Apple 4Q19 Earnings Preview (Consolidated)
My Apple 4Q19 earnings preview was discussed in three separate daily updates. The various sections are consolidated in this post.
Earnings preview sections:
Setting the Stage
My Products and Services Estimates
1Q20 Guidance
Updated Earnings Model (Access to my Apple earnings model is a benefit attached to Above Avalon membership at no additional cost.)
Final Thoughts
Above Avalon membership is required to read my Apple 4Q19 earnings preview. Members can read the preview 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.
Email Priority. Receive timely responses to email questions and inquiries.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
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.
Apple 4Q19 Earnings Preview (Part 1 - Setting the Stage), Crunching iOS 13 and iPadOS Adoption Numbers, Inside Apple TV+
Today's Above Avalon daily update includes the following stories:
Apple 4Q19 Earnings Preview (Part 1 - Setting the Stage)
Crunching iOS 13 and iPadOS Adoption Numbers
Inside Apple TV+
Today's email includes the first part of my Apple 4Q19 earnings preview. We discuss my thoughts on expectations and the overall environment heading into next week's earnings. The discussion then turns to new disclosures from Apple related to iOS 13 and iPadOS adoption. For the first time, the company broke out the disclosure by iPhone and iPad to recognize iPadOS. This is helpful from our perspective as it is easier to reach more granular takeaways. The email concludes with a look at the most interesting tidbits found in Apple TV+ profiles from Wired and The Hollywood Reporter.
Above Avalon membership is required to read this daily update. Members can read the update here.
The rest of my Apple 4Q19 earnings preview will be sent to members on Wednesday (Oct 23rd) and Thursday (Oct 24th). Additional sections will include my financial estimates for Apple products and services, thoughts on 1Q20 guidance, and my updated earnings model.
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.
Email Priority. Receive timely responses to email questions and inquiries.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
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.