My Notes From Apple’s Earnings Call, Apple’s Paid Subscriptions, Apple 10-Q Takeaways
Today's Above Avalon daily update includes the following stories:
My Notes From Apple’s Earnings Call
Apple’s Paid Subscriptions
Apple 10-Q Takeaways
In the past two updates, we covered the major takeaways and topics from Apple’s 1Q21 earnings. Today, we discuss some of the granular topics as we go through my notes from Apple’s earnings call and look at Apple’s 10-Q. We go over things that jumped out at me about Apple’s numbers and management’s commentary in addition to some implications arising from topics like iPhone channel inventory levels, 2Q21 guidance, the number of Apple paid subscriptions and its connection to the Apple One bundle, share buyback, and deferred revenue.
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