Today's Above Avalon email is focused on reviewing Apple's 2Q17 earnings. Along with a big picture overview of the quarter, the email covers five major themes from the report and conference call:
- Strong Apple Watch Results
- iPhone Growth Hard to Find
- China Unknown
- The iPad's Silver Lining
- Paid Subscription Fever Builds
The second half of the earnings review (available here) goes over my full notes from Apple's earnings and conference call. We cover 29 different topics.
The full earnings review is available for Above Avalon members. To continue reading, click here.
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