iPhone will exceed expectations in FY26, no matter what’s announced today.
➡️The reason is clear, and somewhat mundane; back to the upgrade pool. ➡️In FY21 iPhone revenue (and units) grew at 39%. That upgrade pool began to show up in recent quarters, and should be the tailwind for iPhone growth in FY26 to be closer to 7%, ahead of the Street at 5%. ➡️This would be the best growth rate since FY22.Source: Gene Munster
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