Additional Thoughts on Apple Cutting 1Q19 Guidance

Today's Above Avalon daily update includes additional thoughts on Apple’s negative revision to 1Q19 revenue guidance. The following sections are covered in today’s 3,000-word update:

  • Revisiting Apple’s Growth Narrative 

  • Putting iPhone Sales Decline in Context 

  • Playing Devil’s Advocate

  • Other Notes

  • iPhone Sales Downside Risk 

  • Conclusion

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 
Previous
Previous

Apple Brings iTunes to Samsung Smart TVs, Revisiting Apple’s Hardware Emphasis, Apple Expands AirPlay 2 Support to Smart TVs

Next
Next

Thoughts on Apple Cutting 1Q19 Guidance