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Above Avalon

aboveavalon.com

Above Avalon is focused on analyzing Apple from a Wall Street and Silicon Valley perspective.

Tech news / industryEssays / personal

’05’10’15’20’25
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3,300 from 11 Sep 2001 to 30 Oct 2026
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Latest

October 2026

  1. Takeaways From Apple’s LA Experience
  2. A Week With iPhone Duo: The Foldables Era Has Arrived at Apple
  3. iPhone Duo in the Flesh: The Reviewers Botched It
  4. Meta 3Q26 Earnings: Go Muse or Go Home
  5. Apple’s Renewed Pitch for Our TVs
  6. Ted Sarandos and Greg Peters’ Last Stand at Netflix
  7. Noise Surrounding iPhone Demand Is Getting Loud
  8. Live From New York…Almost (AVALON Podcast)
  9. The Napoleon of the Smart Home (AVALON Podcast)
  10. Some Not-So-Random Muse-ings (AVALON Podcast)
  11. My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue
  12. My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue
  13. Apple Unveils HomeView: It’s a First Step
  14. Apple Unveils HomeView: It’s a First Step
  15. Apple to Unveil a (Renewed) Push for the Home
  16. Apple to Unveil a (Renewed) Push for the Home
  17. Amazon Unveils New Smart Home Gadgets
  18. Apple Acquires Sonera
  19. Amazon Unveils New Smart Home Gadgets
  20. Apple to Begin Fighting Back Against AI Agents
  21. Apple Acquires Sonera
  22. Apple to Begin Fighting Back Against AI Agents
  23. Why AI Agents Concern Me
  24. Thoughts on OpenAI DevDay 2026
  25. Why AI Agents Concern Me

September 2026

  1. John Ternus Sits Down With Clique: Five Takeaways
  2. Thoughts on OpenAI DevDay 2026
  3. What Should Apple Do With Vision Pro?
  4. John Ternus Sits Down With Clique: Five Takeaways
  5. What Should Apple Do With Vision Pro?
  6. Pervert Glasses Aren’t It (AVALON Podcast)
  7. My First Apple Park Apples (AVALON Podcast)
  8. Meta Connect 2026: A Lot of Musing Mixed With Some Deception
  9. User Trust and Privacy Is Being Underestimated in Tech
  10. Meta Connect 2026: A Lot of Musing Mixed With Some Deception
  11. Meta Launches Muse: A Solution in Search of a Problem
  12. User Trust and Privacy Is Being Underestimated in Tech
  13. Apple’s Strategy for Glasses Is Starting to Appear
  14. Meta Launches Muse: A Solution in Search of a Problem
  15. Apple’s Strategy for Glasses Is Starting to Appear
  16. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 3)
  17. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 2)
  18. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 3)
  19. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 2)
  20. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 1)
  21. Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 1)
  22. Apple’s “Surprise and Shine” Event: The Hardware Optimization Era Has Arrived at Apple
  23. Apple’s “Surprise and Shine” Event: The Hardware Optimization Era Has Arrived at Apple
  24. What-Ifs Ahead of Apple’s Big Event (AVALON Podcast)
  25. Thoughts Heading Into Apple’s Big Event
  26. Thoughts Heading Into Apple’s Big Event
  27. Crocheting at a Baseball Game (AVALON)
  28. My Impressions Watching Baseball in Apple Immersive
  29. Apple Is Picking Low-Hanging Fruit With Another Apple TV Price Increase
  30. My Impressions Watching Baseball in Apple Immersive
  31. Apple Product Priorities for the John Ternus Era
  32. Apple Is Picking Low-Hanging Fruit With Another Apple TV Price Increase
  33. Apple Product Priorities for the John Ternus Era

August 2026

  1. Gadgets Won’t Define Tim Cook’s Legacy
  2. Legacies Can Be a Tricky Thing (AVALON)
  3. Gadgets Won’t Define Tim Cook’s Legacy
  4. Apple Reaches App Distribution Agreement With EU and It’s Surprisingly Not Horrific
  5. Where Are the Pirates? (AVALON)
  6. Anti-Steering Impact on App Store Revenue Beginning to Appear
  7. Walmart Waves the White Flag to Apple Pay
  8. Apple Unveils Updated Mac Mini and Mac Studio: Right Place at the Right Time
  9. Anti-Steering Impact on App Store Revenue Beginning to Appear
  10. Apple Reaches App Distribution Agreement With EU and It’s Surprisingly Not Horrific
  11. Apple Unveils Updated Mac Mini and Mac Studio: Right Place at the Right Time
  12. Walmart Waves the White Flag to Apple Pay
  13. MLB Coming to Apple Immersive, Apple Upgrade & Apple Vision Pro?, Google’s Ask Maps Gets Agentic Food Ordering
  14. MLB Coming to Apple Immersive, Apple Upgrade & Apple Vision Pro?, Google’s Ask Maps Gets Agentic Food Ordering
  15. Reading Between the Lines of Apple’s 3Q26 Earnings Q&A With Analysts
  16. Apple 3Q26 Earnings Review: A Capital Efficiency Story
  17. Apple 3Q26 Earnings Review: The Battle for Continued Margin Improvement
  18. Apple 3Q26 Earnings Review: The iPhone Is (Still) Being Underestimated

July 2026

  1. Apple’s 3Q26 Earnings: Strong, but Messy
  2. Previewing Apple’s 3Q26 Earnings
  3. Meta Earnings, Microsoft Earnings
  4. Previewing Apple’s 3Q26 Earnings
  5. Apple Launches Apple Upgrade, Revisiting Apple Hardware as a Service, Implications on Upgrading
  6. Apple and Ford Partner on Apple Maps, The Intrigue Behind the Deal, Apple Maps’ Importance
  7. Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question
  8. Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility
  9. Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan
  10. Apple Sues OpenAI for Trade Theft, OpenAI’s HW Motivation, OpenAI’s Miscalculation
  11. Snap Specs, Meta Glasses, Where’s All of This Going?
  12. Foldables Aren’t Phablets, Foldable iPhone Revenue Potential, A Foldable iPhone Wild Card
  13. Xiaomi, Oppo, Vivo Cut Smartphone Targets, Apple Reportedly Raises Foldable iPhone Forecast, Apple Securing Components Supply
  14. How the Memory Crisis Caught Apple Off Guard, Apple Lobbying for Chinese Memory, Samsung / SK Announce Memory Investments

