Apple’s Domestic iPhone
Opportunities
iPhones in the U.S.
Investors are
focusing heavily on
Apple’s ability to
sell iPhones in
emerging markets.
That doesn’t me...
iPhones in the U.S.
Smartphone
penetration of
all mobile
phones is
rising.
• Jan 2013:
55%
• May 2014:
70%
Source: comScor...
iPhones in the U.S.
Smartphone
subscribers
within the
U.S. continues
to rise.
• Jan 2013:
130 million
• May 2014:
169 mill...
iPhones in the U.S.
• Tim Cook believes that all mobile phones will
become smartphones in the coming years.
• Within the U...
iPhones in the U.S.
Apple’s share of
U.S. smartphone
subscribers
continues to
rise, and iOS has
the highest
customer
loyal...
iPhones in the U.S.
Investors can
then derive an
estimate of
Apple’s domestic
installed base.
Source: comScore and
author’...
iPhones in the U.S.
• Apple’s U.S. installed base increased by 13.4
million from Q1 2013 to Q1 2014.
• Total iPhone unit s...
iPhones in the U.S.
• Apple can still target plenty of first-time
smartphone buyers in the U.S.
• Meanwhile, it has consis...
Apple’s next game-changing product could be just months away.
The Mac maker has been secretly developing a new device for
...
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4 Charts That Show Apple Inc. Still Has Domestic iPhone Opportunities

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Apple still has plenty of opportunities stateside for the iPhone. There are a lot of potential first-time smartphone buyers to target while it can count on recurring revenue from consistent upgrades.

4 Charts That Show Apple Inc. Still Has Domestic iPhone Opportunities

  1. 1. Apple’s Domestic iPhone Opportunities
  2. 2. iPhones in the U.S. Investors are focusing heavily on Apple’s ability to sell iPhones in emerging markets. That doesn’t mean opportunities in the U.S. are gone.
  3. 3. iPhones in the U.S. Smartphone penetration of all mobile phones is rising. • Jan 2013: 55% • May 2014: 70% Source: comScore.
  4. 4. iPhones in the U.S. Smartphone subscribers within the U.S. continues to rise. • Jan 2013: 130 million • May 2014: 169 million Source: comScore.
  5. 5. iPhones in the U.S. • Tim Cook believes that all mobile phones will become smartphones in the coming years. • Within the U.S., that implies that 30% of mobile phone users have yet to buy their first smartphone. • That’s over 72 million potential first-time smartphone buyers still in the U.S., before factoring in future growth in the broader mobile phone market.
  6. 6. iPhones in the U.S. Apple’s share of U.S. smartphone subscribers continues to rise, and iOS has the highest customer loyalty. Source: comScore.
  7. 7. iPhones in the U.S. Investors can then derive an estimate of Apple’s domestic installed base. Source: comScore and author’s calculations.
  8. 8. iPhones in the U.S. • Apple’s U.S. installed base increased by 13.4 million from Q1 2013 to Q1 2014. • Total iPhone unit sales over that time were 159.8 million. Approximately 30% of units are typically sold in the U.S., or 47.9 million. • That means 34.5 million units were replacements or upgrades – a recurring revenue source.
  9. 9. iPhones in the U.S. • Apple can still target plenty of first-time smartphone buyers in the U.S. • Meanwhile, it has consistent recurring revenue from upgrades within its large and growing installed base.
  10. 10. Apple’s next game-changing product could be just months away. The Mac maker has been secretly developing a new device for entry into an entirely new product category. There’s one hidden component vendor that could benefit from this revolutionary device, which is detailed in this report.
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