iPad Installed Base and User Base Estimates, iPhone 8 Plus Outselling iPhone 8

Today's Above Avalon email includes the following stories: 

  • iPad Installed Base and User Base Estimates
  • iPhone 8 Plus Outselling iPhone 8

We kick off today's email with a deep dive into my iPad financial model. We go over my estimates for the size of the iPad installed base and user base. The discussion then turns to iPhone 8 and 8 Plus sales. The Plus model is outselling its smaller sibling. We discuss two possible explanations for this development and the broader implications regarding iPhone X demand and FY4Q17 & FY1Q18 iPhone unit sales. 

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