Today's Above Avalon daily update includes the following topics:
Apple Unit Sales Became a Crutch
Apple Unwraps Custom Silicon Strategy
We jump into today’s update with additional comments on the latest Above Avalon article, “Apple Outgrew Unit Sales.” In particular, we go over why I think Wall Street fell in love with unit sales data. The discussion then turns to Apple management shining light on its custom silicon strategy and its broader place within Apple’s product development process. We conclude with my thoughts on a recent Netflix profile by the WSJ. There are signs of Netflix’s culture changing. We look at the change and what it may mean for the broader video space.
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