Today's Above Avalon daily update includes the following topics:
- Apple 1Q18 Earnings Preview (Part 3 - iPad, Apple Watch, Mac, and Services Estimates)
- Apple Watch Is a Bridge to the Future
- Netflix 4Q17 Earnings
Today's email continues my Apple 1Q18 earnings preview. We discuss my iPad, Apple Watch, Mac, and Services estimates. We go over the methodology and data behind all of my estimates. The first two parts of the preview are available here (setting the stage) and here (iPhone sales estimate). Tomorrow's email will conclude my earnings preview with a big picture view heading into next week's earnings, as well as my revenue, EPS, margin, and 2Q18 guidance estimates. Today's email also goes over my latest AboveAvalon.com article about Apple Watch. We conclude our discussion with my key takeaway from Netflix's 4Q17 earnings.
My full Apple 1Q18 earnings preview is available for Above Avalon subscribers. To continue reading, click here.
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