2021–2026
1,369 posts
2026 275
October 2026
- Takeaways From Apple’s LA Experience
- A Week With iPhone Duo: The Foldables Era Has Arrived at Apple
- iPhone Duo in the Flesh: The Reviewers Botched It
- Meta 3Q26 Earnings: Go Muse or Go Home
- Apple’s Renewed Pitch for Our TVs
- Ted Sarandos and Greg Peters’ Last Stand at Netflix
- Noise Surrounding iPhone Demand Is Getting Loud
- Live From New York…Almost (AVALON Podcast)
- The Napoleon of the Smart Home (AVALON Podcast)
- Some Not-So-Random Muse-ings (AVALON Podcast)
- My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue
- My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue
- Apple Unveils HomeView: It’s a First Step
- Apple Unveils HomeView: It’s a First Step
- Apple to Unveil a (Renewed) Push for the Home
- Apple to Unveil a (Renewed) Push for the Home
- Amazon Unveils New Smart Home Gadgets
- Apple Acquires Sonera
- Amazon Unveils New Smart Home Gadgets
- Apple to Begin Fighting Back Against AI Agents
- Apple Acquires Sonera
- Apple to Begin Fighting Back Against AI Agents
- Why AI Agents Concern Me
- Thoughts on OpenAI DevDay 2026
- Why AI Agents Concern Me
September 2026
- John Ternus Sits Down With Clique: Five Takeaways
- Thoughts on OpenAI DevDay 2026
- What Should Apple Do With Vision Pro?
- John Ternus Sits Down With Clique: Five Takeaways
- What Should Apple Do With Vision Pro?
- Pervert Glasses Aren’t It (AVALON Podcast)
- My First Apple Park Apples (AVALON Podcast)
- Meta Connect 2026: A Lot of Musing Mixed With Some Deception
- User Trust and Privacy Is Being Underestimated in Tech
- Meta Connect 2026: A Lot of Musing Mixed With Some Deception
- Meta Launches Muse: A Solution in Search of a Problem
- User Trust and Privacy Is Being Underestimated in Tech
- Apple’s Strategy for Glasses Is Starting to Appear
- Meta Launches Muse: A Solution in Search of a Problem
- Apple’s Strategy for Glasses Is Starting to Appear
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 3)
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 2)
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 3)
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 2)
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 1)
- Going Beyond Apple’s Presentation: Interesting Tidbits and Observations From Apple’s “Surprise and Shine” Event (Part 1)
- Apple’s “Surprise and Shine” Event: The Hardware Optimization Era Has Arrived at Apple
- Apple’s “Surprise and Shine” Event: The Hardware Optimization Era Has Arrived at Apple
- What-Ifs Ahead of Apple’s Big Event (AVALON Podcast)
- Thoughts Heading Into Apple’s Big Event
- Thoughts Heading Into Apple’s Big Event
- Crocheting at a Baseball Game (AVALON)
- My Impressions Watching Baseball in Apple Immersive
- Apple Is Picking Low-Hanging Fruit With Another Apple TV Price Increase
- My Impressions Watching Baseball in Apple Immersive
- Apple Product Priorities for the John Ternus Era
- Apple Is Picking Low-Hanging Fruit With Another Apple TV Price Increase
- Apple Product Priorities for the John Ternus Era
August 2026
- Gadgets Won’t Define Tim Cook’s Legacy
- Legacies Can Be a Tricky Thing (AVALON)
- Gadgets Won’t Define Tim Cook’s Legacy
- Apple Reaches App Distribution Agreement With EU and It’s Surprisingly Not Horrific
- Where Are the Pirates? (AVALON)
- Anti-Steering Impact on App Store Revenue Beginning to Appear
- Walmart Waves the White Flag to Apple Pay
- Apple Unveils Updated Mac Mini and Mac Studio: Right Place at the Right Time
- Anti-Steering Impact on App Store Revenue Beginning to Appear
- Apple Reaches App Distribution Agreement With EU and It’s Surprisingly Not Horrific
- Apple Unveils Updated Mac Mini and Mac Studio: Right Place at the Right Time
- Walmart Waves the White Flag to Apple Pay
- MLB Coming to Apple Immersive, Apple Upgrade & Apple Vision Pro?, Google’s Ask Maps Gets Agentic Food Ordering
- MLB Coming to Apple Immersive, Apple Upgrade & Apple Vision Pro?, Google’s Ask Maps Gets Agentic Food Ordering
- Reading Between the Lines of Apple’s 3Q26 Earnings Q&A With Analysts
- Apple 3Q26 Earnings Review: A Capital Efficiency Story
- Apple 3Q26 Earnings Review: The Battle for Continued Margin Improvement
- Apple 3Q26 Earnings Review: The iPhone Is (Still) Being Underestimated
July 2026
- Apple’s 3Q26 Earnings: Strong, but Messy
- Previewing Apple’s 3Q26 Earnings
- Meta Earnings, Microsoft Earnings
- Previewing Apple’s 3Q26 Earnings
- Apple Launches Apple Upgrade, Revisiting Apple Hardware as a Service, Implications on Upgrading
- Apple and Ford Partner on Apple Maps, The Intrigue Behind the Deal, Apple Maps’ Importance
- Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question
- Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility
- Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan
- Apple Sues OpenAI for Trade Theft, OpenAI’s HW Motivation, OpenAI’s Miscalculation
- Snap Specs, Meta Glasses, Where’s All of This Going?
