Today's Above Avalon stories:
- AAPL 4Q16 Earnings Preview (Part 1 - Methodology)
- AAPL 4Q16 Earnings Preview (Part 2 - Services, iPad, Mac, Apple Watch)
- Additional Thoughts on Project Titan
We begin today's email with the first half of my AAPL 4Q16 earnings preview. We discuss my thoughts on expectations heading into next week's earnings report. The email then turns to a closer look at Services, iPad, Mac, and Apple Watch. We go over my unit sales and revenue estimates, as well as an overview of each product line heading into earnings. The email concludes with a continuation of the discussion found in yesterday's update about Project Titan. There were three additional points worth going into more detail, including an interesting theory about Bob Mansfield's role with Project Titan.
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