Final Thoughts Heading Into Apple Earnings, Spotify Earnings
Today's Above Avalon daily update includes the following stories:
Final Thoughts Heading Into Apple Earnings
Spotify Earnings
On Monday, we went over my expectations heading into Apple’s earnings tomorrow. We also talked briefly about my thoughts on what Apple may say about FY2Q23. Yesterday’s update included my granular financial estimates and updated Apple earnings model. One item that has been on my mind is that noise found with tomorrow’s earnings may drown out the numbers and topics that should grab attention. In today’s update, we go over those key earnings items to keep an eye on tomorrow. The discussion then turns to Spotify’s 4Q22 earnings.
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