Apple 2Q17 Earnings Review: Major Themes
Today's Above Avalon email is focused on reviewing Apple's 2Q17 earnings. Along with a big picture overview of the quarter, the email covers five major themes from the report and conference call:
- Strong Apple Watch Results
- iPhone Growth Hard to Find
- China Unknown
- The iPad's Silver Lining
- Paid Subscription Fever Builds
The second half of the earnings review (available here) goes over my full notes from Apple's earnings and conference call. We cover 29 different topics.
The full earnings review is available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read my full 2Q17 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.
"Siri Speaker" Rumors Build, The Amazon Echo Narrative Is Off-Base, Companies Abandoning Apple Watch Apps
Today's Above Avalon email includes the following stories:
- "Siri Speaker" Rumors Build
- The Amazon Echo Narrative Is Off-Base
- Companies Abandoning Apple Watch Apps
We begin today's email with my thoughts and observations on the growing number of reports about Apple being close to releasing a Siri speaker to rival Amazon Echo. The storyline found in all of these reports doesn't make sense to me. Instead, my suspicion is Apple is working on a different kind of device. The email then turns to why I think the Amazon Echo narrative found in the press is off-base when it comes to Apple needing to sell a standalone speaker to rival Amazon. The email concludes with news of some major companies abandoning their Apple Watch apps. We go over why I think caution should be used before judging Apple Watch through an iPhone lens.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories 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 2Q17 Earnings Expectation Meters, The Jimmy Iovine Strategy, Microsoft Surface's Awful Quarter
Today's Above Avalon email includes the following stories:
- Apple 2Q17 Earnings Expectation Meters
- The Jimmy Iovine Strategy
- Microsoft Surface's Awful Quarter
We begin today's email with my 2Q17 Apple earnings expectation meters. Instead of relying on single-point sales estimates, these expectation meters contain sales ranges that can be used to judge Apple's quarterly performance. By using the expectation meters in conjunction with the earnings preview found in last week's emails, we will be all ready for tomorrow's earnings. The email then turns to Jimmy Iovine's interview with Bloomberg. Apple's near-term entertainment plans are becoming clear. We go over why I think Apple is following a Jimmy Iovine strategy for entertainment. The discussion concludes with Microsoft earnings and a focus on the Surface business. After going over the numbers, we discuss how the Microsoft Surface narrative continues to change.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories 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.