Disney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama
Today's Above Avalon email includes the following stories:
- Disney 3Q17 Earnings
- Roku 3Q17 Earnings
- Apple Unveils First Scripted Drama
We kick off today's media-focused email with my thoughts on Disney's 3Q17 earnings. The discussion then moves to Roku's 3Q17 earnings. We analyze Disney and Roku earnings from the perspective of Apple. The email then concludes with a few high-level thoughts on Apple outbidding Netflix and others for what some considered to be most sought-after project in TV (the Jennifer Aniston and Reese Witherspoon morning show drama).
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More Smoke for Apple Glasses, Fitting Apple Glasses in Apple's Product Line, Thursday Q&A
Today's Above Avalon email includes the following stories:
- More Smoke for Apple Glasses
- Fitting Apple Glasses in Apple's Product Line
- Thursday Q&A
We kick off today's email with my thoughts on Bloomberg's latest article regarding Apple working on a pair of augmented reality glasses. The discussion then turns to my thinking on where a pair of Apple Glasses would fit in Apple's product line. We also go over how Apple Glasses may impact sales of existing products like Apple Watch, AirPods, and iPhone. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- Will HomePod emerge as an important product for Apple like Apple Watch or will it soon be relegated as a "hobby"?
- Is there any news as to when HomePod will become available?
- What is the goal and benefit in making technology more personal?
- Why is Apple continuing to sell the MacBook Air and Mac mini?
- Apple has made a big push into inductive wireless charging with iPhone, Apple Watch, and AirPods. Do I think future iPads and Macs will support inductive charging?
- What questions would I have asked on Apple's earnings call?
- What did I make of the limited iPhone X preview test period?
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Apple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive
Today's Above Avalon email includes the following stories:
- Apple Talks iPhone X Development
- Early Read on iPhone X Sales
- 3Q17 Wrist Wearables Market Deep Dive
We begin today's email with my thoughts on Apple's narrative surrounding iPhone X development. Apple executives sat down for on-the-record interviews with three tech publications. We go over the most interesting takeaways from the interviews. The discussion then turns to iPhone X sales. We go over my estimate for the number of iPhone X units sold over opening weekend. The email concludes with a closer look at how the leading wrist wearables companies performed in 3Q17. We discuss sales numbers (revenue and unit sales) and the broader trends unfolding in the wrist wearables market.
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Apple 2017 10-K Takeaways
Today's daily email includes my key takeaways from Apple's annual 10-K filing for 2017. We cover 16 financial topics.
My 10-K review is available for Above Avalon members. To continue reading, click here.
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Apple 4Q17 Earnings Review: Details
Today's daily email includes the second half of my Apple 4Q17 earnings review. This past Friday's email was focused on the major themes (available here). Today's email goes over my full notes from Apple's earnings and conference call. We cover 30 different topics.
The full earnings review is available for Above Avalon members. To continue reading, click here.
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Apple 4Q17 Earnings Review: Major Themes
Today's Above Avalon email is focused on reviewing Apple's 4Q17 earnings. Along with a big picture overview of the quarter, the email covers five major themes from the report and conference call:
- Upcoming iPhone ASP Surge
- China Rebound
- The iPad Is Back
- Apple Ecosystem Strength
- Apple Watch Momentum Builds
The second half of the earnings review (sent on Monday) will go over my full notes from Apple's earnings and conference call.
The full earnings review is available for Above Avalon members. To continue reading, click here.
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Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy
Today's Above Avalon email includes the following stories:
- Additional iPhone X Initial Impressions
- Fitbit Is Losing Relevancy
We begin today's email with additional iPhone X initial impressions. I have been using an iPhone X since Monday. On Tuesday, I published "iPhone X" over at AboveAvalon.com. Given the limited amount of time with the device, the article went over my initial impressions and thoughts from using the device. Since a few days have passed, we go over more of my iPhone X initial impressions, including thoughts on future iPhone strategy/financial implications. The discussion then turns to Fitbit's 3Q17 earnings. We go over the key takeaways from management's conference call and why I think Fitbit's biggest risk is now irrelevancy.
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Apple 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy
Today's Above Avalon email includes the following stories:
- Apple 4Q17 Earnings Expectation Meters
- Breaking Down Apple's iPhone X Review Strategy
We begin today's email with my 4Q17 Apple earnings expectation meters. Instead of relying on single-point sales estimates, these expectation meters contain sales ranges that can be used to judge Apple's quarterly performance. By using the expectation meters in conjunction with the earnings preview found in Monday's email (available here), we will be all ready for tomorrow's earnings. The discussion then turns to the strategy behind Apple handing out iPhone X review units. We take a closer look at when review units were handed out and to which publications in an effort to connect the dots to see Apple's logic and motivation.
