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

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New Street Research

Jonathan Chaplin

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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

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Analysts

Jonathan Chaplin

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iPhone 16 unlikely to drive big upgrades

NSR Tech Policy: Google and the Antitrust State of Play

PSA Industrials / Capital Goods: Fujikura (5803 JT) Riding the AI Theme FY24~FY26

Dish seeks build extension (that we think they'll get)

Meta Platforms (META, Buy, $595 target) Next week’s Connect event should offer some ROI on Gen AI clues

Altice France (Most Preferred) Our take on the latest reported offers

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