Apple 2Q18 Earnings Review (Major Themes)
Today's Above Avalon daily update includes the following topics:
Apple 2Q18 Earnings Review (Major Themes)
- Apple Is Misunderstood
- Welcome to the Goldilocks iPhone Era
- China Fears Overdone
- Sensational Apple Services
- A Share Buyback Bomb
Today's email includes the first half of my Apple 2Q18 earnings review. We discuss the major themes from Apple's earnings report and conference call. The second half of my earnings review (will be published tomorrow) will go over my full notes from Apple's earnings release and conference call.
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Sonos Prepares for IPO, Netflix Considered Buying Movie Theaters, Latest Microsoft Surface Sales
Today's Above Avalon daily update includes the following topics:
- Sonos Prepares for IPO
- Netflix Considered Buying Movie Theaters
- Latest Microsoft Surface Sales
Today's email kicks off with my thoughts on Sonos preparing for an IPO. The discussion then turns to the Los Angeles Times scoop regarding Netflix thinking about buying movie theaters. We go over why the move makes plenty of sense for Netflix. The email concludes with Microsoft earnings by focusing on the latest Microsoft Surface sales data.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.