Today's Above Avalon stories:

iPhone Sales Trends in January
Setting the Stage for a New 4-Inch iPhone
Thursday Q&A

We begin today's email by taking a look at the latest Kantar smartphone data for the month of January. We discuss three major themes found in the data including iPhone sales in China, older iPhone sales and Android switching rates. Next, we discuss the background to the "The Changing iPhone User Base" post that was published yesterday including why Apple has no other choice but to release a 4-inch iPhone. Today's email concludes with two questions from members for Thursday Q&A:

How would an iPhone 7 that lacks many visible upgrades impact the Apple narrative?
Should Apple pursue international soccer [football] streaming rights instead of the NFL?

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