Today's Above Avalon email is focused on previewing Apple's 4Q17 earnings. Apple will report earnings on Thursday (November 2nd). The email covers seven topics:
- Setting the Stage
- iPad / Mac
- Apple Watch
- 1Q18 Guidance
We discuss my thoughts on the overall environment heading into this week's earnings report. The email then turns to my iPhone unit sales estimate. We go over the methodology and data behind my estimate. The discussion then covers my iPad, Mac, Apple Watch, and Services estimates. We conclude with my thoughts on what Apple may report for 1Q18 guidance and all of the relevant financial line items in my model to get prepared for Apple's 4Q17 earnings release.
My Apple 4Q17 earnings preview is available for Above Avalon members. To continue reading, click here.
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