Came here to say this. Every. Single. Time. They launch a new phone, out comes the stories of production cuts, missed targets etc.

And then the sun comes out at the next earnings announcement.

Sure, one day we'll all be wrong, but this narrative has played out for about the last 5 launches. It's about as common as FB announcing record DAU at earnings then releasing a note about shutting down millions of bots a couple of weeks later.