Today's Above Avalon email includes the following stories:
- Apple 2Q17 Earnings Preview (Part 1 - Setting the Scene)
- Apple 2Q17 Earnings Preview (Part 2 - iPhone)
- The iPhone's Stronghold
We begin today's email with the first two parts of my Apple 2Q17 earnings preview. We discuss my thoughts on the overall environment heading into next week's earnings report. The email then turns to my iPhone unit sales estimates for 2Q17. We go over the methodology and data behind my estimate. The email concludes with a discussion of where the iPhone is selling surprisingly well and a few reasons for the strength.
The full earnings preview is available for Above Avalon members. To continue reading, click here.
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