Apple’s new iPhone 17 is available. Will users upgrade devices?

00:08 Speaker A

Now let’s go back to our stock of the day. Apple’s new iPhone 17 and iPhone Air are officially available for consumers starting today. According to the research from Start.io, the only model that has the most in the United States is an iPhone 13. So will consumers choose to raise?

00:27 Speaker A

Apple has delayed some of the magnificent seven peers that have fallen about 5%since the year. Still with me Jeff Crumpleman, Brooke de Palma and Inez Ferre. So Jeff, considering Apple’s miscarriage this year, is the success of this final upgrade cycle, or does investors really care at this point? They focus more on artificial intelligence.

00:53 Jeff

No, I guess, you know, that’s very important. By the way, I have to add it, I have iPhone 13.

01:02 Jeff

So, you know, UM, if you get the risk, if you are a few people, why didn’t you raise?

01:10 Speaker A

What is the problem here Jeff?

01:13 Jeff

I know exactly. I’m sure you know, Tim Cook wouldn’t want me to hear that I was saying that. I don’t know if this will reduce our access to management. But I have all the functionality I want. I think this is part of the problem. You know, here you see that it is not really evolutionary, you know, AI type, you know, here big developments.

01:42 Jeff

You know, you have some improvements in form factor and camera and such things. So this is great, but it doesn’t force me to raise me, and you’ll see, you know, so low, mid -digit growth in units. And you know, as a result, as a result of the driving, I think it is very important to maintain high -digit gain growth.

02:14 Jeff

You know, services are a large part of the work, but you should continue to see the iPhone at good levels. UM, I, you know, we are Apple according to the weight in the Index, and I don’t think you don’t want to have this company because of the ability to innovate and service.

02:49 Jeff

But this, you know, with 8% growth rate, it is difficult to trade with 30 times earnings and to be super excited about the great performance UM when it is at this stage.

03:09 Speaker A

Now, although Jeff did not raise his iPhone, I have seen many photos of covering the door from around the world, including China. And I am wondering what strategists say about Chinese demand, especially against some of the local competitors, especially Apple.

03:31 Hull

Yes, UM, JD.com had some information about pre -orders and saw that pre -orders exceeded the previous days compared to last year for the iPhone 16. So 17, especially 17 Pro, performed better. So this is a positive thing. You also have UH B, who spoke about ship dates and expanded in China.

04:02 Hull

And it is also positive for this region. But certainly, very, very competitive. And as long as the ship was in general, B B, B, said that it saw a long time on the board. Thus, the 17 pro uh, which is a strong demand for the iPhone 17, has some less features, like a strong long battery life, UH thinner phone.

04:36 Hull

So they are not only attractive for consumers, but also the price point for 17 is not much higher than the previous one. This will pass consumers to 17. But it is absolutely competitive, but the Wall Street seems to be rising at this point.