Today’s Above Avalon Daily email contains the following story:
Welcome to a special Friday edition of the Above Avalon Daily. Here is our game plan for tackling Apple’s 1Q25 earnings:
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Today: Discuss big picture takeaways.
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Monday: Discuss takeaways from Apple’s earnings conference call.
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Tuesday: Catch basin edition where we cover leftover items / dive into a few follow-ups.
My Apple earnings model has been updated for both 1Q25 and 2Q25 guidance. My estimates for FY25 and FY26 have also been revised. The updated model has already been uploaded to the “Digital Package” tab within the Above Avalon Payer Portal (accessible to members who have attached the Financial Models add-on to their membership). This is the quickest turnaround in my earnings model being made accessible to others following earnings. The plan is to spend some time updating my iPhone, iPad, and Apple Watch installed base models over the weekend. We received a number of new data points that need to be incorporated into the models.
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