Glow Time in Cupertino: Unveiling New iPhones, Apple Watch, and AI Strategy

September 9th is the date. It’s gonna be in Cupertino as always. And the slogan this time is, it’s glow time, which is probably a reference to the new design that series gonna look like. Before we get into the what this all means, let me tell you what we’re expecting. New iPhones, of course, and. And the other stuff you carry around with you all the time. AirPods and new Apple Watch. By the way, it’s a 10th anniversary of the Apple Watch reveal. And it’s also the 10th anniversary when they stuff that YouTube album. Everyone’s phones that no one asked for. Look, as far as the iPhone goes, not expecting significant hardware updates, because this is all about artificial intelligence and driving new iPhone sales. That’s because you need an iPhone 15 pro or better. One of these new phones coming in a few weeks in order to use it. And the street thinks this is going to spur a big upgrade cycle. Moffett Nathanson analyst last week initiating coverage, and they said, all that is already kind of baked into the stock already, though. And it’s going to be a slow rollout for Apple’s AI. It’s going to be in US English at first. And many of the features that we showed, uh, that we saw rather in June, are only gonna be rolling out over many months. By the way, ChatGPT integration isn’t coming until the end of the year. And all of this artificial intelligence, Is still going to be in a beta test version. It’s also unclear when artificial intelligence on apple devices is launching in China, the next most important market beyond the U S. That’s because of strict regulations there. I talked to C E O. Tim Cook a few weeks ago, and he said they are working with the officials in China to get artificial intelligence cleared. But, Morgan, the. The thing you need to know here is it’s gonna be a slow, measured rollout of A I. We’ve seen Google kinda put it all out at once. We’ve seen Samsung put it all out at once. Apple’s taking a different, more measured approach, and that is what people are looking at for this multi year iPhone cycle.