Early Read on iPhone XS and XS Max Sales, App Store FY4Q18 Trends, Thursday Q&A

Today's Above Avalon daily update includes the following topics: 

  • Early Read on iPhone XS and XS Max Sales

  • App Store FY4Q18 Trends

  • Thursday Q&A

We kick off today’s email with my thoughts on early iPhone XS and XS Max sales. The discussion then turns to the most recent App Store revenue trends. We conclude with an installment of Q&A. I answer the following questions from Above Avalon members:

  • Do you think there will be longer lines at Apple stores for iPhone XR vs. iPhone XS / XS Max?

  • Will Apple work out deals to position third-party content alongside its original video content? 

  • What kind of "family friendly" content do you think Apple will pursue for their own video / TV productions? Is there a certain content niche here for Apple?

  • How representative are Shazam's AR efforts for future Apple AR use cases?

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