Early Apple iPhone 14 demand is strong

AT&T CEO John Stankey says the carrier is seeing strong initial demand for the Apple iPhone 14 series, which was unveiled at an event last week.

Eric J. Savitz for Barron’s:

In an interview with Barron’s at the Goldman Sachs technology conference in San Francisco on Monday, the AT&T chief said that demand for iPhones every year tends to be suppressed before the annual Apple phone launch event, and this is no exception. . He says the volumes so far are “in line with what we expected,” but added that a better read on demand will come in the upcoming holiday sales season. Stankey also said that the incentives for iPhone 14 managers across the industry are almost in line with previous years.

On the subject of adding satellite communications capabilities for cell phone customers, he notes that the company is making progress on a trial in collaboration with AST SpaceMobile. Stankey said AT & T’s original goal in exploring satellite connectivity was to provide public safety customers with access in areas without conventional wireless connectivity; she added that the company ultimately wants to make that capability available to a wider range of customers. Stankey thinks the company’s approach will offer “much more robust” satellite services beyond both the service proposed by T-Mobile US in partnership with SpaceX and the Apple satellite connectivity unveiled last week with Globalstar. He thinks the company’s service will eventually supplant the service announced by Apple. The company has not yet announced the pricing or timing of the commercial launch of the AT&T service with AST.

MacDailyNews takes: All the reports we’ve seen to date indicate that demand for the first iPhone 14, at least for the Pro models, is strong.

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