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Above Avalon Episode 136: The Unit Sales Crutch

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Content provided by Neil Cybart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Neil Cybart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The most surprising part of Apple’s 4Q18 results wasn’t found with the numbers or even guidance. Instead, by announcing unit sales data would no longer be provided starting in 1Q19, management dropped a bomb on Wall Street. Episode 136 is focused on discussing Apple’s decision to move beyond unit sales. We go over how unit sales became a crutch for financial analysts. The discussion then turns to management’s new blueprint for how it wants Wall Street to judge Apple. Additional topics include Apple revenue and gross margin trends, Wall Street narratives, and Apple as a toolmaker. 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:

Apple Outgrew Unit Sales (weekly article)

Above Avalon Episode 123: Apple’s New Wall Street Story (podcast)

An iPhone Slump? / A Possible iPhone Explanation (daily update)

Apple 4Q18 Earnings Review (daily update)

Apple’s Leadership Structure Under Tim Cook and Jony Ive (quarterly report)

More information on Above Avalon membership

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (136 episodes) is available here.

Follow:

Neil Cybart (host/producer)

The Above Avalon Podcast

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 221375397 series 1305713
Content provided by Neil Cybart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Neil Cybart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The most surprising part of Apple’s 4Q18 results wasn’t found with the numbers or even guidance. Instead, by announcing unit sales data would no longer be provided starting in 1Q19, management dropped a bomb on Wall Street. Episode 136 is focused on discussing Apple’s decision to move beyond unit sales. We go over how unit sales became a crutch for financial analysts. The discussion then turns to management’s new blueprint for how it wants Wall Street to judge Apple. Additional topics include Apple revenue and gross margin trends, Wall Street narratives, and Apple as a toolmaker. 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:

Apple Outgrew Unit Sales (weekly article)

Above Avalon Episode 123: Apple’s New Wall Street Story (podcast)

An iPhone Slump? / A Possible iPhone Explanation (daily update)

Apple 4Q18 Earnings Review (daily update)

Apple’s Leadership Structure Under Tim Cook and Jony Ive (quarterly report)

More information on Above Avalon membership

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (136 episodes) is available here.

Follow:

Neil Cybart (host/producer)

The Above Avalon Podcast

  continue reading

101 episodes

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