iPhone 12 update: Is demand waning?

October 29, 2020

Apple (AAPL) iPhone 12 Update

Apple delayed (and then staggered) the release of its iPhone 12 models, rendering a traditional YoY compare a bit murky.

iphone 12 consumer demand

Some analysts project elevated demand (vs. 2019 lineup). LikeFolio data doesn't quite display this momentum, but an early check on pre-orders indicates many consumers are holding out for the Pro Max model.

iPhone Release Date Consumer Demand

It will be critical to monitor pre-order mentions in early November after the Pro Max and Mini become available. 

In the meantime, investors have a close eye on the performance of Apple's services and other devices.

LikeFolio data shows continued strength in iPad and Mac brands; both exhibiting demand growth into another season of working-and-schooling-from-home.

Apple Device Purchase Intent Comparison

AAPL releases 20Q4 earnings today after the bell.

Shopify (SHOP) Update

SHOP reported 20Q3 earnings results this morning, smashing expectations for both revenue and profit.

This comes as no surprise to LikeFolio members, who saw consumer demand in the reporting quarter up +182% YoY. The current quarter pace looks like it could...

Want deeper insights? Get Free Access to The Vault.

Related Posts

Why Apple's Earnings Report Doesn't Matter

Last September we used Purchase Intent data to predict that […]

Read More
Roku Earnings: What LikeFolio Data Is Telling Us

Roku makes streaming devices that allow its customers to stream […]

Read More
iPhone Holiday Sales Off To A Slow Start

The day after the keynote address, our Consumer Purchase Intent […]

Read More
1 2 3 21

Related Posts

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.
© 2024
 LikeFolio. All Rights Reserved.
LikeFolio