Apple’s BACK on Track: M5 Updates, iPhone Sales, and Clever Commercials | One More Thing

Apple is experiencing a strong 'Techtober' with new M5 chip product releases, a major Formula One streaming deal, and robust iPhone sales, despite broader tech industry chaos.

• New M5 chip enhances performance of iPad Pro, MacBook Pro, and Vision Pro.

• Apple TV secures exclusive U.S. broadcasting rights for Formula One racing.

• Strong iPhone sales in China and positive market outlook drive Apple's stock to new highs.

Apple is navigating a chaotic 'Techtober' with significant positive developments, including the launch of M5 chip-powered iPad Pro, MacBook Pro, and Vision Pro devices, alongside improved accessories. The company secured a substantial deal to stream Formula One races on Apple TV, while its iPhone Air sales are strong in China, contrasting with a competitor's struggles. Apple's stock also hit a new record high, driven by optimistic iPhone 17 sales and a creative new Mac commercial.

Apple's M5 Chip & Accessories

• 00:01:36 Apple's latest iPad Pro, MacBook Pro, and Vision Pro devices retain their familiar designs and price points but now feature the powerful M5 chip. This upgrade significantly enhances performance for demanding tasks like AI and graphics-heavy games, while also improving battery life. Additionally, Apple introduced new accessories, including a more comfortable dual-knit band for the Vision Pro and a new Blackmagic keyboard for the iPad Air, now available in black.

Apple TV & Formula One

• 00:02:29 Apple TV+, now simply called Apple TV, will become the official U.S. broadcaster for Formula One races starting in 2026, through a reported $140 million annual deal. Most content will require an Apple TV subscription, though select races and practice sessions will be free. The name change from Apple TV Plus to Apple TV simplifies branding, aligning with how users already refer to the service and reflecting a broader appeal for a streamlined user experience within the Apple ecosystem.

iPhone Sales Success

• 00:03:50 The iPhone Air experienced rapid sell-outs in China within minutes of pre-orders opening, indicating strong demand in the region. This success contrasts sharply with Samsung's decision to discontinue its ultra-thin Galaxy S25 Edge due to low demand just five months after its release. Tim Cook's recent tour of China, meeting with shoppers and officials, underscores Apple's focus on this key market and its positive sales momentum.

Record Highs & Advertising

• 00:05:30 Apple is riding a wave of positive news, including its stock hitting a new record high for the year, fueled by optimism around iPhone 17 sales, particularly the base model in China and Pro Max upgrades in the U.S. A new Mac commercial, narrated by Dr. Jane Goodall, emphasizes creativity and human potential, resonating with a message that 'every great idea began as nothing,' avoiding typical marketing gimmicks.