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Apple 4Q17 Earnings Preview
Today's Above Avalon email is focused on previewing Apple's 4Q17 earnings. Apple will report earnings on Thursday (November 2nd). The email covers seven topics:
- Setting the Stage
- iPhone
- iPad / Mac
- Apple Watch
- Services
- 1Q18 Guidance
- Summary
We discuss my thoughts on the overall environment heading into this week's earnings report. The email then turns to my iPhone unit sales estimate. We go over the methodology and data behind my estimate. The discussion then covers my iPad, Mac, Apple Watch, and Services estimates. We conclude with my thoughts on what Apple may report for 1Q18 guidance and all of the relevant financial line items in my model to get prepared for Apple's 4Q17 earnings release.
My Apple 4Q17 earnings preview is available for Above Avalon members. To continue reading, click here.
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Bloomberg's Scathing Face ID Accusation, Apple's Response to Bloomberg, Calling an iPhone X Rumor Timeout
Today's Above Avalon email includes the following stories:
- Bloomberg's Scathing Face ID Accusation
- Apple's Response to Bloomberg
- Calling an iPhone X Rumor Timeout
We begin today's email with a closer look at Bloomberg's accusation that Apple let suppliers reduce Face ID accuracy to improve production. We go over my thoughts on the report. The discussion then turns to Apple's response to Bloomberg's accusation, including my theory on what I think happened. The email concludes with a look at how these iPhone X rumors have gone too far. A timeout is needed in order to not lose perspective.
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A Snap Spectacles Roller Coaster, Apple Acquires PowerbyProxi
Today's Above Avalon email includes the following stories:
- A Snap Spectacles Roller Coaster
- Apple Acquires PowerbyProxi
We begin today's email with my thoughts on new reports regarding weak Snap Spectacles sales. We go over how there is a Snap roller coaster in play with consensus becoming either overly optimistic or pessimistic about the company and face wearables. The discussion then turns to my thoughts on Apple acquiring PowerbyProxi. We go over the company and how Apple may use the acquired assets to accelerate its design strategy.
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Life Insurer to Subsidize Apple Watch, iPhone X Supply Update
Today's Above Avalon email includes the following stories:
- Life Insurer to Subsidize Apple Watch
- iPhone X Supply Update
We begin today's email with my thoughts on John Hancock planning to subsidize Apple Watch Series 3 to members enrolled its Vitality life insurance program. The discussion then turns to the latest report on iPhone X supply for Apple's FY1Q18. We go over the numbers and why I think consensus opinion is too negative when it comes to iPhone X supply.
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Apple Product Distribution Mix, Delta Allegedly Switching to Apple, Verizon Seeing Wearables Momentum
Today's Above Avalon email includes the following stories:
- Apple Product Distribution Mix
- Delta Allegedly Switching to Apple
- Verizon Seeing Wearables Momentum
We begin today's email with a closer look at CIRP's data regarding where U.S. consumers buy Apple products. We go over the reasoning for the dramatic difference in retail distribution found with iPhone, iPad, and Mac. The discussion then turns to my thoughts on Delta reportedly switching away from Microsoft hardware to iPad Pro and iPhone for its flight crews. The email concludes with a look at Verizon management's commentary regarding wearables on its most recent earnings conference call.
These stories are available for Above Avalon members. To continue reading, click here.
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Analyzing Apple's Grand Vision, Apple's Achilles' Heel, Thursday Q&A
Today's Above Avalon email includes the following stories:
- Analyzing Apple's Grand Vision
- Apple's Achilles' Heel
- Thursday Q&A
We kick off today's email by continuing the discussion found in this week's AboveAvalon.com article ("Apple's Grand Vision"). Specifically, we analyze Apple's strategy and vision. We go over the good and the bad, and my view on what is working and what isn't working. The email then turns to why I still think Mac is Apple's Achilles' heel. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- What do I make of the news regarding iPhone 8 and 8 Plus order cuts?
- Who is Apple's editor? Who reconciles the design, engineering, and business forces at Apple?
These stories are available for Above Avalon members. To continue reading, click here.
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iPhone X Production Ramping, GM Self-Driving Cars Coming to NYC, Magic Leap Craziness
Today's Above Avalon email includes the following stories:
- iPhone X Production Ramping
- GM Self-Driving Cars Coming to NYC
- Magic Leap Craziness
We begin today's email with the latest on iPhone X production trends. The discussion then turns to news of GM planning to deploy a fleet of self-driving cars in NYC. We go over how autonomous car R&D is reaching a new stage. The email concludes with my thoughts on Magic Leap, a day after the company raised another $500M in funding.
These stories are available for Above Avalon members. To continue reading, click here.
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