Additional Thoughts on Apple Cutting 1Q19 Guidance

Today's Above Avalon daily update includes additional thoughts on Apple’s negative revision to 1Q19 revenue guidance. The following sections are covered in today’s 3,000-word update:

  • Revisiting Apple’s Growth Narrative 

  • Putting iPhone Sales Decline in Context 

  • Playing Devil’s Advocate

  • Other Notes

  • iPhone Sales Downside Risk 

  • Conclusion

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