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YahooSeptember 5, 2026 at 9:10 AM NY5 hours ago

Morgan Stanley estimates Apple foldable iPhone could generate $14 billion in December-quarter revenue

Morgan Stanley estimates that Apple’s (NASDAQ:AAPL) first foldable iPhone could contribute about $14 billion in revenue during the December quarter, with the bank describing the planned launch as the company’s most consequential since the iPhone X. “Apple’s first foldable iPhone is the biggest iPhone form-factor change since iPhone X,” analyst Erik Woodring wrote ahead of Apple’s Sept.

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