Today's Above Avalon daily update includes the first half of my Apple 1Q19 earnings review. We discuss the major themes from Apple's earnings report and conference call.

The 3,000-word email includes the following sections:

Overall Takeaway
1Q19: By the Numbers
Apple Disclosure Bonanza
What’s Going on with iPhone?
Ecosystem, Ecosystem, Ecosystem
A Halt to Share Buyback

(The second half of my earnings review focused on my full notes and the granular takeaways is available here.)

My full Apple 1Q19 earnings review is available for Above Avalon members. To continue reading, click here.

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