Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy
Today's Above Avalon email includes the following stories:
- Additional iPhone X Initial Impressions
- Fitbit Is Losing Relevancy
We begin today's email with additional iPhone X initial impressions. I have been using an iPhone X since Monday. On Tuesday, I published "iPhone X" over at AboveAvalon.com. Given the limited amount of time with the device, the article went over my initial impressions and thoughts from using the device. Since a few days have passed, we go over more of my iPhone X initial impressions, including thoughts on future iPhone strategy/financial implications. The discussion then turns to Fitbit's 3Q17 earnings. We go over the key takeaways from management's conference call and why I think Fitbit's biggest risk is now irrelevancy.
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 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy
Today's Above Avalon email includes the following stories:
- Apple 4Q17 Earnings Expectation Meters
- Breaking Down Apple's iPhone X Review Strategy
We begin today's email with my 4Q17 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 Monday's email (available here), we will be all ready for tomorrow's earnings. The discussion then turns to the strategy behind Apple handing out iPhone X review units. We take a closer look at when review units were handed out and to which publications in an effort to connect the dots to see Apple's logic and motivation.
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.