Apple FY2Q19 Earnings Preview (Part 1 - Setting the Stage), 1Q19 iPhone Sales Share, Netflix 1Q19 Earnings

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

  • Apple FY2Q19 Earnings Preview (Part 1 - Setting the Stage)

  • 1Q19 iPhone Sales Share

  • Netflix 1Q19 Earnings

Today's email includes the first part of my Apple 2Q19 earnings preview. We discuss my thoughts on the overall environment heading into next week's earnings.

The email then turns to the latest Kantar data regarding iPhone sales share around the world between January and March. We go over the numbers and corresponding takeaways. Our discussion concludes with my thoughts on Netflix’s 1Q19 earnings. After going over some of the financials, we cover the items from management’s letter to shareholders and earnings Q&A that jumped out at me.

(The second part of my 2Q19 earnings preview is available here - product sales expectations. The final part is available here - 3Q19 guidance, updated earnings model. and final thoughts.)

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