Reinventing the Iphone – Inside Apple’s 2026 Game Plan: BI Replay

All eyes are on Apple’s flagship product launch on September 9th which could redefine its growth narrative for 2026. With iPhone revenue contributing roughly half of total sales, the debut of iPhone 17 — especially a new slim variant — is critical to reigniting demand in maturing smartphone markets. Investor sentiment will hinge on hardware differentiation, ecosystem enhancements, and margin impacts. Key discussion points include: - How the iPhone 17 lineup could shape Apple’s FY26 growth trajectory - Will the slim iPhone model shift the competitive landscape? - Implications of updated AirPods and potential ecosystem stickiness - Market read-through from initial consumer and supplier reactions Join Mark Gurman, Apple Chief Correspondent, Bloomberg News; Nabila Popal, Research Director, and Ryan Reith, Group VP at IDC; and Anurag Rana and John Butler, Senior Analysts at Bloomberg Intelligence, as they dissect Apple’s product strategy, innovation pipeline, and what it could mean for investors and the broader tech ecosystem.