Tim Cook's Town Hall Meeting, iPhone 7 Design vs. Aging "S" Cycle

Today's Above Avalon stories: 

  • Tim Cook's Town Hall Meeting
  • iPhone 7 Design vs. Aging "S" Cycle

We begin today's email by taking a deep-dive into Tim Cook's Town Hall meeting at Apple HQ following Apple's 1Q16 earnings. We focus on nine of Cook's claims including Apple Watch, iPad and Apple TV sales, in addition to iPhone's future and Apple services on Android. We then switch over to reports that the iPhone 7 may not see much of an external design change. Instead of assuming the lack of much external change is a negative in regards to iPhone upgrades and sales, it is important to think about the iPhone 7 in relation to the aging "S" cycle. There is increasing evidence of a revised iPhone development strategy taking shape. 

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