Today's Above Avalon daily update includes the following topics:
- 3Q18 iPhone Installed and User Base Estimates
- Thinking About iPhone Upgraders
- Bose Unveils New Stationary Speakers
I share my revised estimates for the size of the iPhone installed base and user base as of the end of June 2018. The discussion also includes my thoughts on iPhone upgraders. The email concludes with Bose unveiling new stationary smart speakers.
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