2001–2020

2020 206

December 2020

1. 23 Declast year’s Year in Review
2. 22 DecApple Car in 2024?, The Odd Parts of Reuters’ Apple Car Report, What’s Really Going on Here
3. 21 DecEFF Comes to Apple’s Defense, Tesla Joins the S&P 500, Apple Designers Talk AirPods Max
4. 17 DecApple Hits Facebook Back, Apple Provides iPhone / iPad Installed Base Clues, Thursday Q&A
5. 16 DecFacebook’s Apple Attack Ad, Privacy vs. Profit, More Than an AAPL / FB Skirmish?
6. 15 DecApple Increases iPhone Orders, iPhone Sales Growth Drivers, Apple’s Cellular Modem Full Steam Ahead
7. 14 DecDisney Investor Day, Netflix’s Branding Problem, Supply Chain Talks Down AirPods Max Sales
8. 10 DecAbove Avalon Podcast Episode 177: The Rise of the Small Display
9. 10 DecProject Titan’s Leadership Change, Apple Car Rumors Persist, Thursday Q&A
10. 9 DecAirPods Max’s Limited Launch, AirPods Max Modularity, What About Beats?
11. 8 DecApple Unveils AirPods Max, Thoughts on AirPods Max Pricing, AirPods as a Platform
12. 3 DecApple Downplays Touch-Based Macs (Again), My Stance on Touch-Based Macs, Thursday Q&A
13. 2 DecEarly Look at iPhone 12 Sales Mix, iPhone Installed Base Mix, App Store Revenue Growth Accelerating
14. 1 DecApple sales mix by display size warnermedias huge movie announcement apple and movies
15. 1 DecAbove avalon episode 177 the rise of the small display
16. 1 DecThe Rise of Smaller Displays
17. 1 DecApple Gets Antitrust Court Case Tossed, Samsung May Discontinue the Galaxy Note, GM’s Nikola Mistake

November 2020

1. 30 NovApple’s Place in a Stay-at-Home Economy, E-Commerce Acceleration, Some iPad and Mac Production Moving to Vietnam
2. 27 NovAbove Avalon Podcast Episode 176: The Mac Earned a Diploma
3. 24 NovThe Question for Sonos, The App Store During the Pandemic, Apple’s Head of AR Talks Strategy, Above Avalon Gifts
4. 23 NovSonos Earnings, Sonos vs. Apple, New Data on App Store Developer Revenue
5. 21 NovAbove avalon episode 176 the mac earned a diploma
6. 19 NovAdditional Thoughts on App Store Changes, The Mac’s Future, Apple’s Innovation Feedback Loop
7. 18 NovThe Mac's Graduation
8. 18 NovApple Unveils App Store Small Business Program, Apple Cuts App Store Revenue Share for Many, Revisiting App Store Economics
9. 17 NovEstimating the number of mac users cinemark and universal reach deal warren buffett cuts apple stake
10. 16 NovDisney Earnings, Ranking Paid Video Streaming Leaders, Foldable iPhone Rumors Persist
11. 12 NovApple Industrial Designers Talk New Products, “Hardware as a Service” Problems, Microsoft Surface 1Q21 Results
12. 11 NovApple’s “One More Thing” product event
13. 9 NovPreviewing Apple’s “One More Thing” Event, HBO Max and Peacock Subscriber Updates, Netflix Raises Prices
14. 5 NovApple Facing Component Shortages, Apple Increases Orders for Older iPhones, Spotify Earnings
15. 4 NovThe U.S. Election, Apple Implications, Apple’s Power
16. 3 NovApple 2020 10-K Takeaways
17. 2 NovApple 4Q20 Earnings Review (Second Half)
18. 1 NovApple’s wearables business has grown to the size of a Fortune 130 firm
19. 1 NovAbove Avalon Podcast Episode 175: iPhone at a Billion

October 2020

1. 31 OctAbove avalon episode 175 iphone at a billion
2. 30 OctApple 4Q20 Earnings Review (First Half)
3. 28 OctApple 4Q20 Earnings Preview (Second Half)
4. 28 OctApple 4Q20 Earnings Preview (Consolidated)
5. 27 OctApple 4Q20 Earnings Preview (First Half)
6. 26 OctApple’s Organizational Structure, Apple’s Leadership Structure, An Autonomous Apple
7. 22 OctA Google TAC Fire Drill, The Quibi Hedge, Jony Ive Collaborates With Airbnb
8. 21 OctNetflix Earnings, Video Content Monopolies, An iPhone ASP Tailwind
9. 20 OctApple Unveils Apple Music TV, Apple Extends TV+ Promotion, Apple TV+ Accounting
10. 19 OctThoughts on Early iPhone Sales, Disney Reorganizes, Disney Is Streaming’s New Poster Child
11. 16 OctApple's "Hi, Speed" Event Review (Consolidated)
12. 15 OctApple's "Hi, Speed" Event Review (Full Notes)
13. 14 OctApple's "Hi, Speed" Event Review (Major Takeaways)
14. 8 OctThe House Antitrust Report on Big Tech, Massive Holes in the Antitrust Report, Apple’s Response
15. 6 OctFacebook Connect 2020, Zuckerberg Downplays AR Timeline, Facebook’s Design Dilemma
16. 5 OctApple Watch’s Regulatory Risk, Thoughts on Apple Watch ASP, Regal Cinemas Suspends Operations
17. 1 OctThe number of iphone users the iphone upgrade cycle apple stops selling third party audio products
18. 1 OctAbove Avalon Podcast Episode 174: Apple Watch Is a Runaway Train
19. 1 OctAbove avalon episode 174 apple watch is a runaway train
20. 1 OctAbove Avalon daily update from October 1st.

September 2020

1. 30 SepTim Cook’s The Atlantic Interview, Tim Cook Receives New Stock Grant, Apple CEO Succession
2. 29 SepThe Coalition for App Fairness, A New Guerrilla Warfare Tactic, The Coalition’s Questionable Website
3. 28 SepAmazon’s New Products, Amazon’s Declining Hardware Goodwill, The Battle for the Home
4. 24 SepNike Earnings, The Similarity Between Nike and Apple, A Stronger Apple and Nike Partnership
5. 23 SepThoughts on iPhone Widgets, iPhone Widgets vs. Apple Watch, Apple Watch Adoption Estimates
6. 22 SepApple Changes App Store Guidelines, Rebuilding Indie Developer Goodwill, Roku and Peacock Reach Deal
7. 21 SepSpotify’s Growing Desperation, Apple One Criticism, Apple One vs. Amazon Prime
8. 18 SepApple’s “Time Flies” Event Review (Consolidated)
9. 17 SepApple’s “Time Flies” Event Review (Full Notes)
10. 16 SepApple’s “Time Flies” Event Review (Major Takeaways)
11. 14 SepNumber of iPads in Use, Peloton Earnings, Peloton’s Weakness
12. 10 SepThe Number of Apple Watch Wearers, SoftBank’s Big Bet on Tech Stocks, GM Partners With Nikola
13. 9 SepApple Hires Hollywood Dealmaker, Mobile Carrier Offers First Apple Content Bundle, Disney’s Mulan Gamble
14. 8 SepNew iPhone Production Starting Soon, iPhone Production Estimates, Apple’s HW Solution for Pandemic Travel Restrictions
15. 3 SepiPhone Momentum Building in Europe, Apple's Good Timing with iPhone SE, Selling Utility on the Wrist
16. 2 SepNews Publishers Want App Store Special Deal, Apple’s App Store Curation Strategy, Foldable Phones Continue to Flop
17. 1 SepAmazon Unveils Halo Wristband, Health Trackers vs. Smartwatches, Wireless Headphones Sales Share

August 2020

1. 31 AugIntroducing a Daily Podcast for Above Avalon Members, U.S. Talks Down WeChat Ban, Mark Zuckerberg Attacks the App Store, Apple vs. Facebook
2. 26 AugApple Acquires Spaces, An Apple Game Changer in India, Foxconn and Pegatron Talk Up Mexico
3. 25 AugValuing Big Tech on Free Cash Flow, AAPL vs. Free Cash Flow, AAPL vs. Low Interest Rates
4. 24 AugApple Soars Past $2 Trillion, Thoughts on AAPL Valuation, Apple’s New Narrative on Wall Street
5. 20 AugThoughts on TikTok, Microsoft’s Interest in TikTok, Apple’s Disinterest in TikTok
6. 19 AugApple Unveils CBS All Access and Showtime Bundle, A New Apple TV Layer, WarnerMedia’s Management Shake-Up
7. 18 AugThe App Store’s Impact on Apple Financials, Facebook Launches Paid Online Events, 4Q20 Microsoft Surface Results
8. 17 AugEpic Games Breaks App Store Guidelines, Epic Games’ Epic Hypocrisy, The App Store’s Future
9. 13 AugApple Planning Subscription Bundles, Samsung’s Galaxy Hardware Event, Apple’s Ecosystem Advantage
10. 12 AugDisney Earnings, A Disney Streaming Juggernaut, Estimating Apple TV+ Revenue
11. 11 AugApple 3Q20 10-Q Takeaways, Apple Announces Stock Split, Why Split the Stock?
12. 10 AugGreg Joswiak to Succeed Phil Schiller, Differences Between Joz and Schiller, Apple Management Turnover
13. 3 AugApple 3Q20 Earnings Review (Full Notes)
14. 3 AugApple 3Q20 Earnings Review (Consolidated)

July 2020

1. 31 JulApple 3Q20 Earnings Review (Major Takeaways)
2. 30 JulTech CEOs Testify in Front of Congress, Congress’s Concern Regarding Apple, Apple’s Trouble Area
3. 29 JulApple 3Q20 Earnings Preview (Consolidated)
4. 28 JulApple 3Q20 Earnings Preview (Second Half)
5. 27 JulApple 3Q20 Earnings Preview (First Half)
6. 23 JulApple’s Experiences Ecosystem, Apple Commissions Another App Store Study, Apple Readies App Store Defense
7. 22 JulApple Unveils Carbon Neutral by 2030 Goal, Apple’s Five Environmental Tenets, Tim Cook’s Legacy
8. 21 JulA Video Content Distribution War, Roku and Amazon vs. Peacock and HBO Max, Microsoft Attacks the App Store
9. 20 JulNetflix Earnings, Netflix Moves Closer to Hollywood, Estimating Number of Apple Card Holders
10. 16 JulAudio Comes to Apple News, Apple Expands Local News Coverage, The Future of Apple News
11. 15 JulApple Wins Ireland Tax Battle, Apple Hints at Apple TV+ Subscriber Total, Apple’s In-House Content Studio
12. 14 JulFoxconn Increases India Investment, SoftBank Mulling Sale of ARM Holdings, SiriusXM Buys Stitcher
13. 13 JulThe “Tech” Stock Rally, The Pandemic as a Software Catalyst, Apple Raises MacBook Pro Orders
14. 9 JulApple TV+’s First Big Moment, Wall Street Expectations Regarding the iPhone, iPhone Launch Timing Is Losing Its Importance
15. 8 JulTesla’s 2Q20 Vehicle Delivery Numbers, Tesla’s Oxygen, Tesla Is Like the iPad
16. 7 JulRevamping iPhone Packaging, The Rationale for Removing Accessories from iPhone Boxes, iPhone Pricing Strategy
17. 6 JulApple Is Pulling Away From the Competition (Continued), The Lack of Wearables Competition, Hodinkee Becomes Apple Watch Retailer
18. 1 JulGoogle Buys North, Google's Wearables M&A, Apple Reportedly Shifting Apple Arcade Gaming Focus

June 2020

1. 30 JunApple’s Platforms State of the Union, The New York Times Pulls Out of Apple News, Sonos Scales Back
2. 29 JunMicrosoft Stores Close Permanently, A Canary in the Coal Mine for Surface, Apple’s Refreshed Back to School Promotion
3. 25 JunWWDC 2020 Keynote Review (Full Notes - Part 2)
4. 25 JunApple WWDC 2020 Review (Consolidated)
5. 24 JunWWDC 2020 Keynote Review (Full Notes - Part 1)
6. 23 JunWWDC 2020 Keynote Review (Major Takeaways)
7. 18 JunPreviewing Apple’s WWDC 2020, Thoughts on Raising the $99 Apple Developer Program Fee, App Store Discrepancies
8. 17 JunApple vs. Hey
9. 16 JunThe App Store Ecosystem, EU Opens Two Antitrust Probes Into Apple, Retail Sales Soar in May
10. 15 JunMore on an ARM Mac Transition, Steve Jobs Unveils Mac / Intel Transition at WWDC 2005, Quibi Blame Game Continues
11. 11 JunMore on Predicting Turns on Wall Street, The Day the Financial Markets Almost Broke, Apple Hits $1.5 Trillion Market Cap
12. 10 JunMy (Changing) View on Content Bundles, Content Bundles Aren't Slam Dunks, Apple to Expand Mac Trade-In Program
13. 9 JunARM Mac Transition at WWDC, The “Why” Behind an ARM Mac Transition, Revisiting Apple's Achilles' Heel
14. 8 JunThe May U.S. Jobs Report, The Jobs Misclassification Error, Apple to Expand Apple Card Financing
15. 4 JunApple’s Grand Ambition in Content, Apple and Unscripted Video, Apple and Live Sports
16. 3 JuniPhone Sales Share Rises During Pandemic, It’s All About Smartphone Upgrading, A $5,000 Swiss Smartwatch
17. 2 JunAn Early Look at Apple’s 3Q20, Revising My Apple Financial Estimates, Updated Apple Earnings Model, AAPL Valuation Update
18. 1 JunStitcher’s Podcast Report, Microsoft News Bets on AI, HBO Max’s Messy Launch

May 2020

1. 28 MayBig Tech Gaining Power in the Pandemic, Apple's Source of Power, Former Apple Industrial Designer Starts Speaker Company
2. 27 MayApple / Google Launch Exposure Notification API, ViacomCBS Buys SGN, Quibi Advertisers Getting Cold Feet
3. 26 MayApple Buying Exclusive Podcasts, Why Podcasts Are Going Exclusive, Podcast Industry Bifurcation
4. 21 MayU.S. vs. Huawei Battle Intensifies, TSMC Invests in U.S., Apple – The Power Broker
5. 20 MayApple Buying Video Content Due to the Pandemic, Spotify “Buys” Joe Rogan, Dyson Unveils Failed EV Prototype
6. 19 MayApple Stores as a Reopening Barometer, Apple Buying Licensed Video Content, Facebook Buys Giphy
7. 18 MayApple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face
8. 14 MayGoogle Pixel Shakeup, Consumer Spending During the Pandemic, Surface Sales vs. iPad and Mac Sales
9. 13 MayA Flopping Quibi, My Quibi Experience, Apple Park During a Pandemic
10. 12 MaySpotify Earnings, Apple Looking at India for More Manufacturing, VR's Problem
11. 11 MayApple Reopening Stores, Apple Pushing Customers Online, Jeff Williams’ Very Bullish Tone
12. 7 MayDisney Earnings, Peloton Earnings, Thursday Q&A
13. 6 MayDeep Dive Into iPhone Channel Inventory, iPhone Sell-Through Demand, My AirPods Sales Estimates
14. 5 MayApple 2Q20 10-Q Takeaways, Apple Issues $8.5B of Debt, Big Tech and Debt
15. 4 MayApple 2Q20 Earnings Review (Full Notes)
16. 4 MayApple 2Q20 Earnings Review (Consolidated)
17. 1 MayApple 2Q20 Earnings Review (Major Takeaways)

April 2020

1. 29 AprApple 2Q20 Earnings Preview (Consolidated)
2. 29 AprGoogle Earnings, Apple Pushes Back 2020 Flagship iPhone Production, Inside Story of Apple’s Contact Tracing Project
3. 28 AprApple 2Q20 Earnings Preview (Second Half)
4. 27 AprApple 2Q20 Earnings Preview (First Half)
5. 23 AprAT&T’s Assessment of the Pandemic Impact, Smartphone Upgrade Rates Slow, Foxconn and Pegatron Cut Staff
6. 22 AprNetflix Earnings, Churn's Impact on Netflix Results, False Narratives in Paid Video Streaming Land
7. 21 ApriPhone Sales vs. Advertising Revenue, Facebook’s Kit App for Apple Watch, Apple Music Chief to Lead Beats
8. 20 AprTech Earnings Season Begins, Ad-Fueled Tech in a Pandemic, Roku Pulls 2020 Guidance
9. 16 AprApple Watch as an iPhone SE Headwind, 1Q20 iPhone Sales Share, More Evidence of iPhone Holding Its Own in China
10. 15 AprApple Unveils a New iPhone SE
11. 14 AprSmartphone Sales in China, iPhone Sales Share in China, Apple Opens up TV+ Catalog
12. 13 AprApple and Google Partner on Contact Tracing, Contact Tracing and Privacy, More on the Path to Reopening
13. 9 AprDisney+ Subs Reach 50M, Apple Music’s Relief Fund, Consensus Landing on End of May for Reopening
14. 8 AprDisney’s Coronavirus Playbook, Debt Markets Improve, Revisiting Apple Share Buyback
15. 7 AprApple Designed Its Own Face Shield, Foxconn Revenue, Internet Trends During the Pandemic
16. 6 AprMore on Apple / Amazon Deal, Netflix Holding out for Now, HBO Opens up Back Catalog
17. 2 AprApple Allows Amazon Prime Video In-App Payments, Opening up the App Store, Facebook Partners With Plessey for AR Glasses
18. 1 AprCheck out the daily update from April 1st, 2020

