Today's email includes the first half of my Apple 3Q19 earnings preview. We discuss my thoughts on Wall Street expectations and the overall environment heading into next week's earnings. The email then turns to going over my 3Q19 iPhone financial estimates (revenue, unit sales, and average selling price). We also go over the detailed methodology behind all of my estimates.
Above Avalon membership is required to read this daily update. Members can read the update here.
The second half of the preview (estimates for Apple’s non-iPhone business, 4Q19 guidance, updated earnings model, final thoughts) is available here for members.
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