- Foldables Aren’t Phablets, Foldable iPhone Revenue Potential, A Foldable iPhone Wild Card
- Xiaomi, Oppo, Vivo Cut Smartphone Targets, Apple Reportedly Raises Foldable iPhone Forecast, Apple Securing Components Supply
- How the Memory Crisis Caught Apple Off Guard, Apple Lobbying for Chinese Memory, Samsung / SK Announce Memory Investments
June 2026
- What’s Really Going on With Memory
- Apple Raises Product Prices, Whopper Price Hikes, iPhone Pricing Holds Steady…for Now
- Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?
- Tim Cook Talks Memory Crisis, The Memory Crisis’s Uniqueness, Cook’s Goal Talking With the WSJ
- Thoughts on Image Playground in iOS 27, The Intrigue Found With Spatial Reframing, Where Is Apple’s Generative AI Line in the Sand?
- Siri AI as an Intelligence Interface, Developer Implications, Device Implications
- Day 1 With Siri AI
- My Notes From the WWDC Keynote
- A Different Kind of WWDC Keynote, Compatible Device Controversy, Inside Apple's Post-Keynote Tech Talk
- WWDC 2026: A Rebuilt Siri Anchors Apple Intelligence’s Next Step
- Let’s Hear From Siri (AVALON Podcast)
- What About an Agentic Ferrari? (AVALON Podcast)
- Too Much Vision Noise (AVALON podcast)
- SKU This and SKU That (AVALON Podcast)
- Selling as Many as They Can (AVALON Podcast)
- Charting the Course Forward (AVALON Podcast)
- As Smooth as Can Be (AVALON Podcast)
- Look At Me, I’m The Media Now (AVALON Podcast)
- Apple at 50 (AVALON Podcast)
- I’m Buying the Pizza Keywords (AVALON Podcast)
- Hook, Line, and Sinker (AVALON Podcast)
- More Lime Than Lemon (AVALON Podcast)
- Thoughts Heading Into WWDC 2026
- Alphabet Raises Equity, Berkshire Increases Alphabet Stake, Apple Implications
- Oura Unveils Ring 5, Revisiting Swiss Watch Sales, Swatch and Audemars Piguet Launch Royal Pop Watch
- The Ferrari Luce, Project Titan vs. Ferrari Luce, Rivian Talks Down CarPlay (Again)
- Alphabet Earnings, Netflix Earnings, Spotify Earnings
- Thoughts Heading Into WWDC 2026
- Alphabet Raises Equity, Berkshire Increases Alphabet Stake, Apple Implications
- Oura Unveils Ring 5, Revisiting Swiss Watch Sales, Swatch and Audemars Piguet Launch Royal Pop Watch
May 2026
- The Ferrari Luce, Project Titan vs. Ferrari Luce, Rivian Talks Down CarPlay (Again)
- Alphabet Earnings, Netflix Earnings, Spotify Earnings
- Berkshire Hathaway Will Embrace Tech
- Keep an Eye on Netflix and Spotify (Inside Orchard)
- New Media’s Authenticity Problem (Inside Orchard)
- Acquiring TBPN Is an OpenAI Hail Mary Pass (Inside Orchard)
- AI Is in a Weird Place Right Now (Inside Orchard)
- The Apple Silicon Renaissance (Inside Orchard)
- Anthropic Is Grabbing Wins (Inside Orchard)
- Apple Closes Education Discount Loophole, Kansas City Schools to Become “All-Apple,” Real Madrid on Apple Vision Pro
- Google I/O 2026, Google Search Is AI Search, Too Overwhelming
- Meta Revenue Continues to Impress, Zuckerberg on Agents, HW as a Meta Distraction
- Android Show 2026, Google Gives Googlebook Sneak Peek, A Neo Competitor?