March 2020

1. 31 MarApple Adjusts to Work at Home, Hardware and Travel Restrictions, Facebook Invests $100M in Local News
2. 30 MarApple Launches COVID-19 Screening Website and App, Apple and Health, Moving Forward in a Pandemic
3. 26 MarThe Nikkei's Questionable iPhone Launch Delay Story, A Boost in Paid Video Streaming, Stock Market Looking for the Pandemic’s Turn
4. 25 MarNike Earnings, Nike’s Coronavirus Playbook, Apple Issues Memo on Store Reopening Strategy
5. 24 MarShare Buyback Comes Under Fire, Share Buyback Is Not Created Equal, Foxconn Back to Seasonal Work Levels
6. 23 MarCoronavirus Shutdown Timelines, Google I/O Canceled Altogether, Magic Leap Looking for Buyer
7. 19 MarThoughts on Apple’s New Products
8. 18 MarImperial College’s COVID-19 Paper, Thoughts on Equities, Apple Goes Forward With Product Launches
9. 17 MarMarket Liquidity Concerns Rising, Apple’s Liquidity Position, Apple’s Investment Portfolio
10. 12 MarPanic Engulfs the U.S., U.S. Bans Some Travel From Europe, Apple and Balance Sheet Preservation
11. 11 MarSonos Backtracks Yet Again, Smart Speaker Life Expectancies, More Smoke for Expanded Mouse Cursor Support on iPad
12. 10 MarApple's -8% Day on Wall Street, Market’s Fear Gauge Reaches Decade High, Thoughts on AAPL Valuation
13. 9 MarApple’s Response to Coronavirus, iPhone Supply Shortages Appear, Flagship iPhone Delay Rumors
14. 5 MarSmartphone Depreciation Rates, Growing Demand for Used iPhones, Thursday Q&A
15. 4 MarApple Restricting Employee Travel, WWDC Alternatives, Foxconn Provides Business Update
16. 3 MarApple’s 9% Day, Is the Stock Market Being Rational?, Things Are Changing on Wall Street
17. 2 MarTim Cook Talks Coronavirus and Supply Chains, The iPad’s First Decade, The iPad’s Second Decade

February 2020

1. 27 FebApple Arcade at Five Months, My Apple Arcade Experience, U.S. Music Industry Financials for 2019
2. 26 FebBob Iger Suddenly Resigns as Disney CEO, My Iger Theory, Disney vs. Apple Succession Planning
3. 25 FebApple Considering Change in Default Apps, ARM-Based Mac Rumor Resurfaces, The Mac’s Future
4. 24 FebWarren Buffett’s Annual Letter, The Power of Apple Retained Earnings, Imploding Demand for Fitbit
5. 20 FebSupply Chains in China, Apple Criticism Is Evolving, Another Double Standard in Tech
6. 19 FebMarket Shrugs Off Apple’s Guidance Warning, Estimating Apple Pay Revenue, Plepler Hires Talent for Apple TV+
7. 18 FebApple Removes 2Q20 Guidance Due to Coronavirus
8. 13 FebAirPods Surpasses Spotify in Revenue, Estimating AirPods 1Q20 Installed Base, Revisiting Apple’s Beats Acquisition
9. 12 FebSamsung’s Forgettable Product Event, Foldables Are Flopping, Is Tesla a Bridge to the Future?
10. 11 FebCruise Unveils the Origin, A Modular Room on Wheels, Bosch Smartglasses
11. 10 FebApple Watch Outsells Swiss Watch Industry, Conflicting Reports Regarding Foxconn in China, Apple News Executive Departs Apple
12. 6 FebA Paradigm Shift on the Wrist, Updated Apple Earnings Model, Thursday Q&A
13. 5 FebMy Apple TV+ Subscriber Estimate, Superb Disney+ Subscriber Numbers, Microsoft Surface Sales
14. 4 FebGoogle Earnings, Putting YouTube Financials Into Context, Foxconn Plans to Reopen in China Soon
15. 3 FebApple 1Q20 10-Q Takeaways, Coronavirus Fears Grow, The Risk of Underestimating Apple’s Supply Chain

January 2020

1. 30 JanApple 1Q20 Earnings Review (Full Notes)
2. 29 JanApple 1Q20 Earnings Review (Major Takeaways)
3. 28 JanLatest iPhone Production Rumors, Apple Said to Boost AirPods Orders Again, Apple Kicking the Tires on MGM
4. 27 JanApple 1Q20 Earnings Preview (Part 3 - Coronavirus Risks, 2Q20 Guidance, Updated Earnings Model, Final Thoughts)
5. 27 JanApple 1Q20 Earnings Preview (Consolidated)
6. 23 JanApple 1Q20 Earnings Preview (Part 2 - Products and Services Estimates), The Problem with Reuters’ iCloud Backups Encryption Bombshell
7. 22 JanApple 1Q20 Earnings Preview (Part 1 - Setting the Stage), Netflix Earnings, Takeaways from Netflix’s Earnings Q&A
8. 21 JanApple and Two Billion Users, Spotify in Talks to Buy the Ringer, Comcast Unveils Peacock
9. 16 JanConnecting the Dots in Apple vs. FBI (Pensacola Edition), Tesla Demand Is Exceeding Expectations, Tesla Market Cap Higher Than GM and Ford Combined
10. 15 JanApple vs. FBI (Pensacola Edition), The Differences Between San Bernardino and Pensacola, The Music Industry's Problem
11. 14 JanFacebook in the 2020s, Revisiting Facebook as an Apple Competitor, Another (Good) App Store Data Point
12. 13 JaniPhone Sales in China, Sonos Sues Google, Samsung Discloses Galaxy Fold Shipment Numbers
13. 9 JanThoughts on CES 2020, A Privacy Backlash at CES, Apple’s Privacy Dilemma
14. 8 JanApple Discloses Key App Store Financial Data Point, Apple to Curtail Buyback Pace?, Weighing Buyback vs. Cash Dividends
15. 7 JanApple Signs Apple TV+ Deal with Richard Plepler, Apple Is Gutting HBO, Hollywood Can’t Figure out Apple
16. 6 JanApple’s Secret Team Working on Satellites, Location Is Everything in an AR World, The Limitation of Apple’s Product Strategy

2019 204

December 2019

1. 27 DecAbove Avalon Podcast Episode 161: Apple's Spectacular Year on Wall Street
2. 23 DecShare Buyback 101: An Examination of Apple’s Share Repurchase Strategy
3. 21 DecAbove avalon episode 161 apples spectacular year on wall street
4. 19 DecIs Apple Being Valued Like a Services Company?, Updated Apple Earnings Model, Apple Joins Smart Home Working Group
5. 18 DecApple's $500 Billion Year on Wall Street
6. 18 DecAbove Avalon Podcast Episode 160: Let's Talk "Apple Tax"
7. 18 DecWalt Mossberg on Apple's Decade, Netflix Discloses More Paid Subscriber Data, Apple’s 6% Daily Cash Holiday Offer
8. 16 DecU.S. and China Reach Trade Deal, Apple Buys More Land in North Carolina, YouTubers "Review" Mac Pro
9. 14 DecAbove avalon episode 160 lets talk apple tax
10. 12 DecAccording to my estimate, approximately 50% of Apple users still own just one Apple device: an iPhone
11. 11 DecApple Watch and AirPods are quickly approaching 100 million user bases each
12. 11 DecThe "Apple Tax" Died Years Ago
13. 10 DecThere are at least 350 million people using an iPad in some capacity
14. 5 DecDisney’s Underappreciated Asset, Rising Video Content Cost Inflation, The Roku Question
15. 4 DecLarry Page and Sergey Brin Step Down From Alphabet, Alphabet No Longer Makes Sense, Apple Announces Inaugural Apple Music Awards
16. 3 DecFitbit’s Fascinating Merger Proxy, Facebook Almost Bought Fitbit, Wrist Wearables Panic
17. 2 DecApple Doubles AirPods Pro Production, AirPods Interest Hits New Record, Apple Alters Maps in Russia
18. 1 DecThere are 32x more iPhone users in the world today than there were when the iPad was unveiled in 2010
19. 1 DecAbove Avalon Podcast Episode 159: AirPods as a Platform

November 2019

1. 26 NovAAPL and MSFT Lead Market Higher, Sonos Earnings, Sonos Is the New Fitbit, Above Avalon Gifts (2019 Holiday Season)
2. 25 NovQuestionable AirPods Shipment Numbers Circulate, Tesla Unveils Cybertruck, Rethinking the Car
3. 23 NovAbove avalon episode 159 airpods as a platform
4. 21 NovTrump Visits Mac Pro Factory, Tim Cook Knows Exactly What He’s Doing, Thursday Q&A
5. 20 NovMore on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market, Whoop vs. Fitbit
6. 19 NovApple News+ Struggles Continue, More Smoke for an Apple Bundle, The Math Behind an Apple Content Bundle
7. 18 NovPhil Schiller Talks MacBook Keyboards, The Keyboard as a Pro Mac Feature, Defining the Mac’s Role
8. 14 NovApple Unveils New MacBook Pro, My Mac Concern Remains, Disney+ and Apple TV+ Subscriber Numbers
9. 13 NovApple TV+ First Impressions, Revisiting Apple’s TV Strategy, Apple in Talks with Richard Plepler
10. 12 NovThoughts on The Information's Report About Apple's Internal AR / VR Meeting
11. 10 NovAbove Avalon Podcast Episode 158: Forced to Sell
12. 7 NovHigher ARPU Isn’t a Bad Thing for Apple, Alexa Turns Five Years Old, Spotify Earnings
13. 6 NovApple Watch’s Power, Google’s Wearables Plan with Fitbit, Apple’s San Jose Land Mystery Ends
14. 4 NovApple 2019 10-K Takeaways
15. 1 NovApple watch forced fitbit to sell itself
16. 1 NovWhile the preceding observation came from my earnings model
17. 1 NovApple’s 4Q19 earnings conference call
18. 1 NovAbove avalon episode 158 forced to sell
19. 1 NovApple 4Q19 Earnings Review (Consolidated)

October 2019

1. 31 OctApple 4Q19 Earnings Review (Major Takeaways)
2. 30 OctApple TV+ Show Reviews Hit, WarnerMedia Unveils HBO Max, AirPods Pro as AirPods 2?
3. 29 OctApple Unveils AirPods Pro, Alphabet Bids for Fitbit, 3Q19 Microsoft Surface Sales
4. 28 OctApple 4Q19 Earnings Expectation Meters
5. 28 Oct3Q19 iPhone Sales Share, Estimating Number of iPhone Trade-Ins at Apple Stores
6. 25 OctApple 4q19 earnings preview
7. 25 OctAbove Avalon Podcast Episode 157: Let's Talk Apple and China
8. 24 OctApple 4Q19 Earnings Preview (Part 3 – 1Q20 Guidance, Updated Earnings Model, Final Thoughts), Tesla Earnings
9. 23 OctApple 4Q19 Earnings Preview (Part 2 – Products and Services Estimates)
10. 22 OctApple 4Q19 Earnings Preview (Part 1 - Setting the Stage), Crunching iOS 13 and iPadOS Adoption Numbers, Inside Apple TV+
11. 21 OctAirPods Pro Rumors Build, An October Apple Event?, Homebuilders Turn Away from Nest Products
12. 19 OctAbove avalon episode 157 lets talk apple and china
13. 17 OctNetflix Earnings, More Red Flags Appear for Netflix, WaPo Goes After Apple and China
14. 16 Octits ambient computing future
15. 15 Octhome to approximately 15% to 20% of Apple’s users
16. 15 OctApple Shares Hit All-Time High, Disney’s Ingenious Disney+ Marketing, Dyson Pulls Plug on Electric Car
17. 11 OctAbove Avalon Podcast Episode 156: Apple's Content Distribution Arm
18. 10 OctThursday
19. 8 OctApple Music’s Next Act, Music Industry Pushing Back Against Apple Bundle, Apple TV+ As a Pawn?
20. 7 OctApple Increases iPhone 11 Production, Another Positive Data Point for iPhone Sales, Apple Buys IKinema
21. 3 OctRethinking Apple’s Content Distribution Arm, New Content Bundles' Impact on Apple EPS, Thoughts on Microsoft’s Surface Event
22. 2 OctInternal Facebook Meeting Audio Leaks, Tim Cook Sits Down with Stern, Ringification of Suburbia
23. 1 Octlast Wednesday
24. 1 OctAbove avalon episode 156 apples content distribution arm
25. 1 OctMeasuring Apple's Content Distribution Arm
26. 1 OctGoldman’s Struggle Is Apple’s Gain, Jeff Williams Talks Apple Watch, Apple Valuation Stumps Wall Street

September 2019

1. 30 SepApple to Release Movies in Theaters, EU Requirements for Apple TV+, The High-End Speaker Race
2. 26 SepThe Amazon Hardware Event, Amazon’s Questionable Privacy Pitch, Amazon Unveils Day 1 Editions Initiative
3. 25 SepWSJ Botches iPhone 11 in China Story, Netflix Warns of Higher Content Costs, Apple Unveils Oprah's Book Club
4. 24 SepApple Arcade Initial Impressions, Google Launches Play Pass, Mac Pro Manufacturing to Remain in U.S.
5. 23 SepThe Apple Watch Marketing Pivot, Fitbit Explores a Sale, Comcast Makes Xfinity Flex Free
6. 19 SepWhere's the Apple Watch Competition?, Netflix Wins Seinfeld, Thursday Q&A
7. 18 SepThe iPhone 11 and 11 Pro Reviews, Defining Smartphone Innovation, The iPhone Upgrade Equation
8. 17 SepApple’s Unconventional Content Bundle, What Does Apple TV+ Success Look Like?, Apple Goes Through Initial iPhone Launch Supply
9. 16 SepApple Event Review (iPhone Notes), Bob Iger Resigns from Apple’s Board, Apple and Disney Aren't Competitors
10. 12 SepThe Apple Event (Full Notes)
11. 11 SepThe Apple Event (Major Takeaways)
12. 9 SepApple Copies App Store Winners, Additional Thoughts on Apple Tags, Selling Sleep Tracking on the Wrist
13. 5 SepThoughts Heading into Apple's Big September Event
14. 4 SepFitbit Announces Fitbit Premium, Apple Receives Good News in India, A Look Inside Foxconn's India Factories
15. 3 SepPaid Video Streaming Is a Mess, Estimating iPhone and iPad Installed Bases, Estimating Total Number of Apple Devices in the Wild

August 2019

1. 29 AugHomePod Sales and 3Q19 Installed Base, Apple Accessories Sales, Apple Launches New Repair Program
2. 28 AugDeep Dive into Peloton's IPO Filing, Peloton as an Apple Acquisition Target?, Apple and Fitness Subscriptions
3. 27 AugTim Cook Signs Name to New Corporate Mandate, Apple’s Health Team Sees Departures, Apple Arcade Pricing
4. 26 AugTrump Issues Directive to U.S. Companies in China, Tim Cook Continues to Thread the Needle, AAPL Observations
5. 22 AugApple’s Financial Services Play, Apple Card’s Secret Weapon, Thursday Q&A
6. 21 AugApple “Commits” $6B to Original Video, Thoughts on Apple TV+ Pricing, Disney Announces Apple Integration
7. 14 AugSnap Unveils Spectacles 3, Huawei Teases HarmonyOS, Updated Apple Earnings Model
8. 13 AugAirPods Sales and 3Q19 Installed Base, Roku Earnings, Samsung’s Underwhelming Product Event
9. 12 AugThe Apple Wearables Train, Apple Watch Unit Sales and Revenue, 3Q19 Apple Watch Installed Base
10. 8 AugFitbit’s Dire Situation, Spotify Earnings, Disney Earnings
11. 7 AugApple Card Launches in U.S., Is Apple Card Disruptive?, Apple Pay Adoption in U.S.
12. 6 AugChina Allows the Yuan to Depreciate
13. 5 AugNotes from Apple’s 3Q19 10-Q, U.S. to Impose New Chinese Tariffs, Estimating Potential Tariffs Impact on Apple
14. 1 AugApple 3Q19 Earnings Review (Details)

