Today's Above Avalon email includes the following stories:
- Apple 4Q17 Earnings Expectation Meters
- Breaking Down Apple's iPhone X Review Strategy
We begin today's email with my 4Q17 Apple earnings expectation meters. Instead of relying on single-point sales estimates, these expectation meters contain sales ranges that can be used to judge Apple's quarterly performance. By using the expectation meters in conjunction with the earnings preview found in Monday's email (available here), we will be all ready for tomorrow's earnings. The discussion then turns to the strategy behind Apple handing out iPhone X review units. We take a closer look at when review units were handed out and to which publications in an effort to connect the dots to see Apple's logic and motivation.
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