Additional Thoughts on iPhone Sales Mix, Netflix Moves into Radio, Berkshire Having Trouble Spending Excess Cash

Today's Above Avalon daily update includes the following topics: 

  • Additional Thoughts on iPhone Sales Mix
  • Netflix Moves into Radio
  • Berkshire Having Trouble Spending Excess Cash

We begin today's email with a few additional thoughts on the current iPhone sales mix and what it may suggest about the need for Apple to raise or lower iPhone pricing. The email then turns to Netflix announcing a move into radio. We conclude with a discussion of how Berkshire Hathaway, one of Apple's top shareholders, is adjusting its own buyback criteria and how it could impact Warren Buffett's AAPL purchases. 

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How Apple Is Changing, 2Q18 Microsoft Surface Sales, Q&A

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App Store vs. Google Play Metrics, iPhone Sales Mix, 2Q18 PC and Mac Shipments