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Apple’s surprise plan to boost iPhone sales is working

“Analysts were quick to see the benefits for Apple in the company’s new iPhone Upgrade Program, the one announcement that took everybody by surprise at Apple’s Sept. 9 iPhone event,” Philip Elmer-DeWitt reports for Fortune.

“What they couldn’t foresee was whether Apple’s customers would see the benefits to the buyer. Piper Jaffray’s Gene Munster, for example, predicted that 15% of new iPhone customers would opt for what is, in effect, a 24-month lease,” P.E.D. reports. “He was way off.”

“In a note to clients issued late Monday, Munster reported that of 188 iPhone 6S buyers surveyed in mid-November, 70 people (37%) chose the new program,” P.E.D. reports. “By the end of the quarter, Munster believes, the actual rate could turn out to be as high as 50%.”

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MacDailyNews Take: Well, hello, halved iPhone replacement cycle!

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