Latest App Store Trends, Mac Pro to Be Assembled in China, The Intricacies Found with Apple News+
Today's Above Avalon daily update includes the following stories:
Latest App Store Trends
Mac Pro to Be Assembled in China
The Intricacies Found with Apple News+
We kick off today's update by discussing new App Store revenue estimates from Sensor Tower.
With Apple earnings a few weeks away, now is the time to start collecting FY3Q19 (April to June) data and numbers. My stance is that a mosaic theory is useful – taking a number of data points and estimates from various places that have a good track record. This means that we end up elevating numbers from Kantar and Sensor Tower while mostly ignoring Gartner, IDC, etc. (who end up publishing their estimates after the fact anyway).
We then shift over to the Mac Pro and conclude with a corollary worth pursuing related to Apple News+ following yesterday's update.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.