Previewing Apple's Product Event, 3Q18 Apple Watch Installed and User Base Estimates

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

  • Previewing Apple's Product Event
  • 3Q18 Apple Watch Installed and User Base Estimates

We kick off today's email with my expectations heading into Apple's big event next week. The discussion includes my revised pricing expectations for Apple's new flagship iPhones. We also go over my thoughts on iPhone nomenclature. The discussion then turns to Apple Watch. After going over my expectations for next week, we turn to my revised estimates for the size of the Apple Watch installed base and user base as of the end of June 2018. 

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