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Alfred Gray
@alfredgray · 13 sept.

Apple has introduced a new generation of iPhones. The price remained the same as the last generation. Apple will also stop producing iPhones Pro Max with the lowest memory.

Here is a selection of analyst reactions:

Analysts at Morgan Stanley wrote that one-year estimates remain unchanged and China will continue to weigh on the company's stock in the short term, but there is potential to improve expectations for 2024 .

JPMorgan analysts wrote that while product prices have not been effectively raised, making the best model more expensive may result in a deterioration in the product mix. The new models remained within expectations, according to the analysts.

Analysts at Evercore wrote that stable average product prices may help upgrade the consumer cycle: "no surprises are sometimes a good thing."

Analysts at Wells Fargo wrote that the event was within expectations, with prices and product memories remaining unchanged. The event offered "incremental updates and few surprises."

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AA

For me, the classic 15 iPhones will sell a lot. They could be the biggest numbers since the iPhone 12. I think those sold a lot.

MD

I hope you're right. 👍

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