July 2019

1. 31 JulApple 3Q19 Earnings Review (Major Takeaways)
2. 30 JulFlagship iPhone Orders for 2H19, Google Continues to Soft Unveil Pixel 4, Google Earnings
3. 29 JulA Siri Whistleblower Comes Forward, Tesla Earnings, Additional Thoughts on Apple and Intel
4. 25 JulApple Close to Buying Intel’s Smartphone Modem Business, Oddities Found with Apple / Intel Deal, WSJ Goes After App Store Search
5. 24 JulApple 3Q19 Earnings Preview (Second Half)
6. 23 JulApple 3Q19 Earnings Preview (First Half)
7. 22 Jul2Q19 iPhone Sales Share, 2Q19 Microsoft Surface Sales, Tinder to Bypass App Store for Payment?
8. 18 JulNetflix’s Awful Earnings, The Video Industry Smells Blood, An Autonomous Apple Machine
9. 17 JulApple Testing the Waters for Exclusive Podcasts, Quantifying the Smart Speaker Mirage, The Perils of FaceApp
10. 16 JulApple Receiving Privacy Pushback from Politicians, Interest in AirPods Remains Strong, Questions Surround Apple Watch Interest
11. 15 JulAmazon Developing High-End Speaker, Apple Glasses Rumor Circulates, Foldables vs. Smart Glasses vs. Self-Driving Cars
12. 11 JulAngela Ahrendts’ Best Interview to Date, Tesla’s Quarterly Deliveries, Google Kills Nest App for Wearables
13. 10 JulApple Updates MacBook Line, 12-inch MacBook Discontinued, WarnerMedia Unveils HBO Max
14. 9 JulLatest App Store Trends, Mac Pro to Be Assembled in China, The Intricacies Found with Apple News+
15. 8 JulEddy Cue Talks Apple TV+, A Slow Start for Apple News+? , Apple Music Subscriber Trajectory
16. 2 JulDon't Ignore Marc Newson, Jeff Williams’ Significance, The WSJ’s Hit Piece Against Jony Ive
17. 1 JulThoughts on the Jony Ive News

June 2019

1. 27 JunApple News Spotlight Is a Winner, Apple Watch Camera Patent Surfaces, The Case for Cameras on the Wrist
2. 26 JunApple Officially Buys Drive.ai, Netflix to Lose "The Office," Video Streaming Anchors
3. 25 JunInside Apple’s App Review, Content Curation vs. Moderation, Apple Formerly Responds to Spotify Complaint
4. 24 JunGoogle Ends Tablet Hardware Development, Was Android an Exception?, Apple Investigating Supply Chain Changes
5. 20 JunAddressing the Hole in the Grand Unified Theory of Apple Products, Revisiting Apple’s Achilles' Heel, Apple Partners with Best Buy for Product Repairs
6. 19 JunInitial Thoughts on Libra and Facebook Calibra, Apple and Digital Currencies, Japan Display Runs Into More Trouble
7. 18 JunTim Cook's Stanford Commencement Address, CNBC's Weak Retort Against Cook, J.J. Abrams Chooses WarnerMedia
8. 17 JunApple to Chase Oscars, Apple In Running for J.J. Abrams Deal, Google Leaks Pixel 4
9. 13 JunThe Apple Bull and Bear Case, The Roku Rocket, Thursday Q&A
10. 12 JunFitbit's Highly Questionable Strategy, Smartwatches vs. Swiss Watch Shipments, The Most Important Slide from Mary Meeker
11. 11 JunApple and Monopsonies, Apple Sidestepping China Threat, Apple to Buy Drive.ai
12. 10 JunU.S. Investigates Big Tech for Antitrust, Apple’s Antitrust Risk, Data Monopolies
13. 6 JunTim Cook Talks to CBS News, The Talk Show at WWDC, Additional Mac Pro Details
14. 5 JunApple WWDC 2019 Review (Full Notes)
15. 4 JunApple WWDC 2019 Review (Major Themes)

May 2019

1. 30 MayPreviewing Apple's WWDC 2019, Apple Unveils App Store Defense, Feeling the App Store Heat
2. 29 MayCitigroup Declined Apple Card, iPhone’s App Tracker Problem, iPod Touch’s Target Market
3. 28 MayApple Makes Privacy Sales Pitch, Pegatron Diversifies out of China, A Defiant Angela Ahrendts
4. 23 MayApple / Tesla M&A Rumors Resurface, Apple’s Evolving Titan Strategy, Google Glass Enterprise 2.0
5. 22 MayGauging Apple's China Risk Factors, Qualcomm Loses FTC’s Antitrust Case, Apple Announces MacBook Keyboard Changes
6. 21 MayA Tech Cold War?, Tech Iron Curtain Skepticism, Gmail Tracks User Purchase Activity
7. 20 MayGoogle Revokes Huawei’s Android License, Chipmakers Stop Supplying Huawei, The Tech Giant in the Weakest Position
8. 16 MayDisney and Comcast Reach Hulu Deal, The Next Chapter of Paid Video Streaming, Keep an Eye on Hulu
9. 15 MayThe Supreme Court Decision: Apple v. Pepper
10. 14 MayThe AR Disillusionment Phase Continues, Google Pixel 3a Still Faces Problems, A Smartphone Camera Trough
11. 13 MayFacebook F8, Microsoft Build, Google I/O, Overall Takeaways
12. 9 MayEstimating iPhone, iPad, and Mac Installed Bases, Calculating the Mix of Apple Devices in Use, Thursday Q&A
13. 8 MayEstimating AirPods Sales and Installed Base, Estimating HomePod and Apple TV Sales, Measuring Apple’s Accessories Business
14. 7 MayApple Watch Unit Sales and Revenue, Dissecting Apple Watch Sales Growth, 2Q19 Apple Watch Installed Base
15. 6 MayNotes from Apple’s 2Q19 10-Q, Updated Apple Earnings Model, Thoughts on AAPL Valuation
16. 2 MayApple 2Q19 Earnings Review (Details)
17. 1 MayApple 2Q19 Earnings Review (Major Themes)

April 2019

1. 30 AprApple's M&A Appetite, Two Problems Facing Google Pixel, Spotify Earnings
2. 29 AprThree Industrial Designers Leave Apple, Jony Ive's Legacy, Apple Discussed M&A with Intel
3. 25 AprApple 2Q19 Earnings Preview (Part 3 - 3Q19 Guidance, Updated Earnings Model, Final Thoughts), Apple's Incentive to Boost Buyback Authorization, Microsoft Surface Sales
4. 24 AprApple 2Q19 Earnings Preview (Part 2 - Product Sales Expectations)
5. 23 AprApple FY2Q19 Earnings Preview (Part 1 - Setting the Stage), 1Q19 iPhone Sales Share, Netflix 1Q19 Earnings
6. 22 AprApple Settles with Qualcomm, Intel to Exit 5G Smartphone Modems, Apple's Game of Modem Chess
7. 16 AprThe Flaw in the Apple Services Narrative, A Different Way to Look at Content Streaming, Jeff Bezos' Annual Shareholder Letter
8. 15 AprDisney Unveils Disney+, Thoughts on Apple TV+ Pricing Options, Apple Spending $500M on Apple Arcade
9. 11 AprCuration as a Business Model, YouTube TV Price Increase, Thursday Q&A
10. 10 AprSizing Up Apple's Opportunity in Health, John Giannandrea Poaching Google?, Netflix Ends AirPlay Support
11. 9 AprApple's "Curation for Casual" Strategy, Content Distribution as a Core Technology, Apple's Cross-Platform Strategy for Content
12. 8 AprAmazon Wireless Headphones, Powerbeats Pro, Tesla 1Q19 Vehicle Deliveries
13. 4 AprMore Apple News+ Tidbits, The Incredible Shrinking Apple?, Apple's Fashion Presence
14. 2 AprPublishers Wary of Apple News+, Jony Ive on AirPods, Apple Continues to Poach Tesla
15. 1 AprApple Cancels AirPower, My AirPower Theory, Mac Butterfly Keyboard Woes Continue

March 2019

1. 28 MarFinancial Implications of Apple’s New Services
2. 27 MarApple's Services Event Review (Full Notes)
3. 26 MarApple’s Services Event Review (Major Themes)
4. 21 MarThoughts Heading into Apple’s Show Time Event
5. 20 MarApple’s Busy Week of Hardware Updates, Apple Announces New AirPods, Apple Resets India Strategy
6. 19 MarApple’s New Privacy Ad, Electric Car Adoption Trends, VW Raises Bet on Electric Cars
7. 18 MarApple Responds to Spotify, Apple’s Counterclaim Against Spotify, Tesla Unveils Model Y
8. 14 MarSpotify Declares War Against Apple Over the App Store
9. 13 MarApple Capex (Continued), Apple's Free Cash Flow Advantage, Revisiting Apple's Wall Street Narrative
10. 12 MarApple Watch vs. Apple Glasses, The Wrist's Value, Elizabeth Warren and Apple
11. 11 MarApple Glasses Rumors Begin, Focals by North, HoloLens 2 vs. Apple Glasses
12. 7 MariPhone Sales Update, Mark Zuckerberg's Privacy-Focused Vision, Apple Raises Bet on San Diego
13. 6 MarHow Apple Prevailed in Trade Tensions, Chinese Online Retailers Cut iPhone Pricing, The Netflix of Podcasts
14. 5 MarApple Executives Deeply Involved in Video Effort, AT&T Reorganizes WarnerMedia, Apple Acquires Lighthouse AI Patents
15. 4 MarTesla Announces $35K Model 3, Tesla to Close Stores, Questioning the Tesla Story

February 2019

1. 28 FebFitbit Earnings, 4Q18 Smartwatch Sales, Thursday Q&A
2. 27 FebJeff Williams Talks Apple Pricing, A Different Look at iPhone Sales in China, VW and Ford Planning New Venture
3. 26 FebJony Ive Talks with Naoto Fukasawa, Apple and Goldman Sachs to Launch Credit Card, Apple's Path into Consumer Finance
4. 25 FebApple in the Home, Apple Hires Sam Jadallah, Warren Buffett on Apple
5. 21 FebThoughts on Samsung’s Event and New Products
6. 20 FebDisney Discusses DTC Strategy, Disney and Apple Underestimated in DTC, Apple Acquires PullString
7. 19 FebApple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones
8. 14 FebAdditional Thoughts on a Paid Apple News Subscription, First Look at Apple's Self-Driving Car Fleet Data, Thursday Q&A
9. 13 FebThe WSJ’s Confusing Article About Apple News, Making Sense of a Paid Apple News Subscription, Apple to Hold March Event
10. 12 FebViral AirPods, Amazon to Buy Eero, Estimating Apple’s Google TAC Revenue
11. 11 FebDeirdre O’Brien as Apple CEO Candidate, Apple’s CEO Funnel, Apple Brings Modem R&D In-House
12. 7 FebSpotify Earnings, Daniel Ek’s Audio Manifesto, Sonos Earnings
13. 6 FebAngela Ahrendts to Leave Apple
14. 5 FebSpotify In Talks to Buy Gimlet Media, 4Q18 Microsoft Surface Sales, Updated Apple Earnings Model
15. 4 FebNotes from Apple’s 1Q19 10-Q, Rationale Behind Apple Halting Buyback in 1Q19, Early Look at Apple’s 2Q19 Buyback Pace

January 2019

1. 31 JanApple 1Q19 Earnings Review (Details)
2. 30 JanApple 1Q19 Earnings Review (Major Themes)
3. 29 JanApple Discloses Key App Store Financial Data Point, Hulu Revises Pricing, Aetna and Apple Announce Watch Partnership
4. 28 JanApple 1Q19 Earnings Preview, New Apple FY2019 and FY2020 Estimates, 2Q19 Apple Guidance Expectations
5. 25 Jan1Q19 Installed and User Base Estimates for iPad, Calculating the Mix of Apple Devices in Use, First Look at CY4Q18 China Smartphone Shipments
6. 24 JanApple’s Content Distribution Arm, 1Q19 iPhone Installed Base and User Base Estimates, Apple Restructures Project Titan
7. 23 JanNetflix Earnings, Elon Musk’s Strange Letter to Employees, A Project Titan Observation
8. 17 JanTim Cook Calls for New Privacy Laws, The Intrigue Found with Apple Watch Insurer Subsidies, Thursday Q&A
9. 16 JanNetflix Increases Subscription Pricing, Apple’s Game Plan for Video, Wall Street’s Ongoing Fascination with Apple M&A
10. 15 JaniPhone Battery Replacement Data Leaks, NBCUniversal to Enter Streaming Wars, United Airlines Discloses Apple Travel Patterns
11. 14 JanFour Takeaways from the WSJ’s Report on New iPhones, Thoughts on CES 2019, Using Design to Think Differently and Marginalize Industries
12. 10 JanNetflix Moves Away from iTunes Billing for New Subscribers, Apple Releases Reclassified Sales Data, Thoughts on Decelerating Apple Services Growth
13. 9 JanDeep Dive into Tim Cook’s Interview with CNBC’s Jim Cramer, Estimating Apple Watch Sales, Estimating AirPods Sales
14. 8 JanApple Brings iTunes to Samsung Smart TVs, Revisiting Apple’s Hardware Emphasis, Apple Expands AirPlay 2 Support to Smart TVs
15. 7 JanAdditional Thoughts on Apple Cutting 1Q19 Guidance
16. 3 JanThoughts on Apple Cutting 1Q19 Guidance
17. 2 JanWSJ’s Apple Buyback Hit Job, Judging Apple Buyback Effectiveness, Netflix’s Bird Box Redefines Going Viral

2018 200

December 2018

1. 30 DecAbove Avalon Podcast Episode 138: iPhone Pessimism Gone Too Far
2. 22 DecApple Dividends: A Deep Dive into Apple’s Cash Dividend Strategy
3. 22 DecAbove avalon episode 138 iphone pessimism gone too far
4. 20 DeciPhone Pessimism Has Hit an Inflection Point, Wall Street’s Problematic Stance on Apple Services, Thursday Q&A
5. 19 DeciPhone Hysteria
6. 19 DeciPhone Trouble in India, The NYT’s Facebook Bombshell, Apple Pushing Apple Music on Echo
7. 18 DecApple recently hired Andrew Kim, a former senior designer at Tesla focused most recently on the Model 3 interior
8. 17 DecApple’s U.S. Manufacturing Mess, Thoughts on Apple Bringing Manufacturing Back to the U.S., Apple Signs Peanuts
9. 13 DecDespite announcing major expansion plans in Austin
10. 12 DecKey Apple Production Partners Report OK Results, Scooter Companies Hit Speed Bumps, Ad-Based Publishing Is Imploding
11. 11 DecAn Apple Watch Aha Moment, Apple Unveils Updated Beddit Sleep Monitor, Stress Test Scenarios for Apple in China
12. 10 Decsuch as the Platoon acquisition
13. 6 DecAdditional Thoughts on Apple Music on Echo, Apple Is Emphasizing Hardware, The Wireless Headphone Wars
14. 5 DecApple Pushing Additional iPhone Promos, Qualcomm Goes on PR Offense Against Apple, Inside the Battle for Streaming Video Content
15. 4 DecA Cheaper Apple Stock Buyback, Apple Supplier Cirrus Logic Issues Revenue Warning, Interest in AirPods Exploding Higher
16. 1 Decmaking the service available on as many devices as possible
17. 1 DecAbove Avalon Podcast Episode 137: A Cheaper Buyback
18. 1 DecAbove avalon episode 137 a cheaper buyback
19. 1 DecLeveraging Apple's Share Buyback

November 2018

1. 29 NovApple Comments on iPhone XR Sales, A Sign of Apple Product Sales Disclosure to Come?, Thursday Q&A
2. 28 NovInside the Apple News Machine, YouTube Backs Away from Paid Subscriptions, Apple Partners with A24 for Movies
3. 27 NovIn my view, fears of an iPhone demand implosion are off-the-mark
4. 26 NovApple Cuts iPhone XR Pricing in Japan, Apple Resumes iPhone X Production, Canary in an iPhone Coal Mine
5. 21 NovApple is a design company focused on selling tools capable of fostering premium experiences
6. 20 NovNew apple financial estimates thoughts on aapl valuation legacy watchmakers still dragging feet
7. 19 NovWSJ Supports iPhone Order Cut Explanation, Additional Thoughts on iPhone Order Cuts, Sonos Earnings
8. 18 NovAbove Avalon Podcast Episode 136: The Unit Sales Crutch
9. 17 NovAbove avalon episode 136 the unit sales crutch
10. 15 NovApple Unit Sales Became a Crutch, Apple Unwraps Custom Silicon Strategy, Netflix’s Tug-of-War
11. 14 NovWall Street was incorrectly using unit sales as a crutch for shoddy analysis
12. 14 NovDisney's Video Strategy Update, An iPhone Slump?, A Possible iPhone Explanation
13. 13 NovApple's 3D Laser Supplier Announces Order Cut, The Finisar Wild Card, Early Read on iPhone XR Sales
14. 12 NovSpotify 3Q18 Earnings, Estimating 3Q18 Microsoft Surface Unit Sales, Previewing Black Friday Promotions
15. 10 NovApple’s functional organizational structure
16. 8 NovFitbit Earnings, Fossil / Garmin Wearable Results, Thursday Q&A
17. 7 NovJony Ive on the New iPad Pro, The iPad Pro Reviews, Laptop Replacements vs. Alternatives
18. 6 NovApple 2018 10-K Takeaways
19. 5 NovApple 4Q18 Earnings Review (Details)
20. 2 NovApple 4Q18 Earnings Review (Major Themes)
21. 1 NovApple's NYC Event Review (Full Notes)

