Today's Above Avalon email includes the following stories:
- Apple 2Q17 Earnings Preview (Part 3 - iPad)
- Apple 2Q17 Earnings Preview (Part 4 - Apple Watch, Mac, Services)
We kick off today's email with the next two sections of my Apple 2Q17 earnings preview. (The first two sections are available here.) We go over my iPad, Apple Watch, Mac, and Services estimates for 2Q17. The discussion begins by discussing my thoughts on iPad sales heading into next week's earnings report. We look at all of the moving parts that will impact sales. The email then turns to Apple Watch and the methodology used to arrive at my 2Q17 sales estimate. The discussion concludes with a look at the Mac and Services line items.
The full earnings preview is available for Above Avalon members. To continue reading, click here.
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