Stellar iPhone X Sales Trends in China, Thoughts on a Mega iPhone Upgrade Cycle, Thursday Q&A

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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