Parkev Tatevosian, CFA on $AAPL (Oct 26, 2026)
The speaker no longer sees Apple's hardware as easily disrupted: Apple finally made a major iPhone improvement with the foldable iPhone Duo, which he believes was a tremendous growth catalyst, given out-of-stock sales, a large order backlog and an average selling price more than double the previous generation.
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You know, I used to think the hardware field was open to disruption given the very incremental improvements that Apple makes to its iPhone. And now this year, they have finally made a major improvement to the iPhone by launching the foldable iPhone Duo.
I believe this was indeed a tremendous growth catalyst for Apple, with sales reaching levels that were out of stock.
I ordered my iPhone Duo, and I have to wait until January to receive this product. There is a large backlog of orders for this product, and the average selling price is more than double what it was for the previous generation of their products.
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Parkev Tatevosian, CFA has 5 calls on this stock; only the adjacent ones are shown.