October 2018

1. 31 OctApple 4Q18 Earnings Expectation Meters
2. 31 OctApple's NYC Event Review (Major Themes)
3. 29 OctThoughts Heading into Apple’s Product Event in NYC
4. 28 OctAbove Avalon Podcast Episode 135: The Gray Market Factor
5. 26 OctAbove avalon episode 135 the gray market factor
6. 25 Oct1Q19 Guidance, Updated Apple Earnings Model, Final Thoughts
7. 24 OctiPhone, iPad, Mac, Apple Watch, and Services Estimates
8. 23 OctApple 4Q18 Earnings Preview (Part 1 - Setting the Stage), A New Tailwind for iPhone ASP, Jony Ive Is Hinting at Something Big
9. 22 OctThe gray market is handling a growing amount of iPhone demand at the low end.
10. 22 OctTim Cook Goes After Bloomberg, Apple Leases Huge Manufacturing Building near Apple Park
11. 18 OctEarly Read on iPhone XS and XS Max Sales, App Store FY4Q18 Trends, Thursday Q&A
12. 17 OctNetflix 3Q18 Earnings, Crunching iOS 12 Adoption Numbers, Facebook Revises Data Collection Stance with Portal
13. 16 OctJony Ive on Human Connection, Jony’s Power Within Apple, Phil Schiller at Adobe MAX
14. 15 OctThe Stock Market Sell-Off, Dialog Announces Apple Agreement, Apple Acquires Asaii
15. 14 OctAbove Avalon Podcast Episode 134: Let's Talk Netflix
16. 13 OctAbove avalon episode 134 lets talk netflix
17. 11 OctThe Paid Video Streaming Market Is Wide Open, Apple to Bundle Original Content in TV App, AT&T Reveals Video Bundle Plans
18. 10 OctNetflix’s business model is based on a feedback loop that is consuming increasing amounts of cash
19. 10 OctFacebook Unveils Portal, Google Unveils Home Hub, Google Hid Data Bug
20. 9 OctThoughts on Bloomberg Businessweek’s China Hacking Story
21. 4 OctApple, Microsoft, and the Art of Simplicity, NYT Magazine Questions Apple’s Vision and Privacy Stance, Honda Invests in GM Cruise
22. 3 OctTim Cook Sits Down with VICE News, Microsoft’s Surface Event, Microsoft's Surface All Access
23. 2 OctEstimating Apple’s Google TAC Revenue, Smart Speaker Usage Trends, Apple's New iPhone XS Ad
24. 1 OctApple Adds Second Apple Watch Series 4 Manufacturer, Elon Musk Settles with the SEC, How to Tame Elon Musk

September 2018

1. 27 SepThe Good and Bad News with Apple News, Apple News as a Paid Subscription, Thursday Q&A
2. 26 SepiPhone XR Delay Doesn’t Look Intentional, iPhone BOM Funny Math, 1H18 Music Industry Revenue Trends
3. 25 SepAmazon's Hardware Event, SiriusXM Buys Pandora, Apple Completes Shazam Acquisition
4. 24 SepiPhone XS Max Initial Impressions, Apple Watch Series 4 Initial Impressions, WSJ Raises Warning Flag on Apple Video
5. 20 SepConnecting the Apple Dots (Continued), Apple Watch and Redefining Watches, Thursday Q&A
6. 19 SepOdd iPhone XS Reviews, iPhone Reviews as Camera Reviews, iPhone Upgraders
7. 18 SepJony Ive Talks with The Washington Post, Apple Products Removed from Tariffs List, Sonos Earnings
8. 17 SepApple Event Review: Full Notes
9. 13 SepApple Event Review: Major Themes and Takeaways
10. 11 SepApple’s M&A Philosophy, A Controlled iPhone Leak by Apple?, The Large iPhone Screen Narrative
11. 10 SepApple Discloses Products Impacted by U.S. Tariffs, Apple's Tariffs Risk, Estimating Tariff's Impact on Apple Earnings
12. 6 SepDyson’s Electric Car Plans Move Forward, Fingerprint on Display as a Differentiator?, Thursday Q&A
13. 5 SepSamsung to Unveil Foldable Smartphone, Amazon Crosses Trillion Dollar Market Cap, The Difference Between Apple and Amazon
14. 4 SepPreviewing Apple's Product Event, 3Q18 Apple Watch Installed and User Base Estimates

August 2018

1. 30 Aug3Q18 iPad Installed and User Base Estimates, The Changing Face of iPhone Sales, Apple Acquires Akonia Holographics
2. 29 Aug3Q18 iPhone Installed and User Base Estimates, Thinking About iPhone Upgraders, Bose Unveils New Stationary Speakers
3. 28 AugToyota Partners with Uber, A Key Value Driving Project Titan, Apple Pushing Paid iCloud Storage
4. 27 AugNetflix Testing Ways to Bypass iTunes Billing, Impact on Apple Services Revenue, Tesla to Remain Public
5. 21 AugThe Rise of iPhone X Copycats, Apple vs. Samsung Design Bets, Tencent Struggles
6. 20 AugApple Earnings Model, Apple FY2018 and FY2019 Estimates, Apple Valuation
7. 16 AugApple's Growth Narrative, Amazon Considering Buying Movie Theaters, Thursday Q&A
8. 15 Aug2Q18 Stationary Smart Speaker Sales, Estimating HomePod Sales, Amazon Alexa Device Sales Uncovered
9. 14 AugPeak Smartphone Innovation Absurdity, Swiss Watch Market Is Bifurcating, Waymo Announces Corporate Partnerships
10. 13 AugDoug Field Joins Project Titan, Samsung’s Product Event in NYC, Samsung Continues to Bet on Circular Smartwatch Faces
11. 9 AugDeep Dive into iPhone Channel Inventory, Estimating Sell-Through iPhone Demand, Apple Paid Subscription Trends
12. 8 AugElon Musk Wants to Take Tesla Private, Tesla Funding and Apple, Disney Discusses Video Strategy
13. 7 AugFitbit Earnings, Garmin Earnings, Wrist Wearables Market Observations
14. 6 AugApple 3Q18 10-Q Notes, Apple Surpasses Trillion-Dollar Market Cap
15. 2 AugApple 3Q18 Earnings Review (Details)
16. 1 AugApple 3Q18 Earnings Review (Major Themes)

July 2018

1. 31 JulApple’s Tricky Road to a Trillion, Samsung’s Flagship Smartphone Not Selling Well, Walmart Exploring Subscription Video Streaming Service
2. 30 JulApple’s Growing Confidence in iPad, Spotify 2Q18 Earnings, Apple to Drop Qualcomm Modems
3. 26 JulApple 3Q18 Earnings Preview (Revenue, EPS, Share Buyback, 4Q18 Guidance), Facebook's Dramatic Stock Price Drop
4. 25 JulApple 3Q18 Earnings Preview (iPad, Mac, Apple Watch, Other Products, and Services Estimates)
5. 24 JulApple 3Q18 Earnings Preview (iPhone Estimates)
6. 23 JulApple 3Q18 Earnings Preview (Setting the Stage), Apple's OLED Diversification Efforts Grow, Mapping Video Talent in Hollywood
7. 20 JulHow Apple Is Changing, 2Q18 Microsoft Surface Sales, Q&A
8. 19 JulAdditional Thoughts on iPhone Sales Mix, Netflix Moves into Radio, Berkshire Having Trouble Spending Excess Cash
9. 18 JulApp Store vs. Google Play Metrics, iPhone Sales Mix, 2Q18 PC and Mac Shipments
10. 17 JulNetflix 2Q18 Earnings, Facebook Hires Google Chip Leader, Apple’s Struggles in India Continue
11. 12 JulApp Store Turns 10, Valuing Wall Street Giants, Magic Leap Hype Fizzles
12. 11 JulProject Titan Is Huge, John Giannandrea Starts at Apple
13. 10 JulAT&T / HBO Drama, Poaching HBO Talent, Microsoft Surface Go
14. 9 JulSonos Files to Go Public, The Sonos Problem, Apple Music Pulls Ahead of Spotify in the U.S.
15. 5 JulTesla's Rapid Evolution, Conventional Wisdom vs. Tesla, Microsoft Working on Foldable Surface
16. 3 JulApple’s U.S.-Centric Approach for Services, Lyft Moves Big into Bikes, LG Orders Hint at iPhone X Plus Pricing
17. 2 JulApple Maps 2.0, Apple’s Motivation Behind Apple Maps 2.0, Revisiting Project Titan and Apple Maps

June 2018

1. 28 JunThoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A
2. 27 JunApple's Controlling Sound Strategy, Instagram Unveils IGTV, More Smoke for Spotify's Video Ambitions
3. 26 JunTim Cook at His Best, Apple Announces 2018 U.S. Midterms Coverage, The Apple News Advantage
4. 25 JunApple Announces MacBook Keyboard Service Program, The Case of the Missing AirPower, Apple Partners with Sesame Workshop
5. 21 JunIs Apple a Hits-Driven Business?, Apple Is Leading the AR Arms Race, Apple Poaches Key Waymo Engineer
6. 20 JunTim Cook - The Diplomat, Disney Desperately Wants 21st Century Fox, The 80 / 20 Rule for Mac
7. 19 JunSad State of Mac Hardware, Apple's "Behind the Mac" Ad Campaign, Apple Teams Up with Oprah
8. 18 JunAbove Avalon 2.0 (New Subscriber Features and Pricing), WSJ Goes After High-End iPhones
9. 14 JunThe Netflix Strategy, Apple vs. Netflix, Thursday Q&A
10. 13 JunAT&T's Time Warner Deal Gets the Green Light, Tesla Announces Major Round of Layoffs, Bird Scooter Valuation Soaring
11. 12 JunThe Share Buyback Economy, Waymo to Expand Self-Driving Car Fleet by 100x, SoftBank Invests in GM Cruise
12. 11 JunApple Lowers New iPhone Component Orders, AirPods Gain Live Listen Feature, Apple Watch Solid-State Buttons
13. 7 JunTim Cook Talks with CNNMoney, The Talk Show at WWDC, The Federighi Interview with Wired
14. 6 JunReviewing Apple's WWDC 2018 (Full Notes)
15. 5 JunReviewing Apple’s WWDC 2018 (Major Themes)

May 2018

1. 31 MayThe Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A
2. 30 MayApple Launches Free Trials for Paid iCloud Storage, The Problem with Apple's iCloud Strategy, Microsoft Surpasses Alphabet in Market Cap
3. 29 MayPreviewing Apple's WWDC 2018, Microsoft to Sell Low-Cost Surfaces
4. 24 MayApple to Build Self-Driving Vans with Volkswagen, Calculating the Mix of Apple Devices in Use
5. 23 May2Q18 iPad Installed and User Base Estimates, 2Q18 Apple Watch Installed and User Base Estimates
6. 22 May2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility
7. 21 May1Q18 Smart Speaker Sales, Revisiting My Stationary Smart Speaker Mirage Thesis, YouTube Premium
8. 17 MayDemystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix
9. 15 MayTesla's Reorganization, Tesla vs. Apple Turnover, Apple Expands Self-Driving Car Fleet
10. 14 MayApple to Launch Apple Pay Credit Card, Apple's TV App Coming into Focus, The ZTE Twist
11. 10 MayJony Ive's Odd Interview with Hodinkee, Thursday Q&A
12. 9 MayGoogle I/O 2018, Apple vs. Google, Google's Wearables Strategy Is MIA
13. 8 MayFitbit Earnings, Spotify Earnings
14. 7 MayApple 2Q18 10-Q Notes, Warren Buffett Doubles Down on Apple Again
15. 3 MayApple 2Q18 Earnings Review (Full Notes)
16. 2 MayApple 2Q18 Earnings Review (Major Themes)
17. 1 MaySonos Prepares for IPO, Netflix Considered Buying Movie Theaters, Latest Microsoft Surface Sales

April 2018

1. 30 AprApple Working on VR Headset?, Doubling Apple's Buyback Pace, Apple Officially Discontinues AirPort
2. 26 AprApple 2Q18 Earnings Preview (Revenue, EPS, Capital Return, 3Q18 Guidance), iPhone X Is Being Targeted
3. 25 AprApple 2Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates)
4. 24 AprApple 2Q18 Earnings Preview (iPhone Estimates)
5. 23 AprApple 2Q18 Earnings Preview (Setting the Stage), Apple's Rough Week on Wall Street, Apple Expanding iPhone Production in India
6. 19 AprApple's New Wall Street Narrative, Amazon Discloses Number of Prime Members, Subscription Mania Has Arrived
7. 18 AprBest Buy Partners with Amazon Fire TV, AirPods Copycats Have Arrived, App Store Spending Data
8. 17 AprNetflix 1Q18 Earnings, Netflix's Momentum, Apple's War on Leakers
9. 16 AprApple Flops vs. Winners, Apple Reaches Clean Energy Milestone, Tim Cook's Values
10. 12 AprNew Reports Throw Cold Water on HomePod Sales, Making Sense of HomePod Shipments, Thursday Q&A
11. 11 AprApple's Original Video Strategy Taking Shape, Spotify and Hulu Expand Partnership, Mark Zuckerberg vs. Tim Cook
12. 10 AprApple to Ditch Intel Chips in Macs?, Uber Acquires Jump Bikes, Apple Announces Product Red iPhone 8 and 8 Plus
13. 9 AprA Mac Pro Update, Apple Unveils Pro Strategy, Revisiting Apple's Achilles' Heel
14. 5 AprApple Poaches Google A.I. Leader, Apple Expands Executive Team
15. 4 AprApple's Education Event Review

March 2018

1. 22 MarApple Pushes Out Jimmy Iovine, Is Apple Moving Past Beats?
2. 21 MarInside Apple's 3D Sensor Head Start, The Growing Online Publishing War, Apple Partners with John Lewis for HomeKit Demo
3. 20 MarThe Facebook Privacy Fallout, First Pedestrian Fatality Tied to Self-Driving Car, Spotify Hardware?
4. 19 MarMy Apple R&D Grand Theory, Apple Developing Its Own Displays, Irony Behind Apple's Bet on Screens
5. 15 MarApple's Key Advantage with Wearables, Lyft Partners with Magna, Thursday Q&A
6. 14 MarU.S. Tariffs on Apple Products?, Fitbit Unveils Versa Smartwatch, Apple Watch vs. Everyone Else
7. 13 MarApple to Acquire Texture, Apple Doubling Down as a Content Distributor, Eddy Cue Speaks at SXSW
8. 12 MarApple's "Sound on the Go" Strategy, Android vs. iOS Loyalty, Bird Raises $100M
9. 8 MarSamsung Galaxy S9 Orders Underperforming, Misplaced Demand Fears for High-End Smartphones, Thursday Q&A
10. 7 MarGarmin 4Q17 Wearables Sales, A Shrinking Fitness Tracker Market, Deep Dive into 4Q17 Wearables Market
11. 6 MarThe WSJ's Refurbished iPhone Theory, Nokia Health (Withings) In Trouble, Thoughts on Nokia Health as an Apple Acquisition
12. 5 MarCannibalizing the iPad Even Further, Tim Cook Talks to Fast Company, Odd MacBook Air Rumors
13. 1 MarSpotify Files to Go Public, Takeaways from Spotify User Data, Spotify's Path to Profitability

February 2018

1. 28 FebIntel's Vaunt Smart Glasses, Amazon Acquires Ring, Apple's Approach to the Home
2. 27 FebApple to Release Three New iPhones, Thoughts on New iPhone Pricing, Fitbit's Smartwatch Flopped
3. 26 FebEstimating the iPhone Installed Base, Estimating the iPhone User Base, Samsung Unveils Galaxy S9 and S9+
4. 22 FebThe Goldilocks Era for iPhone, Apple's Lack of iPhone Visibility, Thursday Q&A
5. 21 FebWSJ's Odd iPhone Story, Apple Plays a Different Game, Apple Isn't an Ecosystem Company
6. 20 FebEstimating Microsoft Surface Sales, Fossil Seeing Minor Wearables Traction, Notes from Apple's 1Q18 10-Q
7. 15 FebHomePod Leaving Marks on Some Furniture, Apple's Obligation to Customers, Warren Buffett Increases Apple Stake
8. 14 FebApple Delays iOS 12 Features, iOS Development Timeline Changes, A Tug-of-War Within Apple ​​​​​​​
9. 13 FebGoldman Sachs Looking at iPhone Financing, Apple Slows Down Debt Buying, Google to Embrace iPhone X Notch
10. 12 FebAAPL Volatility, Apple Is Winning the HomePod Debate, Apple Music to Surpass Spotify in U.S.
11. 5 FebApple 1Q18 Earnings Review (Full Notes)
12. 2 FebApple 1Q18 Earnings Review (Major Themes)

