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.
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.