Apple 4Q18 Earnings Preview (Part 1 - Setting the Stage), A New Tailwind for iPhone ASP, Jony Ive Is Hinting at Something Big
Today's Above Avalon daily update includes the following topics:
Apple 4Q18 Earnings Preview (Part 1 - Setting the Stage)
A New Tailwind for iPhone ASP
Jony Ive Is Hinting at Something Big
Today's email includes the first part of my Apple 4Q18 earnings preview. We discuss my thoughts on the overall environment heading into next week's earnings.
The second and third parts of my 4Q18 earnings preview are available: here (iPhone, iPad, Mac, Apple Watch, and Services estimates) and here (1Q19 guidance, updated Apple earnings model, final thoughts).
The email then turns to my recent weekly article, "The Gray Market's Impact on iPhone Pricing." In particular, we go over my revised thinking regarding iPhone ASP trends. The discussion concludes with my thoughts on Jony Ive’s recent interview with FT and how he continues to hint at something big unfolding at Apple.
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