"Delivery lead times moderated less than typical for Pro Max models relative to prior product cycles, increasingly corroborating our view of the initial weakness being an aberration." — Analyst Samik Chatterjee
Read More J.P. Morgan: Initial iPhone 16 weakness is starting to look like an 'aberration'
"Narrowing of the gap between the two groups (Base vs. Pro) over the last week as well as steady lead times for the Pro models are highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer." — Analyst Samik Chatterjee
Read More J. P. Morgan: Slower initial iPhone 16 Pro demand is starting to correct
"Looking forward, it would be a critical datapoint to watch for whether lead times moderate into Wk3." — Analyst Samik Chatterjee
Read More J.P. Morgan tracks Week 2 iPhone 16 lead times and sees 'healthy demand'
"The magnitude of variability relative to expectations is likely a lot higher given that the focus on software features is higher than the hardware configurations." — Analyst Samik Chatterjee
Read More J.P. Morgan: Unknowns make Apple event more eventful than typical
"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'
11 months ago"We envision further potential upsides in the form of upgrades to the iPad and Mac devices from AI led capabilities." — Analyst Samik Chatterjee
"We view the presentation at WWDC to 'tick all the boxes' to convince investors that Apple is able to differentiate iPhone 16 (and future generations) with AI features relative to iPhone 15." — Analyst Samik Chatterjee
Read More J.P.Morgan expects the AI punch in Apple's native apps to be 'substantial'
"Focus will be on measuring downside from cyclical headwinds prior to AI tailwinds." — Analyst Samik Chatterjee
Read More J.P. Morgan: Despite Apple headwinds, sentiment has improved
"Which is the AI phone — iPhone 16 or 17?" — Analyst Samik Chatterjee
"The DOJ lawsuit alleging monopoly practices by Apple is unlikely to be a complete surprise for investors." — Analyst Samik Chatterjee.
Read More J.P. Morgan: 'Breadth of DOJ Lawsuit Can Be a Blessing… and a Curse'
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