Spotify Wants Your Time, Weak Apple Watch Demand?, Apple and Auto Industry M&A
Today's Above Avalon stories:
- Spotify Wants Your Time
- Weak Apple Watch Demand?
- Apple and Auto Industry M&A
In today's premium email, we'll kick things off with a few comments on Spotify's media event yesterday. I then want to go over my Apple Watch estimates and address this "weak demand" talk from Apple analyst Ming-Chi Kuo that circulated the web yesterday. Finally, I have a few ideas about Apple and automobile industry M&A.
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Apple & Uber to Lead Auto Industry, Android Switchers, Apple Television Put On Ice
Today's Above Avalon Premium stories:
- Apple & Uber to Lead Auto Industry
- Android Switchers
- Apple Television Put On Ice
In today's premium email, I derive the percentage of iPhone sales that are coming from Android users and explain why I am not surprised by the WSJ's report about Apple shelving its television set plans.
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Analyzing the iPhone User Base, Carl Icahn is Still on Tim Cook's Side
Today's Above Avalon Premium stories:
- Analyzing the iPhone User Base
- Carl Icahn is Still on Tim Cook's Side
We take a deep-dive into the iPhone user base, including calculating the number of active iPhone users and a breakout by iPhone model. The second story takes a closer look at Carl Icahn's letter to Tim Cook with additional analysis on the factors driving his significantly higher target price.
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.