This is the Daily Tech News from Monday, November 17th, 2025. Happy birthday to my niece. We tell you what you need to know, give you the important context, and help each other understand. Today, by the end of 2026, Apple will be a lot different if you believe the sources. And the sources are reliable in this case.

I'm Tom Merritt.

And I'm Rob Dunwood.

Let's start with what you need to know with that big story.

Now it's Monday, so we always like to check in on what Bloomberg's Mark German putting his power on newsletter on Sunday.

But we also have the Financial Times bombshell weekend story.

They put it out late on Friday that succession planning for Apple CEO Tim Cook has gotten serious.

So with both these together, it looks like a lot of stuff is going to change at Apple.

Let's start with what German said.

He tied together and expanded on a lot of previous leaks going to change at Apple. Let's start with what German said. He tied together and expanded

on a lot of previous leaks, some of them from Bloomberg, some of them from the information,

some of them from elsewhere, that Apple is going to change the iPhone release schedule. Now,

if you don't follow Apple faithfully, you might not realize that since 2011, we have gotten new iPhones in the autumn.

They used to come in the summer. Then in 2011, they started coming in the autumn. And then

occasionally you'll get the lower priced iPhone SE in the spring. But most of the time you get

iPhones in October. Well, starting in the autumn of next year, 2026, German says we're going to

get the first foldable iPhone

and new iPhone 18 Pro models, as usual, but the base model won't be announced until spring

2027, along with a new iPhone air, and that that will become the new pattern for Apple.

In fact, German says the air has always been part of this move. Uh, so the reports that it was delayed due to sales figures don't really wash out. German says from what he's heard from people inside Apple, they never expected big sales from the air. It was sort of a technical exercise on the way to make an foldable.

You got to make thin phones, you know, if you're going to make a foldable.

Anyway, this change is meant to spread revenue out throughout the year.

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