Estimating iPhone Installed Base and User Base, Apple Music Subscriber Total Update, Music Streaming's Missing Piece 

Today's Above Avalon email includes the following stories: 

  • Estimating iPhone Installed Base and User Base
  • Apple Music Subscriber Total Update
  • Music Streaming's Missing Piece

We begin today's email by discussing the iPhone installed base. I share my revised estimate for the size of the iPhone installed base as of the end of FY2017 (end of September). We then go over the difference between the iPhone installed base and user base, including my revised estimate for the size of the iPhone user base as of the end of FY2017. The email then turns to Apple Music. We discuss the latest Apple Music paid subscriber total and what Apple thinks is still missing from music streaming. 

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