Today's Above Avalon stories:
- 4Q15 China Mobile Subscriber Data
- Apple 1Q16 Estimates (ASP, Revenue and Margins)
- Thursday Q&A
We begin today's email by going over new subscriber data for China Mobile. Since China Mobile is currently Apple's most important business partner, 3G and 4G subscriber data serves as relevant information when looking at iPhone sales estimates and growth prospects in China. We then shift over to additional AAPL earnings preparation (iPhone, iPad and Apple Watch average selling price and margin trends, along with overall revenue estimates). We conclude with Thursday Q&A and the following two questions from members:
- "Should Apple be worried about Facebook Messenger supporting chat bots?"
- "Will we see an AR/VR product from Apple in the near-term?"
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