Gene Munster(@munster_gene):If a third of the Pro Max buyers switch to Duo in the next year, that would increase overall iPhone revenue by 5%, and overall Apple revenue by 2.5% in FY27. That excludes any iPhone Pro or lower customers making the jump. In other words, even with somewhat conservative assumptions, the Duo can have a measurable impact to the business.

Gene Munster

@munster_gene

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

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Gene Munster@munster_gene

2026.09.09 18:55

If a third of the Pro Max buyers switch to Duo in the next year, that would increase overall iPhone revenue by 5%, and overall Apple revenue by 2.5% in FY27. That excludes any iPhone Pro or lower customers making the jump. In other words, even with somewhat conservative assumptions, the Duo can have a measurable impact to the business.

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