Apple 4Q18 Earnings Review (Major Themes)

Today's Above Avalon daily update includes the first half of my Apple 4Q18 earnings review. We discuss the major themes from Apple's earnings report and conference call. The email includes the following sections:

  1. 4Q18 Results vs. My Expectations

  2. Apple’s Unit Sales Disclosure Bomb

  3. The Gray Market Factor Is Real

  4. Apple Growth Levers

  5. Conservative 1Q19 Guidance

The second half of my earnings review we be sent to members on Monday.

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