News Summary

• Apple saw a 1.3% year-over-year bump in iPhone sales in the U.S.
• during the first quarter of 2026.
• The iPhone account for 75% of smartphone sales at the Big 3 US carriers in Q1 2026, up from 72% a year earlier.
• Apple outpaced Samsung in Counterpoint’s average Smartphone Promotional Index scores across devices priced $600 and above in US postpaid channels.
• If Apple can avoid significant price increases and continue to outpace its peers in promotional dollars, it will be tough for Android OEMs to keep up in the year ahead.