T-Mobile: iPhone Pre-Orders Biggest in Its History

The video discusses the success of iPhone 7 preorders at T-Mobile, marking a record for the company. Katy Huberty from Morgan Stanley talks about Apple's upcoming super cycle, driven by an increased user base, new form factors, and improved battery life. Despite challenges from competitors, Apple's ecosystem and high loyalty rates are expected to drive growth. The discussion also covers market dynamics, including the impact of the Note 7 recall and potential new users in markets like India.

What are the key factors driving the predicted super cycle for Apple next year?

• Increased install base, new form factors, and improved battery life

• Lower prices, better marketing, and new colors

• Partnerships with other tech companies

• Exclusive apps and services

Why is it challenging for Apple to compete on hardware?

• Apple's products are too expensive

• Apple's marketing strategy is weak

• Competitors already have similar features

• Apple lacks innovation in software

What aspect of Apple's business is expected to drive long-term growth?

• Its advertising campaigns

• Its ecosystem and user engagement

• Its partnerships with other companies

• Its retail store expansion

What is the discrepancy between the iPhone unit estimates for fiscal 18 and the iPhone 6 cycle?

• Estimates are 15% above the iPhone 6 cycle

• Estimates are 6% above the iPhone 6 cycle

• Estimates are 10% below the iPhone 6 cycle

• Estimates are 20% below the iPhone 6 cycle

Which emerging market is Apple beginning to focus on, similar to its strategy in China six years ago?

• South Africa

• India

• Brazil

• Russia