Apple 2Q18 Earnings Preview (iPhone Estimates)
Today's Above Avalon daily update includes the following topics:
Apple 2Q18 Earnings Preview (Part 2 - iPhone Estimates)
Today's email continues my Apple 2Q18 earnings preview. (The first part of the preview is available here.) We discuss my iPhone unit sales, average selling price (ASP), and revenue estimates. In addition, we go over the methodology and data behind my iPhone estimates. Tomorrow's email will go over my iPad, Mac, Services, and Apple Watch estimates.
My full Apple 2Q18 earnings preview is available for Above Avalon subscribers. To continue reading, click here.
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Apple 2Q18 Earnings Preview (Setting the Stage), Apple's Rough Week on Wall Street, Apple Expanding iPhone Production in India
Today's Above Avalon daily update includes the following topics:
- Apple 2Q18 Earnings Preview (Part 1 - Setting the Stage)
- Apple's Rough Week on Wall Street
- Apple Expanding iPhone Production in India
Today's email includes the first part of my Apple 2Q18 earnings preview. We discuss my thoughts on the overall environment heading into next week's earnings. The email then turns to Apple's rough week on Wall Street. The company lost $46 billion of market capitalization last week. We go over what the stock drop may imply about Apple having a new Wall Street narrative. The discussion concludes with my thoughts on Apple expanding iPhone production in India to include a second iPhone model.
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Apple's New Wall Street Narrative, Amazon Discloses Number of Prime Members, Subscription Mania Has Arrived
Today's Above Avalon daily update includes the following topics:
- Apple's New Wall Street Narrative
- Amazon Discloses Number of Prime Members
- Subscription Mania Has Arrived
Today's email kicks off with additional comments on Apple finding a narrative on Wall Street. In particular, we look at my theory regarding how a capital allocation narrative does a better job of describing Apple's culture than a story based around Apple Services or the Apple ecosystem. The discussion then turns to Jeff Bezos disclosing the number of Amazon Prime members. We go over why I think Bezos decided now was the right time for disclosure. The email concludes with my thoughts on the subscription mania that has engulfed the tech and media space.
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Best Buy Partners with Amazon Fire TV, AirPods Copycats Have Arrived, App Store Spending Data
Today's Above Avalon daily update includes the following topics:
- Best Buy Partners with Amazon Fire TV
- AirPods Copycats Have Arrived
- App Store Spending Data
Today's email kicks off my thoughts on Best Buy partnering with Amazon to sell Fire TV sets. The email then turns to two AirPods copycats hitting the market and what it says about AirPods success. The discussion concludes with a closer look at App Store spending data for the U.S. We look at the numbers from the perspective of how they fit into Apple's stated goal of doubling the Services business by 2020.
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Netflix 1Q18 Earnings, Netflix's Momentum, Apple's War on Leakers
Today's Above Avalon daily update includes the following topics:
- Netflix 1Q18 Earnings
- Netflix's Momentum
- Apple's War on Leakers
Today's email begins with a closer look at Netflix's 1Q18 earnings. The email then turns to my thoughts on Netflix's business momentum. We look at the topic from the perspective of Apple. The discussion concludes with my thoughts on Apple's leaked memo about leakers. We go over the two fundamental drivers behind Apple's paranoia involving secrecy.
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Apple Flops vs. Winners, Apple Reaches Clean Energy Milestone, Tim Cook's Values
Today's Above Avalon daily update includes the following topics:
- Apple Flops vs. Winners
- Apple Reaches Clean Energy Milestone
- Tim Cook's Values
Today's email begins with a discussion about the four steps that can be used to measure whether a new Apple product is a flop or winner. We look at the topic from the perspective of HomePod. The discussion then turns to Apple recently celebrating a major milestone in its renewable energy push. We go over why Apple's environmental responsibility is such an important issue to Tim Cook and what it says about Apple's leadership structure.
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New Reports Throw Cold Water on HomePod Sales, Making Sense of HomePod Shipments, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- New Reports Throw Cold Water on HomePod Sales
- Making Sense of HomePod Shipments
- Thursday Q&A
We begin today's email with my thoughts on two new reports regarding lackluster HomePod sales out of the gate. The discussion then turns to the most relevant HomePod shipment data available and why the data doesn't tell the full story. The email concludes with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Is there any data regarding how consumers ultimately land on a preferred iPhone screen size and color?
- Is the Mac Pro release date tied to Apple transitioning to its own chips for Mac?
