Analysts are also predicting a hugely profitable iPhone 6 launch. In an investor note posted yesterday, Walter Piecyk notes that Verizon's new smartphone leasing plans will allow many iPhone owners to upgrade for 0% upfront:
“Historically we estimate that ~20% of AT&T’s subscriber base was eligible for an upgrade during an iPhone launch quarter. That eligibility dropped to a low of the mid-teens in the second half of 2013 due to the stricter upgrade policies. We expect AT&T’s new Mobile Share Value plan to increase the percentage of AT&T post-paid subscriber base eligible to upgrade to over 65% by the time the next iPhone launches. In absolute terms that is the difference between 10 or 11 million eligible for upgrades and 45-50 million.”
Check out the chart below for more details...