June 2026

  1. What’s Really Going on With Memory
  2. Apple Raises Product Prices, Whopper Price Hikes, iPhone Pricing Holds Steady…for Now
  3. Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?
  4. Tim Cook Talks Memory Crisis, The Memory Crisis’s Uniqueness, Cook’s Goal Talking With the WSJ
  5. Thoughts on Image Playground in iOS 27, The Intrigue Found With Spatial Reframing, Where Is Apple’s Generative AI Line in the Sand?
  6. Siri AI as an Intelligence Interface, Developer Implications, Device Implications
  7. Day 1 With Siri AI
  8. My Notes From the WWDC Keynote
  9. A Different Kind of WWDC Keynote, Compatible Device Controversy, Inside Apple's Post-Keynote Tech Talk
  10. WWDC 2026: A Rebuilt Siri Anchors Apple Intelligence’s Next Step
  11. Let’s Hear From Siri (AVALON Podcast)
  12. What About an Agentic Ferrari? (AVALON Podcast)
  13. Too Much Vision Noise (AVALON podcast)
  14. SKU This and SKU That (AVALON Podcast)
  15. Selling as Many as They Can (AVALON Podcast)
  16. Charting the Course Forward (AVALON Podcast)
  17. As Smooth as Can Be (AVALON Podcast)
  18. Look At Me, I’m The Media Now (AVALON Podcast)
  19. Apple at 50 (AVALON Podcast)
  20. I’m Buying the Pizza Keywords (AVALON Podcast)
  21. Hook, Line, and Sinker (AVALON Podcast)
  22. More Lime Than Lemon (AVALON Podcast)
  23. Thoughts Heading Into WWDC 2026
  24. Alphabet Raises Equity, Berkshire Increases Alphabet Stake, Apple Implications
  25. Oura Unveils Ring 5, Revisiting Swiss Watch Sales, Swatch and Audemars Piguet Launch Royal Pop Watch
  26. The Ferrari Luce, Project Titan vs. Ferrari Luce, Rivian Talks Down CarPlay (Again)
  27. Alphabet Earnings, Netflix Earnings, Spotify Earnings
  28. Thoughts Heading Into WWDC 2026
  29. Alphabet Raises Equity, Berkshire Increases Alphabet Stake, Apple Implications
  30. Oura Unveils Ring 5, Revisiting Swiss Watch Sales, Swatch and Audemars Piguet Launch Royal Pop Watch

May 2026

  1. The Ferrari Luce, Project Titan vs. Ferrari Luce, Rivian Talks Down CarPlay (Again)
  2. Alphabet Earnings, Netflix Earnings, Spotify Earnings
  3. Berkshire Hathaway Will Embrace Tech
  4. Keep an Eye on Netflix and Spotify (Inside Orchard)
  5. New Media’s Authenticity Problem (Inside Orchard)
  6. Acquiring TBPN Is an OpenAI Hail Mary Pass (Inside Orchard)
  7. AI Is in a Weird Place Right Now (Inside Orchard)
  8. The Apple Silicon Renaissance (Inside Orchard)
  9. Anthropic Is Grabbing Wins (Inside Orchard)
  10. Apple Closes Education Discount Loophole, Kansas City Schools to Become “All-Apple,” Real Madrid on Apple Vision Pro
  11. Google I/O 2026, Google Search Is AI Search, Too Overwhelming
  12. Meta Revenue Continues to Impress, Zuckerberg on Agents, HW as a Meta Distraction
  13. Android Show 2026, Google Gives Googlebook Sneak Peek, A Neo Competitor?
  14. Google Unveils Rebranded Health App, Google Unveils Fitbit Air, Google Health Coach
  15. Apple Raises Entry-Level Mac Mini Price, DRAM and NAND Impact on iPhone, Apple Device SKU Management
  16. Apple and Intel to Partner on Chips, How Apple Benefits, TSMC Isn’t Going Anywhere
  17. Reading Between the Lines of Apple’s 2Q26 Earnings Q&A With Analysts, Takeaways From Apple’s 2Q26 10-Q, Subscriber Q&A
  18. Apple Halts Share Buyback, Apple’s Net Cash Trajectory, Net Cash Neutral vs. Excess Cash
  19. Apple’s 2Q26 In Three Charts
  20. Apple Earnings, Stellar iPhone Demand, Apple Sunsets Net Cash Neutral Target
  21. Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
  22. Previewing Apple’s 2Q26: It’s All About Product Supply
  23. Where Apple Is Headed
  24. What Apple May Look Like With John Ternus as CEO
  25. Apple's Next Leadership Era
  26. Amazon to Acquire Globalstar, Apple to Partner With Amazon Leo, The Big Picture
  27. There Isn’t a MacBook Neo “Dilemma”
  28. New iPhone Demand Clues, iPhone 17 Sales Strength, iPhone Air Popularity by Country
  29. iPhone Circles the Moon, Shot on iPhone, The Big Picture
  30. Apple Will Never Be Replicated

Every year

2026 2752025 2422024 2162023 2212022 2232021 1922020 2062019 2042018 2002017 1992016 1982015 1452014 662010 12007 12001 1

