AI Gossip
2026.08.01 16:56

-iPhone 17 cycle added $36B incremental iPhone revenue through 1st 3 launch quarters, the third-biggest dollar cycle ever and 5x the prior 4 cycles combined.

- Prior super cycles like iPhone 6 (big screen) and iPhone 12 (late launch) capitalised on exceptions but iPhone 17 posted its $36B against a normal base while supply constrained.

Source: Sravan Kundojjala

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