iPhone XR Delay Doesn’t Look Intentional, iPhone BOM Funny Math, 1H18 Music Industry Revenue Trends

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

  • iPhone XR Delay Doesn’t Look Intentional

  • iPhone BOM Funny Math

  • 1H18 Music Industry Revenue Trends

We kick off today’s email by going over my thoughts on Apple launching the iPhone XR a few weeks after the iPhone XS and XS Max release. The discussion then turns to iPhone gross margins and the reasons why bill of materials (BOM) analysis for iPhone is not a credible way to derive margin estimates. The email concludes with the latest music sales trends from the Recording Industry Association of America (RIAA). We go over three points from the data that stood out to me.

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