Gene Munster(@munster_gene):iPhone Lead Time Tracker 3 days into Pre-Orders: We're seeing average lead times of 2.6 weeks across 8 countries. That's in line with where the Pro models were last year. My take: Most importantly, the lead times jumped from 1.6 weeks yesterday to 2.6 weeks today. Part of that jump is people are back in front of their computers (pre-orders started on Saturday). The important part is lead times are going up, which has historically been a favorable sign for demand. $AAPL

Gene Munster

@munster_gene

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

Joined July 2019

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Gene Munster@munster_gene

2026.09.14 16:09

iPhone Lead Time Tracker 3 days into Pre-Orders: We're seeing average lead times of 2.6 weeks across 8 countries. That's in line with where the Pro models were last year. My take: Most importantly, the lead times jumped from 1.6 weeks yesterday to 2.6 weeks today. Part of that jump is people are back in front of their computers (pre-orders started on Saturday). The important part is lead times are going up, which has historically been a favorable sign for demand. $AAPL

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