- Google Unveils Rebranded Health App, Google Unveils Fitbit Air, Google Health Coach
- Apple Raises Entry-Level Mac Mini Price, DRAM and NAND Impact on iPhone, Apple Device SKU Management
- Apple and Intel to Partner on Chips, How Apple Benefits, TSMC Isn’t Going Anywhere
- Reading Between the Lines of Apple’s 2Q26 Earnings Q&A With Analysts, Takeaways From Apple’s 2Q26 10-Q, Subscriber Q&A
- Apple Halts Share Buyback, Apple’s Net Cash Trajectory, Net Cash Neutral vs. Excess Cash
- Apple’s 2Q26 In Three Charts
- Apple Earnings, Stellar iPhone Demand, Apple Sunsets Net Cash Neutral Target
- Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
- Previewing Apple’s 2Q26: It’s All About Product Supply
- Where Apple Is Headed
- What Apple May Look Like With John Ternus as CEO
- Apple's Next Leadership Era
- Amazon to Acquire Globalstar, Apple to Partner With Amazon Leo, The Big Picture
- There Isn’t a MacBook Neo “Dilemma”
- New iPhone Demand Clues, iPhone 17 Sales Strength, iPhone Air Popularity by Country
- iPhone Circles the Moon, Shot on iPhone, The Big Picture
- Apple Will Never Be Replicated
- Apple at 50 Years: Failure Was Needed to Succeed
- Mac Pro Discontinued, Mac Pro Nostalgia, The (Evolving) Mac Line
- Why Apple Sells Ads, Apple Place Cards, Playing Devil’s Advocate
- Ads Coming to Apple Maps, Apple’s Privacy Pitch, Apple Business
- Mac Sets Launch Record, iPhone Supply Remains Constrained, Demand vs. Supply
- Apple’s 50th Anniversary Is Approaching, Tim Cook’s Apple 50th Anniversary Letter, Thoughts on Apple’s Anniversary Events
- Apple Closes Education Discount Loophole, Kansas City Schools to Become “All-Apple,” Real Madrid on Apple Vision Pro
- Google I/O 2026, Google Search Is AI Search, Too Overwhelming
- Meta Revenue Continues to Impress, Zuckerberg on Agents, HW as a Meta Distraction
- Google Unveils Rebranded Health App, Google Unveils Fitbit Air, Google Health Coach
- Android Show 2026, Google Gives Googlebook Sneak Peek, A Neo Competitor?
- Apple Raises Entry-Level Mac Mini Price, DRAM and NAND Impact on iPhone, Apple Device SKU Management
- Apple and Intel to Partner on Chips, How Apple Benefits, TSMC Isn’t Going Anywhere
- Reading Between the Lines of Apple’s 2Q26 Earnings Q&A With Analysts, Takeaways From Apple’s 2Q26 10-Q, Subscriber Q&A
- Apple Halts Share Buyback, Apple’s Net Cash Trajectory, Net Cash Neutral vs. Excess Cash
- Apple’s 2Q26 In Three Charts
- Apple Earnings, Stellar iPhone Demand, Apple Sunsets Net Cash Neutral Target
April 2026
- Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
- Previewing Apple’s 2Q26: It’s All About Product Supply
- Where Apple Is Headed
- What Apple May Look Like With John Ternus as CEO
- Amazon to Acquire Globalstar, Apple to Partner With Amazon Leo, The Big Picture
- Apple's Next Leadership Era
- There Isn’t a MacBook Neo “Dilemma”
- New iPhone Demand Clues, iPhone 17 Sales Strength, iPhone Air Popularity by Country
- iPhone Circles the Moon, Shot on iPhone, The Big Picture
- Apple Will Never Be Replicated
- Apple at 50 Years: Failure Was Needed to Succeed
March 2026
- Mac Pro Discontinued, Mac Pro Nostalgia, The (Evolving) Mac Line
- Why Apple Sells Ads, Apple Place Cards, Playing Devil’s Advocate
- Ads Coming to Apple Maps, Apple’s Privacy Pitch, Apple Business
- Mac Sets Launch Record, iPhone Supply Remains Constrained, Demand vs. Supply
- Apple’s 50th Anniversary Is Approaching, Tim Cook’s Apple 50th Anniversary Letter, Thoughts on Apple’s Anniversary Events
- Smartphone Fallout From Memory Shock, Monetizing Apple Maps, Apple’s Sports App Gaining Momentum
- Smartphone Fallout From Memory Shock, Monetizing Apple Maps, Apple’s Sports App Gaining Momentum
- 2025 Smartphone Shipments Data, iPhone vs. Mac Sales Share, Amazon Launches Prime Video Ultra
