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Tuesday, January 28, 2014

$aapl q1 curiosity

1. In Q1 2011, 37M iPhones were sold. Curious as to how many of those 37M wanted to upgrade but have to wait until Q2 2014 due to the change in carrier upgrades, removing early upgrades. Guess we can infer after the Q2 report. (Cook highlighted the carrier change was significant, so maybe it would have represented a pretty big number.)

2. Service revenue held up pretty well considering the giving away of major software programs. Curious as to how it held up. (Are iAds doing better? Is iTunes Radio producing a solid ad revenue base?)

Maybe I missed these topics during the conference call, but I don't recall anyone touching on them. 

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