iPhone Pessimism Has Hit an Inflection Point, Wall Street’s Problematic Stance on Apple Services, Thursday Q&A

Today's Above Avalon daily update includes the following topics: 

  • iPhone Pessimism Has Hit an Inflection Point

  • Wall Street’s Problematic Stance on Apple Services 

  • Thursday Q&A

We jump into today’s update with additional comments on the latest Above Avalon article, “iPhone Hysteria.” In particular, we take a closer look at the state of the iPhone business heading into 2019. The discussion then turns to two articles that jumped out at me regarding Apple Services. There are issues found with Wall Street becoming increasingly aggressive in pushing the Apple Services narrative. We also go over why I don’t think an “Apple Prime” monthly subscription that includes access to Apple services and hardware makes sense. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Is it possible that Apple’s iPhone battery replacement program is having a tangible, negative impact on the iPhone upgrade rate? 

  • Is Apple GiveBack a holiday promotion or a permanent fixture?

  • Will Apple’s GiveBack lead to an influx of people buying iPhones directly from Apple? Is it possible that iPhone ASP can be negatively impacted as a result? 

  • Given Apple's inability to gain traction in India over the last few years, what are your thoughts on Apple leaving the India market entirely. Should Apple implement a strategy along the lines of updating the iPhone 8 series phones with the A12 SoC / improved camera (similar to iPhone XR) and offering it at a starting price of $499 for iPhone 8 and $599 for iPhone 8 Plus?

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