"The staggered rollout of AI should also result in a stronger-for-longer iPhone upgrade cycle as release of new features and new geographies should drive strong word of mouth advertising." — Analyst Amit Daryanani
iPhone set to pop in China
2 weeks ago
2 weeks ago"Investors should expect Apple to be upbeat about iPhone 16 and Apple Intelligence, but it may or may not necessarily reflect the ultimate success of the cycle." — Bernstein analyst Toni Sacconaghi
"Demand for the iPhone 16 Pro Max and Pro continues to surge, with UK carriers EE and O2 reporting unprecedented interest compared to previous years’ models."
Read More iPhone 16: The view is rosier on the other side of the pond
"The iPhone maker’s initial AI features for its devices were officially launched Monday and didn’t set the world alight."
Piper Sandler sees subdued iPhone upgrades
2 weeks ago
2 weeks ago"As we sit here today (with Apple Intelligence just released), it doesn’t appear that AI is driving the upgrade excitement that we would have expected." — Analyst Matt Farrell
"Apple’s rising star in India contrasts with its flagging fortunes in China."
Read More Apple's iPhone exports from India jumped by a third in the past six months
Premarket: Apple is red
2 weeks ago
2 weeks agoFrom Barron's' "S&P 500, Nasdaq Building on Gains as Markets Brace for Big Tech Earnings" posted early Tuesday.
"The inflection point quarter starts to happen in December and iinto March."
Read More Daniel Ives isn't worried about iPhone demand (video)
"Sell-through for iPhone 16 series started off slower than iPhone 15, and while momentum has improved in recent weeks, the magnitude of the improvement is still putting volumes modestly below last year." — Analyst Samik Chatterjee
Read More Apple: J.P. Morgan expects a balance of F4Q beat and F1Q shortfall
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom MarketWatch's "U.S. stocks could face scariest week yet of 2024. Here’s why." posted early Monday.
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