Today's Above Avalon stories:
- Aetna to Subsidize Apple Watch
- Apple Is Increasing iPhone 7 Orders
We begin today's update by going over Apple's new partnership with Aetna. The third-largest health insurer in the U.S. plans to subsidize Apple Watches. After discussing the three major parts of the announcement, we go through my thoughts and observations about a health insurer subsidizing Apple Watch. The email then turns to a new report from the iPhone supply chain indicating Apple just increased part and component orders for iPhone 7. We go over the new numbers and how they would impact my iPhone unit sales estimates for FY1Q17 and FY2Q17.
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.