COM7 Expects iPhone Sales to Grow Over 10% in Second Half, Confident 2026 Revenue Will Rise 10-15%

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Summary · why it matters

COM7 expects iPhone sales in the second half to grow no less than 10%, driven by strong reception for the iPhone 18 from pre-order day through device pickup day, especially the Pro Max model. Thakol Niyomthai, investor relations officer at Comseven Public Company Limited, or COM7, told Than Hoon that iPhone sales in the third and fourth quarters of 2026 will grow at a double-digit rate, and the company is therefore confident that total revenue in 2026 will grow 10-15% and may exceed its target. The iPhone Duo will begin selling in October 2026, and the company still needs to assess the response again after the official launch. Meanwhile, the standard iPhone 18 model will have to wait for its launch next year. As for the partnership with PLANB, concrete signs of cooperation are expected to emerge in the fourth quarter after approval from the board.

Impact on assets 2

Consumer Discretionary▲ · 1 stocks
Com7 PCL
COM7
▲ PositiveDemandrelevance

COM7 expects iPhone sales in H2 2026 to grow at least 10% on strong iPhone 18 reception, lifting total 2026 revenue 10-15%.

Communication Services▲ · 1 stocks
Plan B Media PCL
PLANB
± MixedDemandrelevance

Partnership with PLANB is mentioned but concrete signs of cooperation are only expected in Q4 after board approval.