Since the Sunday Brief will not be out until this afternoon, we thought we would get the availability charts out this morning. There are some meaningful changes to last week’s report:
- The iPhone 13 Pro Max is largely available at AT&T and becoming more available at Verizon. This could be as a result of a number of factors, including a focus by Apple on producing highest yielding devices, less promotions across both the iPhone 13 Pro and Pro Max, and also simply that Max improvements are not as meaningful as they were in last year’s cycle. We begin the 13th week of sales with more availability than expected. T-Mobile’s lack of availability of the iPhone 13 Pro Max likely is resulting from a combination of smaller orders as well as increased Sprint migrations.
- We have talked about the iPhone 13 shortages at Verizon in previous editions, and the main headline this week is that they still continue. A lot of existing customers are upgrading to the new iPhone model (and upgrading plans as well). This is encouraging news for Verizon (lower churn, higher ARPU).
- There is more slippage with the iPhone 13 Pro than we expected this week. Normally around the 13th or 14th week, the backlogs clear. AT&T is clearly in week-for-week slip on most models, and T-Mobile continues to heavily promote the Pro (11 out of 16 models have expected ship dates of Jan 18 or later). Our expectation is that we will be talking about iPhone 13 availability issues through January.