"We're still very much at the early innings of the iPhone 16," IDC Research director @idcrllamas says ahead of $AAPL's Q4 earnings. "People are taking their time replacing their phones. [They're waiting] longer than they used to." https://t.co/JR5ohDkwwj
iPhone 16: Rosenblatt discusses 'a muted US carrier smartphone upgrade cycle' https://t.co/bEKIbiaKO8 https://t.co/oJyYgx574S
Apple Intelligence Isn't Driving iPhone 16 Sales the Way Apple Hoped, Analyst Says https://t.co/kheWiEDMsZ https://t.co/kheWiEDMsZ


Analysts are expressing concerns about Apple's iPhone 16 sales and the performance of Apple Intelligence ahead of the company's Q4 earnings report. Ming-Chi Kuo suggests that Apple may have reduced iPhone 16 orders before its official release, indicating a lack of demand. Other analysts, including IDC Research director, noted a muted upgrade cycle among US carriers, stating that consumers are taking longer to replace their phones than in previous years. This raises questions about Apple's growth prospects if the iPhone 16 and Apple Intelligence do not drive significant sales.