Excerpts from the notes I've seen. More as they come in.
"This iPhone 16 release is all about Apple Intelligence and the unleashing of the consumer AI Revolution through Cupertino."
"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."
Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave
"We continue to believe the consumer AI revolution goes through Cupertino."
Read More Daniel Ives: 25% of the world will ultimately access AI through an iPhone
"We are seeing more indications across the Asia supply chain over the past few weeks this iPhone upgrade cycle could be a historical one."
Read More Daniel Ives: On Sept. 9, an AI-driven supercycle begins for Apple
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
Daniel Ives: Drumroll for Apple's iPhone 16
2 years ago
2 years ago"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
"The Street is viewing this June quarter as just the warm up to the main historical event for Cupertino which is the AI driven supercycle beginning with iPhone 16 set to launch in mid September."
Read More Daniel Ives: Apple's June quarter should be 'in-line'
From "Ives: Recent tech sell-off is a bump in the road, not the end" which aired Monday on CNBC.
Read More Daniel Ives: Apple will be the 'main event' this busy tech earnings week
"We believe the Street is now starting to slowly recognize that with Apple Intelligence on the doorstep in essence Cupertino will be the gatekeepers of the consumer AI Revolution."
Read More Daniel Ives: Clear the decks for 90 million iPhones
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