- Morgan Stanley reported a record global 14-week average preorder lead time for the Duo, the longest for any iPhone model in the past decade.
- Some Duo configurations show estimated delivery dates extending over three months, while iPhone 18 Pro lead times are lower year over year.
- Melius Research projects Duo revenue of approximately $40 billion in FY27 from 15 million units.
- Melius anticipates a path toward 20% iPhone revenue growth, which would add 50 cents to Apple's FY27 earnings per share.