- What are my thoughts regarding the strategic and customer pros and cons of iMessage adding a social network feature with no ads and Apple level privacy?
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Apple's Original Video Strategy Taking Shape, Spotify and Hulu Expand Partnership, Mark Zuckerberg vs. Tim Cook
Today's Above Avalon daily update includes the following topics:
- Apple's Original Video Strategy Taking Shape
- Spotify and Hulu Expand Partnership
- Mark Zuckerberg vs. Tim Cook
Today's email kicks off with my thoughts on Apple's original video strategy turning into one of the company's top product priorities. The discussion then turns to implications related to Spotify and Hulu expanding its partnership. The email concludes with my thoughts on Facebook CEO Mark Zuckerberg's performance on Capitol Hill and his war of words with Tim Cook.
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Apple to Ditch Intel Chips in Macs?, Uber Acquires Jump Bikes, Apple Announces Product Red iPhone 8 and 8 Plus
Today's Above Avalon daily update includes the following topics:
- Apple to Ditch Intel Chips in Macs?
- Uber Acquires Jump Bikes
- Apple Announces Product Red iPhone 8 and 8 Plus
Today's email begins with my thoughts on whether Apple will ditch Intel and use its own chips to power Macs. The discussion then turns to Uber acquiring Jump Bikes. We conclude with a few observations regarding the Product Red iPhone 8 and 8 Plus.
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A Mac Pro Update, Apple Unveils Pro Strategy, Revisiting Apple's Achilles' Heel
Today's Above Avalon daily update includes the following topics:
- A Mac Pro Update
- Apple Unveils Pro Strategy
- Revisiting Apple's Achilles' Heel
Today's email kicks off with my thoughts on Apple holding a second on-the-record briefing to discuss the new Mac Pro. The discussion then turns to the new process Apple is developing to come up with machines for pro users. We conclude the email by revisiting my Apple Achilles' heel thesis.
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Apple Poaches Google A.I. Leader, Apple Expands Executive Team
Today's Above Avalon daily update includes the following topics:
- Apple Poaches Google A.I. Leader
- Apple Expands Executive Team
Today's email kicks off with my thoughts on Apple hiring John Giannandrea, head of Google search and A.I. The discussion then turns to implications found with Apple expanding the executive team to include Giannandrea as SVP of Artificial Intelligence.
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Apple's Education Event Review
Today's Above Avalon daily update includes the following topics:
Apple's Education Event Review (Major Themes)
- A Love Note to Teachers
- Elephant in the Classroom
- Apple Wants Hardware to Matter in the Classroom
- iPad Pro Loses Differentiation
- Follow the Apple Pencil
We discuss the major themes from Apple's education event.
My full Apple event review is available for Above Avalon subscribers. To continue reading, click here.
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Apple Pushes Out Jimmy Iovine, Is Apple Moving Past Beats?
Today's Above Avalon daily update includes the following topics:
- Apple Pushes Out Jimmy Iovine
- Is Apple Moving Past Beats?
Today's email kicks off with a closer look at the WSJ's article about Jimmy Iovine's planned exit from Apple. We go over why I think Iovine is being pushed out. The discussion then takes a broader look at whether Apple finds itself moving past Beats in terms of product, talent, and vision.
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Inside Apple's 3D Sensor Head Start, The Growing Online Publishing War, Apple Partners with John Lewis for HomeKit Demo
Today's Above Avalon daily update includes the following topics:
- Inside Apple's 3D Sensor Head Start
- The Growing Online Publishing War
- Apple Partners with John Lewis for HomeKit Demo
Today's email kicks off with a closer look at how Face ID found with iPhone X was one of the riskier product bets Apple placed in recent years. Apple looks to have placed the right bet. The discussion then turns to my thoughts on what is becoming a war over the way we consume news online. The email concludes with UK retailer John Lewis partnering with Apple for some HomeKit demo experimentation.
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The Facebook Privacy Fallout, First Pedestrian Fatality Tied to Self-Driving Car, Spotify Hardware?
Today's Above Avalon daily update includes the following topics:
- The Facebook Privacy Fallout
- First Pedestrian Fatality Tied to Self-Driving Car
- Spotify Hardware?
Today's email kicks off with my thoughts on Facebook's largest crisis to date, which involves Cambridge Analytica. The discussion then turns to news of a self-driving car in autonomous mode hitting and killing a pedestrian. We look at the development with Apple's Project Titan in mind. The email concludes with the increasing amount of smoke found with Spotify looking to develop and sell its own hardware.
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