Above Avalon Episode 39: The iPhone Mission

The smartphone industry is once again showing signs of change. The speed at which the U.S. has embraced annual smartphone upgrades, in addition to the new smartphone landscape in China, show that the market is neither static nor set in stone. In this episode, we go over the three goals that comprise Apple's iPhone mission. What are the things that drive Apple's long-term vision for iPhone? We discuss how Apple thinks about personal technology, cheap vs. used iPhones, and keeping the iPhone experience alive. We conclude with a brief discussion on Apple's upcoming earnings and why these quarterly reports have taken on a different feel lately. More specific expectations for iPhone and Apple Watch unit sales are also referenced. 

Show Notes:

Leasing Solves Apple's Cheap iPhone Dilemma - Above Avalon

Complete 4Q15 AAPL Earnings Estimate, Expanded Thursday Q&A (member email) - Above Avalon

Above Avalon membership information (access to an exclusive daily email about Apple) - Above Avalon

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