Daniel Ives on IPhone


Last quote by Daniel Ives on IPhone

In addition to a more robust upgrade in terms of form/function on iPhone X, we believe iPhone units will benefit from a massive iPhone installed base that is ~2 years old (or older). The last time we saw pent up installed base demand and consumer feedback mirroring (or close to) this was around the iPhone 6, which ultimately became a critical and unprecedented successful launch period for Apple. Our model assumes Apple sells more iPhones in the 12 months following the iPhone X and iPhone 8/8+ launch than the peak iPhone 6 upgrade cycle.feedback
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Oct 16 2017
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