Today's Above Avalon stories:
- Eddy Cue and Craig Federighi Speak
- Calculating the Apple User Base
- Apple Developing Scripted Video Series
We begin today's email by discussing the Eddy Cue and Craig Federighi interview with John Gruber on his 'The Talk Show' podcast. We go over three observations from the interview including the much bigger topic of Apple's changing public relations strategy, the goal behind such a interview, and the effectiveness of Cue's comments about Apple services. Next, we focus on two data points (active installed base and the number of iCloud users) to reach estimates for the Apple user base in terms of total users and product mix. Along with a few interesting observations, these estimates form the basis for measuring Apple success in new ways other than hardware sales growth. We conclude by taking a deep-dive into reports that Apple is getting into original programming with a scripted Dr. Dre series. Such a move isn't about TV.
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