Undated 710

  1. My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters
  2. Thoughts Heading Into Apple’s 3Q25 Earnings Release
  3. Alphabet 2Q25: By the Numbers, Alphabet Earnings Call Highlights, Overall Alphabet Takeaways
  4. Apple Unveils AppleCare One, Revisiting Apple Hardware as a Service, Crunching Some AppleCare One Numbers, ChatGPT Agent Follow-Up
  5. ChatGPT Agent Doesn’t Cut It
  6. Netflix 2Q25: By the Numbers, Netflix Earnings Call Highlights, Overall Netflix Takeaways
  7. Rivian Shifts to Google Maps, Uber Partnering With Lucid and Nuro on Autonomous Fleet, Tesla’s Awful 2Q25 Delivery Figures
  8. Apple TV+ Scores (Again) With Emmy Nominations, Apple TV+ Perception Is Changing, Netflix Losing Share in Video Streaming
  9. NVIDIA Gets H20 Chip Permit for China, Revisiting Trump's Middle East Trip, Apple Places $500M Bet on American Rare Earth Magnets
  10. Apple Seeking Formula 1 Media Rights, Apple Needs to Bet Big on Immersive Video, Factors in Apple’s Favor
  11. Jeff Williams and the Apple Machine
  12. More on Apple CEO Succession, Tim Cook on Apple CEO Succession, The Ideal Candidate for Apple CEO
  13. Apple COO Jeff Williams to Retire, Revisiting Apple CEO Succession
  14. More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount
  15. Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit
  16. More on Apple’s “F1 The Movie” Marketing, Apple Needs to Do More Ecosystem Marketing
  17. Apple’s “F1 The Movie” Scores at Box Office, A Big Win for Tim Cook and Eddy Cue, Apple’s Controversial Apple Pay Promotion
  18. Apple Goes All-In on “F1 The Movie,” Why Apple Is Doing Apple TV+, Betting on Storytelling in a Sea of TikToks
  19. My Reaction to Apple’s Post-Keynote Press at WWDC, Apple Talks iPad vs. Mac
  20. Apple Talks Siri Delay, Remaining (Siri Delay) Questions, Takeaways
  21. Interesting Notes and Tidbits From Apple’s WWDC Keynote
  22. Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements)
  23. Three Themes From WWDC 2025
  24. Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP
  25. Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability
  26. Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)
  27. OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules
  28. Introducing AVALON, an all-new podcast about Apple from Neil Cybart
  29. Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card
  30. Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution?
  31. OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots
  32. My Thoughts on Google I/O 2025
  33. Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults
  34. The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
  35. Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
  36. Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
  37. Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
  38. Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
  39. Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
  40. Apple’s 2Q25 in Three Charts
  41. Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
  42. Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
  43. Thoughts on Apple’s 2Q25 Earnings
  44. Previewing Apple’s 2Q25 Earnings
  45. Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
  46. Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming
  47. Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
  48. Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
  49. Apple and Tariffs (Let’s Talk Sectoral Tariffs)
  50. Apple and Tariffs (Exemptions Granted, With a Twist)
  51. Apple and Tariffs (Part 4)
  52. Apple and Tariffs (Part 3)
  53. Apple and Tariffs (Part 2)
  54. Apple and Tariffs (Part 1)
  55. Trump Announces Additional Tariffs, White House Hints at Tariff Exemptions for Apple, Apple Options
  56. Tesla 1Q25 Delivery Figures, Cybertruck Sales Disclosed, The Big (Auto) Picture
  57. More on iPhone Tariffs and India, Tariff Engineering, Apple Fined for Protecting User Privacy
  58. Apple and Elon Musk Battle Over Satellites, Foxconn's iPhone Production in India, DMA’s Political Undertones in Spotlight
  59. Palmer Luckey on Vision Pro Pricing, Vision Pro microOLED Costs, Improving Vision Pro Accessibility
  60. Selling Curation in Sea of Overabundance, Netflix co-CEO Mocks Apple TV+, Apple’s Sports Intrigue
  61. User Metrics Are Complicated for Apple TV+ and Apple Music, A Challenge Found With Apple’s Services, How Apple’s Content Arm Stands Out
  62. Apple TV+ Reportedly Losing Money, Apple's Goal for Apple TV+, Apple's New LA Campus Begins to Take Shape
  63. Apple Shifts Siri Leadership to Mike Rockwell and Craig Federighi
  64. Sonos Closes Door to Video, Time to Start Asking the Sonos Questions, Apple Opportunities
  65. Lars Ulrich Talks With Zane Lowe, More on Apple and Immersive Concerts, Vision Pro and the Feeling of Being Connected
  66. Apple Releases Metallica on Vision Pro, Thoughts on Apple Immersive Metallica, Apple’s Immersive Video Release Strategy
  67. Thoughts on John Gruber's “Something Is Rotten in the State of Cupertino” Post
  68. Curating AI, How AI Curation Breeds Apple Intelligence Criticism
  69. Siri’s Promise, My Issues With Siri, How to Gauge Siri’s Progress
  70. Apple Delays Siri Features, What’s Going On?, Broader Implications
  71. Qualcomm Sounds Nervous About Apple, MacBook Air and Perfection, What’s Next for MacBook Air?
  72. Apple Updates MacBook Air, The Mac Studio Update, Mac Momentum
  73. Apple Updates the iPad Air, Apple Updates the Entry-Level iPad, The iPad Strategy
  74. Who Will Buy the iPhone 16e?, The Apple Intelligence Factor, Apple Discloses C1 Modem Efficiency Gains
  75. Amazon Unveils Alexa+, Apple News+ Expands Into Food, Apple News+ Food and New HW
  76. Apple Intelligence Expands to Apple Vision Pro, Spatial Gallery for Apple Vision Pro, Apple Vision Pro App for iPhone
  77. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
  78. U.K. Demands Apple Backdoor, Apple Disables Advanced Data Protection in U.K., Apple’s Strategy
  79. Apple Unveils First In-House Modem, Apple Unveils the iPhone 16e, The iPhone 16e Bet
  80. HP Buys Humane, Humane’s Autopsy, What Comes After Smartphones?
  81. Alibaba to Power Parts of Apple Intelligence in China, Apple Unveils Powerbeats Pro 2, The Intrigue With Beats Continues
  82. Apple TV App Expands to Android, Keep an Eye on Apple Sports, MLS Season Pass on Comcast
  83. Spotify 4Q24 Earnings, The Streaming 2.0 Era, Spotify Signs Deals With Universal and Warner
  84. Apple Music’s Super Bowl Halftime Show, My Thoughts on Kendrick Lamar’s Performance, Why Sponsor the Halftime Show?
  85. Apple Launches Apple Invites App, Initial Impressions, Partiful Cries Foul
  86. Meta 4Q24 Earnings, Ray-Ban Meta Smart Glasses Sales, Bosworth’s Leaked Reality Labs Memo
  87. Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)
  88. Reading Between the Lines of Apple’s 1Q25 Earnings Q&A With Analysts
  89. Apple 1Q25 Earnings Review
  90. Previewing Apple’s 1Q25 Earnings, Apple 1Q25 Earnings Expectation Meters
  91. Apple’s AI Strategy, My Vision for Siri, Hardware’s Importance
  92. DeepSeek Alarm Bells, Wall Street’s Freak-Out, Revisiting Huawei vs. Apple
  93. Netflix 4Q24 Earnings, Netflix and the NFL, More Netflix Price Hikes
  94. What’s Driving AAPL’s Underperformance?, iPhone Demand in China, Apple Jitters
  95. My Thoughts About Tim Cook at Trump’s Inauguration, Apple’s Top (Political) Issues, A Larger Reset
  96. “Severance” Pop-Up at Grand Central, Apple’s Genius Marketing, Apple Finally Punches Back
  97. Sonos CEO Fired, Where Sonos Went Wrong, Smart Speaker Intrigue
  98. Apple Goes Public With Meta Interoperability Requests, Apple and Interoperability Risk, Zuckerberg’s Master Plan
