprise return to Apple coverage.
- Bernstein raised Apple's price target from $325 to $340, suggesting renewed analyst interest despite prior retirement.
iPhone's Quarter-World Share
- Counterpoint estimates nearly one in four active smartphones globally is an iPhone.
- Apple and Samsung together held 44% of the global active smartphone installed base in 2025, highlighting heavy market concentration.
Hardware Longevity Meets Software Differentiation
- Longer replacement cycles and durable devices drive the active installed base lead for Apple and Samsung.
- Counterpoint says differentiation is shifting to software, on-device AI, and cross-device integration in the AI era.