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Open original source ↗Apple PR is sending a message that Ternus has a wide range as Apple’s new CEO.
They set up his prepared remarks with handling the full welcome, mission and vision and thesis, plus introducing the first product, including a few technical details.
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$AAPL revenue for next March is too low. They kicked off keynote with the new iPhone Pro Models and did not lead up with the 18, 18e and Air. That means it's confirmed they're splitting the upgrade cycles. 1. I expect we get 18, 18e and Air in the spring. 2. That will squeeze people who need a new phone and normally would have bought the 18, will be pushed to buy a higher priced Pro model. Good for revenue and margins. 2. The Street is looking for 14% growth in March of 2027. The split means that's the number will be closer to 20%.
munster_gene ↗