The New iPad Pro Ad, iMac Pro Rumored to Include A10 Fusion Chip, iPhone X Named Best Invention of Year
Today's Above Avalon email includes the following stories:
- The New iPad Pro Ad
- iMac Pro Rumored to Include A10 Fusion Chip
- iPhone X Named Best Invention of Year
We begin today's email with my thoughts on Apple's latest iPad Pro commercial. The discussion then turns to reports of iMac Pro potentially including an A10 Fusion chip. We go over the major long-term implication from the news. The email concludes with my thoughts on TIME's interview with Jony Ive and Dan Riccio, Apple SVP hardware engineering, regarding iPhone X. TIME included iPhone X on its "25 Best Inventions of the Year" list. The interview includes one of the more powerful Jony quotes in recent memory.
These stories are available for Above Avalon members. To continue reading, click here.
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Apple Delays HomePod Launch, Apple's Growing Problem with Product Delays, Tesla Unveils Semi Truck and Roadster 2.0
Today's Above Avalon email includes the following stories:
- Apple Delays HomePod Launch
- Apple's Growing Problem with Product Delays
- Tesla Unveils Semi Truck and Roadster 2.0
We begin today's email with my thoughts on Apple delaying the HomePod launch until early 2018. The discussion then turns to the broader topic of Apple's growing problem with product delays (hardware and software). We go over my theory on what may be at the root of the issue. The email concludes with my thoughts on Tesla announcing Semi and Roadster 2.0.
These stories are available for Above Avalon members. To continue reading, click here.
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Apple Retail's Top Priorities, Apple Retail Pushed to Breaking Point, Jony Ive Talks with Wallpaper Magazine
Today's Above Avalon email includes the following stories:
- Apple Retail's Top Priorities
- Apple Retail Pushed to Breaking Point
- Jony Ive Talks with Wallpaper Magazine
We begin today's email with my thoughts on BuzzFeed's big profile on Angela Ahrendts. In particular, we look at Apple's retail strategy and the Apple retail team's top priorities. The discussion then turns to the weakest link in Apple's retail strategy. The email concludes with my thoughts on Jony Ive's interview with Wallpaper, the influential design magazine.
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Disclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter
Today's Above Avalon email includes the following stories:
- Disclosing Apple Watch Sales
- Analyzing Apple's Watch Sales Clues
- A Monster Apple Watch Holiday Quarter
We kick off today's email with additional thoughts on the topic of Apple disclosing Apple Watch sales. The discussion includes a broader overview of how Apple decides to disclose financial data. We then turn to the various clues Apple has provided over the years regarding Apple Watch sales. We go over what each clue implies about Apple Watch sales to see how I derive my quarterly Apple Watch unit sales estimates. The email concludes with my 1Q18 (holiday quarter) Apple Watch sales estimate and the three factors driving my optimism.
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A Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line
Today's Above Avalon email includes the following stories:
- A Spectacular Disney vs. Netflix Battle
- Thoughts on a 6.1-Inch LCD iPhone
- Apple's 2018 iPhone Line
We kick off today's email with my thoughts on Disney becoming a viable competitor to Netflix. We go over the CNBC report of Disney potentially buying most of 21st Century Fox. The discussion turns to how a genuine Disney vs. Netflix battle impacts Apple. The email then shifts to KGI Securities analyst Ming Chi Kuo's latest report on Apple's iPhone plans for 2018. We go over my thoughts on Apple selling a 6.1-inch LCD iPhone. The discussion concludes with my initial thinking on Apple's 2018 iPhone line (including the various screen sizes and prices).
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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).
These stories are available for Above Avalon members. To continue reading, click here.
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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?
These stories are available for Above Avalon members. To continue reading, click here.
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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.
These stories are available for Above Avalon members. To continue reading, click here.
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