Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst

Benzinga

9小时前

Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle. Carriers are offering around $100 more...

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(NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.\nCarriers are offering around $100 more...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/09/47896966/carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst\">网页链接</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCarrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-27 01:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/09/47896966/carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.\nCarriers are offering around $100 more...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/09/47896966/carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/09/47896966/carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst","article_id":"2570836654","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/09/26/iPhone-17.jpeg?optimize=medium&dpr=2&auto=webp&width=630"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/09/47896966/carrier-incentives-could-spike-apple-iphone-17-sales-says-analyst","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2570836654","pubTimestamp":1758908400,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc.  a boost in this year’s iPhone upgrade cycle.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.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.The analyst notes that, versus last year, subsidies on the new iPhone 17 family are about $100 higher to offset the iPhone 17 Pro’s higher entry price, which now starts at $1,099 for 256GB compared with the iPhone 16 Pro’s $999 for 128GB.According to T-Mobile US, Inc.  management, iPhone activations are up by double digits across both new and existing customers.Mohan adds that Verizon Communications Inc.’s  commentary also points to strong upgrade activity within its installed base this quarter, which","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"分析师表示，运营商激励措施可能会推动苹果iPhone 17销量飙升","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.5},"content_text":"Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.\nCarriers are offering around $100 more in subsidies for new iPhones this year, which could result in a strong upgrade cycle for the iPhone 17.\nBank of America Securities analyst Wamsi Mohan reiterated a Buy rating on Apple, with a price forecast of $270.\nAlso Read: Meta Wins EU Approval For AI Joint Venture With Reliance\nMohan 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.\nHe highlights that buyers can spread payments over 24 or 36 months.\nThe analyst notes that, versus last year, subsidies on the new iPhone 17 family are about $100 higher to offset the iPhone 17 Pro’s higher entry price, which now starts at $1,099 for 256GB compared with the iPhone 16 Pro’s $999 for 128GB.\nAccording to T-Mobile US, Inc. (NASDAQ: TMUS) management, iPhone activations are up by double digits across both new and existing customers.\nMohan adds that Verizon Communications Inc.’s (NYSE: VZ) commentary also points to strong upgrade activity within its installed base this quarter, which he believes could carry through to the iPhone launch window.\nFinally, 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.\nMohan 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.\nHe adds that criteria have loosened, with all three carriers now taking devices in any condition, including cracked or non-working phones.\nMohan notes that even with trade-ins, customers still face upfront costs: an activation fee of $35–$40, plus taxes calculated on the phone’s full retail price.\nHe adds that opting for AppleCare+ raises the tab by $119/$139.\nIn a scenario using the highest available trade-in credits, Mohan estimates initial outlays of roughly $229–$234 for an iPhone 17 and $380–$385 for an iPhone 17 Pro Max.\nAs 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).\nPrice Action: AAPL shares are trading lower by 0.45% to $255.72 at last check Friday.\nRead Next:\nPhoto by Azulblue via Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}