Part 4/7:
Insights from industry experts highlight the importance of viewing Apple’s performance through a two-year lens rather than focusing solely on year-over-year comparisons. Apple’s product launches tend to follow a predictable cadence—new "big" models and their subsequent "S" variants—making quarterly and annual comparisons potentially misleading.
This cyclical pattern implies that periods without a major update or change in design are expected to see subdued sales. Notably, sales tend to rebound when a significant redesign or new technological feature is introduced, fueling demand through consumer anticipation and upgrade incentives.