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From: Richard Kahn Sent: Thursday, January 25, 2018 1:31 PM To: Jeffrey Subject: Fwd: Apple, Inc.: We Expect Dec Q Beat, Limited Risk of a Guide Down Richard Kah
From: Richard Kahn Sent: Thursday, January 25, 2018 1:31 PM To:
ains point to iPhone shipments down slightly in the US, up =lightly in Europe, but up strong double-digits in China during FY18 =1). Our proprietary AlphaWise data confirms accelerated market share rains in China post the iPhone 8/X launch which sustained through =id-December (2) and we see accelerating gr
From: Richard Kahn Sent: Thursday, Decem er , : To: jeffrey E. Subject: Fwd: Apple, Inc.: iPhone X Accelerating Apple Share Gains in China Richard Kahn HBRK As
From: Richard Kahn Sent: Thursday, Decem er , : To: jeffrey E.
China data show faster adoption vs. iPhone 8 =nd 8 Plus. Recall, three weeks ago we published a report on data that =e analyzed in conjunction with AlphaWise that aggregates smartphone =ata from a push-messaging service in China, highlighting Apple's =rowing share of active smartphones in China — which ru
From: Richard Kahn Sent: Wednesday, August 2, 2017 1:52 AM To: J
From: Richard Kahn Sent: Wednesday, August 2, 2017 1:52 AM To: Jeffrey Epstein Subject: Fwd: Apple, Inc.: Revving Up Ahead of Supercycle Richard Kahn HBRK Assoc
sh heading into the iPhone supercycle where we see 23% =Phone unit growth supported by a 20% increase in the base of aged =two-year old) iPhones and AlphaWise data that highlights meaningful =pportunity to win switchers, particularly in China. The new, higher =riced OLED iPhone will also pull ASPs up by 14
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