Apple 3Q17 Earnings Expectation Meters, Apple Glasses Timing, Apple Pulls VPN Apps in China
Today's Above Avalon email includes the following stories:
- Apple 3Q17 Earnings Expectation Meters
- Apple Glasses Timing
- Apple Pulls VPN Apps in China
We begin today's email with my 3Q17 Apple earnings expectation meters. Instead of relying on single-point sales estimates, these expectation meters contain sales ranges that can be used to judge Apple's quarterly performance. By using the expectation meters in conjunction with the earnings preview found in last week's emails (available here), we will be all ready for tomorrow's earnings. The discussion then turns to my "Apple Glasses Are Inevitable" article from last week. In particular, we go into the topic of timing in greater detail. The email concludes with my thoughts on Apple pulling VPN apps from the App Store in China. We go over why the move was predictable and Apple's approach to governments (and regulations) around the world.
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