iPhone Momentum Building in Europe, Apple's Good Timing with iPhone SE, Selling Utility on the Wrist
Today's Above Avalon daily update includes the following stories:
iPhone Momentum Building in Europe
Apple's Good Timing with iPhone SE
Selling Utility on the Wrist
We kick off today’s update with my thoughts on the iPhone gaining momentum in Europe. The discussion includes new iPhone sales share data and what looks to be some kind of inflection point in the region. We also discuss the possible factors behind the inflection point. The update then turns to how Apple ended up launching the updated iPhone SE at just the right time. We conclude with a closer look at wearables competition on the wrist. In particular, we go over Fitbit’s latest earnings and compare fitness tracker and smartwatch demand. The discussion concludes with why Amazon Halo faces an uphill battle for wrist real estate.
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