AAPL 3Q16 Earnings Preview (Part 5 - Thoughts on AAPL), Deep Dive into 2Q16 Smartwatch Market, Apple Selling Exclusive Watch Bands for Olympics

Today's Above Avalon stories: 

  • AAPL 3Q16 Earnings Preview (Part 5 - Thoughts on AAPL)
  • Deep Dive into 2Q16 Smartwatch Market
  • Apple Selling Exclusive Watch Bands for Olympics

Today's email includes the fifth and final installment of my AAPL 3Q16 earnings preview. The previous four parts of the 3Q16 earnings preview are: 

  1. Methodology
  2. Services, Mac, iPad, Apple Watch
  3. iPhone
  4. Guidance

We begin today's email by discussing a few big picture themes concerning AAPL shares ahead of Apple's earnings release tomorrow. The email then turns to the latest IDC shipment numbers for the smartwatch industry. We go over a few of my observations on the latest trends. We conclude with a discussion of Apple's Watch band strategy by looking at news of Apple selling limited edition Watch bands in Brazil for the Olympics. 

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