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Apple’s AI Push Falls Flat as iPhone 16 Sales Disappoint

by Team Lumida
January 31, 2025
in AI
Reading Time: 2 mins read
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silver iphone 6 on black surface

Photo by Paolo Giubilato on Unsplash

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Key Takeaways:
• iPhone revenue declined 1% YoY to $69.1B, below Wall Street expectations
• Average iPhone upgrade cycle now exceeds 4 years, up from 2 years a decade ago
• Stock trades at 31x forward earnings despite growth challenges
• China revenue dropped 11% where AI features aren’t yet available

What Happened?

Apple’s fiscal first-quarter results revealed disappointing iPhone performance, with revenue falling nearly 1% year-over-year to $69.1 billion. The iPhone 16 series, Apple’s first lineup featuring AI capabilities, failed to generate the anticipated “supercycle” of upgrades. China sales declined 11%, partly due to AI features being unavailable in that market.

Why It Matters?

This performance signals broader challenges in Apple’s hardware-centric business model and AI strategy. Despite recent stock gains following DeepSeek’s AI efficiency claims, the company faces hurdles in convincing users to upgrade their devices, especially with phones now regularly exceeding $1,000. The extended upgrade cycle (now over 4 years) presents a significant obstacle to growth, even as Apple maintains a premium market valuation at 31x projected earnings.

What’s Next?

Analysts are shifting focus to the iPhone 17, expected to feature a thinner design and enhanced AI capabilities, with projected 8% revenue growth in fiscal 2026. The success of Apple’s AI strategy hinges on its ability to deliver compelling features that justify device upgrades. Investors will closely watch whether Apple’s partnership-based AI approach, avoiding heavy capital expenditure, proves effective in driving future growth. The company’s premium valuation suggests high expectations for this strategy’s success, despite current sales challenges.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
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