Today's Above Avalon email includes the following stories:
- 2Q17 iPhone Installed Base Estimate
- 2Q17 iPhone User Base Estimate
- Revised 2017 and 2018 iPhone Sales Estimates
Today's email is focused on iPhone financials. We begin by discussing the iPhone installed base. I share my revised estimate for the size of the iPhone installed base at the end of 2Q17. The discussion then turns to discussing the iPhone user base. We go over the difference between the iPhone installed base and user base, including my revised estimate for the size of the iPhone user base at the end of 2Q17. We conclude by discussing my revised iPhone unit sales estimates for FY2017 and FY2018.
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