Apple 3Q16 Earnings Review: Details
Today's daily update is the second part of my Apple 3Q16 earnings review. Yesterday's update was focused on the major themes (available here). The email covers my perspective on the details from Apple's earnings release and conference call. Twenty-two topics are covered, including:
- Revenue guidance
- Margins
- R&D
- Apple's iPhone channel inventory reduction
The full earnings review is available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read my full 3Q16 earnings review and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here.
Apple 3Q16 Earnings Review: Major Themes
Today's daily update is focused on reviewing Apple's 3Q16 earnings. Along with a big picture overall of the quarter, the email covers five major themes from the report and conference call:
- Apple 3Q16: Sure Looks Like a Bottom
- It's All About Low Expectations
- iPhone SE Success
- Light at the End of the iPad Tunnel
- Narrative Issues Continue
- China Mystery
Tomorrow's daily update will include additional thoughts and observations on Apple's quarter.
The full earnings review is available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read my full 3Q16 earnings review and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here.