AAPL 3Q16 Earnings Preview (Part 1 - Methodology), Eddy Cue's Odd Interview About TV, Line's IPO

Today's Above Avalon stories: 

  • AAPL 3Q16 Earnings Preview (Part 1 - Methodology)
  • Eddy Cue's Odd Interview About TV
  • Line's IPO

We begin today's email with the first part of my AAPL 3Q16 earnings preview. We discuss my view on earnings previews and how my approach is different than Wall Street's. Today's update helps set the stage for the rest of this week's daily updates in which we cover my expectations headed into Apple's earnings release next Tuesday. The email then turns to Eddy Cue's interview with The Hollywood Reporter concerning TV. A few of his comments stood out to me. We conclude with a few brief observations on Line's IPO, including messaging platform valuation. We also discuss why the narrative that some of these messaging platforms are potential threats to Apple and iOS has been exaggerated.

These stories are available for Above Avalon members. To continue reading, click here.

Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here