Today's Above Avalon stories:

Deep Dive into 4Q16 PC and Mac Shipments
iPhone Sales Momentum Continues in U.S.
Thursday Q&A

We begin today's email with my thoughts and observations on 4Q16 PC and Mac shipment data from Gartner and IDC. We discuss how to analyze Mac sales trends given the new MacBook Pros and Apple's future Mac strategy. The email then turns to smartphone sales share data from November. We go over the latest trends in the U.S., China, and Europe. This provides a clearer view of FY1Q17 iPhone sales. We also briefly discuss what the data suggests about the 2017 iPhone sales environment. We end the email with the latest installment of member Q&A, and I answer the following question from an Above Avalon member:

Will U.S. mobile carriers continue to "subsidize" iPhones during launch months?

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