BTIG Analyst Says Apple Stores Getting Bulk of iPhones

The transcript discusses the allocation of iPhone inventory between Apple and operator stores, highlighting that Apple stores receive more stock while operator stores face shortages. It compares sales channels, noting that most iPhones in the US are sold through operator stores. The transcript also covers inventory levels at T-Mobile, Verizon, and AT&T, and describes customer experiences with iPhone displays and pre-orders.

What is the primary channel for iPhone sales in the US?

• Third-party Electronics Stores

• Operator Stores

• Online Retailers

• Apple Stores

Which store had zero iPhones available at opening?

• T-Mobile

• Apple Store

• AT&T

• Verizon

What was the approximate number of iPhones available at Verizon stores?

• 15

• 3

• None

• 30

What is a common trend among customers regarding iPhone purchases?

• Buying in-store

• Pre-ordering and shipping

• Waiting for discounts

• Purchasing from third-party sellers

How has in-store activity changed in recent years according to the transcript?

• Decreased

• Fluctuated unpredictably

• Remained the same

• Increased significantly