New Street Research - APPLE INC - APPL - US (APPL) iPhone 16 unlikely to drive big upgrades

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New Street Research

Jonathan Chaplin

EUR 9274.00 For Business Accounts Only

iPhone 16 unlikely to drive big upgrades

Apple unveiled the latest iPhone earlier today, characterizing the device as being “built from the ground up for Apple Intelligence,” though it seems most of the Apple Intelligence features arrive later this year.

09/09/2024 1 EN

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APPLE INC - APPL - US

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New Street Research

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Jonathan Chaplin

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iPhone 16 unlikely to drive big upgrades

Wolfspeed 1FQ25: Margin pressure, substrate oversupply.Lack of scale is a growing concern. Neutral, $10

Apple 4FQ24: Guide miss in line with our thesis – iPhone 16 cycle at risk. Neutral, $225 TP.

NSR Tech Policy: Google and the Antitrust State of Play

Arista 3Q24: 2025 & mid-term guidance falls short, but we expect Arista to beat it comfortably.

NSR Policy: Summarizing Policy Implications of Trump/Republican Victory

LG Uplus (Buy, TP: KRW 19,000, +90%) Q3 24 Quick Take: Acceleration in service revenue and EBITDA, but margin diluted by handset costs

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