Apple (AAPL) is heading into a potentially important September, with the iPhone 18 Pro and iPhone Ultra expected to be unveiled. Reports also point to new Apple Watch models, while updates to Apple TV and HomePod remain less certain. Apple has not yet confirmed the event or product lineup.
KeyBanc’s latest monthly carrier survey showed indexed spending rising 9% month over month, compared with a three-year seasonal average of 2%. However, analyst Brandon Nispel described the result as “relatively neutral,” arguing that it partly reflects a rebound from unusually weak prior months and purchases pulled forward ahead of the iPhone launch.