Today's Above Avalon stories:
- The iPhone Story Has Become Complicated
- The Math Behind My FY2016 and FY2017 iPhone Estimates
We begin today's email by continuing the discussion raised by my weekly article "iPhone Warning Signs." We go over my thought process that led to the article and why Apple management's narrative surrounding iPhone growth reminds me of the way Apple discussed iPad's growth a few years ago. The email then turns to the math behind my iPhone unit sales estimates for FY2016 and FY2017. We also go over my calculations used to show that the iPhone upgrade cycle is getting longer.
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