Tim Cook: iPhone 17 Demand Surpasses Apple’s Expectations
During Apple’s recent quarterly earnings call, CEO Tim Cook shared insights about the early performance of the new iPhone 17 models. He indicated that demand has exceeded Apple’s expectations, particularly for the base iPhone 17 and the iPhone 17 Pro.
Strong Demand for iPhone 17
Cook highlighted that the supply for the iPhone 17 remains limited, suggesting a robust market response. This observation aligns with various analysts who have noted early signs of high demand along with favorable manufacturing feedback for the entire iPhone 17 lineup.
Details on iPhone Models
- The iPhone 17 and iPhone 17 Pro are experiencing an increase in orders.
- In contrast, the iPhone Air is reportedly relegated to a low production phase, indicating weaker sales.
- Cook refrained from detailing individual model performance, stating that Apple does not disclose sales by device.
Despite not revealing sales breakdowns, Cook acknowledged significant constraints impacting both the high-end and entry-level offerings of the iPhone lineup. This suggests that while the iPhone 17 is thriving, the iPhone Air may not be meeting expectations.
Previous Model Performance
Interestingly, Tim Cook noted that Apple faced constraints with the iPhone 16 throughout the quarter. He mentioned that Apple could have potentially sold more units if supply had allowed it. This statement highlights ongoing strong interest in the previous model even as the new releases hit the market.
Financial Performance
Apple’s Q4 2025 wrapped up on September 27, capturing only the initial days of iPhone 17 availability. The company reported revenues of $102.47 billion, marking an 8% increase compared to the same quarter last year.
In conclusion, the early signs regarding the iPhone 17 show promising demand that surpasses Apple’s initial expectations, while other models such as the iPhone Air face challenges in the market.
