Apple Product Distribution Mix, Delta Allegedly Switching to Apple, Verizon Seeing Wearables Momentum

Today's Above Avalon email includes the following stories: 

  • Apple Product Distribution Mix
  • Delta Allegedly Switching to Apple
  • Verizon Seeing Wearables Momentum

We begin today's email with a closer look at CIRP's data regarding where U.S. consumers buy Apple products. We go over the reasoning for the dramatic difference in retail distribution found with iPhone, iPad, and Mac. The discussion then turns to my thoughts on Delta reportedly switching away from Microsoft hardware to iPad Pro and iPhone for its flight crews. The email concludes with a look at Verizon management's commentary regarding wearables on its most recent earnings conference call. 

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