Munster Doubles Apple iPhone Duo 2027 Revenue Forecast to 10% as Shares Edge Up 0.5%
Updated
Updated · Yahoo Finance · Sep 10
Munster Doubles Apple iPhone Duo 2027 Revenue Forecast to 10% as Shares Edge Up 0.5%
3 articles · Updated · Yahoo Finance · Sep 10
Summary
Gene Munster raised his estimate for the iPhone Duo's share of fiscal 2027 iPhone revenue to 10% from 5%, arguing the $1,999 foldable will sell better than he expected after Apple's launch event.
One-third of Pro Max buyers switching to the Duo would lift iPhone revenue by 5% and total Apple revenue by 2.5% in fiscal 2027, according to Munster's model.
Apple shares rose 0.5% overnight after closing down 0.3% at $315.34 on Wednesday, as investors weighed whether the Duo opens a new premium revenue stream or pressures margins.
Munster also said Apple's split iPhone rollout could push buyers toward higher-priced Pro models before cheaper versions arrive in spring, lifting March 2027 growth closer to 20% from the Street's 14%.