  99. Meta Pivots on Content Moderation, Zuckerberg Talks Apple on Joe Rogan, Zuckerberg Continues to Gaslight
  100. What Happened to CarPlay 2.0?, Eddy Cue Talks Down Apple Search Engine, Apple Uses Shazam for Predictive Analysis
  101. Dell Renames PC Line, Apple News Expansion Planned, Apple Intelligence Notification Summaries Need Work
  102. Looking Ahead at Apple in 2025 (A Financial Perspective)
  103. Looking Ahead at Apple’s 2025
  104. Apple Year in Review 2024
  105. Google’s Veo 2 Is a Litmus Test, Blackmagic Debuts Camera for Vision Pro, Apple Sports App Update
  106. Thinking Through Headset / AR Glasses Competition and Landscape
  107. Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us
  108. The Design Story Behind AirPods 4, Google Stresses Antitrust Long Game
  109. The Sonos App Fiasco, Sonos Earnings, YouTube Premium Is Having A Moment
  110. Unpacking and Decoding the NYT’s Jony Ive / LoveFrom Profile
  111. Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0
  112. Addressing iPhone Pessimism
  113. More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch?
  114. Yesterday
  115. Deconstructing Apple’s Product Event (AirPods)
  116. Yesterday’s update
  117. Yesterday’s update
  118. Disney Earnings, Roku Earnings
  119. ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch
  120. Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI
  121. last Thursday’s discussion involving Apple Watch
  122. Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple
  123. Yesterday’s discussion
  124. Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance
  125. Meta 2Q24 Earnings, Thoughts on Meta HW Sales
  126. Amazon Earnings, Amazon in the Home
  127. Part 1
  128. Part 2
  129. Apple’s 3Q24 earnings
  130. Tech Observations From My Vacation
  131. Overview, primary takeaway, and all of the numbers
  132. Secondary themes and charts
  133. Earnings call Q&A examination
  134. Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang
  135. My Granular Estimates for Apple 3Q24 Earnings
  136. Setting the Stage for Apple’s 3Q24 Earnings
  137. Spotify 2Q24 Earnings, Spotify vs. Apple Music
  138. Alphabet 2Q24 Earnings
  139. yesterday’s Apple TV+ discussion
  140. Netflix 2Q24 Earnings, Netflix Growth, Wall Street Giving Netflix Green Light to Spend
  141. The CrowdStrike / Microsoft Outage Will Benefit Apple
  142. Apple Looking to License Movies for Apple TV+, Warner Bros. Discovery Thinking of Splitting Itself, Skydance Merges With Paramount
  143. Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+
  144. Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends
  145. Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations
  146. On Monday,
  147. Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament
  148. Wall Street Warms up to Apple, AAPL Valuation Update
  149. More on Apple Device Longevity, iPhone Upgrading, Measuring Apple HW vs. Services Growth Potential
  150. we finished last week
  151. Apple Warns of Feature Delays in EU, Apple Accused of Breaking DMA Rules
  152. Apple Intelligence and Meta Integration Hoopla, Revisiting Apple Intelligence Integration Monetization
  153. Apple Opens First Store in Malaysia, Apple and Emerging Markets, Signal-to-Noise
  154. Apple Discontinues Apple Pay Later, A Limit to Apple’s Fintech Ambition, Apple’s Predicament
  155. AAPL and Wacky Behavior
  156. WWDC Review: iOS 18, Audio & Home, watchOS 11, iPadOS 18, macOS Sequoia
  157. Observations Attending WWDC, WWDC Keynote Priorities, An Impressive visionOS 2
  158. How Apple Intelligence Was Developed, Ranking Apple Intelligence Features, AAPL’s Wacky Price Action
  159. Breaking Down the ChatGPT / Apple Intelligence Integration, Is OpenAI Paying Apple?, Why Apple’s ChatGPT Integration Is Genius
  160. Apple Intelligence Is a Game Changer
  161. Thoughts Heading Into WWDC 2024
  162. NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video
  163. yesterday’s discussion
  164. Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity
  165. Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras
  166. About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro
  167. Apple & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons
  168. Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell
  169. Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future
  170. More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data
  171. iPad Pro and the Goal of Perfection
  172. Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo
  173. Yesterday’s update
  174. Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization
  175. Apple Pencil Pro and iPad Pro M4 Unboxing
  176. Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance
  177. The iPad Event
  178. Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts
  179. Key Takeaways From Apple’s 2Q24 Earnings
  180. My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model
  181. Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance
  182. Alphabet 1Q24 Earnings, Pichai (Sort Of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization
  183. Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales
  184. Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple
  185. Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR
  186. Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics
  187. iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff
  188. Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A
  189. Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy
  190. Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro
  191. Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+
  192. Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team
  193. Apple Releases "2023 MLS Cup Highlights" for Vision Pro, A Breathtaking Moment for Vision Pro, Apple Immersive Video Questions
  194. U.S. Justice Department Turned to European Commission for Help in Apple Battle, Apple Will Seek U.S. Antitrust Complaint Dismissal, The Big Picture
  195. U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2)
  196. U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1)
  197. Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports
  198. Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
  199. Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales
  200. My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
  201. Project Titan Follow-Up, Apple vs. EU Follow-Up
  202. Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor
  203. Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers
  204. Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU
  205. Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision
  206. Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity
  207. EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response
  208. Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers
  209. Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects
  210. yesterday’s Project Titan discussion
  211. Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring
  212. Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story
  213. Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only?
  214. Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture
  215. Microsoft Earnings, Peloton Earnings
  216. Alphabet Earnings, Amazon Earnings
  217. Thoughts on How Zuckerberg Can Monetize Meta Reality Labs
  218. Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI
  219. Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App
  220. Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations
  221. Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts
  222. Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street
