iPhone 17 Pre-Sales Performance

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Stock Stealth Group Holdings Ltd (SGI.ASX)
Release Time 28 Jul 2025, 10:54 a.m.
Price Sensitive Yes
 Stealth Secures $6M in iPhone 17 Accessory Pre-Sales
Key Points
  • 50% increase in pre-sales vs prior year
  • Backed by guaranteed customer purchase commitments
  • Strong position to capture continued sell-through momentum
Full Summary

Stealth Group Holdings Ltd (ASX: SGI) is pleased to report a significant uplift in pre-order sales for mobile accessories aligned to Apple's iPhone 17 launch, securing approximately $6.0 million in pre-sales, up 50% on the prior corresponding period (2024: $4.0 million). These orders are backed by guaranteed customer purchase commitments, with revenue to be recognised across September and October 2025, in line with the global iPhone 17 release. The iPhone launch cycle remains one of the most significant seasonal demand events in consumer electronics. With pre-sales secured and inventory flowing, Stealth is well-positioned to capture continued sell-through momentum across Q2 FY26. Distribution spans across major national retail and telco channel customers, including JB Hi-Fi, Officeworks, Retravision, Vodafone, and leading online platforms. Post-launch sales are expected to accelerate across convenience retail and marketplaces. This pre-sales uplift reflects the success of Stealth's strategic investment in its Force Technology consumer division and its expanded portfolio of high-demand brands, including OtterBox, EFM, CASETiFY, and Case-mate. All inventory is manufactured back-to-back with committed orders, ensuring capital efficiency and margin protection. Beyond the initial launch, Stealth anticipates strong accessory demand driven by high attach rates, growing brand loyalty, and expansion into adjacent mobile accessory categories via its wider brand portfolio. This result affirms the success of Stealth's brand-led, channel-aligned strategy and contributes to the Group's FY28 strategic goals, focused on margin expansion, exclusive brand growth, and scalable recurring revenue.

Guidance

The company expects strong accessory demand driven by high attach rates, growing brand loyalty, and expansion into adjacent mobile accessory categories, contributing to the Group's FY28 strategic goals focused on margin expansion, exclusive brand growth, and scalable recurring revenue.

Outlook

Stealth anticipates strong accessory demand beyond the initial iPhone 17 launch, driven by high attach rates, growing brand loyalty, and expansion into adjacent mobile accessory categories via its wider brand portfolio.