A Paradigm Shift on the Wrist, Updated Apple Earnings Model, Thursday Q&A
Today's Above Avalon daily update includes the following stories:
A Paradigm Shift on the Wrist
Updated Apple Earnings Model
Thursday Q&A
We kick off today’s update with additional comments on the newest Above Avalon article, “Apple Watch and a Paradigm Shift in Computing.” In particular, we go over an example of how the Apple Watch isn't just addressing tech barriers that have been around for years, but also newer barriers that only recently became visible.
The discussion then turn to my Apple financial estimates. The email includes access to my updated Apple earnings model with revised FY2020 and FY2021 estimates. Above Avalon members have exclusive access to my working Apple earnings model at no additional cost. The model is available as an Excel file that also works with Numbers.
The email concludes with a new installment of Thursday Q&A. I answer the following questions from Above Avalon members:
What is the likelihood of Apple running their own cellular network in the future?
Why was Apple's Greater China operating segment at the bottom of the growth spectrum in 1Q20 despite facing a particularly easy year-over-year compare?
What are my thoughts regarding the future of HomePod? Do you see Apple continuing to make it better / expanding the lineup or killing it like iPod Hi-Fi?
How much is Apple affecting the Dow Jones index? Has Apple’s growth made the U.S. economy appear better than it is?
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