Why do you think Wall Street is asking for a 5" iPhone? Because they can see there is a potentially lucrative market that Apple is missing out on. Nobody is asking for a phablet or touchscreen Mac as the market demand has not been proven as yet. Wall Street are only interested in one thing - earnings. If they think Apple is missing a revenue opportunity they will say so, after all they do own the company. Yes Tim Cook et al doesn't own Apple, Wall Street does.
My point is Apple is doing what it wants product wise. And I think these ad campaigns are just reinforcing that. Especially the Wall Street and media need for a constant stream of new, new new. Basically Apple is saying they're not going to follow in Samsung's footsteps flooding the market with product. We don't have a Apple watch or TV (yet) because Apple isn't going to release a product just for the sake of having another product on the market or to satisfy Wall Street's craving for new, new new. I'm not saying this is right or wrong, just that this ad campaign seems to be reinforcing it.