Apple 3Q19 Earnings Review (Major Takeaways)

Today's Above Avalon daily update includes the first half of my Apple 3Q19 earnings review. We discuss the major themes and takeaways from Apple's earnings report and conference call.

The email includes the following sections:

  • 3Q19: By the Numbers

  • We Are in the Apple Wearables Era

  • A China Rebound

  • The Apple Services Narrative Is Wrong

  • iPhone Stabilization

  • Share Buyback Bonanza

Above Avalon membership is required to read this daily update. Members can read the update here.

(The second half of my earnings review focused on the details granular takeaways is available here.)


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