"AI aside, with services income now looking a lot more stable subsequent to the Google judgment and hardware sales seemingly given some protection against threatened US import tariffs, "Apple still needs to execute, but the path to outperformance is getting clearer to us, and what will matter most at next week's iPhone launch event is pricing, a still under-appreciated growth tailwind," said Woodring in a client note seen by Computerworld."
"But is patience wearing thin? Apple's audience appears ready, but the company's much-publicized stumbles around AI seem to be beginning to get under their skin, according to a SellCell survey. That survey tells us almost seventy percent (68.3%) of US iPhone owners plan to upgrade to the new devices, but 27.1% of them feel Apple has "lost its edge" against rivals."
"There's also a lot hinging (sorry) on Apple's foldable iPhone next year, with 30.3% of iPhone users thinking about moving to another brand if Apple doesn't get that product out. In other words, while Apple still enjoys spectacular customer loyalty, that faith is being tested - and what the company comes up with over the next 12 months could define the future of its business."
Services income looks more stable following the Google judgment, and hardware sales appear given some protection against threatened US import tariffs. Apple still needs to execute, and pricing at the upcoming iPhone launch will be a crucial and under-appreciated growth tailwind. Customer patience appears to be fraying as AI-related stumbles erode confidence for some users. A SellCell survey reports 68.3% of US iPhone owners plan to upgrade, while 27.1% feel Apple has "lost its edge." About 30.3% of users may switch brands if Apple does not ship a foldable iPhone next year. Strong loyalty remains but is being tested; the next 12 months are decisive.
Read at Computerworld
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