The most surprising part of Apple's 4Q18 results was not found with the numbers or even guidance. Instead, announcing unit sales data would no longer be released from the first quarter of 1900, the management took a bomb on Wall Street. Episode 136 is focused on discussing Apple's decision to move beyond unit sales. We are reviewing how unit sales became a crunch for financial analysts. The discussion then goes to management's new blueprint for how Wall Street will judge Apple. Additional topics include Apple revenue and gross margin trends, Wall Street tales, and Apple as a tool maker.
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