3Q19 iPhone Sales Share, Estimating Number of iPhone Trade-Ins at Apple Stores

Today's Above Avalon daily update includes the following stories:

  • 3Q19 iPhone Sales Share

  • Estimating Number of iPhone Trade-Ins at Apple Stores

In today’s update, we examine the latest Kantar data for iPhone sales share in key countries around the world. The discussion then turns to the percentage of iPhone unit sales impacted by Apple’s improved iPhone trade-in experience. We go over my estimate for the number of iPhone sales that occur in an Apple store and are connected to an iPhone trade-in. We go over the methodology and key assumptions used to reach my estimates and what it tells us about iPhone unit sales.

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Apple Unveils AirPods Pro, Alphabet Bids for Fitbit, 3Q19 Microsoft Surface Sales

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Apple 4Q19 Earnings Preview (Consolidated)