Packaged with the good news that Apple is now shipping iPhone X
units for the next business day is the bad news that this would also mean inventory increase that carriers will have to deal with. Wells Fargo analysts are at the opinion that sooner or later this would lead to what seemed impossible just a week ago – an iPhone X BOGO.
Yes, if history is any indication, they place their bets on the shoot-from-the-hip T-Mobile to get aggressive with post-holiday promos, and launch an iPhone X twofer campaign that is sure to shake up the promo field. Verizon already launched a BOGO
for the most popular current flagships, but it notably excluded the iPhone X, and T-Mobile may swoop in to occupy that promotional niche.
While iPhone X subsidies may affect a carrier’s bottom line in a more negative way that with other, cheaper phones, those that start an X deal first will have the advantage of lulling many people as lucrative post-paid subscribers, so the bet might pay off. We’ll keep our eyes on T-Mobile in January, as an iPhone X BOGO might reshape the so-far tame subsidies game, for the horror of investors and analysts alike, says Wells Fargo: