There will come a time when the iPhone business is in big trouble. However, that day has not arrived quite yet. Episode 138 is focused on how the sheer level of pessimism facing iPhone hit an inflection point in 2018. Things have simply become too negative. The discussion begins with the iPhone’s impact on Apple financials. We then dissect iPhone hysteria to see how pessimism has changed and centered on a new type of narrative. Additional topics include demand for $999+ iPhones, the gray market, genuine risks and concerns facing iPhone, how the iPhone business is changing, and why wearables have to be part of the iPhone discussion. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Links:

iPhone Hysteria (weekly article)

Above Avalon Episode 136: The Unit Sales Crutch (podcast)

Apple Outgrew Unit Sales (weekly article)

Above Avalon Episode 135: The Gray Market Factor (podcast)

The Gray Market’s Impact on iPhone Pricing (weekly article)

Apple and Dividends: A Deep Dive into Apple’s Cash Dividend Strategy (quarterly report for Above Avalon members)

Apple Earnings Model Access (for Above Avalon members)

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The complete Above Avalon Podcast episode archive (138 episodes) is available here.

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