Apple Retail's Top Priorities, Apple Retail Pushed to Breaking Point, Jony Ive Talks with Wallpaper Magazine

Today's Above Avalon email includes the following stories: 

  • Apple Retail's Top Priorities
  • Apple Retail Pushed to Breaking Point
  • Jony Ive Talks with Wallpaper Magazine

We begin today's email with my thoughts on BuzzFeed's big profile on Angela Ahrendts. In particular, we look at Apple's retail strategy and the Apple retail team's top priorities. The discussion then turns to the weakest link in Apple's retail strategy. The email concludes with my thoughts on Jony Ive's interview with Wallpaper, the influential design magazine. 

These stories are available for Above Avalon members. To continue reading, click here.


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Disclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter

Today's Above Avalon email includes the following stories: 

  • Disclosing Apple Watch Sales
  • Analyzing Apple's Watch Sales Clues
  • A Monster Apple Watch Holiday Quarter

We kick off today's email with additional thoughts on the topic of Apple disclosing Apple Watch sales. The discussion includes a broader overview of how Apple decides to disclose financial data. We then turn to the various clues Apple has provided over the years regarding Apple Watch sales. We go over what each clue implies about Apple Watch sales to see how I derive my quarterly Apple Watch unit sales estimates. The email concludes with my 1Q18 (holiday quarter) Apple Watch sales estimate and the three factors driving my optimism. 

These stories are available for Above Avalon members. To continue reading, click here.


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A Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line

Today's Above Avalon email includes the following stories: 

  • A Spectacular Disney vs. Netflix Battle
  • Thoughts on a 6.1-Inch LCD iPhone
  • Apple's 2018 iPhone Line

We kick off today's email with my thoughts on Disney becoming a viable competitor to Netflix. We go over the CNBC report of Disney potentially buying most of 21st Century Fox. The discussion turns to how a genuine Disney vs. Netflix battle impacts Apple. The email then shifts to KGI Securities analyst Ming Chi Kuo's latest report on Apple's iPhone plans for 2018. We go over my thoughts on Apple selling a 6.1-inch LCD iPhone. The discussion concludes with my initial thinking on Apple's 2018 iPhone line (including the various screen sizes and prices). 

These stories are available for Above Avalon members. To continue reading, click here.


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Disney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama

Today's Above Avalon email includes the following stories: 

  • Disney 3Q17 Earnings
  • Roku 3Q17 Earnings
  • Apple Unveils First Scripted Drama

We kick off today's media-focused email with my thoughts on Disney's 3Q17 earnings. The discussion then moves to Roku's 3Q17 earnings. We analyze Disney and Roku earnings from the perspective of Apple. The email then concludes with a few high-level thoughts on Apple outbidding Netflix and others for what some considered to be most sought-after project in TV (the Jennifer Aniston and Reese Witherspoon morning show drama). 

These stories are available for Above Avalon members. To continue reading, click here.


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More Smoke for Apple Glasses, Fitting Apple Glasses in Apple's Product Line, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • More Smoke for Apple Glasses
  • Fitting Apple Glasses in Apple's Product Line
  • Thursday Q&A

We kick off today's email with my thoughts on Bloomberg's latest article regarding Apple working on a pair of augmented reality glasses. The discussion then turns to my thinking on where a pair of Apple Glasses would fit in Apple's product line. We also go over how Apple Glasses may impact sales of existing products like Apple Watch, AirPods, and iPhone. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • Will HomePod emerge as an important product for Apple like Apple Watch or will it soon be relegated as a "hobby"?
  • Is there any news as to when HomePod will become available? 
  • What is the goal and benefit in making technology more personal? 
  • Why is Apple continuing to sell the MacBook Air and Mac mini?
  • Apple has made a big push into inductive wireless charging with iPhone, Apple Watch, and AirPods. Do I think future iPads and Macs will support inductive charging? 
  • What questions would I have asked on Apple's earnings call?  
  • What did I make of the limited iPhone X preview test period?

These stories are available for Above Avalon members. To continue reading, click here.


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Apple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive

Today's Above Avalon email includes the following stories: 

  • Apple Talks iPhone X Development
  • Early Read on iPhone X Sales
  • 3Q17 Wrist Wearables Market Deep Dive

We begin today's email with my thoughts on Apple's narrative surrounding iPhone X development. Apple executives sat down for on-the-record interviews with three tech publications. We go over the most interesting takeaways from the interviews. The discussion then turns to iPhone X sales. We go over my estimate for the number of iPhone X units sold over opening weekend. The email concludes with a closer look at how the leading wrist wearables companies performed in 3Q17. We discuss sales numbers (revenue and unit sales) and the broader trends unfolding in the wrist wearables market.

These stories are available for Above Avalon members. To continue reading, click here.


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Apple 2017 10-K Takeaways

Today's daily email includes my key takeaways from Apple's annual 10-K filing for 2017. We cover 16 financial topics. 

My 10-K review is available for Above Avalon members. To continue reading, click here.