January 2018

1. 31 JanThe HomePod Manifesto, Reception to HomePod Is Shifting, iPhone Sales Share Hits Record High in China
2. 30 JanNikkei Throws Cold Water on iPhone X, iPhone X Demand Worries Overblown, Apple Supplier Refutes Nikkei's iPhone X Claim
3. 29 JanHomePod's Actual Competition, Apple Watch's Competition, The Sonos Sales Pitch
4. 25 JanApple 1Q18 Earnings Preview (Revenue, EPS, 2Q18 Guidance, Big Picture)
5. 24 JanApple 1Q18 Earnings Preview (iPad, Apple Watch, Mac, and Services Estimates), Apple Watch Is a Bridge to the Future, Netflix 4Q17 Earnings
6. 23 JanApple 1Q18 Earnings Preview (iPhone Sales Estimate)
7. 22 JanApple 1Q18 Earnings Preview (Setting the Stage), iOS 11 Adoption, BMW and CarPlay Pricing
8. 18 JanApple Announces Massive U.S. Investment Plan, Green Light for Apple Ramping Share Buyback, Thursday Q&A
9. 17 JanBreaking Down Stationary Smart Speaker Hype, NYT Goes Off on Apple Watch, Fashion and Luxury Executives Depart Apple
10. 16 JanFading CES Presence, 4Q17 PC and Mac Sales, AT&T/Huawei
11. 11 JanStellar iPhone X Sales Trends in China, Thoughts on a Mega iPhone Upgrade Cycle, Thursday Q&A
12. 10 JanApple Urged to Address iPhone Addiction Among Kids, CES 2018, Iovine Downplays Departure Rumors
13. 9 JanGoPro Puts Itself Up for Sale, Revisiting GoPro as Apple Acquisition Target, Stationary Speakers Impacting Smartphone Usage
14. 8 JanApple Releases App Store Financials for 2017, Jimmy Iovine to Leave Apple, Apple's Performance in 2017
15. 4 JanIrresponsible Apple M&A Chatter, Business Models for Stationary Smart Speakers, Tepid ARKit Developer Adoption
16. 3 JanEstimating Amazon Echo Holiday Sales, Estimating Google Home Holiday Sales, HomePod's Missed Opportunity?
17. 2 JanApple Publishes Message About iPhone Throttling, Apple Lowers iPhone Battery Replacement Pricing, Long-Term iPhone Concerns Grow

2017 199

December 2017

1. 21 DeciPhone throttling is a big problem for Apple
2. 20 DecApple's ambition to be a content distributor is intertwined with its hardware capabilities
3. 20 DecU.S. Tax Bill and AAPL Valuation, China Smartphone Players Cut Orders, Adidas Exits Wrist Wearables
4. 19 DecApple Valuation Metrics, WSJ's Odd Stance on Apple Taxes, Huawei to Expand in U.S.
5. 18 DecApple shipping as many as 12M units
6. 14 DecApple Talks HomePod Delay, Apple and Finisar, Thursday Q&A
7. 13 DecApple Has Too Much Cash, Apple's M&A Strategy, iMac Pro Reviews
8. 12 DecThe Shazam acquisition
9. 12 DecThe End to Apple’s Cash Dilemma
10. 11 DecApple Redefines Jony Ive's Responsibility, Connecting the Apple Design Dots, Apple Plans to Acquire Shazam
11. 6 DeciPhone Sales Share Plummets in October, Comparing New iPhone Sales Pace to Previous Years, Google Removes YouTube from Fire TV
12. 5 DecCVS to Buy Aetna, Apple COO Jeff Williams Talks Health, FDA Approves First Apple Watch Accessory
13. 4 DecSmart Speaker Market Isn't What It Seems, Apple Considering Lower Entry-Level iPad Pricing, U.S. Senate Passes Tax Bill
14. 1 Decpower management chips

November 2017

1. 30 NovOnce the stationary smart speaker mirage became apparent
2. 30 NovApple's new headquarters house a design studio
3. 29 Novexpanding its vehicle testing presence in Arizona
4. 28 NoviPhone X Supply Rapidly Improving, A Big Apple Manufacturing Win, Fixing the MacBook Pro
5. 27 NovApples growing finance arm more smoke for new iphone se apple acquires vrvana
6. 21 NovThe New iPad Pro Ad, iMac Pro Rumored to Include A10 Fusion Chip, iPhone X Named Best Invention of Year
7. 20 NovApple Delays HomePod Launch, Apple's Growing Problem with Product Delays, Tesla Unveils Semi Truck and Roadster 2.0
8. 16 NovApple Retail's Top Priorities, Apple Retail Pushed to Breaking Point, Jony Ive Talks with Wallpaper Magazine
9. 15 NovDisclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter
10. 14 NovIt's Time for Apple to Disclose Apple Watch Sales
11. 14 NovA Spectacular Disney vs. Netflix Battle, Thoughts on a 6.1-Inch LCD iPhone, Apple's 2018 iPhone Line
12. 13 NovDisney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama
13. 9 NovMore Smoke for Apple Glasses, Fitting Apple Glasses in Apple's Product Line, Thursday Q&A
14. 8 NovApple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive
15. 7 NovApple 2017 10-K Takeaways
16. 6 NovApple 4Q17 Earnings Review: Details
17. 2 NovAdditional iPhone X Initial Impressions, Fitbit Is Losing Relevancy
18. 1 NovApple Watch unit sales have been up at least 50 percent year-over-year
19. 1 NovApple 4Q17 Earnings Expectation Meters, Breaking Down Apple's iPhone X Review Strategy

October 2017

1. 31 OctiPhone X’s TrueDepth camera system
2. 30 OctApple 4Q17 Earnings Preview
3. 26 OctApple Is Facing a Double Standard
4. 26 OctBloomberg's Scathing Face ID Accusation, Apple's Response to Bloomberg, Calling an iPhone X Rumor Timeout
5. 25 OctA Snap Spectacles Roller Coaster, Apple Acquires PowerbyProxi
6. 24 OctLife Insurer to Subsidize Apple Watch, iPhone X Supply Update
7. 23 OctApproximately 80% of iPhone sales in the U.S. occur through mobile carriers
8. 19 OctAnalyzing Apple's Grand Vision, Apple's Achilles' Heel, Thursday Q&A
9. 18 OctApple's Grand Vision
10. 18 OctiPhone X Production Ramping, GM Self-Driving Cars Coming to NYC, Magic Leap Craziness
11. 17 OctNetflix 3Q17 Earnings, Netflix as an Acquirer, Apple Considered Buying Medical Clinics
12. 16 OctiPhone Sales Strength in U.S. Continues, Qualcomm Seeks iPhone Ban in China
13. 12 OctApple Screen Size Trends, Mark Zuckerberg's VR Vision, Thursday Q&A
14. 11 OctTim Cook Discusses AR Glasses, Deep Dive into 3Q17 Mac and PC Sales, Apple Bets on "Amazing Stories" Series
15. 10 OctIpad installed base and user base estimates iphone 8 plus outselling iphone 8
16. 9 OctJony Ive Speaks at The New Yorker Conference, Sonos Questions
17. 5 OctGoogle's Hardware Event, Google Priorities, Areas of Concern for Apple
18. 4 OctiPhone X Risk Is Being Underestimated, iPhone X Pricing Concerns Overblown, iOS 11 Adoption Pace
19. 1 OctEstimating iphone installed base and user base apple music subscriber total update music streamings missing piece
20. 1 OctApple watch installed base and user base estimates measuring apple watch adoption apple acquires regaind
21. 1 OctiPhone Courage

September 2017

1. 30 SepApple’s business model predisposes the company to superior free cash flow generation
2. 28 SepAmazon's Peculiar Hardware Event, Gauging Amazon and Apple Competition, Thursday Q&A
3. 27 SepGrading Apple Watch on a Curve, Swiss Watch Makers Still in Denial, Thoughts on iPhone X Production
4. 26 SepiPhone Sales in China Continue to Stabilize, Apple Replaces Bing with Google for Siri Search
5. 25 SepLong Lines Outside Apple Stores Are History, Early iPhone 8 Sales Trends, Google Buys HTC Assets
6. 21 SepA Cellular Apple Watch Black Eye, My Cellular Apple Watch Connectivity Issue Theory, Thursday Q&A
7. 20 SepThe iPhone 8 Review Dilemma, iPhone User Base Breakdown by Model, Amazon Working on Alexa Glasses
8. 19 SepiPhone Isn't a Veblen Good, The Intriguing Gold iPhone 8, Thoughts on Early iPhone and Watch Orders
9. 18 SepInside Apple's A11 Bionic Chip, Apple Talks Face ID, The Face ID Rumor Surprise
10. 14 SepApple Event Review: Full Notes
11. 13 SepApple Event Review: Major Themes
12. 11 SepPreviewing Apple's Inaugural Event at Steve Jobs Theater
13. 7 SepSamsung's OLED Monopoly, NYT Goes After Apple Job Inequality, Thursday Q&A
14. 6 SepSiri Leadership Changes Hands, Eddy Cue's Role Within Apple, Apple Debt Doubt
15. 5 SepMy iPhone in China Theory, Deep Dive into Roku's IPO Filing, Apple Searching for Apple Studios HQ

August 2017

1. 31 AugAlexa Partners with Cortana, Google Unveils ARCore, The ARKit Hype Phase
2. 30 AugThe Apple Television Set Debate, Saying No to an Apple Television Set, Tim Cook Barnstorms Across U.S.
3. 29 AugFitbit Unveils Ionic Smartwatch, Apple to Unveil 4K Apple TV Box, Apple TV Intrigue
4. 28 AugApple to Launch Self-Driving Shuttle Service, Project Titan Isn't a Rorschach Test, A $999 OLED iPhone
5. 17 AugEstimating iPhone Sales Mix by Model, Video Streaming Is an Arms Race, Thursday Q&A
6. 16 AugThe Future of Apple's Cash Machine, Apple Sets Original Video Content Budget, Apple Studios Taking Shape
7. 15 AugAetna Looking to Subsidize Apple Watch, Thoughts on New Apple Watch Pricing and Naming
8. 14 Aug2Q17 Wearables Market Deep-Dive, Apple Working on Various AR Glasses Prototypes, Snap Spectacles Are Flopping
9. 10 AugDisney Announces Huge Strategic Shift, Disney's Impact on Apple, Thursday Q&A
10. 9 AugFitbit Betting the Farm on a Smartwatch, Fossil Losing Steam in Wearables, Ming-Chi Kuo's Big iPhone Reversal
11. 8 AugA Cellular Apple Watch Isn't a Stretch, Apple 3Q17 10-Q Takeaways
12. 7 AugApple to Sell Cellular Apple Watch, Apple Watch to Follow iPhone "S" Cycle, My Theory on Intentional Apple Leaks
13. 3 AugApple 3Q17 Earnings Review: Details
14. 2 AugApple 3Q17 Earnings Review: Major Themes
15. 1 AugThe End of the iPod Era, Tesla Model 3 Deliveries Begin

July 2017

1. 31 JulApple 3Q17 Earnings Expectation Meters, Apple Glasses Timing, Apple Pulls VPN Apps in China
2. 27 JulJony Ive Is Leading Apple, Inside Samsung's Culture, Facebook Working on Smart Speaker
3. 26 JulApple 3Q17 Earnings Preview (4Q17 Guidance Discussion), Estimating Microsoft Surface Sales, The Rock Sells Siri
4. 25 JulApple 3Q17 Earnings Preview (iPad, Apple Watch, Mac, Services Estimates)
5. 24 JulApple 3Q17 Earnings Preview (Setting the Stage, iPhone Sales Estimate)
6. 20 JulGauging Apple's Share Buyback Effectiveness, Netflix 2Q17 Earnings, Content's Value in Silicon Valley
7. 19 JulWSJ Trashes Apple Design, Apple Appoints VP of China
8. 18 JulAmazon Working on Better Echo Speakers, Smart Speaker Innovation, Estimating Amazon Echo Sales
9. 17 JulNew iPhone Production Delay Rumors Build, Production Rumors Hint at New iPhone Pricing
10. 13 JulDeep Dive into 2Q17 Mac and PC Sales, Additional Thoughts on New iPhone Pricing, Thursday Q&A
11. 12 JulPanic at Apple Ahead of OLED iPhone, Apple Losing Video Market Share, Jawbone to Liquidate
12. 11 JulThoughts on New iPhone Pricing and Naming
13. 10 JulApp Store 2.0, Apple Betting Big on Editorial Curation, Turning the App Store into Something Bigger
14. 6 JulMy Ming-Chi Kuo Theory, Tesla Sales Update
15. 5 JulNew iPhone Expected to Include Facial Recognition, The Odd Touch ID Story
16. 3 JulHow the iPhone Changed Apple, Jony Ive Speaks at Norman Foster Forum, Apple Is a Toolmaker

June 2017

1. 29 JunThe iPad Debate Rages On, iPads Don't Replace Laptops, iOS Doesn't Replace macOS
2. 28 JunApple ARKit Ahead of Curve, Apple Shipping iPhones Made in India, Pearl Automation Shuts Down
3. 27 JunApple Has Not Partnered with Hertz, Alphabet Partners with Avis, Apple Acquires SensoMotoric Instruments
4. 26 JunThe Niche Mac, A Tesla Music Streaming Service, Imagination Tech Looking to Sell Itself
5. 22 JunMicrosoft's iPad Pro Frustration, Virgin Mobile Becomes First iPhone Exclusive Carrier, Thursday Q&A
6. 21 JunThe Scott Forstall Interview, An Apple with Scott Forstall, Apple's War on Leakers
7. 20 JuniPhone Sales Share Bottoming in China, PayPal Downplays Apple Pay Cash Threat, Apple Working on Medical Data Depository
8. 19 JunApple Poaches Sony TV Executives, Tim Cook's Strong Businessweek Interview, Spotify Discloses User Count
9. 15 JunHomePod and Augmented Hearing, The Smart Home Is Wide Open, Google Poaches Apple SoC Architect
10. 14 JunTim Cook Confirms Autonomous Systems Interest, WSJ Goes After Siri, Siri Usage Numbers
11. 13 JunWWDC's Tech Focus, Apple Addresses Tipping in App Store, OLED iPhone Supply Fears Subsiding
12. 12 JunApple Executives Talk to Developers, Apple Music Subscriber Count Update
13. 8 JunTim Cook Talks HomePod, The iPad as a Crossover Vehicle, Thursday Q&A
14. 7 JunWWDC 2017 Review: Full Notes
15. 6 JunWWDC 2017 Review: Major Themes
16. 1 JunApple WWDC 2017 Preview (Growing Anticipation, My Expectations, Wildcards)

May 2017

1. 31 MayAndy Rubin's Essential Phone, Rubin at Code Conference, Everyone Is Trying to Beat iPhone
2. 30 MayApple Working on AI Chip, Apple Poaches Qualcomm VP, Marc Newson's $12,000 Hourglass
3. 25 MayApple Acquires Beddit, Apple and Nokia End Patent Battle
4. 24 MayNew 2017 and 2018 Apple EPS Estimates, Thoughts on Apple's Current Valuation, Number of Apple Devices in Wild
5. 23 MayRaising My Apple Watch Sales Estimates, Valuing the Apple Watch Business, Revised iPad Sales Estimates
6. 22 May2Q17 iPhone Installed Base Estimate, 2Q17 iPhone User Base Estimate, Revised 2017 and 2018 iPhone Sales Estimates
7. 18 MayGoogle I/O 2017, Google Home, YouTube
8. 17 MayInside Apple Park, Apple Park Is an Apple Product, Jony's Focus
9. 16 MayApple Invests in Corning, Garmin 1Q17 Wearables Sales
10. 15 MayMicrosoft Unveils Surface Laptop, Wall Street's Latest Apple Bear Case, Apple Wearables are Underestimated
11. 11 MayFossil Seeing Strong Smartwatch Demand, Snap Discloses Spectacles Sales, Thursday Q&A
12. 10 MayAmazon Unveils Echo Show, The Echo Show Is a Step Backwards, Echo Show vs. Apple Watch
13. 9 MayApple 2Q17 10-Q Takeaways, Phil Schiller Discusses Hot Button Issues, Amazon Video Coming to Apple TV
14. 8 MayApple Watch Outsells Fitbit, Fitbit Begins a Pivot, Apple Watch's Health and Fitness Detour
15. 4 MayApple 2Q17 Earnings Review: Details
16. 3 MayApple 2Q17 Earnings Review: Major Themes
17. 2 May"Siri Speaker" Rumors Build, The Amazon Echo Narrative Is Off-Base, Companies Abandoning Apple Watch Apps
18. 1 MayApple 2Q17 Earnings Expectation Meters, The Jimmy Iovine Strategy, Microsoft Surface's Awful Quarter

