Apple Analysts Remain Upbeat Ahead of Expected iPhone X Upgrade Supercycle

Let's hope it's not $1,000 or else it's gonna be anything but "super".

Aren't the phones over $1000 now???

I just looked at a 7+ online the other day and I think the pay it now price was line $1082 or somewhere south of $1100.

But what about the Macrumor analysts?!

They swear the 7, Apple Watch, and AirPods are duds!

When you bet 62% of your revenue on one product line, these things happen.

Apple didn't set out to make the iPhone such a large percentage of their revenue. It just turned out that way because the iPhone was so wildly successful.

Back when nearly all of their revenue came from a single product line things were much more volatile. If the market for computers dried up they were out of luck.

They do need to diversify. Cars, original tv programs, augmented reality, the internet of things. Something to take up the slack when their current cash cow stops producing.

I almost always have some AAPL in my portfolio, but I get nervous when the stock's increasing value makes it too high a percentage of my total, so I sell some. In hindsight, if I still had every share I ever bought I would be much wealthier. Unfortunately, hindsight is not an investment strategy I know how to use well.

When you bet 62% of your revenue on one product line, these things happen.

Can there be a single person who after ten years doesn't realise you NEVER buy an Apple phone when September is less than 6 months away? Even an S upgrade is worth waiting for.

If Apple spent some more effort on OTHER products and had quarterly release schedules they could flatten out the September spike. There's a lot of other products they could surely spare a few people to work on. Can it really take that much effort to upgrade a laptop with faster processors or more memory? Really?

For too many years we have heard about "the pipeline of great products". Where are they? Why not release the rumoured iPad 10.5" now? Get something positive happening in that space and flatten out the release schedule? It's not that hard to think a January Mac/laptop release, April iPod/iPad release, June Watch/TV release and September iPhone/iOS/OS would spread the load and keep customers happier.

It just feels now like Apple sleeps until June then wakes up and goes "oh we better release something this year".

I used to regularly upgrade iPods and iPads. The incremental increases in speed and capacity and continued premium pricing finally cured me. Memory for other brands is so much more "real world". For music and video I jumped to the dark side where Android phones and tablets let me use OTG USB and SD cards to store way more media. Sure the software isn't as polished as iTunes but VLC works well enough.

iTunes is a mess. Has been for years. Once I could put everything in there that was mine. Then the focus shifted to getting me into the Cloud - with limits. 25,000 matched songs. That was it. For a long time. There's too much going on in there and too little focus. Menus, sidebars come and go. Too much "Try Apple Music". I do stream but use Spotify and Netflix. Why? Because my ISP provides unmetered Netflix and my iPhone carrier gives me unmetered Spotify data.

Apple today seems like Microsoft at it's peak. Too scared to do anything other than milk it's success. It took competition (and ousting a few lacking-in-vision managers) before they got their act together again. Apple hardware and software have always been more durable, better quality and felt worth the premium price. My 10 years old iMac only just can't run the latest OS. It soldiers on and for most tasks works well. But it could be due an upgrade if the right product came along.

I think the iPhone 8 will be successful, but since Apple has 63% of its revenue coming from iPhone sales, I think they are flirting with danger.

This seems to be in error. The iPhone 3G, 3GS, and 4 were all unveiled at WWDC. The 4S was not mentioned until Apple's October 2011 event.

Whoops. I mentioned the iPhone 4s twice there as you can see. Thanks for the heads up.

Assuming iOS 11 supports the rumored contextual touch bar at the bottom of the iPhone 8, won't developers need to know this at WWDC so their apps will be ready at launch?

We may not see the actual phone, but we may get confirmation of the new resolution, aspect ratio, and features.

Apple didn't set out to make the iPhone such a large percentage of their revenue. It just turned out that way because the iPhone was so wildly successful.

Back when nearly all of their revenue came from a single product line things were much more volatile. If the market for computers dried up they were out of luck.

They do need to diversify. Cars, original tv programs, augmented reality, the internet of things. Something to take up the slack when their current cash cow stops producing.

I almost always have some AAPL in my portfolio, but I get nervous when the stock's increasing value makes it too high a percentage of my total, so I sell some. In hindsight, if I still had every share I ever bought I would be much wealthier. Unfortunately, hindsight is not an investment strategy I know how to use well.

You forgot to add banking to their evergrowing portfolio. Maybe not full blown but credit cards at the very least.

The Toronto Maple Leafs are the worst and most profitable team in hockey. Why should they invest in doing better when they make so much money. If people stopped buying tickets they'd have a stanley cup within 3 years.

If people stopped buying iPhones, we'd have something amazing the next year.

Analysts, especially ones that cover high profile companies, have egos the size of conference rooms given the power they seem to think they have (and in some cases,do) in regard to people following them like rock stars (in their mind).

While most stay with the norm and use reason and see no reason to rock the gravy train of stability of their reputation and standing in the investment community, there always going to be one or two who decide to go against all logic and reason and make some wild guesses in the hope of being right, in hope of the attention it will bring to him and the bump it will provide their reputation.

Until that point (in this case WWDC), said analyst will have people starting to follow him more closely, so mission accomplished for the blog time he's already bought himself with his statement.