Apple’s Content Distribution Arm, 1Q19 iPhone Installed Base and User Base Estimates, Apple Restructures Project Titan

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

  • Apple’s Content Distribution Arm 

  • 1Q19 iPhone Installed Base and User Base Estimates

  • Apple Restructures Project Titan

We jump into today’s update with additional comments on the latest Above Avalon article, “Apple’s Content Distribution Strategy.” In particular, we take a closer look at how Apple’s ecosystem plays such a large role in Apple’s strategy for distributing content. The discussion then turns to my revised estimates for the size of the iPhone installed base and user base as of the end of December 2018. The email concludes with my thoughts on Apple dismissing more than 200 Project Titan employees.

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