iPhone 11 Demand Will Surprise the Street, Analyst Ives Says

The transcript discusses the pricing and innovation concerns surrounding Apple's iPhones, highlighting the lack of 5G and price adjustments. It analyzes the demand at the Fifth Ave store, noting a significant increase in customer interest, partly due to new camera technology. The discussion also covers the impact of tariff exclusions on Apple's costs and stock, emphasizing the ongoing trade tensions between the US and China.

How has the pricing strategy for lower-end phones affected consumer behavior?

What factors are contributing to the demand for Apple's new products?

What observations were made regarding the lines at the flagship 5th Ave store?

What is the significance of the 350 million iPhones in terms of upgrade opportunities?

Discuss the impact of tariffs on Apple's cost structure and stock performance.