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The unit sales growth era that had defined iPhone for years is over. Episode 119 is dedicated to discussing the iPhone's new era that can best be characterized as status quo. After discussing iPhone sales trends, Neil goes over six headwinds that have come together to create a much less friendly iPhone sales growth environment. The discussion turns to how the dynamic between the two main iPhone sales drivers show a more resilient business. Neil then goes over how key iPhone fundamentals will trend during the Goldilocks era. The episode concludes with a look at the risks and wildcards to the iPhone business. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.
Links:
The Goldilocks Era for iPhone Has Begun (Above Avalon weekly article)
The Goldilocks Era for iPhone, Apple's Lack of iPhone Visibility, Thursday Q&A (daily update for subscribers)
Apple 1Q18 Earnings Review (daily update for subscribers)
More information on becoming an Above Avalon subscriber
Subscribe:
Apple Podcasts
Overcast
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (119 episodes) is available here.
Follow:
Neil Cybart (host/producer)
The Above Avalon Podcast
By Neil Cybart4.8
137137 ratings
The unit sales growth era that had defined iPhone for years is over. Episode 119 is dedicated to discussing the iPhone's new era that can best be characterized as status quo. After discussing iPhone sales trends, Neil goes over six headwinds that have come together to create a much less friendly iPhone sales growth environment. The discussion turns to how the dynamic between the two main iPhone sales drivers show a more resilient business. Neil then goes over how key iPhone fundamentals will trend during the Goldilocks era. The episode concludes with a look at the risks and wildcards to the iPhone business. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.
Links:
The Goldilocks Era for iPhone Has Begun (Above Avalon weekly article)
The Goldilocks Era for iPhone, Apple's Lack of iPhone Visibility, Thursday Q&A (daily update for subscribers)
Apple 1Q18 Earnings Review (daily update for subscribers)
More information on becoming an Above Avalon subscriber
Subscribe:
Apple Podcasts
Overcast
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (119 episodes) is available here.
Follow:
Neil Cybart (host/producer)
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