Today's Above Avalon stories:
- Tim Cook Gives Clues at WSJDLive
- 4Q15 iPhone Sales Estimate
- Estimating Historical iPhone Sales by Model (2007-Current)
We kick off today's email by going over Tim Cook's talk last night at the WSJDLive conference. There were actually quite a few clues given dealing with Apple Music, Apple Watch, and the automobile. We then discuss my FY4Q15 iPhone estimate and the thought process behind my numbers. Today's final story takes a look at some work I've done on iPhone sales by model over time and a number of observations derived from the data.
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