In this special edition episode of the Above Avalon podcast, Neil goes over Apple's 2Q18 earnings. The discussion is dedicated to analyzing iPhone results. Along with going over his iPhone X sales estimates, Neil discusses the latest iPhone ASP and iPhone channel inventory adjustment trends. The episode concludes with Neil's theory as to why iPhone supply chain rumors have been off when it comes to iPhone X. 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 (weekly article)

My 2Q18 Apple earnings review - major themes and full notes (available exclusively to Above Avalon subscribers)

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The complete Above Avalon Podcast episode archive (125 episodes) is available here.

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The Above Avalon Podcast