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Business Insider
14 days

Apple's 'golden' AI-driven iPhone upgrade cycle isn't looking so shiny

1. Apple hasn't capitalized on Apple Intelligence hype; upgrades lag behind expectations. 2. Analysts anticipate a tepid growth cycle for iPhones initially, then more aggressive later. 3. iPhone 16 preorders dropped 12.7% year-over-year, signaling weaker consumer interest. 4. Apple's fiscal Q1 2025 earnings report on January 30 may provide insight on revenue impact. 5. Market sentiment shifts; Apple received a rare downgrade to 'sell' amid AI concerns.

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FAQ

Why Bearish?

The downgrade to 'sell' indicates analysts' loss of confidence in AAPL's growth prospects, similar to past cycles with iPhone releases underperforming initial hype.

How important is it?

The analysis of current sales and AI impact is critical to understanding AAPL's future stock performance.

Why Short Term?

Immediate impact expected around the earnings report in January 2025; initial trends appear weak, resembling earlier periods of lower demand.

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