---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000223989.md"
description: "iPhone will exceed expectations in FY26, no matter what’s announced today.➡️The reason is clear, and somewhat mundane; back to the upgrade pool. ➡️In FY21 iPhone revenue (and units) grew at 39%. That upgrade pool began to show up in recent quarters, and should be the tailwind for iPhone growth in FY26 to be closer to 7%, ahead of the Street at 5%. ➡️This would be the best growth rate since FY22.Source: Gene Munster"
datetime: "2025-09-09T14:54:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000223989.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000223989.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000223989.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# iPhone will exceed expectations in FY26, no matter…


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**