Apple 2Q19 Earnings Review (Major Themes)

Today's Above Avalon daily update includes the first half of my Apple 2Q19 earnings review. We discuss the major themes from Apple's earnings report and conference call.

The 2,300-word email includes the following sections:

  • Overall Takeaway

  • 2Q19: By the Numbers

  • iPhone Revenue Decline Has Bottomed

  • It’s All About Wearables

  • What Happened to the Dividend Increase?

  • A Few Yellow Flags Appear

  • Record Share Buyback

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

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