April 2017

1. 27 AprApple Is a Design Company, Amazon Unveils Echo Look, Thursday Q&A
2. 26 AprApple 2Q17 Earnings Preview (3Q17 Guidance, Capital Management Changes), Apple Slashes App Store Affiliate Commissions
3. 25 AprApple 2Q17 Earnings Preview (iPad, Apple Watch, Mac, Services)
4. 24 AprApple 2Q17 Earnings Preview (Setting the Scene, iPhone Estimate), The iPhone's Stronghold
5. 20 AprSamsung Is Being Graded on a Curve, Being Different in Tech Is Overrated, Thursday Q&A
6. 19 AprFacebook F8 2017 Falls Flat, Netflix 1Q17 Earnings, Netflix Nears 100M Members
7. 18 ApriPhone Sales Trends in February, iPhone Trends in China, Losing Apple Content Creators
8. 17 AprApple Granted Autonomous Vehicle Permit in CA, Assessing Apple's Automobile Ambition, Apple Researching Diabetes Treatment
9. 13 AprThe Mac Is Becoming a Vulnerability for Apple, Apple Sales Mix by Screen Size, Thursday Q&A
10. 12 AprDeep Dive into 1Q17 Mac and PC Sales, Huawei Not Buying Apple Watch Phenomenon, Fitbit Smartwatch Details Leak
11. 11 AprApple Continues GPU Talent Hiring Spree, Apple's Path Forward Without Imagination, Touch Bar Getting Bad Rap
12. 10 AprApple's Improving Wall Street Narrative, Tesla Passes Ford and GM on Wall Street, The iPad's Deteriorating Narrative
13. 6 AprSmartwatch Obsession Hits Switzerland, Apple Wants to Sell Premium Cable Bundle, Thursday Q&A
14. 5 AprApple Convenes Emergency Mac Meeting, Apple's Revised Mac Strategy, Playing Defense with Mac Pro
15. 4 AprChristopher Stringer Leaving Apple, Apple Industrial Design Group Changes, Apple Goes Public with GPU Ambition
16. 3 AprFinding iPad's Future Role, iPad's Crutch, The Smartphone Design Leader

March 2017

1. 30 MarDoubling Down on iPad, The Samsung Galaxy S8 Keynote, Samsung's Apple Envy
2. 29 MarFacebook Launches Stories, Controlling the Camera, Apple's Identity Network
3. 28 MarApple Ramping AR Glasses Effort, AR Glasses vs. Project Titan, Elon Musk Launches Neuralink
4. 27 MarApple Building AR Platform, Amazon Continuing to Explore Stores, Apple Retail Genius Changes
5. 23 MarApple Acquires Workflow, Apple Repositioning iPad in Education, Thursday Q&A
6. 22 MarApple Adjusts Watch Strategy, The Apple Watch Band Business, Swatch Developing Smartwatch OS
7. 21 MarApple's New Products
8. 20 MariPhone Sales Trends in January, Spotify and Labels Near Deal, Chance the Rapper Talks Apple Deal
9. 16 MarThe Curious State of Apple Profit Margins, Snap Isn't Like Apple, Thursday Q&A
10. 15 MarApple Releases New Sticker Ad, Why Stickers?, My Apple Sticker Ad Theory
11. 14 MarIntel Buys Mobileye, Mobileye's Motivation, Intel's Motivation, Apple Implications
12. 13 MarBuilding iPhones in India, Siri's Advantage, SoundCloud Is in Trouble
13. 9 MarMobile World Congress Was Irrelevant, Tech Trade Shows Are an Endangered Species, Didi Opens R&D Lab in U.S.
14. 8 MarApple Brings Back the iPhone 6, Tim Cook Reassures Pro Users, Spotify Crosses 50M "Paying" Subscribers
15. 7 MarApple and Hockey Stick Growth, Apple Watch and Hockey Stick Growth Potential, Apple Losing in Classrooms
16. 6 MarWearables as a Platform, New 2017 and 2018 Apple Watch Sales Estimates, Deep Dive into 4Q16 Wearables Market
17. 2 MarA $1,000 OLED iPhone, USB-C and iPhone, Thursday Q&A
18. 1 MarYouTube TV, Google Calling It Quits with Pixel Laptops, Google Assistant No Longer Pixel Exclusive

February 2017

1. 28 FebWarren Buffett Bets Big on Apple, Buying the iPhone Company, Buffett on Apple Share Repurchases
2. 27 FebiPhone Sales Estimate Methodology, 1Q17 iPhone Installed Base Estimates, New 2017 and 2018 iPhone Sales Estimates
3. 23 FebApple Park and Steve Jobs Theater, Fitbit Is in Denial, Garmin 4Q16 Earnings
4. 22 FebAdditional Thoughts on Apple/Netflix, Microsoft HoloLens Pushed out to 2019, Samsung Wins Big OLED Order from Apple
5. 21 FebThe New iPad Pro Ad Campaign, Fossil Seeing Smartwatch Strength
6. 16 FebApple's M&A "Struggles," Apple Considered Buying Imagine Entertainment, Thursday Q&A
7. 15 FebApple CFO's Fireside Chat at Goldman Sachs, Thoughts on AAPL Shares Reaching All-Time High
8. 14 FebEddy Cue's Awkward Recode Interview, The "Why" Behind Apple Video Content, Apple M&A for Content
9. 13 FebApple's Excess Cash Dilemma, Probability of Apple Launching a Tender Offer, Tim Cook Applies Augmented Reality Brakes
10. 9 FebThe iPad's Software "Problem," Finding the iPad's Place in an iPhone World, Thursday Q&A
11. 8 FebDeriving 1Q17 Apple Watch Sales, Jimmy Iovine Talks Apple Content Strategy, Apple Poaches Amazon Fire TV Head
12. 7 FebApple 1Q17 10-Q Takeaways, GoPro 4Q16 Earnings, Keep an Eye on GoPro
13. 6 FebDeep Dive into Snap's IPO Filing, Snap's Key Advantage, Snap's Major Problem
14. 2 FebApple 1Q17 Earnings Review: Details
15. 1 FebApple 1Q17 Earnings Review: Major Themes

January 2017

1. 31 JanFitbit Is in Trouble, Apple Watch Momentum Is Building, Deep Dive into Microsoft Surface Sales
2. 30 JanApple vs. Qualcomm Primer
3. 26 JanApple and Wall Street Expectations, Apple to Join Partnership on AI, Thursday Q&A
4. 25 JanApple 1Q17 Earnings Preview (iPhone, Guidance, Estimate Summary)
5. 24 JanApple 1Q17 Earnings Preview (Part 1 and 2), Sprint Buys 33 Percent of Tidal
6. 23 JanApple's New Leadership Structure, Apple Culture Risks, Tim Cook's Report Card
7. 19 JanDeep Dive into Netflix's 4Q16 Earnings, Netflix as an Acquisition Target, Digital Crown Coming to Android Wear
8. 18 JanThe Logic Behind Apple Owning Content, Mac Sales Mix Estimate, China Concerned About Foxconn's iPhone Plans
9. 17 JanApple's Five-Year Roadmap, Motivation Behind Apple's Original Video Content Push, Andy Rubin's New Start-Up
10. 12 JanDeep Dive into 4Q16 PC and Mac Shipments, iPhone Sales Momentum Continues in U.S., Thursday Q&A
11. 11 JanSwift Creator Leaves Apple for Tesla, Apple and Employee Retention, Fitbit Acquires Luxury Smartwatch Maker
12. 10 JanPhil Schiller Talks iPhone at Ten Years, Apple Releases App Store Financials for 2016
13. 9 JanCES 2017, iPhone at Ten, Apple Misses Performance Benchmarks for 2016
14. 5 JanChina's "iPhone City," Apple's Most Important Partner in China, Thursday Q&A
15. 4 JaniPhone Production Cut, Amazon to Sell Fire Televisions, Google Passes on Pixel Smartwatches
16. 3 JanAirPods Unit Sales and Revenue Estimates, Apple Music's Productive 2016

2016 198

December 2016

1. 22 DecAirPods
2. 22 Decavailable here
3. 21 DecApple Alienating Mac Loyalists, Apple Designers Making People Uneasy, The Mac's Problem Isn't a Lack of Focus
4. 20 DecTim Cook Confirms New Mac Desktops Coming, Michigan Playing Defense Against Silicon Valley, The AirPods Launch
5. 19 DecApple poached Alexander Hitzinger
6. 15 Deccompetitors are unable to get a foot in the door
7. 15 DecThe Tech Summit at Trump Tower, Criticism Regarding the October Mac Event, Something Is Up with the Mac
8. 14 DecGoogle Struggling with Cars, Google and Fiat to Start Ridesharing Service, Tony Fadell Makes the Case for Apple Car
9. 13 DecSoftBank's tech fund
10. 12 DecThoughts on the AirPods Delay, An AirPods Speed Bump, Apple Watch Ads Getting Better
11. 8 DecSigns of iPhone Sales Benefiting from Samsung Recall, iPhone Trends in China Remain Weak, Thursday Q&A
12. 7 DecAdditional Thoughts on Milking the iPhone, Foxconn to Invest in U.S.
13. 5 DecDeep Dive into NHTSA Guidelines for Autonomous Vehicles, Apple Confirms Project Titan, Apple Building a Drone Team
14. 1 DecApple is currently milking the iPhone
15. 1 DecAmazon developing new alexa tablet fitbit planning to buy pebble thursday qa
16. 1 DecCook's recent comments about Apple Watch sales

November 2016

1. 30 NovNew FY2017 and FY2018 Apple EPS Projections, The iPhone's Monopoly, Apple Partnering with Ola
2. 29 NovApple is on track to sell more than 10M Apple Watches in 2017
3. 28 Novavailable here
4. 22 NovApple Disbands Wireless Router Division, Amazon Chasing Live Sports, Apple's Texas Pawn
5. 21 NovThe Electric Car Ownership Head Fake, McLaren Confirms Talks with Apple, Odds of Apple/Tesla Partnership are Increasing
6. 17 NovApple's eventual entrance into the transportation industry
7. 17 NovSnap's Intriguing Spectacles Rollout, Apple Cuts App Store Fees for Video Services, Thursday Q&A
8. 16 Novthe Apple design book certainly counts as a surprise
9. 15 NovApple Exploring Smart Glasses, Phil Schiller Confirms Apple Innovation Feedback Loop, Samsung Buys Harman
10. 14 NovDeep Dive into Apple's 2016 10-K, Jimmy Iovine Hints at Original Music Content, Disney Turns Bullish on ESPN
11. 10 NovAbove Avalon Turns Two
12. 10 NovThe Perils of Being a Hardware Company, Preview of Apple Sales on Black Friday, Thursday Q&A
13. 9 NovInitial Thoughts on U.S. Election Impact on Apple, More Evidence for Strong MacBook Pro Demand, Apple Now Selling Refurbished iPhones
14. 8 NovThe Microsoft Surface Strategy, Thoughts on Microsoft Surface Studio, NBCUniversal to Sell Ads in Apple News
15. 7 NovThe Apple Innovation Feedback Loop, Apple Cuts USB-C Accessories Pricing, Early MacBook Pro Sales
16. 2 NovJony Ive on the New MacBook Pro, Jony's Absence at the Mac Keynote, Thoughts on Mac Criticism
17. 1 NovThere is one although some may disagree with it
18. 1 NovFitbit had an early November surprise announcement
19. 1 NovApples mac keynote detailed thoughts and observations

October 2016

1. 31 OctApples mac keynote major themes
2. 27 OctApple 4Q16 Earnings Review: Details
3. 26 OctApple 4Q16 Earnings Review: Major Themes
4. 25 OctPreviewing Apple's Mac Event, Mac Expectations, The Grand Unified Theory of Apple Products
5. 24 OctPreviewing Apple's 4Q16 Earnings
6. 24 OctApple's Changing Tune on Original Content, Eddy Cue Talks Content at Vanity Fair, AT&T to Acquire Time Warner
7. 20 Octa Hollywood arm
8. 20 OctGuidance
9. 19 OctServices, iPad, Mac, Apple Watch
10. 18 OctApple scales back project titan what happened to project titan apples new car strategy
11. 17 OctApple Partners with Macy's, Apple Hiring GPU Talent from Imagination, Tim Cook and AR/VR Waves
12. 13 OctDeep Dive into 3Q16 PC and Mac Shipments, Amazon Adds Twist to Music Streaming Wars, Thursday Q&A
13. 12 OctEstimating Samsung Note 7 Recall Impact on Apple, Improving iPhone Growth Prospects for FY17, Samsung Can't Find Note 7 Problem
14. 11 OctSamsung Discontinues Galaxy Note 7, Questionable Samsung Actions, Samsung's Missing Leadership
15. 10 OctApple Watch's Fitness Detour, Apple Watch and Fitbit Quarterly Sales, Where Things Go from Here
16. 6 OctSamsung Buys Viv, Apple Is Not Bidding for Twitter, Thursday Q&A
17. 4 OctTim Cook's Increasingly Aggressive Comments Regarding AR, Why AR Instead of VR?, New iPad Rumors
18. 3 OctApple in Talks to Acquire Lit Motors, Lit Motors 101, Why Acquire Lit Motors?
19. 1 OctGoogle Pixel
20. 1 OctApple changed strategies last year in an effort to close the unit sales gap between Fitbit and Apple Watch

September 2016

1. 29 SepSpotify In Talks to Buy SoundCloud, The DJI Drone/Apple Partnership, Thursday Q&A
2. 28 SepAetna to Subsidize Apple Watch, Apple Is Increasing iPhone 7 Orders
3. 27 SepPegatron Optimistic About Phone 7, Early Estimates for iPhone Sales Growth, Apple Music Strategy Heading Into Year Two
4. 26 SepSnapchat Spectacles, Apple vs. Snap Inc., Spectacles Makes Google Look Bad
5. 22 SepApple In Talks to Invest in McLaren, Where Things Stand with Project Titan, Thursday Q&A
6. 21 SepThe Samsung Galaxy Note 7 Recall, Measuring the Samsung Recall Fallout, GoPro Unveils Hero5 and Karma Drone
7. 20 SepLyft's Master Plan, Estimating Opening Weekend iPhone 7 Sales
8. 19 SepInitial iPhone 7 Plus (Jet Black) Impressions, Initial Apple Watch Series 2 Impressions
9. 15 SepAirPods Are the Anti-Apple Watch, Mixed Signals for Early iPhone 7 Demand, Thursday Q&A
10. 14 SepNew Project Titan Details, The Project Titan "Reboot," Project Titan Is a Platform
11. 13 SepApple Ends Opening Weekend iPhone Sales Disclosure, iPhone Upgrade Program Turmoil, A Black Eye for "Apple as a Service"
12. 12 SepThe Apple Keynote: Detailed Thoughts and Observations
13. 8 SepThe Apple Keynote: Major Themes
14. 6 SepPreviewing Apple's September 2016 Keynote, Thoughts Heading into the Event, Surprises and Wild Cards
15. 1 SepFitbit Announces Charge 2 and Flex 2, The Samsung Gear S3 Smartwatch, Thursday Q&A

August 2016

1. 31 AugThe European Commission's Ireland/Apple Decision, Tim Cook's Blistering Response, Google Is Going After Uber
2. 30 AugCalculating the iPhone Installed Base, Segmenting iPhone Users by Upgrade Cycles, New 2016 and 2017 iPhone Sales Estimates
3. 29 AugIndustrial Design Is Gaining Power at Apple, Preparing for EU's Decision on Apple/Ireland Tax Deal, Apple Working on New Social Features
4. 25 AugApple Opens Up About AI, Apple Changes Retail Branding, Thursday Q&A (Car Edition)
5. 24 AugThe Frank Ocean Exclusive, Apple's War Against Music Labels, The Spotify Squeeze
6. 23 AugUber Buys Otto, Partners with Volvo; Apple Passes on Lyft Acquisition; Ford's New Master Plan
7. 22 AugThe Tim Cook Interview, An Inside Look at Apple, Berkshire Hathaway Increases AAPL Stake
8. 11 AugEddy Cue's Interesting Interview with Fast Company, Apple Working on New Health Device, Thursday Q&A
9. 10 AugThoughts on Upcoming iPhones, Supply Chain Hints at Major iPhone Changes in 2017, Disney to Launch ESPN Streaming Service
10. 9 AugApple's Big Profile in Fast Company, Thoughts on Apple Watch 2.0, Bozoma Saint John
11. 8 AugApple's Changing iPad Strategy, iPad Has Turned the Corner, New iPad Sales Estimates
12. 4 AugTesla 2Q16 Earnings, 2Q16 Smartphone Market Deep Dive, Thursday Q&A
13. 3 AugFitbit Earnings, Apple's Debt Bonanza, Apple Holding the Line Against Tidal
14. 2 AugApple's Failed TV Negotiations, Apple Buys CarPool Karaoke, Phil Schiller Joins Illumina Board
15. 1 AugDidi Acquires UberChina, The Anti-Uber Alliance Is Over, QNX Founder Joins Project Titan

