Episode 23 is focused on reviewing Apple's 2Q15 earnings, including strong iPhone trends in China. The discussion begins with a line-by-line discussion of my Apple earnings model, including revenue, gross margins, EPS, product unit sales, and average selling price (ASP). Additional topics include Apple Watch margins, the capital return program, R&D implications, Apple Pay updates, and China Mobile's significance to Apple financials.
Apple Reports Record Second Quarter - Apple
China Mobile Is a Game Changer for Apple - Above Avalon
Apple's Strategy for Growing iPhone Sales by 50% in Three Years - Above Avalon
Apple's dwindling iPod lineup to see long-awaited refresh this year - AppleInsider
Apple Watch in Short Supply Due to Taptic Engine Bottlenecks - MacRumors
Podcast RSS (use to listen in your favorite podcast player)