Today's Above Avalon story:
iPhone Sales Estimates
Today's email is dedicated to discussing my updated iPhone sales estimates ahead of Apple's earnings next week. We go over my estimates for 1Q16, 2Q16, 3Q16, and 4Q16. We then discuss the major themes and drivers behind my iPhone estimates. There are three sections:
- The Estimates
- Major iPhone Sales Themes (China Growth, iPhone "S" Cycle, 4-Inch iPhone, iPhone Sales Perspective)
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