Today's Above Avalon email includes the following stories:
- iPhone Sales Share Bottoming in China
- PayPal Downplays Apple Pay Cash Threat
- Apple Working on Medical Data Depository
We kick off today's email by discussing the latest Kantar data regarding iPhone sales share. There are signs of iPhone sales share bottoming in China. We go over my thoughts on the numbers. The email then turns to recent comments from PayPal CEO Dan Schulman downplaying Apple Pay Cash as an upcoming headache for Venmo. We go over why Schulman is in a tough position and the primary reason Apple Pay Cash is an issue for Venmo. The discussion concludes by going over CNBC's latest report about Apple researching a new type of medical data depository for iPhone.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here.