Nabila Popal
speaker
255 appearances
6 recordings
2 series
first heard Jan 2026
last heard 9 Sep
Nabila Popal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
I don't think that the impact will be very negligible in terms of the churn.
One, because the value proposition they have on the devices is Siri, AI, and Apple intelligence.
That's not going to be available to any devices prior to 15 Pro, right?
So that means only 466 million devices have the capabilities.
to run Apple Intelligence and CUAI.
So we all know how large Apple's installed base is.
That means a significant portion of Apple's installed base is not going to be able to run those features.
So that creates a compelling upgrade reason, right, for those users.
And on top of that,
If you think about how much, you know, so I do think, we do think the majority of the price increase is going to focus on the Pro Max models.
And given those consumers are less price sensitive, a $200 increase really amounts to, you know, most people are buying devices at 36-month installment plans, right?
So that only amounts to about a $5 price hike per month.
So that's really not going to dissuade that kind of consumer segment.
So those two reasons, I think that makes sense.
And that's why I don't think they're going to create that level of price hike to all of its models.
That's why they're going to be very strategic.
Even if you look at the way they face in the announcements, last week was just a broader announcement that prices are going to increase.
This week, it was announcements on the iPads and the Macs, right, and a few other products.
And so I think what they're really trying to do, so they're being very strategic in terms of the timing, the announcement, and also the level of price increase they're going to do.
So I think they're going to be, the lesser models, the base models, the older models might see, you know, half of that, right?
Showing 121–140 of 255 · page 7 of 13
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