Tim Cook Calls for New Privacy Laws, The Intrigue Found with Apple Watch Insurer Subsidies, Thursday Q&A

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

  • Tim Cook Calls for New Privacy Laws

  • The Intrigue Found with Apple Watch Insurer Subsidies 

  • Thursday Q&A

We begin today’s update with my thoughts on Tim Cook’s column in Time magazine calling for new privacy laws. The discussion includes a look at some of the criticism Cook is facing on the issue from tech journalists and pundits. The email then turns to Apple reportedly talking with private Medicare plans to subsidize Apple Watch. We go over the subtle point found in the news regarding the wrist’s importance to Apple’s health initiatives. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Does Apple’s 1Q19 guidance revision warrant a leadership change? 

  • Do you think the recent financial news and drop in stock price will have a major negative impact with respect to employee retention?

  • Do we have any clues about how changes in channel inventory might be exacerbating the iPhone revenue decline? 

  • Do you think Apple would ever more to a 24-month iPhone release cycle?

  • How do you plan on estimating unit sales in your reporting now that Apple has changed its disclosures?

  • Can you comment on your thought process on the effects of the Chinese economy to Apple and how you might factor that into your estimates?

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