  223. Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance
  224. My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Model
  225. Preparing for Apple’s 1Q24 Earnings Release
  226. Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy
  227. Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro
  228. Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community
  229. Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple
  230. More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch
  231. Thoughts After Using Apple Vision Pro for a Second Time
  232. U.S. Supreme Court Declines to Hear Epic/Apple Appeals, The New App Store Battle, Consumers Should Be More Vocal
  233. Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy
  234. Google Reorganizes Devices Group, Humane Announces Reorganization
  235. Analyzing Historical Apple HW Launches (Unit Sales), Vision Pro Launch Sales Estimate
  236. Apple Releases First Vision Pro Ad, Revisiting the First iPhone Ad, iPhone vs. Vision Pro
  237. Apple Vision Pro Launch Date Announced, New Vision Pro Details, What About Vision Pro Demos?
  238. New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China
  239. More on Apple Watch Ultra, Tesla 4Q23 Deliveries, EV Market Slowing in U.S.
  240. U.S. Court Pauses Apple Watch Ban, Apple’s Response, Why I’m Not Concerned About Apple Watch
  241. Microsoft’s Copilot Event, Microsoft (Quietly) Pulling the Surface Plug, Apple Is Thinking Differently
  242. Last Thursday
  243. Apple Presentation Criticism, Attending the Apple Event, Vision Pro and Apple Events
  244. An Apple vs. Qualcomm Refresher, Apple Extends Qualcomm Supplier Agreement, The WSJ’s Apple Modem Hit Piece
  245. iPhone 15 and 15 Pro Pre-orders in China, Tim Cook’s Very Strong Interview With CBS News
  246. iPhone 15 and 15 Pro Pre-orders Observations, Microsoft HW Chief Jumps Ship, Revisiting the Gadget Recession
  247. yesterday’s update.
  248. Deconstructing Apple’s Product Event (iPhone Notes)
  249. Deconstructing Apple’s Product Event (Apple Watch), About That Apple “Mother Nature” Video
  250. Apple’s September 2023 Product Event, A Different Feeling, Not Taking Anything for Granted
  251. China Reportedly Extends iPhone Ban for Government Officials, Why the China Story Isn't Adding Up, The Huawei Factor
  252. Spotify 2Q23 Earnings, Spotify’s Podcasting Disappointment, Revisiting Apple Podcasts
  253. yesterday’s update
  254. Apple Considering Supplier Shift for Vision Pro Displays, Vision Pro and China, Thursday Q&A
  255. Amazon Reportedly Interested in ESPN Deal, Apple Vision Pro and Live Sports Consumption, Apple Changes Scorsese Film Release
  256. discussed in the July 19th update
  257. More on Apple’s Photo of Vision Pro in a Developer Lab, EyeSight’s Visual Cues, My EyeSight Theory
  258. yesterday’s update
  259. Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity
  260. Sonos FY3Q23 Earnings, Sonos Taking Speaker Share, Sonos vs. Apple
  261. Meta’s Ray-Ban Stories Sales Figures Leak, Ray-Ban Stories’ Retention Problem, Ray-Ban Stories vs. Vision Pro
  262. Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion
  263. Emergency SOS via Satellite Used During Hawaii Wildfires, Defining Apple Innovation, Apple Savings Hits $10 Billion in Deposits
  264. Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices
  265. Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows
  266. Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number
  267. Apple's 3Q23 in Three Charts
  268. Reading Between the Lines of Apple's 3Q23 Earnings Q&A With Analysts
  269. This past Monday
  270. Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Model
  271. My FY3Q23 Apple Estimates, Early Thoughts on Apple’s FY4Q23
  272. Meta 2Q23 Earnings, Reality Labs Losses, Meta Stock
  273. Microsoft FY4Q23 Earnings, The Microsoft Business, Apple vs. Microsoft
  274. Tesla Earnings, Tesla's Cost Reductions, Apple’s Project Titan Implications
  275. yesterday’s "Barbie" discussion
  276. Netflix Earnings, Netflix Won't Want to Be Compared to YouTube
  277. Three months ago
  278. Bob Iger’s CEO Contract Extended (Again), The Bob Iger Question, Iger Hints at Divestitures and Partnerships
  279. Apple Cornering Market on Premium Headset Components, Disney's Troubles Grow, Apple’s Leverage Against Disney
  280. App Store Turns 15, Head of Google's AR Software Quits, Vision Pro’s Influence Already Being Felt
  281. Samsung Announces Foldables Event in Seoul, Foldables in 2023, Samsung Rethinks Headset Approach
  282. Tesla 2Q23 Deliveries, Ford’s EV Strategy, Doug Field’s Odd Interview With the AP
  283. More Smoke for Apple Vision Pro Production Issues, Goldman Sachs Looking For Way out of Apple Partnership
  284. TheElec’s report from last month
  285. AAPL Valuation Metrics, Apple's Improving Valuation, Apple Close to $3 Trillion Market Cap (Again)
  286. Apple Makes “Silo” Episode Free on Twitter, Google Cancels AR Glasses Project, YouTube Testing Playables Games Service
  287. How Apple Leverages Product Branding, Making Vision Pro Cool
  288. Yesterday’s discussion
  289. Last week
  290. Apple Releases visionOS SDK, Creating Spatial Experiences, Apple’s Developer Advantage
  291. the Vision Pro demo
  292. The Talk Show at WWDC, Apple CEO Succession
  293. How Vision Pro Can Impact Apple’s Other Products
  294. Apple's WWDC 2023 Keynote (Granular Observations)
  295. he larger takeaways from the keynote
  296. The Challenge Selling Vision Pro, Vision Pro Competition, Vision Pro Q&A
  297. The “Why” Behind Apple Vision Pro, Apple Revolutionizes Memories, Vision Pro Pricing Strategy
  298. Google I/O 2023
  299. Apples reality headset plans above avalon report
  300. Sonos Earnings, Sonos Unveils Sonos Pro, Peloton Earnings
  301. The Case for More Durable Apple Watch Ultra Bands, Disney Planning Standalone ESPN Offering
  302. More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers
  303. Alphabet Earnings, Pichai Comments on Google's Mobile Search Deals, Microsoft Earnings
  304. Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM
  305. The WSJ’s Report About Apple’s Headset, What’s Behind Apple Headset Skepticism?
  306. YouTube Gaining TV Momentum, Value of Ad-Supported Tiers in Paid Video Streaming, Apple TV+ and Ads
  307. yesterday's discussion regarding paid video streaming
  308. Amazon Earnings, Amazon’s Growth Initiatives, Amazon Bets on Return to Office
  309. Reading Between the Lines of Apple's 2Q23 Earnings Q&A With Analysts
  310. Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple's Stingy Dividend Increases
  311. Apple's Paid Subscriptions Growth Reaccelerates, The Case for Higher Apple Gross Margins
  312. My Apple 2Q23 Estimates, Expectations for Apple's Capital Management Changes, My Revised Apple Earnings Model (Daily Update)
  313. Setting the Stage for Apple Earnings, Revisiting My Apple Earnings Theory, U.S. Dollar Weakens (Daily Update)
  314. NYC Bets on AirTag to Stop Car Thefts, Apple Planning to Launch Journaling App (Daily Update)
  315. Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory (Daily Update)
  316. U.S. Appeals Court Sides With App Store, App Store Curation Is Key, Apple's Anti-Steering Loss Isn’t Major (Daily Update)
  317. Humane’s Worrying Reveal, Humane’s Miscalculation, Tesla Follow Up (Daily Update)
  318. to our discussion regarding Tesla earnings
  319. we talked about Humane
  320. Apple’s Fintech Play Outside the U.S., Apple Ecosystem Strength by Country, Google to Unveil Foldable Pixel (Daily Update)
  321. yesterday’s update regarding Apple’s fintech strategy
  322. Apple Opens First Store in India, Cook to Meet Modi, Samsung Reportedly Contemplating Bing Search Deal (Daily Update)
