Analyst Mendez Says Apple's Forecast May Be Conservative

The transcript discusses the potential iPhone supercycle with the release of new models, highlighting surprising demand for the iPhone 8 Plus. It covers market growth in China and India, noting a 40% year-on-year increase in emerging markets. The impact of equipment installment plans on consumer demand is also analyzed, with insights into how these plans have affected phone upgrade cycles.

What was surprising about the early demand for the iPhone 8 Plus according to Tim Cook?

How did the sales in China change compared to previous quarters?

What are some positive signs in the demand for emerging markets mentioned in the text?

What impact did the equipment installment plans have on consumer behavior?

What features are compelling enough for consumers to consider returning to the market?