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CIRP - Apple Report: CIRP - Apple Report | Michael Levin and Josh Lowitz | Substack

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Last week we called people who are quick to upgrade their iPhones “renters”. They usually have a current installment payment plan and effectively never own their iPhone. This contrasts with iPhone owners who keep their phones through or beyond their fina...


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CIRP recently identified an interesting iPhone customer behavior. There is a stark divide between owners that keep a phone for a long period of time, and owners that trade in a new phone quickly. We determined iPhone buyers that have their previous iPh...


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As we look at iPhone buyer behavior with the most recent CIRP consumer survey data, one thing jumps out. Two types of iPhone buyers are emerging: those that keep their iPhone for a very long time, and those that keep them for a much shorter time.

For at least six years, we have seen several forces nudging iPhone owners to keep an iPhone for a longer time. They include i...


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Last week we released CIRP analysis of iPhone model sales in the March 2026 quarter. US iPhone sales shifted dramatically to current iPhone 17 models, and beyond that to the most expensive Pro and Pro Max models.

This model mix is the key drive...


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