Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
加入 July 2019
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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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