Morgan Stanley Projects Foldable iPhone Could Add $14 Billion to Apple's December Quarter
Yahoo Finance ·
According to a report by Morgan Stanley, Apple's highly anticipated debut foldable iPhone is projected to generate roughly $14 billion in revenue during the December quarter. The tech giant, trading under the ticker AAPL, could see a significant financial boost ahead of the holiday season driven by this new hardware category. Financial analysts note that if consumer demand outpaces expectations, the folding device might become a pivotal catalyst for the firm's fiscal performance in late 2026.
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According to Morgan Stanley's analysis, Apple's new foldable iPhone is projected to contribute approximately $14,000,000,000 to the December quarter revenue. This suggests that the introduction of a new form factor could lead to massive revenue expansion for Apple. Investors need to closely monitor the specific launch schedule and initial sales volume of the foldable device going forward.
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- Smartphones — Apple's launch of a foldable iPhone is expected to generate about $14,000,000,000 in new revenue for the December quarter, driving earnings growth across the entire related components and manufacturing ecosystem.
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