Chart of the Week

September 8, 2025

Aging Orchard: the iPhone Installed Base

Aging Orchard: the iPhone Installed Base
  • Apple will introduce its next generation of iPhones tomorrow, an event that generates significant interest among consumers, investors, and the broader tech industry.
  • Occam longitudinally tracks the installed base of iPhones in the United States. The average device age has steadily increased over the past several years and is now approaching three years. This aging installed base suggests meaningful potential for an upgrade cycle as users consider replacing older devices. Following the launch, occam will be monitoring shifts in upgrade intent to gauge adoption of the newer models.
  • In addition, occam provides detailed tracking of the iPhone installed base by model (data available upon request). Subscribe today to stay ahead of the curve.

Signals That Called It

Charts that moved before the market did

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2026 Eye Toward Midterm Elections: Top Voter Concerns

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A Tale of Two Economies

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The Mother of All Headaches: Acetaminophen (Tylenol) and Pregnancy

The End of the Search Party: Platforms and LLMs Take Over

The End of the Search Party: Platforms and LLMs Take Over

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