Apple Receiving Privacy Pushback from Politicians, Interest in AirPods Remains Strong, Questions Surround Apple Watch Interest

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

  • Apple Receiving Privacy Pushback from Politicians

  • Interest in AirPods Remains Strong

  • Questions Surround Apple Watch Interest

We kick off today’s email by going over a new report detailing how some U.S. politicians are not pleased with Apple’s approach to privacy legislation. The discussion then turns to AirPods and Apple Watch interest ahead of Apple’s 3Q19 earnings report. We go over the latest Google Trends data and my thoughts regarding what the numbers signal regarding sales.

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Apple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones 

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

  • Apple Employees Rattled by Leadership Changes 

  • Assessing the Real Change Underway at Apple 

  • The Role Given to Beats Headphones 

We kick off today’s update with my thoughts on the WSJ’s article regarding recent leadership and organizational changes rattling Apple employees. I disagree with the thesis found in the article. We then take a closer look at the major changes underway at Apple and what they imply about Apple management’s focus and priorities. We conclude with an observation that I had regarding Beats headphones and their role in Apple’s product line.

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