July 2016

1. 28 JulApple 3Q16 Earnings Review: Details
2. 27 JulApple 3Q16 Earnings Review: Major Themes
3. 26 JulBob Mansfield to Lead Project Titan, Project Titan Implications, Apple Talent Questions
4. 25 JulAAPL 3Q16 Earnings Preview (Part 5 - Thoughts on AAPL), Deep Dive into 2Q16 Smartwatch Market, Apple Selling Exclusive Watch Bands for Olympics
5. 21 JulAAPL 3Q16 Earnings Preview (Part 4 - 4Q Guidance), Tesla's New Master Plan, Thursday Q&A
6. 20 JulAAPL 3Q16 Earnings Preview (Part 3 - iPhone), Swatch Issues Profit Warning, 2Q16 Microsoft Surface Shipments
7. 19 JulAAPL 3Q16 Earnings Preview (Part 2 - Services, Mac, iPad, Apple Watch), Netflix Has a Big Problem, SoftBank to Buy ARM Holdings
8. 18 JulAAPL 3Q16 Earnings Preview (Part 1 - Methodology), Eddy Cue's Odd Interview About TV, Line's IPO
9. 14 JulWhy Apple Even Bothers with Music, Spotify Is Moving the Goalposts, Thursday Q&A
10. 13 JulMeasuring Apple's Music Ambitions; Pokémon GO, Nintendo, and Wearables
11. 12 JulGoogle Smartwatches, Slipping Mac Shipments, Problematic iPhone Customer Surveys
12. 11 JulStrategy Clues Hidden in WatchOS 3, Thoughts on Third-Party Apple Watch Faces, Pokémon GO and the Art of Going Viral
13. 7 JulSnapchat Memories Hint at Strategy Shift, Snapchat Camera Roll vs. iPhone Camera Roll, Elon Musk Is Becoming More Brazen
14. 6 JulTesla's First Autopilot Fatality, Apple Will "Retire" the 16GB iPhone
15. 5 JulApple In Talks to Buy Tidal, Jay Z's Importance to Apple Music, Calculating Tidal's Potential Price Tag

June 2016

1. 30 JunThe Apple Watch Paradox, Math and Logic Behind My $10B Apple Watch Valuation, Thursday Q&A
2. 29 JunThe Path to Remove the iPhone Home Button, A Google Smartphone
3. 28 JuniPhone Headphone Jack Debate Is Off Base, Lyft Looking for Strategic Partners, Disney CEO Talks Business
4. 27 JunMapping Apple's Post-iPhone Era, Brexit and AAPL
5. 23 JunTesla Offers to Buy SolarCity, Thursday Q&A
6. 22 JuniPhone Won't Be Focus of Apple's September Event, Thoughts on an iPhone Upgrade "Super Cycle" in 2017
7. 21 JuniMessage for Android: Don't Hold Your Breath, HBO Head Talks Video Streaming
8. 20 JunSchiller and Federighi Speak Post-WWDC, iPhone 6 and 6 Plus "Banned" in Beijing, BMW's Electric Car Strategy Isn't Working
9. 16 JunApple Music Is Succeeding, Apple's Content Strategy Is Becoming Clearer, Thursday Q&A
10. 15 JunWWDC 2016: Detailed Thoughts and Observations
11. 14 JunWWDC 2016: Major Themes
12. 13 JunWWDC Goodwill, Amazon to Launch Standalone Music Streaming Service
13. 9 JunApple Announces App Store Changes, WWDC Preview
14. 8 JunA Capital Efficient Tesla, Bendable Samsung Smartphone Screens
15. 7 JunDidi and Grab Leaders Speak at Code Conference, Didi Discusses Apple and the Future, Coach Developing Apple Watch Bands
16. 6 JunElon Musk's Problem with Apple, Wireless Smart Earphones 101, Samsung Gear IconX Wireless Earphones
17. 2 JunA Smarter iPhone, Uber and Didi Raising Billions of Dollars, Thursday Q&A
18. 1 JunApple M&A Is Evolving, Ridesharing's Limiting Factor, Thoughts on a Three-Year iPhone Product Cycle

May 2016

1. 31 MayJawbone's Last Stand, Declining Developer Interest in Apple Watch
2. 26 MayTim Cook Discusses Apple's 10-Year Outlook, Apple Researching Electric Car Charging, Thursday Q&A
3. 25 MayApple to Launch Siri SDK at WWDC, Apple Working on Siri Speaker, Toyota Partners with Uber
4. 24 MayXiaomi Hits a Wall in China, Spotify's 2015 Financials, Uber Begins Testing Self-Driving Cars
5. 23 MayAbove Avalon Is Officially Sustainable, Apple Presses Reset Button in India, Don't Expect a Special, Cheap iPhone for India
6. 19 MayGoogle I/O 2016, Apple vs. Google, Thursday Q&A
7. 18 MayApple TV Unit Sales Estimate, The Skinny Cable Bundle Mirage, Tim Cook Visits China and India
8. 17 MayBerkshire Hathaway Buys AAPL Stake, Deep Dive into 1Q16 Wearables Market
9. 16 MayApple Invests in Didi Chuxing
10. 12 MayApple's miserable 2Q16 earnings report
11. 12 MayProject Titan Is Different, Tech R&D Isn't Created Equally, Thursday Q&A
12. 11 MayThe Swiss Watch Market Is Collapsing, Fossil on Traditional Watch Market: It's Awful, Good Signs for Apple Watch
13. 10 MayiPhone Development 101, Thoughts on iPhone 7 Rumors
14. 9 MayAlphabet Partners with Fiat Chrysler for Self-Driving Cars, GoPro Is Up to Something
15. 5 MayElon Musk Doubles Down on Manufacturing, Fitbit 1Q16 Earnings, Thursday Q&A
16. 4 MayTim Cook's Questionable Interview with Jim Cramer, Apple Hits Another Roadblock in India
17. 3 MayThe iPhone Story Has Become Complicated, The Math Behind My FY2016 and FY2017 iPhone Estimates
18. 2 MayFY2016 and FY2017 AAPL Estimates, AAPL's Current Valuation, Takeaways from AAPL's 2Q16 10-Q

April 2016

1. 28 AprApple 2Q16 Earnings Review: Details, New iPhone and iPad Sales Estimates, Thursday Q&A
2. 26 AprApple Watch 2.0 to Include Cellular Connectivity?, iPhone Upgrade Program Expands Online, The Music Industry Is Broken
3. 25 AprApple Watch's First Year: Lessons & Observations, Apple's Services Roadblock in China
4. 21 AprRethinking the Car, Apple Car 1.0, Thursday Q&A
5. 20 AprAAPL 2Q16 Earnings Preview
6. 19 AprNew Project Titan Revelations from Germany, Apple Pursuing Hollywood
7. 18 AprApple Contemplating Paid Search for App Store, New iPhone Production Cuts
8. 14 AprKey Apple Designer Joins GoPro, Dire Apple Watch Sales Projections, Thursday Q&A
9. 13 AprFacebook Underwhelmed Me, BuzzFeed Hits a Rough Patch
10. 12 AprProject Titan Buildings Revealed, The Mac's Resiliency
11. 11 AprSamsung Shifting Smartphone Strategies, Recent Apple Advertising Buzz
12. 7 AprRethinking Apple Watch Collections, Apple Campus 2 Tables vs. Project Titan, Thursday Q&A
13. 6 AprFoxconn Buys Sharp, Foxconn's Next Big Bet, Twitter Wins NFL Streaming
14. 5 ApriPhone SE Opening Weekend Sales Estimate, Growing Backlash Against Apple's India Plans, Turmoil at Disney
15. 4 AprTesla Model 3, Elon Musk's Chess Game, Tesla vs. Apple

March 2016

1. 31 MarEstimating iPhone SE's Profit Margin, Microsoft Build & Conversation as a Platform, Thursday Q&A
2. 30 MarSpotify Showing Signs of Trouble, Apple Partners with MLB for iPads
3. 29 MarMy iPhone SE Theory, Early iPhone SE Demand Trends in China, New Apple Watch Marketing
4. 28 MarNo Signs of iPhone Tick-Tock Cycle, Apple's First Original TV Series, Trying to Transplant Apple Culture Outside Apple
5. 24 MarApple Is Quietly Building an Exclusive Video Content Service, Nike HyperAdapt Is a Big Deal, Thursday Q&A
6. 23 MarAdditional Musings from Apple's Keynote, iPhone SE Priced at a Premium Internationally
7. 22 MarThe Apple Keynote: Thoughts and Observations
8. 21 MarGrowing iPhone Optimism on Wall Street, Apple Raises More Debt for Buyback, Apple's Project McQueen
9. 17 MarThoughts on Apple's Upcoming Keynote, Apple vs. Facebook Competition, Thursday Q&A
10. 16 MarApple Music Partners with Dubset Media, Monetizing EDM (Electronic Dance Music) Remixes/Mixes, SoundCloud Suffers Big Blow
11. 15 MarApple's Quest for Perfection, HBO Now Is Succeeding
12. 14 MarJony Ive Talks Money, Business, and Life After Apple, GM Acquires Cruise Automation
13. 10 MariPhone Sales Trends in January, Setting the Stage for a New 4-Inch iPhone, Thursday Q&A
14. 9 MarFiat Chrysler CEO Marchionne on Apple's Auto Ambitions, Apple Passes on NFL Streaming Rights, $25 Apple Watches
15. 8 MarSuperPhone and Apple's Future Content Strategy, Best Buy Is Betting on iPhone 7
16. 7 MarThoughts on a 9.7-Inch iPad Pro, Craig Federighi's Op-Ed in The Washington Post

February 2016

1. 25 FebCalculating the iPhone Installed Base and User Base, The LG G5, Thursday Q&A
2. 24 FebTim Cook's Legacy (continued), The Apple Pencil Uprising, Longer Smartphone Life Cycles
3. 23 FebTim Cook Q&A, Fitbit Earnings
4. 22 FebSamsung (and Facebook) at Mobile World Congress, Bloomberg Profiles Apple's Chief Chipmaker, Apple Retail Employee Rewards Program
5. 18 FebTim and Jony in Vogue, Decoding Apple's Interest in Cars, Thursday Q&A
6. 17 FebTim Cook's Message to Customers, Apple's Large Debt Sale, New Spotify Subscriber Data
7. 16 FebEddy Cue and Craig Federighi Speak, Calculating the Apple User Base, Apple Developing Scripted Video Series
8. 11 FebTesla Earnings, The iPhone Reality Distortion Field (additional thoughts), Thursday Q&A
9. 10 FebDisney's Frustration, Andy Rubin's Next "Android"
10. 9 FebBringing Apple Services to Android, Apple Showing Interest in NFL Streaming Rights, Cracked iPhone Screen Upgrade Program
11. 8 FebTim Cook's Town Hall Meeting, iPhone 7 Design vs. Aging "S" Cycle
12. 4 FebThe iPhone Is Stifling GoPro, User Apathy Toward Apple Software Quality, Thursday Q&A
13. 3 FebAmazon Brick-and-Mortar "Bookstores," Judging Apple Share Buyback Success
14. 2 FebApple's Broken Narrative (Additional Perspective), Apple Looking to Sell Refurbished iPhones in India
15. 1 FebApple's Record Stock Buyback in 1Q16, Apple Building Secret AR/VR Team

January 2016

1. 28 JanAAPL Is Trading Like a Junk Bond, Apple Watch vs. Swiss Watch Industry in 2015, Thursday Q&A
2. 27 JanApple 1Q16 Earnings Results
3. 26 JanA New Playbook for Updating Apple Watch, Apple Hires Top VR Researcher, Project Titan at a "Crossroads"
4. 25 JanHead of Project Titan Is Leaving Apple, Threading the AAPL Expectations Needle
5. 21 Jan4Q15 China Mobile Subscriber Data, Apple 1Q16 Estimates (ASP, Revenue, Margins), Thursday Q&A
6. 20 JanESPN President Talks Apple, Apple Is Moving Beyond the iPhone (Implications for AAPL)
7. 19 JanApple Watch, iPad and Mac Sales Estimates
8. 18 JaniPhone Sales Estimates
9. 14 JanApple & Time Warner, Thursday Q&A
10. 13 JanShare Buyback's Growing Importance, The Changing App Store Narrative, PC Industry's Disastrous 4Q15
11. 12 JanApple Acquires Emotient, iOS 9.3, GM Thinks It Just Won the Electric Car Race
12. 11 JanRemoving the iPhone Headphone Jack, Apple Music Subscriber Update
13. 7 JanCalling an iPhone Timeout, Thursday Q&A
14. 6 JaniPhone 6s/6s Plus Order Cuts, Strategy Behind Fitbit's Blaze Smartwatch
15. 5 JanGM Partners with Lyft, Thoughts on Tesla's Delivery Rate, Faraday Future Shows Concept Car
16. 4 JanNew Above Avalon Member Features, Tech Observations over the Holidays, Apple Device Activation Data (Christmas)

2015 145

December 2015

1. 28 DecStarting with the Wrist
2. 23 DecElon Musk Talks Autonomous Cars, The Hidden Media Story of 2015
3. 22 DecThe '60 Minutes' Apple Profile, Google and Ford to Form Joint Venture, Apple Cuts iPhone 6s and 6s Plus Pricing in India
4. 21 DecThe recent hire of Tor Myhren as VP Marketing Communications
5. 17 DecHuawei Targeting U.S. Smartphone Market, George Hotz's Self-Driving Car, Thursday Q&A
6. 16 DecThere have been clues that such a move may be in the pipeline
7. 15 Decretailer promotions
8. 15 DecThere is no question that iPhone unit sales growth will slow in 2016
9. 14 DecApple's Taylor Swift Movie, Faraday Future's Nevada Car Factory, Hyundai Gives Up on Car Software
10. 11 DecListen to Above Avalon Podcast Episode 45, "People Love Accessories," for a more detailed discussion on Apple's accessories.
11. 10 DeciPhone Sales Trends in October, Netflix's Growing Bet on Original Content, Thursday Q&A
12. 9 DecA Big Setback for Apple TV, Apple's $99 iPhone Smart Battery Case
13. 7 DecA New 4-Inch iPhone, TAG Heuer Provides Early Update on Its Connected Watch
14. 3 DecAdditional Thoughts on The Grand Unified Theory of Apple Products, United Airlines Will Buy 6,000 Apple Computers, Thursday Q&A
15. 2 DecGrand Unified Theory of Apple Products
16. 1 DecApple News
17. 1 DecFitbit and Apple are the two leaders of the very young market, taking a 82% adjusted market share
18. 1 DecAbove avalon episode 44 the grand unified theory of apple products
19. 1 DecSelling Electric Cars, Target's "Apple Monday" Sale

November 2015

1. 30 NovDisney Discloses ESPN Subscriber Data, The iPhone Won Black Friday
2. 25 NovThe iPad Mini Experiment, Vine Comes to Apple Watch, Apple's Black Friday
3. 24 NovPeak iPad mini occurred years ago
4. 24 NovFaraday Future, 3Q15 Smartphone Industry Profit Share Observation
5. 23 NovPositioned to play off the intangibles associated with luxury
6. 19 Nov"Apple-as-a-Service" Primer, The McLaren Technology Centre
7. 18 NovThoughts on Apple TV, Jony Ive on Reinventing the Pencil
8. 17 NovMaking the Case Against an Apple Television Set
9. 17 NovBreaking Down the iPad Debate, Rdio Declares Bankruptcy
10. 16 Novmost noteworthy development
11. 12 NovAngela Ahrendts Talks Apple Retail Strategy as Store Traffic Slows, Apple Is Working on a Person-to-Person Mobile Payments Service, Thursday Q&A
12. 11 NovAbout These iPhone Order Cut Rumors..., A New Apple Medical Product?
13. 10 NovTim Cook Positions iPad Pro as the iPad for Post-PC Era, The TAG Heuer Connected Smartwatch Press Conference Circus
14. 9 NovToyota Throws in the Towel: Invests "Big" in Autonomous Driving, Current iPad Device Share
15. 5 NovMarc Newson on Apple Watch, New Details on Global Smartphone Market, Thursday Q&A
16. 4 NovApple Experimenting With iPhone and Apple Watch Bundling, Apple's Remarkable R&D Growth
17. 3 NovFitbit Earnings, GoPro Earnings (and Problem), Apple Is Buying Back Shares Like There's No Tomorrow (Continued)
18. 2 NovMeasuring iPhone Growth Potential in China, Notes and Observations from Apple's 2015 10-K
19. 1 Novmore detail here
20. 1 NovApple should use capital management tools

