TECH - JP Morgan Urges Investors To Heed Apple Vision Pro Customer Feedback: 'Focus On Lead Times...Is Misplaced' | Benzinga
Analysts at J.P. Morgan have cautioned investors against using the lead times for the Apple Inc. (NASDAQ:AAPL) Vision Pro as a measure of its popularity. They suggest that the focus should be on customer feedback and future supply chain plans.
What Happened: The Apple Vision Pro, set to be released on Feb. 2, has seen a surge in pre-orders, with shipping dates being pushed back to March and April, reported AppleInsider on Monday.
Despite the extended shipping times, some investors are using this as a gauge of the device’s popularity. However, J.P. Morgan analysts have advised against this approach, emphasizing the importance of customer feedback and future supply chain plans.
The note from J.P. Morgan, seen by AppleInsider, states that the focus on lead times is misplaced. Instead, the emphasis should be on the consumer experience of the device. The note also highlights the significance of supply chain feedback for the Vision Pro 2 plans, suggesting that revenue and volume could increase in future models.
“The focus on lead times in the case of the Vision Pro is misplaced, and we expect the focus should be on the consumer feedback on the experience of the device.”