{"id":184668,"date":"2025-09-27T05:51:10","date_gmt":"2025-09-27T05:51:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/184668\/"},"modified":"2025-09-27T05:51:10","modified_gmt":"2025-09-27T05:51:10","slug":"carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/184668\/","title":{"rendered":"Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst"},"content":{"rendered":"\n

Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL<\/a>) a boost in this year\u2019s iPhone upgrade cycle.<\/p>\n

Carriers are offering around $100 more in subsidies for new iPhones this year, which could result in a strong upgrade cycle for the iPhone 17.<\/p>\n<\/p>\n

Bank of America Securities analyst Wamsi Mohan reiterated a Buy rating<\/a> on Apple, with a price forecast of $270.<\/p>\n

Also Read: Meta Wins EU Approval For AI Joint Venture With Reliance<\/a><\/p>\n

Mohan says carrier promotions make iPhones more affordable by bundling device financing with wireless service on one monthly bill, sometimes making the phone free with an eligible trade-in on select plans.<\/p>\n

He highlights that buyers can spread payments over 24 or 36 months.<\/p>\n

The analyst notes that, versus last year, subsidies on the new iPhone 17 family are about $100 higher to offset the iPhone 17 Pro\u2019s higher entry price, which now starts at $1,099 for 256GB compared with the iPhone 16 Pro\u2019s $999 for 128GB.<\/p>\n

According to T-Mobile US, Inc. (NASDAQ: TMUS<\/a>) management, iPhone activations are up by double digits across both new and existing customers.<\/p>\n

Mohan adds that Verizon Communications Inc.\u2019s (NYSE: VZ<\/a>) commentary also points to strong upgrade activity within its installed base this quarter, which he believes could carry through to the iPhone launch window.<\/p>\n

Finally, the analyst observes that current lead times show broader iPhone 17 shipping estimates extending versus last year, while Pro and Pro Max timing appears similar to last year.<\/p>\n

Mohan says trade-in offers imply carriers are nudging upgrades on roughly a two-to-four-year cycle, since the richest credits, up to about $1,100, depending on provider, are reserved for newer models, typically iPhone 13 and later.<\/p>\n

He adds that criteria have loosened, with all three carriers now taking devices in any condition, including cracked or non-working phones.<\/p>\n

Mohan notes that even with trade-ins, customers still face upfront costs: an activation fee of $35\u2013$40, plus taxes calculated on the phone\u2019s full retail price.<\/p>\n

He adds that opting for AppleCare+ raises the tab by $119\/$139.<\/p>\n

In a scenario using the highest available trade-in credits, Mohan estimates initial outlays of roughly $229\u2013$234 for an iPhone 17 and $380\u2013$385 for an iPhone 17 Pro Max.<\/p>\n

As for carriers, Mohan points out a few strings attached: buyers must move to a specific unlimited tier, which can cost more than basic or lower-tier plans, and the promotional phone credits are applied monthly over the installment term. He says those terms typically run 24 months at T-Mobile and 36 months at Verizon and AT&T (NYSE: T<\/a>).<\/p>\n","protected":false},"excerpt":{"rendered":"Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL)…\n","protected":false},"author":2,"featured_media":184669,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41],"tags":[11623,1366,165,88448,74,108764],"class_list":["post-184668","post","type-post","status-publish","format-standard","has-post-thumbnail","category-mobile","tag-apple-inc","tag-iphone-17","tag-mobile","tag-pro-max","tag-technology","tag-wamsi-mohan"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/184668","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=184668"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/184668\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/184669"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=184668"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=184668"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=184668"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}