Market News · Product · July 20, 2026
By the Bentley Equity Loans Team
Market & financial news desk
Market & financial news desk
Even as attention centers on July 30 earnings, analysts are looking to September — and the iPhone 18. Citi frames the launch as the key sentiment inflection for the second half for Apple Inc. (AAPL), and prediction markets assign a high probability it happens on schedule.
Revenue Driver
The iPhone remains Apple's largest revenue driver; last quarter's $56.99 billion in iPhone sales — up 22% on 'extraordinary demand' for the iPhone 17 — set the tone. A strong iPhone 18 cycle, with expanded AI, could sustain momentum into 2027.
Plus a Foldable
Layered on top is the anticipated foldable iPhone Ultra, with suppliers ramping toward 10 million units. Together they give bulls a hardware story to complement Services and AI.
Frequently Asked Questions
When does the iPhone 18 launch?
Analysts and prediction markets in July 2026 pointed to a September launch for Apple Inc. (AAPL)'s iPhone 18, though Apple had not officially confirmed.
Why is the iPhone 18 important?
The iPhone is Apple's largest revenue driver; a strong cycle with AI features could sustain growth into 2027.
What about the foldable iPhone?
A foldable 'iPhone Ultra' was reportedly ramping toward 10 million units for late 2026 to early 2027.
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