Today's Above Avalon daily update includes the following stories:
Apple’s Unconventional Content Bundle
What Does Apple TV+ Success Look Like?
Apple Goes Through Initial iPhone Launch Supply
We begin today’s email with Apple and bundling. We discuss why I think Apple is selling an unconventional bundle when looking at its new content distribution services. The email then turns to where I think Apple may take Apple TV+ in the next few years and why success for Apple TV+ will look different than what consensus is assuming. We conclude with Apple running out of its flagship iPhone launch supply and what the development tells us about iPhone unit sales.
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