Today's Above Avalon email includes the following topics:
- Stellar iPhone X Sales Trends in China
- Thoughts on a Mega iPhone Upgrade Cycle
- Thursday Q&A
Today's email begins with a deep dive into the latest iPhone sales share data. The discussion then turns to my thoughts on whether iPhone X is driving some kind of mega iPhone upgrade cycle. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- What are my thoughts on the continued harmonization between iOS and macOS and what is my perspective on OS convergence?
- How seriously do 70 million Spotify users and the proliferation of Echo Dots threaten Apple in voice and audio?
- What's your overall impression of Eddy Cue?
- How does Apple manage long-term vs. short-term threats to the iPhone business?
- Will the class-action lawsuits due to iPhone throttling have on Apple's reputation and brand?
- What are the key factors for Apple Watch's success?
- Is there anything that is preventing Apple from immediately increasing the pace of stock buyback?
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