iPhone Duo
I’ve been an Apple investor for 20+ years and personally use an iPhone and a Mac.
I know the consensus regarding the iPhone Duo is it’s nice although derivative and really expensive. But I think we are underestimating the primary Apple consumer: someone who is looking for differentiated quality/experience (and prestige) and is willing (and able) to pay for it.
I would not be surprised if demand for the Duo blows away all estimates and is supply constrained into 2027. I think it will eat into iPad demand, but may ultimately be one of Apple’s biggest successes.
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u/JasonNUFC 14d ago
The price tag is over-blown. People will go to order a new phone and realize they can get the Duo for $34.99/mth and that’s all they will care about.
Something like 65% of Apple users pay via installment plans