An iPhone launch line in New York City.

There is a line in New York.

Photographer: Jeenah Moon/Bloomberg

The new iPhone will be released earlier than usual, which will give the current quarter a boost. The company laid off recruiters and ordered staff back to the office, as well as banning offline viewing from its ad supported service.

Apple is pushing ads to more parts of your phone.

The Starters

Apple Hosts Worldwide Developers Conference
Apple’s Tim Cook at WWDC 2022.

The biggest day of the year will be earlier in the future.

I reported last week that the company is going to announce the new phone at an event in September. The new device will go on sale a week ahead of last year's schedule.

An atypical day for Apple product launches will be after Labor Day. The company wanted to leave that day free. The press will need a travel day after the Monday holiday.

The approach suggests that the company will hold an in-person event on its Apple Park campus for the launch of the iPhone. The presentation will still be delivered online, but the company may also show the video to a crowd on its campus.

Members of the press will get their hands on new devices after that, just as they did with the redesign of the MacBook Air in June.

Apple keynote event invitation
Apple’s iPhone 7 event invitation for Sept. 7, 2016.

An in-person event is part of a larger push by Apple to get things back to normal. The company will require its corporate employees to work from its Silicon Valley offices at least three days a week: Tuesdays, Thursdays and a third day decided by their team.

We haven't returned to pre-pandemic business as usual. The combination of an on-site media event and in-person office work could make it feel like Apple is having a normal fall.

The earlier-than- usual launch date is one of the challenges. The last time there was a launch that was this early was in 2016 when the iPhone 7 was launched.

Here's the past.

  • iPhone 4S: announced Oct. 4, 2011; released Oct. 14
  • iPhone 5: announced Sept. 12, 2012; released Sept. 21
  • iPhone 5S: announced Sept. 10, 2013; released Sept. 20
  • iPhone 6: announced Sept. 9, 2014; released Sept. 19
  • iPhone 6S announced Sept. 9, 2015; released Sept. 25
  • iPhone 7: announced Sept. 7, 2016; released Sept. 16
  • iPhone 8: announced Sept. 12, 2017; released Sept. 22
  • iPhone X: announced Sept. 12, 2017; released Nov. 3
  • iPhone XS: announced Sept. 12, 2018; released Sept. 21
  • iPhone 11: announced Sept. 10, 2019; released Sept. 20
  • iPhone 12: announced Oct. 13, 2020; released Oct. 23
  • iPhone 13: announced Sept. 14, 2021; released Sept. 24

This means that Apple will get an extra week of sales in its fiscal fourth quarter, which ends in September. Apple's sales rose 29% in the fourth quarter of 2020 from the previous year, making it hard to match that growth.

The schedule shows that Apple's supply chain is still working well despite the ongoing chip shortages and rising costs. The same can not be said for the Mac and iPad.

Apple Hosts Worldwide Developers Conference
Hands-on area at Apple’s campus.

Ahead of a second event in October, Apple wants to create more room. In the years before the Pandemic, Apple usually launched new products in September and October. This year is shaping up to be a return to that format, with Apple likely planning for the arrival of new Macs and iPad around a month after the iPhone.

I expect a refreshed iPad Pro with an M2 processor and an entry-level iPad with an A14 chip. We are likely to see a pair of M2 based versions of the Mac mini, Mac Pro and MacBook Pro by the end of the year, according to me.

When we look at the company's fall software release strategy, there is evidence that this approach is about to become reality.

The September launch of watchOS 9 is expected to coincide with the release of the iOS 16.0 update. The updates will match the new hardware. After Stage Manager delays to the iPad software, the macOS Ventura and iPadOS upgrades are scheduled for October.

There is a question about when Apple will announce its event. We are just a few days away from the launch of the new iPhone.

The Bench

relates to Apple Is Just Three Weeks Away From Showing Off the iPhone 14

It's not often that you read "layoffs" and "apple" at the same time. About 100 contractors who were involved in recruiting were eliminated recently. Beyond the loss of the jobs themselves, it shows Apple plans to do a lot less recruiting in the coming months.

Pandemic Home Exercise Trend Continues, As Gyms Slowly Reopen Across The Country

The company plans to replace white-glove setup with self assembly. The company says it will save a lot of money by moving. Equipment that users can set up themselves is the next step in cost-cutting. FedEx will be able to ship bikes and other items through it.

US-NETFLIX-INTERNET-TELEVISION-EARNINGS

There will be no offline viewing on the ad-supported tier. Beyond the obvious, the service won't let users download shows to be watched offline. It will be more difficult to use on flights with unreliable cellular service. It doesn't launch for several months, but there will surely be more information to come.

The Schedule

Apple CEO Tim Cook Delivers Keynote At Annual Worldwide Developers Conference

It is unlikely that Peloton will have any positive news to share. As consumers return to pre-pandemic routines, revenue will fall 27%. We are likely to hear more about the new leasing program, the switch to self-assembled bikes, and the push to bring third-party equipment.

The fall iPhone and Apple Watch event will be held in September. It is Apple's first event of the season on that date and it will take place on a Wednesday. The event will be streamed online but media will be able to get their hands on the new devices in person. The new Apple Watches will include a standard edition, an SE version and the first Pro model.

Post Game Q&A

Do you believe Apple will launch a foldable phone?

The first M3 Macs will be released.

How soon will Apple expand into ads?

You can always send me a message via email.

I can be reached at Signal at 413-340 6 295 or at GurmanMark at 888-492-0 888-492-0.

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