Today's Above Avalon daily update includes the following stories:
Paid Video Streaming Is a Mess
Estimating iPhone and iPad Installed Bases
Estimating Total Number of Apple Devices in the Wild
We kick off today’s email with additional comments on the newest Above Avalon article, “The Apple TV+ Strategy.” In particular, we focus on why I think the paid video streaming industry is a mess and how the competitive landscape hasn’t even been established yet. The email then turns to my estimates for the size of the iPhone and iPad installed bases (the number of iPhones and iPads in the wild) as of the end of June 2019. The discussion then looks at the total number of Apple devices currently in use broken out by product category.
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