Can you really call money spent acquiring video for Amazon Prime research & development?
According to Neil Cybart, Apple took 51% of the wrist wearable market last quarter (vs. IDC's 21% estimate) and 70% of the revenue. From Deep Dive into…
Read More Indie analyst: IDC is 'off their rocker' (with interactive chart)
Mark Gurman and Debby Wu's report that Apple has three new iPhones on tap for 2018 was the tech media's lead story this morning.
Read More Bloomberg's 3-iPhone scoop: Sound familiar? (video)
Neil Cybart has a theory.
Read More Apple souffle: Who's behind Nikkei's supply chain leaks?
An Apple Earnings Smackdown winner just posted the industry-high Apple revenue estimate.
Read More Apple's Dec. quarter: Neil Cybart sticks his neck out

Are 36 million iPhones too few? Is 42 million a blowout?

Smart glasses, says Neil Cybart, are right in Apple's wheelhouse.
The mystery deepens.
Here are the iPad unit sales estimates of 25 Apple analysts—17 Wall Street professionals and 8 independents.
Read More How many iPads did Apple sell in the June quarter?
From a note to Above Avalon subscribers posted Wednesday by Neil Cybart.
Read More Best estimate: Apple sold 3.2 million Watches in Q2
2 Comments