Apple 3Q17 Earnings Review: Major Themes

Today's Above Avalon email is focused on reviewing Apple's 3Q17 earnings. Along with a big picture overview of the quarter, the email covers five major themes from the report and conference call: 

  • A Huge September iPhone Event Is Coming
  • iPad's Blowout Quarter
  • Cook's AR Exuberance
  • Apple Cash Builds
  • Punting the China Question

The second half of the earnings review (sent tomorrow) will go over my full notes from Apple's earnings and conference call. 

The full earnings review is available for Above Avalon members. To continue reading, click here.


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