2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility

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

  • 2Q18 iPhone Installed Base Estimate
  • 2Q18 iPhone User Base Estimate
  • Greater Apple Services Visibility

I share my revised estimates for the size of the iPhone installed base and user base at the end of March 2018. We also go over how recent developments found with the iPhone user base bode well for greater visibility regarding Apple Services revenue trends. 

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