  323. More on Apple Reality, Why the Apple Reality Name?, Luxshare Reportedly Gains Apple Reality Contract (Daily Update)
  324. Why Publish a Tim Cook Profile Now?, The Evolution in Cook’s AR/VR Comments (Daily Update)
  325. The Tim Cook Profile in GQ, Cook and China, Cook Provides More Mixed Reality Headset Clues (Daily Update)
  326. Apple Announces WWDC 2023, WWDC 2023 Artwork Clues, Early Expectations for WWDC 2023 (Daily Update)
  327. The Amazon/AMC Rumor, Amazon Sidewalk Opens to Developers, Revisiting Amazon’s Play for Neighborhoods (Daily Update)
  328. Apple Announces Friday Night Baseball Changes, Apple Acquires WaveOne, Tim Cook Visits China (Daily Update)
  329. Apple Reportedly Pursuing Movie Theater Releases, Streamers Embracing Movie Theaters, TVOD vs. Theatrical Releases (Daily Update)
  330. Should Microsoft Go After Google and Try to Win Apple’s iPhone Search Deal? (Daily Update)
  331. Google Releases Bard, Apple and Chatbots, DPReview to Shut Down (Daily Update)
  332. yesterday
  333. Yesterday
  334. Q&A About Apple’s Investment Portfolio, Apple Unveils Apple Music Classical, Apple’s Music Focus
  335. Meta Announces Another Massive Round of Layoffs, Zuckerberg Discovers Efficiency, How Apple Avoided Significant Layoffs
  336. The Financial Times on Tim Cook's Mixed Reality Bet, My Issues With FT’s Report (Daily Update)
  337. regarding yesterday’s update
  338. Apple’s Spring Product Refresh, The Best-Selling Smartphone Models of 2022, Dark Sky Anger Builds (Daily Update)
  339. Number of ATMs Decline, Apple Pay’s Long Game, Roku 4Q22 Earnings (Daily Update)
  340. Apple Invests Another $1B in Germany, The Factors Behind iPhone’s Increasing Sales Share, Competing With Cool (Daily Update)
  341. Peter Stern Departs Apple, Apple’s Services Reorganization, My Concern With Warner Bros. Discovery (Daily Update)
  342. Apple Lends $250M to Globalstar, Why Doesn’t Apple Get Into Satellites?, EU Narrows Apple Probe (Daily Update)
  343. Sonos FY1Q23 Earnings, Sonos Hints Again at Entering New Product Category, Sonos vs. Big Tech (Above Avalon Daily)
  344. The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security (Daily Update)
  345. Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning (Daily Update)
  346. Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022 (Daily Update)
  347. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings (Daily Update)
  348. Apple TV+ and Hollywood star branding
  349. Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+ (Daily Update)
  350. Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization (Daily Update)
  351. Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Model (Daily Update)
  352. Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal (Daily Update)
  353. Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer (Daily Update)
  354. Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts (Daily Update)
  355. we went over the numbers from Apple’s 1Q23 earnings release
  356. Final Thoughts Heading Into Apple Earnings, Spotify Earnings (Daily Update)
  357. On Monday
  358. Yesterday’s update
  359. Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future (Daily Update)
  360. Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap (Daily Update)
  361. Apple’s Opportunities in 2023, Apple’s Challenges in 2023 (Daily Update)
  362. Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club (Daily Update)
  363. Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor (Daily Update)
  364. yesterday's update
  365. available here
  366. Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality (Daily Update)
  367. Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer (Daily Update)
  368. Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows (Daily Update)
  369. Nikkei Asia Stokes Apple Demand Fears, AAPL Valuation Update, AAPL Stress Test Scenarios (Daily Update)
  370. Apple Bows Out of NFL Sunday Ticket Bidding, YouTube Wins NFL Sunday Ticket, YouTube Moves Deeper Into Paid Video (Daily Update)
  371. iPhone Supply Bounces Back, Sketchy Rumors About iPhone 14 Plus, Amazon's Growing Layoffs (Daily Update)
  372. Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem (Daily Update)
  373. more detail here
  374. The Apple Watch ushered in a paradigm shift in computing
  375. The Big Themes from Amazon’s Hardware Event, Apple Pushes Back Against TSMC Price Hike, Thursday Q&A (Daily Update)
  376. Another Questionable Bloomberg Report on iPhone Demand, What’s Going On With Bloomberg?, Impact on AAPL (Daily Update)
  377. John Mayer vs. Apple Watch Ultra, Apple Watch Ultra’s Appeal, Apple and Oprah End TV+ Deal (Daily Update)
  378. Central Banks Rush to Raise Rates, Stronger Dollar’s Impact on Apple, Apple Music to Sponsor Super Bowl Halftime Show (Daily Update)
  379. Disney CEO Talks ESPN’s Future, Apple’s Sports Play, Apple Watch Ultra Reviews (Daily Update)
  380. Peloton Launches Peloton Row, What Peloton Should Do With Peloton Row, Spotify Launches Audiobooks (Daily Update)
  381. The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends (Daily Update)
  382. Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf (Daily Update)
  383. Apple Buys Satellite Capacity, Apple and Starlink, Apple’s Satellite Ambition (Daily Update)
  384. Thoughts on iPhone 14 and 14 Pro Pre-orders, Garmin Trolls Apple, Apple Watch Ultra Battery Life (Daily Update)
  385. Deconstructing Apple’s “Far Out” Presentation (Part 2) - Daily Update
  386. Deconstructing Apple’s “Far Out” Presentation (Part 1) - Daily Update
  387. Apple Event Highlights (Daily Update)
  388. Thoughts Heading Into Apple’s “Far Out” Event (Daily Update)
  389. Disney Considering Memberships, Apple One’s Strategic Value, More Details About Netflix’s Upcoming Ad Tier (Daily Update)
  390. Apple Gives Up Didi Board Seat, Snap Announces Major Pullback, Gauging Snap as an M&A Target (Daily Update)
  391. Roku Losing Flexibility, YouTube Quietly Unveils Podcast Homepage, Big Ten Passes Over Apple (Daily Update)
  392. An Upcoming Flood of TV Content, Netflix Mulls Pricing for Ad Tier, Apple TV+ Pricing Strategy (Daily Update)
  393. Apple Sends Out Event Invites to Media, Peloton Is Imploding, A Peloton and Amazon Tie-up? (Daily Update)
  394. Revisiting the HomePod Discontinuation, Sonos Earnings, Smart Speakers Getting Squeezed (Daily Update)
  395. Apple FY3Q22 Earnings Recap
  396. Apple's WWDC 2022 (Daily Updates Recap)
  397. The iPhone Mini (Above Avalon Report)
  398. Introducing New and Improved Above Avalon Reports
  399. Apple Is in a League of Its Own
  400. Apple began to follow a new strategy that amounted to pushing all of its product category forward at the same time.
  401. Apple Won the Share Buyback Debate
  402. Designed by Apple in California, Not Assembled in China
  403. Apple Watch Is Now Worn on 100 Million Wrists
  404. The Future of Apple Retail
  405. Poaching tesla
  406. Netflix
  407. Hands-on with the iPhone 13 Pro
  408. Apple’s Big Bet on Memoji
  409. Steve Jobs Theater
  410. The Above Avalon 2Q21 Recap
  411. Above Avalon Podcast Episode 184: Let's Talk WWDC 2021
  412. Apple's Missed Opportunity at WWDC
  413. to its smart home strategy
  414. a pair of lightweight smart glasses
  415. a bridge to the future
  416. Above Avalon Podcast Episode 182: Apple’s Underestimated Manufacturing Apparatus
  417. Above Avalon Podcast Episode 181: Let's Talk Apple Retail
  418. Above Avalon Podcast Episode 180: 100 Million Wrists
  419. an ecosystem that is unmatched in the industry
  420. The Above Avalon Daily Update Recap (January 2021)
  421. Above Avalon Podcast Episode 179: Winning the Buyback Debate
