This one graphic caught my attention.
- accurate: 88% of teenagers in the US own an iPhone in 2025
- probably not accurate: 62% of US iPhone and Android users put price first
- possibly more accurate: those folks that actually pay for an upgrade put price first
COTD.
Cellphones:
But, tablets:
Overall, mobile:
Is the next section meaningful for an investor? If so, how?
From there, another dozen or more graphics and data points.
These three are particularly interesting:
There is an incredible amount of data here.
There are only a couple of data points that really, really stand out.
Folks have seen images of the foldable iPhone likely to be introduced in just a few month (2026). Yeah, it looks just like an iPad. In fact, the largest iPhones are not all that different in size from the smallest iPads. Look at the data above.
88% of all US teenagers are already iPhone users.
25% of all US teenagers are projected to upgrade to the iPhone 17 in 2025.
iPhones are still considered the more expensive option. When comparing apples to oranges across the two brands (iPhones / Android) that may be accurate but when comparing apples to apples across the two brands (iPhones / Android) that is not accurate at all.
By the way, is Android a "brand"? See wiki.
Also, compare iPhones / Android :: hardware / operating system. See this post.
But don't lose sight of this:
88% of all US teenagers are already iPhone users.
25% of all US teenagers are projected to upgrade to the iPhone 17 in 2025.T
Teenagers don't care about price. Their parents do. Their grandparents don't. LOL.
In focus groups, if one asks "the" question, folks will say when it comes to iPhone choice, price is the #1 discriminating factor. Respondents when asked to cite as their top consideration when upgrading:
- price: 64%
- battery life: 54%
- storage: 39%
- camera: 30%
- Screen size: 24%
- ecosystem: 21%
- all features: 11%
[As an aside, I would argue the top consideration when deciding to upgrade has to do with a) a perceived need to upgrade; and, b) how easy the "total" experience in upgrading is likely to be.
Why I'm not upgrading yet:
- new battery and new screen overlay made my old iPhone look and act like a brand-new phone: $70
- the pain of going through the upgrade process, which involved the carrier's contract changes with a new phone.
Folks say one thing, do another.
If one needs confirmation:
AI prompt: financially how is "Salad and Go" doing?
Answer:
Salad and Go is currently facing financial challenges, despite a period of rapid growth. The company is closing 41 underperforming locations in Texas and Oklahoma, which is part of a strategic shift toward "more disciplined growth" under new CEO Mike Tattersfield. This follows a recent period of aggressive expansion where the company doubled its store count in two years.
My hunch: Salad and Go will eventually "begone."
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Do Analysts Really Think Apple's Price Point Is A "Negative"?
My favorite chart: link here.
