iPhone 17 Sales Momentum, A Smartphone Industry Observation, Apple’s 2025 Holiday Ad

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

• iPhone 17 Sales Momentum

• A Smartphone Industry Observation

• Apple’s 2025 Holiday Ad

We begin with Neil’s thoughts on the latest iPhone estimates from Counterpoint. The discussion then turns to one of Neil’s observations regarding what is unfolding in the broader smartphone industry. We conclude with some comments on Apple’s new 2025 holiday ad featuring puppets.

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