Apple to Launch Apple Pay Credit Card, Apple's TV App Coming into Focus, The ZTE Twist
Today's Above Avalon daily update includes the following topics:
- Apple to Launch Apple Pay Credit Card
- Apple's TV App Coming into Focus
- The ZTE Twist
Today's email kicks off with my thoughts on Apple reportedly working with Goldman Sachs on an Apple Pay credit card. The discussion then turns to Apple looking to sell paid video subscriptions directly through its TV app. The email concludes with two schools of thought regarding the ongoing ZTE saga involving U.S. / China relations.
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Jony Ive's Odd Interview with Hodinkee, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- Jony Ive's Odd Interview with Hodinkee
- Thursday Q&A
Today's email begins with my thoughts on Jony Ive's interview with Hodinkee's Benjamin Clymer. The email then turns to the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Why doesn't Apple fight back against questionable reporting and notorious leakers?
- Why does Apple launch certain products at certain times of the year?
- Why doesn't Apple buy Qualcomm?
- Do I think Apple is moving towards setting up a hardware / services subscription offering?
- Does Apple Music subscriber totals include individual listeners on family accounts?
- How did iPhone ASP decline so much in 2Q18 if iPhone X remained the best-selling iPhone?
- What do I think Apple management's initial expectations were for iPhone X sales?
- Is iPad running out of sales growth momentum?
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Google I/O 2018, Apple vs. Google, Google's Wearables Strategy Is MIA
Today's Above Avalon daily update includes the following topics:
- Google I/O 2018
- Apple vs. Google
- Google's Wearables Strategy Is MIA
Today's email is dedicated to going over my thoughts on Google's I/O keynote.
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Fitbit Earnings, Spotify Earnings
Today's Above Avalon daily update includes the following topics:
- Fitbit Earnings
- Spotify Earnings
Today's email kicks off with my thoughts on Fitbit's 1Q18 earnings. The discussion then turns to going over Spotify's first earnings report as a public company.
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Apple 2Q18 10-Q Notes, Warren Buffett Doubles Down on Apple Again
Today's Above Avalon daily update includes the following topics:
- Apple 2Q18 10-Q Notes
- Warren Buffett Doubles Down on Apple Again
Today's email kicks off with my notes from Apple's 2Q18 10-Q. We cover eight topics. The discussion then turns to Warren Buffett's growing bet on Apple.
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Apple 2Q18 Earnings Review (Full Notes)
Today's Above Avalon daily update includes the following topics:
Apple 2Q18 Earnings Review (Full Notes)
Today's email includes the second half of my Apple 2Q18 earnings review. Yesterday'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 26 different topics.
My full Apple 2Q18 earnings review is available for Above Avalon subscribers. To continue reading, click here.
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Apple 2Q18 Earnings Review (Major Themes)
Today's Above Avalon daily update includes the following topics:
Apple 2Q18 Earnings Review (Major Themes)
- Apple Is Misunderstood
- Welcome to the Goldilocks iPhone Era
- China Fears Overdone
- Sensational Apple Services
- A Share Buyback Bomb
Today's email includes the first half of my Apple 2Q18 earnings review. We discuss the major themes from Apple's earnings report and conference call. The second half of my earnings review (will be published tomorrow) will go over my full notes from Apple's earnings release and conference call.
My full Apple 2Q18 earnings review is available for Above Avalon subscribers. To continue reading, click here.
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Sonos Prepares for IPO, Netflix Considered Buying Movie Theaters, Latest Microsoft Surface Sales
Today's Above Avalon daily update includes the following topics:
- Sonos Prepares for IPO
- Netflix Considered Buying Movie Theaters
- Latest Microsoft Surface Sales
Today's email kicks off with my thoughts on Sonos preparing for an IPO. The discussion then turns to the Los Angeles Times scoop regarding Netflix thinking about buying movie theaters. We go over why the move makes plenty of sense for Netflix. The email concludes with Microsoft earnings by focusing on the latest Microsoft Surface sales data.
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Apple Working on VR Headset?, Doubling Apple's Buyback Pace, Apple Officially Discontinues AirPort
Today's Above Avalon daily update includes the following topics:
- Apple Working on VR Headset?
- Doubling Apple's Buyback Pace
- Apple Officially Discontinues AirPort
Today's email kicks off with my thoughts on CNET's article about Apple developing an AR/VR headset. There are parts of the report that don't sit well with me. The discussion then turns to Apple's upcoming announcements regarding its capital return program and buyback pace. We go over whether Wall Street has already priced in a big bump in Apple's share buyback pace. The email concludes with Apple officially discontinuing its AirPort routers. We discuss the two motivating factors behind Apple's decision.
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Apple 2Q18 Earnings Preview (Revenue, EPS, Capital Return, 3Q18 Guidance), iPhone X Is Being Targeted
Today's Above Avalon daily update includes the following topics:
- Apple 2Q18 Earnings Preview (Part 4 - Revenue, EPS, Capital Return, 3Q18 Guidance)
- iPhone X Is Being Targeted
Today's email concludes my Apple 2Q18 earnings preview. We look at the more important financial line items, capital return projections, and 3Q18 guidance. We go over the methodology and data behind all of my estimates. The discussion concludes with my thoughts on iPhone X being targeted in financial circles.
The first three parts of my 2Q18 earnings preview are available: here (setting the stage), here (iPhone estimates), and here (iPad, Apple Watch, Mac, and Services 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 (iPad, Apple Watch, Mac, and Services Estimates)
Today's Above Avalon daily update includes the following topics:
- Apple 2Q18 Earnings Preview (Part 3 - iPad, Apple Watch, Mac, and Services Estimates)
Today's email continues my Apple 2Q18 earnings preview. We discuss my iPad, Apple Watch, Mac, and Services estimates. We go over the methodology and data behind all of my estimates. The first two parts of the preview are available here (setting the stage) and here (iPhone estimates).
Tomorrow's email will conclude my earnings preview with a big picture view heading into next week's earnings, as well as my revenue, EPS, capital return, and 3Q18 guidance 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 (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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