Apple says iPhone 18 Pro Max phones that lost service on AT&T must be replaced because software cannot reactivate them. Its iOS 27.0.1 release and a new AT&T carrier settings file are meant only to keep working phones from failing.
Perspective Coverage
9 publishers
- Builder
- Builder 17%
- Operator
- Operator 63%
- Investor
- Investor 20%
Reality
- Evidence70
- Adoption
- Insufficient
- Hype gap+10
- Incentives60
- Confidence72
AT&T is texting affected iPhone 18 Pro Max owners to install iOS 27.0.1 because some phones may be unable to complete calls, texts or data, including to 911. Teams issuing the phones should install it before moving any eSIM, the setup step tied to some failures.
Reality
- Evidence50
- Adoption
- Insufficient
- Hype gap0
- Incentives
- Insufficient
- Confidence50
Qualcomm renewed its global patent license with Apple from April 1, 2027, and neither company disclosed the terms. Apple's C-series modems are pushing Qualcomm chips out of iPhones, but the patent payments sit on a separate contract that keeps running.
Perspective Coverage
4 publishers
- Builder
- Builder 29%
- Operator
- Operator 31%
- Investor
- Investor 40%
Reality
- Evidence60
- Adoption65
- Hype gap+10
- Incentives
- Insufficient
- Confidence60
The base iPhone 18 Pro and Pro Max each went up $100, but the increase steepens up the storage ladder, and the fleet buyer specifying next year's refresh is now buying a phone that no longer sits at the top of Apple's range.
Reality
- Evidence62
- Adoption20
- Hype gap+8
- Incentives55
- Confidence58
Apple's updated spec pages give the C2 modem to every iPhone 18 Pro and to Pro Max units outside the US, where iOS 27 code points to Qualcomm silicon instead. Apple has yet to explain the split, and both parts list US mmWave 5G.
Reality
- Evidence60
- Adoption70
- Hype gap+10
- Incentives45
- Confidence58
A shrinking Dynamic Island, a blended rear finish and an A20 Pro rumored 18 percent faster are due next month. The layout, tooling and benchmark work starts before the keynote.
Reality
- Evidence28
- Adoption18
- Hype gap+42
- Incentives66
- Confidence55