  422. Above Avalon Podcast Episode 178: Welcome to 2021
  423. Apple has a capex-light business model because the company doesn’t offer free services to billions of people with a monetization strategy revolving around ads
  424. Apple’s $460 Billion Stock Buyback
  425. Jony Ive, Jeff Williams, and a Larger Apple
  426. By controlling hardware, software, and services, Apple is able to sell a range of products that seamlessly work together
  427. The Mac is Turning into Apple’s Achilles’ Heel
  428. Apple Watch Momentum Is Building
  429. Above Avalon Podcast Episode 173: Let's Talk App Store
  430. Attacking the App Store
  431. Introducing the Above Avalon Daily Podcast
  432. Above Avalon Podcast Episode 172: Hidden Acceleration
  433. Amount of revenue per user
  434. Above Avalon Podcast Episode 171: The Apple Ecosystem
  435. Above Avalon Podcast Episode 170: Pulling Away From the Competition
  436. Facebook ended up placing the wrong social bet.
  437. Above Avalon Podcast Episode 169: The Business of Predicting Turns
  438. Predicting Turns on Wall Street
  439. Above Avalon Podcast Episode 168: The Paid Membership Model
  440. Above Avalon Membership Turns Five Years Old
  441. In the blog post announcing Above Avalon membership back in 2015
  442. Above Avalon Podcast Episode 167: A Stock Buyback Poster Child
  443. Above Avalon Podcast Episode 166: Uncharted Territory
  444. Moving Forward in a Pandemic
  445. Above Avalon Podcast Episode 165: The iPad's First Decade
  446. Above Avalon Podcast Episode 164: Competing with Spotify
  447. Spotify Is Evolving
  448. Above Avalon Podcast Episode 163: A Revolution on the Wrist
  449. Expectation Meters for Apple's 1Q20 Earnings
  450. Above Avalon Podcast Episode 162: The Apple Question
  451. The Big Question Now Facing Apple
  452. Questions for Apple in 2016
  453. Questions for Apple in 2017
  454. Questions for Apple in 2018
  455. Questions for Apple in 2019
  456. licensing, AppleCare, paid iCloud storage
  457. my initial Above Avalon article on AirPods
  458. Apple’s wearables train continues to gain momentum
  459. While Cook has become more comfortable talking about the ideals that guide Apple’s culture such as environmental responsibility, privacy, and equality
  460. The apple tv plus strategy
  461. Above Avalon Podcast Episode 155: The Apple Keynote
  462. Apple Keynotes Still Matter
  463. Above Avalon Podcast Episode 154: Which iPhone Is That?
  464. The iPad Air is positioned as a lower-cost iPad Pro.
  465. Above Avalon Podcast Episode 153: The Bundler of Bundles
  466. Above Avalon Podcast Episode 152: Let's Talk Wearables
  467. Above Avalon Podcast Episode 151: Apple's Financial Tug-of-War
  468. Apple 3Q19 Earnings Expectation Meters
  469. Above Avalon Podcast Episode 150: A Larger Apple Machine
  470. iPhone Warning Signs
  471. Apple is moving deeper into content distribution services
  472. Above Avalon Podcast Episode 149: Letting Go of the Rope
  473. Above Avalon Podcast Episode 148: Apple's Billion Users
  474. Above Avalon Podcast Episode 147: A Faster Bumper Car
  475. Apple 2Q19 Earnings Expectation Meters
  476. Above Avalon Podcast Episode 146: Tackling Apple's Excess Cash
  477. Apple's $400 Billion Buyback Program
  478. Above Avalon Podcast Episode 145: It's All About Curation
  479. Above Avalon Podcast Episode 144: Checking Up on iPad
  480. Above Avalon Podcast Episode 143: Look at the Capex
  481. Above Avalon Podcast Episode 142: Rethinking the Smart Home
  482. Trojan horses for Apple’s content distribution services
  483. Above Avalon Podcast Episode 141: Viral AirPods
  484. AirPods Have Gone Viral
  485. AirPods play a role in this vision by harnessing sound on the go
  486. Above Avalon Podcast Episode 140: Let's Talk Content
  487. Above Avalon Podcast Episode 139: Thinking About Apple in 2019
  488. Apple Watch is rapidly becoming an iPhone alternative
  489. Instead, it’s a big step in elevating a capital allocation narrative
  490. Above Avalon Podcast Episode 133: The Big Picture from Steve Jobs Theater
  491. Based on the most recent Mac and iPad Pro ad campaigns
  492. Above Avalon Podcast Episode 132: Titan vs. Tesla
  493. the company's design-led culture
  494. Above Avalon Podcast Episode 131: Growth Drivers
  495. Apple's Growth Story
  496. Apple continues to place bets on new products
  497. Apple 3Q18 Earnings Expectation Meters
  498. Above Avalon Podcast Episode 130: What's a Computer?
  499. Above Avalon Podcast Episode 129: Giants on Wall Street
  500. The Race to a Trillion
  501. Many have been grading Cook as if he is Apple's product visionary
  502. Above Avalon Podcast Episode 128: Figuring Out What's Next
  503. Apple is currently selling approximately 215 million iPhones per year, and sales are likely to remain in that ballpark in the near term
  504. Above Avalon Subscriptions Turn Three
  505. Apple 2Q18 Earnings Expectations
  506. My expectations are for a $100 billion increase to share buyback authorization and a 20% increase to the quarterly cash dividend
  507. Wall Street Has Begun to Think About Apple In a New Way
  508. The iPhone's Turning Point
  509. Apple 1Q18 Earnings Expectations
  510. Apple's upcoming stationary speaker, HomePod
  511. Grading Apple's 2017
  512. It became clear that the iPad mini was not only contributing to iPad's ongoing unit sales decline, but was also holding the iPad back
  513. Many of Apple's newest products, such as Apple Watch and AirPods, are underpriced in comparison to the competition
  514. The battle for our attention is broadening into a massive land grab for the most valuable real estate in our lives
  515. Apple in china
  516. iPhone's evolution
  517. I wrote
  518. Major Tech Trends Ahead of Apple's Big Event
  519. Apple has the most formidable wearables platform
  520. services are meant to add even more value to Apple hardware
  521. a Dutch auction tender offer would even be a possibility
  522. iPhone Turns Ten
  523. future pivots into new industries
  524. Apple's ambition continues to be underestimated
  525. WWDC Clues Hint at Mac's Future
  526. level of uneasiness
  527. Various form factors with broad use cases
  528. the dual-camera system in the iPhone 7 Plus
  529. The 4-inch iPhone SE served Apple well over the past year
  530. old quadrant product grid
  531. reports of iPad's death have been greatly exaggerated
  532. besides the fact that Apple is moving beyond the iPhone as Hub product strategy
  533. Apple 1Q17 Expectations
  534. finding a sustainable Wall Street narrative
  535. There may be an opportunity for the car industry to experience its very own "iPhone" moment
  536. Apple Watch
  537. Apple's early missteps with Apple Watch
  538. Project Titan seemed to be firing on all cylinders
  539. Above Avalon reached sustainability
  540. It is quintessentially Apple
  541. Apple will take a few pages from its Apple Music playbook to embrace
  542. deeper relationship with fashion and luxury themes
  543. Finding iPad's Future
  544. Apple 3Q16 Earnings Expectation Meters
  545. undergoing a significant expectations reset on Wall Street
  546. annual dividend increases
  547. A closer look at Apple Watch bands reveal much potential and intrigue in terms of both technology and fashion
  548. No One Wants to Be Apple
  549. While some of these holes have been, and continue to be, filled by M&A and outside hires
  550. As I pointed out last May
  551. It was clear that the iPhone "S" cycle ended last year
  552. There is much change going on within the iPhone user base with a more diverse collection of thoughts towards technology and smartphone features
