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Above Avalon takes a weekly look into Apple. By examining Apple from both a Wall Street and Silicon Valley perspective, Above Avalon provides unique insight and perspective as to how Apple t...
Show Notes: Above Avalon Discord invite: https://discord.com/invite/GedGApVn4u Check out AVALON’s new minisite: https://www.aboveavalon.com/...
Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates . The updates, which have become widely rea...
Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). A...
Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). A...
Show Notes / Links: Hands-on with the iPhone 13 Pro HANDS-ON with the iPhone 13 Pro (Unboxing and initial impressions) - YouTube The iPhone...
Show Notes / Links: Apple’s Big Bet on Memoji More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metav...
Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). A...
Six years after releasing the Apple Watch, it’s still not clear who is going to represent genuine competition for Apple in the wearables spa...
Apple is quietly and gradually showing us that the phase “Designed by Apple in California Assembled in China” will evolve. In episode 182, N...
When asked to identify Apple’s crown jewel, most will point to the iPhone or iPad. Apple’s retail operations probably wouldn’t be too high o...
According to my estimate, 100 million people now wear an Apple Watch. This means that approximately 10% of iPhone users wear an Apple Watch....
After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence...
Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Abo...
While the pandemic is pushing people to embrace larger displays like iPads and Macs, the momentum found with smaller displays is still flyin...
The Mac is seeing momentum by being true to itself instead of trying to be something that it’s not. With a transition to Apple Silicon, the...
According to Neil’s estimate, Apple surpassed the billion iPhone users milestone last month. With the iPhone upgrade cycle approaching a pla...
While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and...
As Apple pulls away from the competition, the App Store is considered the best (and last) chance for competitors to reshape the mobile indus...
Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for...
Apple’s ecosystem ends up being about more than just a collection of devices or services. Apple has been quietly building something much lar...
In episode 170, Neil examines how Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are...
Financial market commentators have been stumped by the stock market’s resiliency during the pandemic. Maybe they shouldn't be so surprised....
This past week marked the fifth anniversary of Neil launching Above Avalon membership. Above Avalon continues to thrive with a sustainable b...
Share buyback is one of a handful of tools that boards and management teams have to properly manage balance sheets. However, economic fallou...
Apple and its peers find themselves in the most difficult operating environment they have ever faced. In episode 166, Neil discusses Apple’s...
There was no shortage of writers, pundits, and industry analysts using the iPad’s 10th anniversary las month to give eulogies for the produc...
We are entering a new chapter in music streaming. In episode 164, Neil discusses how Spotify’s attempt to evolve from a dedicated music stre...
In addition to being a sales success, the Apple Watch has ushered in a paradigm shift in computing. In episode 163, Neil discusses how the A...
At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company...
Something has clearly changed when it comes to the way Wall Street is treating AAPL. For the first time with Tim Cook as CEO, Apple shares a...
Apple’s ability to grab monopoly-like share of industry profits isn’t a result of there being an Apple Tax. Rather, it's a byproduct of Appl...
Apple is turning AirPods into a platform for what comes after the App Store. AirPods will augment our environment by pushing intelligent sou...
How did Fitbit go from being considered the wearables leader to viewing a $2.1B acquisition as its best hope for shareholders to recoup any...
Apple finds itself amidst another controversy regarding removing HKmap.live from the App Store in Hong Kong. However, Apple is facing a diff...
Content distribution has been a major theme for Apple in 2019. In episode 156, Neil goes over how Apple’s revised content distribution arm i...
Apple keynotes remain some of the most valuable marketing events in today’s media landscape. Episode 155 is dedicated to going over Neil’s t...
Naming iPhones is more art than science. In episode 154, Neil shares his thoughts on Apple’s iPhone naming strategy. The episode includes an...
In episode 153, Neil discusses the strategy behind Apple TV+. Additional topics include the Apple TV app, five fundamental issues plaguing t...
Apple is the undisputed leader in wearables, and they are pulling away from the competition. In Episode 152, Neil discusses how Apple’s wear...
A different kind of Above Avalon podcast episode - dedicated to discussing why earnings are so intriguing to Neil. After going over the two...
The recent Jony Ive and Jeff Williams news has been met with mixed reactions. In episode 150, we discuss why the leadership changes neither...
Despite there being no discernible change to the grand vision behind Apple’s product development, there does appear to be a noteworthy chang...
Apple has reached a level of ecosystem strength that still hasn’t been fully digested by the marketplace. In episode 148, we discuss Apple’s...
In episode 147, we take a look at the changing competitive landscape facing the giants (Amazon, Apple, Facebook, Google, and Microsoft). Com...
In what has become an annual trend, Apple uses FY2Q earnings to also update its share buyback authorization and quarterly cash dividend. In...
At Apple’s recent event at Steve Jobs Theater, the company unveiled its revamped content distribution arm. Episode 145 is dedicated to discu...
In recent years, the iPad line has undergone transformational changes. In episode 144, we look at Apple’s broader iPad strategy to add conte...
For the first time in 16 years, Apple expects its capital expenditures (capex) to decline during the current fiscal year. Episode 143 is ded...
In one word, the smart home has been disappointing. Episode 142 is focused on why the way we think about digital homes is in need of a major...
There’s a remarkable story found with AirPods. Nearly two years after launch, AirPods began to go viral at the end of November 2018. In Dece...