Today's Above Avalon daily update includes the following topics:
- Deep Dive into iPhone Channel Inventory
- Estimating Sell-Through iPhone Demand
- Apple Paid Subscription Trends
Today’s email begins with a closer look at iPhone channel inventory. We discuss some changes that have taken place in Apple's strategy. The email then turns to estimating sell-through demand for iPhone (excludes the impact from channel inventory adjustments). The discussion concludes with a look at Apple's paid subscriber trends. We go over the quarterly change in the number of paid subscriptions and my estimate of how much revenue Apple is bringing in from paid subscriptions.
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