CIRP - Apple Report

Last week we asked how many customers can the new Apple Upgrade (leasing) program reach? At least for iPhones, we concluded it cannot get very far into the Apple customer base, since the vast majority of iPhones in the US are sold by the carriers. Apple...

With considerable fanfare, last week Apple announced a new “purchase” program for many of its devices. In partnership with buy-now-pay-later provider Klarna, customers can now lease an iPhone, iPad, Mac computer, or Apple Watch. Since Apple customers will not “own” their device, they don’t really “purchase” it. “Obtain” may be the right word. It suggests that you receive, pos...

We now have the latest data on US iPhone sales and model mix. We thought we’d take a slightly different approach to analyzing how consumers have adopted iPhone models. Looking at all post-launch quarters together, we see Apple’s restructured model lineup has succeeded in focusing demand on the latest generation and most premium iPhones, with perhaps one slim exception.

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A small but steady number of iPhone buyers switch from Android. Last week we updated this switching (and loyalty) analysis to show around 12% of iPhone buyers came from the Android operating system. That’s interesting, but what iPhones do they buy?