October 2015

1. 29 OctThe Apple/Mashable Article: Phil Schiller, John Ternus, Apple Suppliers, Apple Earnings Calls, Growth on Wall Street
2. 28 OctApple 4Q15 Earnings
3. 27 Octopening up the iPhone to hundreds of millions of new consumers of which tens of millions were in a position to buy an iPhone right out of the gate
4. 27 OctThe Inside Story of the Surface Book, Steve Ballmer Thinks It's Now Just Apple vs. Microsoft, Where Is Angela Ahrendts? The NYT Wants to Know
5. 26 OctApple's 4Q15 Earnings Preview
6. 26 OctThings to look out for with apple earnings apple expands autonomous driving team
7. 22 OctComplete 4q15 aapl earnings estimate expanded thursday qa
8. 21 OctMission motors updating fy16 iphone sales estimate iphone leasing is a game changer
9. 20 OctWith used iPhones effectively serving as the "cheap" iPhone, Apple has begun addressing lower price segments with less expensive iPhones
10. 20 OctOctober 20th
11. 19 OctMotive Behind Apple's New RSU Program, Nissan's Mistake When Thinking About Apple Car
12. 15 OctDissecting Samsung's U.S. Smartphone Stronghold, Smartphone Changes Are Afoot in China, Thursday Q&A: Is Microsoft an Apple competitor?
13. 14 OctApple's New Product Theory, Good Design at Apple
14. 13 OctApple following a design-led product strategy that ultimately marginalizes industries
15. 13 OctThe Full Jony Ive Talk at Vanity Fair, Dell Wants out of the PC Business, Lyft Partners with Hertz
16. 12 OctElon Musk Is Frustrated by Apple, Mac Expected to Hold Its Own in Declining PC Market
17. 8 OctJony Ive Is Finding His Stride, Kantar Points to Continued iPhone Momentum in August, Thursday Q&A (Project Titan vs. GM and Uber)
18. 6 OctThoughts on Apple Watch, Apple Watch Ads Are Getting Better, Apple Campus 3?
19. 5 OctBusiness Insider Sells in Changing Online Media Landscape, Apple Music Risk Is Increasing, Apple Acquires VocalIQ as a Gift for Siri
20. 1 Octbig hardware-focused NYC event just last October
21. 1 Octthe device's early sales success reveals Apple has a hit on their hands
22. 1 OctSomething Feels off with Google, iOS Adoption Trends, Thursday Q&A (Apple Watch vs. Ultra-Luxury Swiss Watch Industry)

September 2015

1. 30 SepTim Cook Speaks at BoxWorks, TAG Heuer and the $1,800 Connected Watch, Thoughts on the Tesla Model X
2. 29 SepiPhone Opening Weekend Sales Verdict, Not Falling into the Big Company Trap, Two iPhone Tidbits
3. 28 SepNike's Strength in China Bodes Well for Apple, Pebble's Strategy Against Apple Watch, iPhone 6s Launch Observations
4. 24 SepVolkswagen and Customer Trust, This Year's iPhone Reviews Felt Weird, Thursday Q&A
5. 23 SepFinancial Observations from Apple's 'Hey Siri' Keynote
6. 22 SepApple Car Given the Green Light, Auto Executive Predicts Apple Car Will Fail Miserably, Rethinking the iPhone "S" Cycle
7. 21 SepJony Ive's New Role at Apple, Angela Ahrendts's Impact on Apple
8. 17 SepApple Acquires Mapsense, Kardashian/Jenner Sisters Take on the App Store, Thursday Q&A (iPhone Grey Market)
9. 16 SepThoughts on the iPhone Upgrade Program
10. 15 SepThinking About the Big Picture for Apple, iPhone Launch Weekends are Getting Silly
11. 14 SepApple Watch Hermès Collection is Intriguing, 3D Touch is a Game Changer
12. 10 SepApple's September Event: Thoughts and Observations
13. 9 SepPeriscope on Your TV, The $50 Amazon Tablet
14. 8 SepApple Keynote Preview
15. 3 SepGlobal Smartphone Trends for July, Apple Event "Leaks," Thursday Q&A
16. 2 SepThe Apple/Cisco Partnership, Apple Watch's Biggest Competitor
17. 1 SepApple's Original Programming Temptation, The Android Smartwatch Army

August 2015

1. 31 AugBill Graham Civic Auditorium Intrigue, Apple in Washington
2. 27 AugJeff Bezos Raises the White Flag, The Allure of Cheap Smartphones, Thursday Q&A
3. 26 AugApple is Learning from Best Buy, The Cable Bundle's Future
4. 25 AugThe Tim Cook Email Read Around the World, Clues Apple Won't Buy Tesla, Apple Marketing to Embrace Vlogs
5. 24 AugThoughts on Friday's Stock Market Move and AAPL Drop, Apple Valuation Metrics, China Mobile Subscriber Numbers
6. 20 AugThe iPhone's Future, Thursday Q&A
7. 19 AugMore Evidence Apple Music is Doing Just OK, Comcast's Strategic Investments in BuzzFeed and Vox, A Closer Look at Mac Financials
8. 18 AugAbysmal Cable Network Viewership Trends, Sprint Is Betting the Company on iPhone, A Closer Look at iPad Financials
9. 17 AugApple Scouting Self-Driving Car Testing Area, Samsung's Unpacked Event, Free Cash Flow 101
10. 13 AugThe Smartphone Subsidy Myth, Fossil is Seeing Issues in the Watch Market, Thursday Q&A
11. 11 AugThoughts on Alphabet, Finding iPad's Future, U.S. Watch Sales Collapsed in June
12. 10 AugApple Music Family Membership Strength, Jimmy Iovine on Curation, Cable's Problem
13. 6 AugiPhone Upgrade Cycle and Growth Estimate, Fitbit Earnings, Thursday Q&A
14. 5 AugThoughts on Apple's Stock Drop, Apple Buys Land in San Jose, A Few Apple Watch Musings
15. 4 AugEstimating iPhone Model Mix, Where Apple Products are Sold, Nokia's Here Maps Sold to German Automakers
16. 3 AugCalculating the Size of the iPhone User Base, Apple TV Crawling Towards Launch, Apple/BMW Follow-Up

July 2015

1. 30 JulThe Unknown Tablet Market, Elon Musk is Experimenting, Thursday Q&A
2. 29 JulNew Apple Watch Ads, Apple Music Subscriber Numbers, Motorola's New Phones
3. 28 JulApple Music's Problem, Apple Watch Coming to Best Buy, I Saw My First Apple Watch in the Wild
4. 27 JulWhy There's Nothing Quite Like iPhone, Apple Talked with BMW About Electric Cars
5. 23 JulThe Day After Apple Earnings on Wall Street, Washington Looking at Foreign Cash Tax Reform, Thursday Q&A
6. 22 JulApple 3Q15 Earnings
7. 21 JulApple Car Development is Advancing, Judging Apple Watch Success/Failure
8. 20 JulThe Wild Ride on Wall Street, Beme and the iPhone Ecosystem, Apple Music - A Few Thoughts Three Weeks In
9. 16 JulThe New iPod Touch is an Updated iPod, AAPL Earnings Preview (Continued), Thursday Q&A
10. 15 JulExpecting Another Strong iPhone Quarter, Live TV Will be Apple TV's Killer Feature, Burberry Executives in High Demand
11. 14 JulApple Earnings Preview Part One - Apple Watch, Mac, and iPad
12. 13 JulThe iPhone is Taking Over Apple, Apple is Producing Music Videos, The U.S. Government is Sniffing Around the App Store
13. 9 JulSpotify Seems Desperate, Apple Plans Record iPhone Production, Q&A Thursday
14. 8 JulQuiet Apple Watch Tables (Continued), Chinese Stock Market Crash Impact on Apple, Showtime Arrives on Apple TV
15. 7 JulApp Store Economics, Empty Apple Watch Tables, Samsung Preannounces Weak Earnings
16. 6 JulApple Music is Very Apple, Casio Wants to Sell a Smartwatch
17. 2 JulApple is Growing Faster than Xiaomi, Trent Reznor Talks Apple Music, Q&A Thursday
18. 1 JulApple Music Observations, Android Switcher Rates Bode Well for iPhone Sales

June 2015

1. 30 JunApple Music's Problem, Reflections on iPhone's 8th Anniversary, Greece's Impact on Apple
2. 29 JunAttaching a Price to Apple's Free Music Trial, The Big Bet Behind Beats 1, New iPhones Entering Production
3. 27 Junshare buyback authorization changes
4. 27 Junleverage its strong balance sheet
5. 25 JunApple's Stock Buyback Program Primer
6. 24 JunGoogle's Early Approach to Take on Apple Watch, Improving iOS 9 Adoption is High Priority, One Drawback of Holding $194 Billion of Cash
7. 23 JunJust Doing What's Right, The Symbolism Behind the Gold iPhone
8. 22 JunTaylor Swift is Backing Herself Into a Corner, Calculating Apple Watch Band Profit, Apple's Cash Dilemma
9. 18 JunFitbit Prices IPO Above Expectations, Cablevision CEO Comments on Cable Bundle, How to Discover Apple Watch Sales
10. 17 JunWall Street Doubting Apple Watch, Apple Hiring News Editors, Apple Retail Store Renovations
11. 16 JunApple's New Search APIs, New Productivity Features Hint at iPad's Future
12. 15 JunGenius Move Behind the Phil Schiller Interview, Apple is Playing Offense, Apple Correctly Killed Plans for Beats Wifi Speaker
13. 11 JunLooking at WWDC as an Apple Financial Analyst, There Won't Be an Apple vs. MCX Battle
14. 10 JunApple Music Isn't about Music Streaming, Apple Keynotes Are Losing Their Value
15. 9 JunWwdc
16. 8 JunKey Power Brokers at Apple, Marc Newson's Role at Apple, WWDC "Preview"
17. 4 JuniPhone Sales Share Update, Odds of Apple Replacing Google for Search Going Up, Tim Cook's Stance on Privacy Isn't About Data
18. 3 JunA Closer Look at Apple's Services Segment, The Chess Game Heading into WWDC, Shot on iPhone 6 Video Ads
19. 2 JunApple Music Sounds More Interesting, Apple's Health Strategy, Apple Watch's Next Retail Phase
20. 1 JunGoogle I/O, Apple Acquires Metaio, IBM and MacBooks

May 2015

1. 28 MayJeff Williams at the Re/code Conference, Additional Thoughts on Jony's Promotion, Snapchat and Apple's Video Streaming Plans
2. 27 MaySamsung Galaxy S6 and S6 Edge Sales and Samsung's Turnaround, Calculating Apple Watch Adoption Rate in the U.S.
3. 26 MayJony Ive Promoted to Chief Design Officer, The Simple Reason Blackberry Failed, iOS 9 and Legacy Support
4. 25 MaySelling an iPad Plus, Apple Watch Is Making Luxury Watchmakers Uncomfortable
5. 22 Mayfears began to grow that there could be a spillover effect on iPhone demand
6. 21 MaySpotify Wants Your Time, Weak Apple Watch Demand?, Apple and Auto Industry M&A
7. 20 MayApple & Uber to Lead Auto Industry, Android Switchers, Apple Television Put On Ice
8. 19 MayAnalyzing the iPhone User Base, Carl Icahn is Still on Tim Cook's Side
9. 13 Maythe podcast add-on
10. 13 MayApple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple's Emerging Markets Strength
11. 13 Maythis form
12. 13 MayAbove Avalon group in Slack was established

March 2015

1. 3 MarApple is now selling up to 250 million iPhones a year

2014 66

December 2014

1. 31 DecTech Observations during the Holidays
2. 30 DecQuestions for Apple in 2015
3. 27 DecI recorded a brief tutorial on f
4. 22 DecThe iPhone Was Different
5. 19 DecApple SVP Operations Jeff Williams on BBC's Anti-Apple Documentary
6. 18 DecApple Will Save $3 Billion in 2015 by Selling 16GB iPhone 6 and 6 Plus
7. 18 Decand reconfigured storage tiers
8. 18 DecApple Will Save $3 Billion in 2015 by Selling the 16GB iPhone 6/6 Plus
9. 17 DecPutting Apple's 20 Million Facebook Video Ad Views into Perspective
10. 16 DecFitbit's Ongoing Skin Irritation Issues and Lessons from "Antennagate"
11. 16 DecApple's iPhone Strategy: Selling Shovels to Miners
12. 15 DecVideo - December 15, 2014
13. 13 DecThe Scott Forstall Mystery
14. 11 DecJony the most powerful person at Apple
15. 11 DecJony Ive is the Most Powerful Person at Apple
16. 10 Decafter the first month
17. 10 DecIf the Apple App Store Is a Battlefield, Jony Ive Is the Commander
18. 1 DecThere has been no significant change to my iPhone estimate since November.
19. 1 DecThoughts on Apple's $155 Billion of Cash
20. 1 DecApple's New iPad Ad Looked Familiar
21. 1 DecApple and Amazon View Failure Very Differently
22. 1 DecApple's Share Repurchases Have Benefited Shareholders: Follow-Up
23. 1 DeciPad's Biggest Problem in Education is iPad
24. 1 DecLarge M&A is Not in Apple's DNA: Case Study of Why Apple Won't Buy Tesla
25. 1 DecApple Flash Crash Brings the Worst out of Stock News Websites

November 2014

1. 29 Novmost appropriate use of excess cash that is not needed for organic growth and M&A
2. 27 Novselfie innovation
3. 27 NovApple's Accelerating iPhone Business; Establishing 2015 Estimates
4. 26 NovAAPL and $700 Billion
5. 25 Nov1Q15 iPhone sales estimate
6. 25 NovLuxury Watch Industry Planning to Use Lawsuits to Delay Smartwatch Era
7. 24 Novmitigate much of the internal ris
8. 24 NovSamsung's Issues Look Weirder by the Day
9. 20 NovEstimating Subscribers for a Revamped Beats Music Streaming Service
10. 20 NovInteresting iPhone/Sapphire Tidbit from the WSJ
11. 20 NoviPhone 6 vs. iPhone 6 Plus Sales Update
12. 19 NovThe App Store's Search Problem is Actually A Discovery Problem
13. 19 NovFinding Apple Strategy Clues in Apple Watch's Human Interface Guidelines
14. 18 NovMy previous note on Apple Watch sales estimate
15. 18 NovApple Watch sales estimates of 20-30 million units for the first 12 months on the market, rising to 40-60 million units in the second year on the market
16. 17 Novgrossly misguided, but intellectually dishonest
17. 17 NovUnionPay Received an Apple Press Release
18. 17 NovSamsung's White Flag
19. 15 NovWeek in Review; Most Popular Daily Email Links
20. 13 NovFour Interesting Things About Apple's New $300 Beats Headphones
21. 13 NovYale Researcher Inadvertently Helps Market the Apple Watch
22. 12 NovApple's $3 Billion Bet on Reinventing the Music Industry
23. 12 NovI discussed a few months ago in my longer-term view of the music industry
24. 12 NovApple's Mac Resilience in a Mobile World
25. 12 NovU.S. and China Reach Trade Deal Reducing Tariffs on Tech Products
26. 11 Nov"App Store" moment
27. 11 Novncluding at Above Avalon
28. 11 NovFinding the Message in Tim Cook's WSJD Keynote
29. 11 NovSpotify CEO Comments on Recent Anti-Streaming Tone
30. 10 NovSome Housekeeping Items After Day 1
31. 10 NovWalmart SVP Publicly Argues with Visa Executive over Apple Pay
32. 10 NovApple Supplier Pegatron to Boost Cap Ex in 2015
33. 1 Novfailure is actually minimized by taking bigger risks.
34. 1 NoviOS App Innovation and iPad 2 Design Lead to Magic
35. 1 NovSamsung's Crisis of Design 2.0
36. 1 NovWhat the beats is going on thoughts on apple acquiring beats
37. 1 NovThoughts on iPad
38. 1 NovMicrosoft Band Review Hits A Snag
39. 1 NovTaylor Swift Flees Spotify
40. 1 NovMCX is Doing More PR and It's Just as Bad as it Sounds

October 2014

1. 20 Octthis form

2010 1

January 2010

1. 27 JanIn recapping the 2010s, I went so far as to position the iPad as one of two most important tech products of the decade (the iPhone being the other one)

2007 1

July 2007

1. 2 JulApple Watch's Secret Weapon

2001 1

September 2001

1. 11 SepApple’s 460 stores outside Greater China have been closed indefinitely