Today's Above Avalon stories:
- AAPL 3Q16 Earnings Preview (Part 2 - Services, Mac, iPad, Apple Watch)
- Netflix Has a Big Problem
- SoftBank to Buy ARM Holdings
We kick off today's email with the second part of my AAPL 3Q16 earnings preview. We discuss my revenue and unit sales estimates for Services, Mac, iPad, and Apple Watch. The email then turns to Netflix as the company reported earnings yesterday. Upon closer examination, I see the company facing a big problem in video streaming. There are also implications on how Apple may view video streaming. We conclude with my thoughts on SoftBank announcing its intention to buy ARM Holdings and what it may mean for Apple.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here.