  553. There are signs that Apple has been working to move beyond the iPhone for well over a year with Project Titan and other wearable devices representing the company's future
  554. AAPL 2Q16 Earnings Expectation Meters
  555. If watch manufacturers were already concerned about Apple Watc
  556. A Facebook Experiment
  557. Standing on Tesla's Shoulders
  558. The iPhone Reality Distortion Field
  559. tangible signs of success and progress being made
  560. Apple 1Q16 Earnings Preview
  561. Apple is currently the iPhone company
  562. Apple's prior success altered the definition of a flop
  563. Jeff Williams
  564. Apple's interest in creating a slimmed down bundle of broadcast and cable programming
  565. a new kind of experience on the road
  566. augmented reality
  567. a game changer across the world
  568. iPhone Launch Weekends are Getting Silly - Above Avalon Premium Week in Review
  569. The New Apple Era
  570. Bill Graham Civic Auditorium Intrigue & Above Avalon Premium Weekly Recap
  571. Apple's Cheaper Stock Buyback
  572. a $640 billion market cap company to grow in terms of valuation multiples
  573. Apple Scouting a Self-Driving Car Testing Area - Above Avalon Premium Week in Review
  574. U.S. Watch Sales Collapsed in June - Above Avalon Premium Week in Review
  575. Thoughts on iPad,
  576. Apple Watch is Coming to Best Buy - Above Avalon Premium Week in Review
  577. The New Apple: Embracing Personalized Technology with a Luxury Twist
  578. Apple Car Development is Advancing - Above Avalon Premium Week in Review
  579. AAPL 3Q15 Earnings Preview
  580. Trent Reznor Talks Apple Music & Above Avalon Premium Week in Review
  581. Beats 1 is the New iPod and Apple's Latest Bet
  582. The Great Apple Music Pivot
  583. Taylor Swift is Backing Herself Into a Corner - Above Avalon Premium Week in Review
  584. Wall Street Starting to Doubt Apple Watch - Above Avalon Premium Week in Review
  585. fine-tuned my estimate to 28 million unit
  586. Apple Is Playing Offense at WWDC
  587. 500 million iPhone users
  588. Apple Music is competing with the free streaming services of the world
  589. The Apple vs. Google Battle Has Changed
  590. The Watch and Edition collections will likely account for 80% of Apple Watch profits despite only accounting for 20% of sales
  591. I was confident Apple would sell more iPhones than consensus
  592. Apple Watch: What Did Apple Just Roll out Here?
  593. Apple Watch Isn't a Luxury Watch
  594. The Evolving Notification
  595. Apple Watch is Cool, Just like iPhone
  596. quarterly cash dividend increase
  597. Betting Big on the Camera
  598. My Apple Watch Try-On Experience
  599. I go back to when Apple first introduced the watch and I was explaining the device to people, even then the watch faces were the primary talking point
  600. I've been very adamant that people have been overthinking the watch for the past seven months
  601. Product Reviews are Broken
  602. curation and discovery will be two main tenets of a service
  603. The 4-Inch iPhone 6c
  604. "Apple-like" experience at lower prices
  605. Protecting Balance Sheets from Paranoia
  606. An Illusion in Switzerland
  607. Setting the Stage for Two Million Apple Watch Demos in Two Weeks
  608. Apple Watch Sales Estimates (Video)
  609. Apple's Plan to Rethink Television
  610. Marketing Implications from BuzzFeed's Apple Watch Demo Video
  611. Apple has the potential of buying back close to 20% of itself within three years
  612. Samsung's Smartphone Dilemma
  613. Apple's Initial Watch Ad in Vogue is Nearly Perfect
  614. iPhone 6 and 6 Plus representing possible inflection points
  615. Apple Is on Track to Buy Back 20% of Itself by 2017 (Video)
  616. Don't Focus on Apple Watch Edition Pricing
  617. Playing Devil's Advocate as Jony Ive and Marc Newson Guide Apple
  618. Three Month Update
  619. Apple's Plan for iPad in an iPhone World
  620. Apple Watch: A Superb Economic Moat Years in the Making
  621. The Trick of Downplaying Hardware
  622. Apple is Getting Paid to Raise Debt
  623. Apple is raising debt to fund its capital return program
  624. Thoughts on Apple's Employee Retention "Problem"
  625. Apple's focus on acquiring the next marginal customer
  626. the experience from using a device where software and hardware combine to make the hardware melt away
  627. Apple Doesn't Sell Phones
  628. Luck or Vision
  629. analyzing Apple's recent earnings report
  630. Jeff Williams as Tim Cook's successor before Cook finished his first day as CEO
  631. Video - Reviewing Apple's 1Q15 Earnings
  632. Video - Apple 1Q15 Earnings Preview
  633. 1q15 apple earnings preview
  634. The Battle for Mindshare
  635. Apple Rethinking the Pen: Initial Thoughts on 'Apple Pen'
  636. Apple Pay Enrollment Trends
  637. iPad Observations Heading into Apple Earnings
  638. Notes
  639. Apple Watch's Potential Impact on Apple Earnings
  640. Apple in 2014: Thinking Differently
  641. "Apple Keynote Notes
  642. reported the best sales quarter
  643. Finding the Middle Ground between Apple Pay and CurrentC
  644. Quote of the Week
  645. AAPL 4Q14 Preview. Solid Quarter; Solid Outlook
  646. Apple iPad Event Notes
  647. Bendgate Is Closed
  648. Wearable Device Now, iWatch Later
  649. What the Beats is Going on? Thoughts on Apple Acquiring Beats
  650. Samsung’s Crisis of Design 2.0
  651. My Letter To Apple SVP of Retail Angela Ahrendts
  652. Current Tech Musings and 2014 Predictions
  653. AAPL 4Q13 Preview; Expect a Beat
  654. Initial Thoughts on iPhone 5s
  655. Twitter's Problem; Not Connecting with Mainstream Users
  656. I Like Apple's iPhone Strategy
  657. iPhone Keynote Expectations
  658. Here's My Platform. Vote for Me.
  659. AAPL 2Q13 Preview; Expect Ugly Guidance
  660. Conceptual Concerns with Google Glass
  661. Apple 1Q13 Review; Thoughts on Guidance and AAPL
  662. AAPL 1Q13 Preview; Near-Term Volatility Continuing
  663. Walmart Discounting Apple Products: Gloom or Boom?
  664. Thoughts on Apple's 6.4% Stock Drop
  665. Anti-Apple Militia's Shifting Tactics; Attacking Apple's Cool Factor
  666. Quick Thoughts on Apple's Earnings
  667. Tackling the AAPL Unknown
  668. AAPL 4Q12 Estimate
  669. iPad Invading Enterprise. Re: Urban Outfitters
  670. Marketing a Smaller iPad
  671. Amazon Phone
  672. AAPL 3Q12 Estimate
  673. Microsoft’s Interesting Week
  674. Siri's Been Busy
  675. AAPL 2Q12 Estimate
  676. Thoughts on the new iPad
  677. Not Everyone Copies Apple
  678. Apple 1Q12 Preview: Tale of Two Products
  679. Incompetency
  680. AAPL 1Q12 Estimate
  681. iPhone Accounted for Nearly 40% of U.S. Smartphone Sales in 3Q11
  682. Dissecting an Apple Bear
  683. Final Thoughts on Apple's 4Q11
  684. AAPL 4Q11 Earnings Cheat Sheet
  685. Thoughts on Facebook F8
  686. Anchoring Bias Impacting Wall Street's View on Apple
  687. Tim Cook. The Architect.
  688. Inflection Point: HP webOS
  689. AAPL Orchard's AAPL 4Q11 Estimate
  690. Great Use for Apple's Cash
  691. A New AAPL Era
  692. Facebook Gets It
  693. Will Your Mom Love Google+?
  694. RIMM Observations
  695. Snapshots
  696. iOS App Innovation and iPad 2 Design Lead to Magic
  697. Amazon Cloud
  698. Amazon Appstore
  699. You Want iPad 2?
  700. iPad's Actual Market Share
  701. Do You Really Understand Apple?
  702. HP Needs to Apologize for the webOS Event
  703. Will HP webOS Get Knocked Out Before Entering the Fight?
  704. "iPhone Impact on Verizon" For Dummies
  705. Big M&A Not in Apple's DNA
  706. Various Holiday Crowds
  707. My Ping
  708. iPhone Can Still Beat Android in Smartphone Market Share
  709. Music Wars: Facebook vs. Twitter vs. Myspace vs. Ping
  710. Making Big Bets and Controlling Risk - How Apple Succeeds