iPhone Sales Trends in October, Netflix's Growing Bet on Original Content, Thursday Q&A

Today's Above Avalon stories: 

  • iPhone Sales Trends in October
  • Netflix's Growing Bet on Original Content
  • Thursday Q&A: What type of financial impact would Apple's accessories have on Apple and will stronger accessories revenue make it more difficult to estimate Apple Watch sales? What do I think about these rumors about a new Apple TV box in early 2016? 

We kick things off with a look at the latest smartphone sales trend for the month of October via Kantar. We break up the discussion into three buckets: U.S., Europe, and China. There does appear to be some changes taking place when compared to how iPhone had been doing earlier this year. We then shift over to Netflix's recent presentation at a Wall Street conference earlier this week. Netflix's comments about its original programming strategy on a global scale caught my attention and has direct implications on Apple and Apple TV. We conclude with Thursday Q&A and two questions (one on Apple accessories, the other on Apple TV).

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