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Apple 4Q17 Earnings Review: Details

Today's daily email includes the second half of my Apple 4Q17 earnings review. This past Friday's email was focused on the major themes (available here). Today's email goes over my full notes from Apple's earnings and conference call. We cover 30 different topics. 

The full earnings review is available for Above Avalon members. To continue reading, click here.


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Apple 4Q17 Earnings Review: Major Themes

Today's Above Avalon email is focused on reviewing Apple's 4Q17 earnings. Along with a big picture overview of the quarter, the email covers five major themes from the report and conference call: 

  • Upcoming iPhone ASP Surge
  • China Rebound
  • The iPad Is Back
  • Apple Ecosystem Strength
  • Apple Watch Momentum Builds

The second half of the earnings review (sent on Monday) will go over my full notes from Apple's earnings and conference call. 

The full earnings review is available for Above Avalon members. To continue reading, click here.


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Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy

Today's Above Avalon email includes the following stories: 

  • Additional iPhone X Initial Impressions
  • Fitbit Is Losing Relevancy

We begin today's email with additional iPhone X initial impressions. I have been using an iPhone X since Monday. On Tuesday, I published "iPhone X" over at AboveAvalon.com. Given the limited amount of time with the device, the article went over my initial impressions and thoughts from using the device. Since a few days have passed, we go over more of my iPhone X initial impressions, including thoughts on future iPhone strategy/financial implications. The discussion then turns to Fitbit's 3Q17 earnings. We go over the key takeaways from management's conference call and why I think Fitbit's biggest risk is now irrelevancy.  

These stories are available for Above Avalon members. To continue reading, click here.


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Apple 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy

Today's Above Avalon email includes the following stories: 

  • Apple 4Q17 Earnings Expectation Meters
  • Breaking Down Apple's iPhone X Review Strategy

We begin today's email with my 4Q17 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 Monday's email (available here), we will be all ready for tomorrow's earnings. The discussion then turns to the strategy behind Apple handing out iPhone X review units. We take a closer look at when review units were handed out and to which publications in an effort to connect the dots to see Apple's logic and motivation.  

These stories are available for Above Avalon members. To continue reading, click here.


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Apple 4Q17 Earnings Preview

Today's Above Avalon email is focused on previewing Apple's 4Q17 earnings. Apple will report earnings on Thursday (November 2nd). The email covers seven topics: 

  • Setting the Stage
  • iPhone
  • iPad / Mac
  • Apple Watch
  • Services
  • 1Q18 Guidance
  • Summary

We discuss my thoughts on the overall environment heading into this week's earnings report. The email then turns to my iPhone unit sales estimate. We go over the methodology and data behind my estimate. The discussion then covers my iPad, Mac, Apple Watch, and Services estimates. We conclude with my thoughts on what Apple may report for 1Q18 guidance and all of the relevant financial line items in my model to get prepared for Apple's 4Q17 earnings release. 

My Apple 4Q17 earnings preview is available for Above Avalon members. To continue reading, click here.


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Bloomberg's Scathing Face ID Accusation, Apple's Response to Bloomberg, Calling an iPhone X Rumor Timeout

Today's Above Avalon email includes the following stories: 

  • Bloomberg's Scathing Face ID Accusation
  • Apple's Response to Bloomberg
  • Calling an iPhone X Rumor Timeout

We begin today's email with a closer look at Bloomberg's accusation that Apple let suppliers reduce Face ID accuracy to improve production. We go over my thoughts on the report. The discussion then turns to Apple's response to Bloomberg's accusation, including my theory on what I think happened. The email concludes with a look at how these iPhone X rumors have gone too far. A timeout is needed in order to not lose perspective.

These stories are available for Above Avalon members. To continue reading, click here.


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A Snap Spectacles Roller Coaster, Apple Acquires PowerbyProxi 

Today's Above Avalon email includes the following stories: 

  • A Snap Spectacles Roller Coaster
  • Apple Acquires PowerbyProxi

We begin today's email with my thoughts on new reports regarding weak Snap Spectacles sales. We go over how there is a Snap roller coaster in play with consensus becoming either overly optimistic or pessimistic about the company and face wearables. The discussion then turns to my thoughts on Apple acquiring PowerbyProxi. We go over the company and how Apple may use the acquired assets to accelerate its design strategy.

These stories are available for Above Avalon members. To continue reading, click here.


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Life Insurer to Subsidize Apple Watch, iPhone X Supply Update 

Today's Above Avalon email includes the following stories: 

  • Life Insurer to Subsidize Apple Watch
  • iPhone X Supply Update

We begin today's email with my thoughts on John Hancock planning to subsidize Apple Watch Series 3 to members enrolled its Vitality life insurance program. The discussion then turns to the latest report on iPhone X supply for Apple's FY1Q18. We go over the numbers and why I think consensus opinion is too negative when it comes to iPhone X supply. 

These stories are available for Above Avalon members. To continue reading, click here.


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