- Google Launches Immersive Navigation, Google Launches Ask Maps, Digital Mapping Needs More Attention
- 2025 Smartphone Shipments Data, iPhone vs. Mac Sales Share, Amazon Launches Prime Video Ultra
- MacBook Neo Teardown, Neo and Apple Creator Studio, Neo Revenue Potential, Apple’s New Instagram Play
- Say Hello to Neo (AVALON Podcast)
- MacBook Neo: It’s the Real Deal
- Apple Embraces New Marketing Strategy for Neo, 2025 PC Sales Data, Memory as Leverage
- Google Launches Immersive Navigation, Google Launches Ask Maps, Digital Mapping Needs More Attention
- MacBook Neo: It’s the Real Deal
- MacBook Neo Teardown, Neo and Apple Creator Studio, Neo Revenue Potential, Apple’s New Instagram Play
- Apple Closed the Mac Price Umbrella, Is There an iPhone Price Umbrella?, Three Reasons Why Neo Will Likely Succeed
- Play Me Some Music, Siri (AVALON Podcast)
- You Can Curate the News for Me (AVALON Podcast)
- Wall Street Is Beginning to Panic About Big Tech Capex (Inside Orchard)
- Apple Embraces New Marketing Strategy for Neo, 2025 PC Sales Data, Memory as Leverage
- Apple Closed the Mac Price Umbrella, Is There an iPhone Price Umbrella?, Three Reasons Why Neo Will Likely Succeed
- Apple Unveils MacBook Neo, Neo as a Mac Inflection Point, The Windows Brigade Is Doomed
- Thoughts on Day 2 of Apple’s Spring Product Launch, The iPad Air (M4), More on iPhone 17e and Low-End Smartphones
- Apple Unveils MacBook Neo, Neo as a Mac Inflection Point, The Windows Brigade Is Doomed
- Thoughts on Day 2 of Apple’s Spring Product Launch, The iPad Air (M4), More on iPhone 17e and Low-End Smartphones
- Apple Unveils iPhone 17e, Thoughts on the iPhone 17e, Apple and Low-End Smartphones
- Netflix Drops Out of Running for Warner Bros. Discovery, Apple Signs F1 Deal With Netflix, Apple’s F1 Integration Is Unprecedented, Apple’s Busy (Upcoming) Week
- Apple to Bring Some Mac Mini Assembly to the U.S., Apple Gives WSJ Factory Tour, NYT Pushes U.S. Semiconductor Propaganda
- Apple Partners With IMAX for F1, MLS and Apple Kick Off New Season, Apple Partners With EverPass Media
- Apple Unveils iPhone 17e, Thoughts on the iPhone 17e, Apple and Low-End Smartphones
February 2026
- Netflix Drops Out of Running for Warner Bros. Discovery, Apple Signs F1 Deal With Netflix, Apple’s F1 Integration Is Unprecedented, Apple’s Busy (Upcoming) Week
- Apple to Bring Some Mac Mini Assembly to the U.S., Apple Gives WSJ Factory Tour, NYT Pushes U.S. Semiconductor Propaganda
- Apple Partners With IMAX for F1, MLS and Apple Kick Off New Season, Apple Partners With EverPass Media
- Meta Can’t Be Trusted With Smart Glasses (Inside Orchard)
- Apple Releases iOS 26 Adoption Figures, iOS 26 Adoption by iPhone Age, YouTube Launches Apple Vision Pro App (Finally)
- Spotify Earnings, Something Feels off With Spotify, It's Time to Push Apple Music
- Apple Releases iOS 26 Adoption Figures, iOS 26 Adoption by iPhone Age, YouTube Launches Apple Vision Pro App (Finally)
- Spotify Earnings, Something Feels off With Spotify, It's Time to Push Apple Music
- Jony Ive’s Ferrari (Inside Orchard)
- Talking? Where We’re Going, We Don’t Need Talking (AVALON Podcast)
- Apple News Bias Alleged, FTC Warns Tim Cook, EssilorLuxottica Discloses Ray-Ban Meta Sales
- The AI IPO Race Is On (Inside Orchard)
- Apple Acquires Q, The Key Q Patent, Apple Is Developing a New User Interface
- Reading Between the Lines of Apple’s 1Q26 Earnings Q&A With Analysts
- Offering a Cup of FUD Seems Desperate (AVALON Podcast)
- Apple News Bias Alleged, FTC Warns Tim Cook, EssilorLuxottica Discloses Ray-Ban Meta Sales
- Apple Acquires Q, The Key Q Patent, Apple Is Developing a New User Interface
- Reading Between the Lines of Apple’s 1Q26 Earnings Q&A With Analysts
- Tesla Needs Bridges, but Elon Musk Refuses to Build Them (Inside Orchard)
- Apple Reaccelerates Share Buyback, Apple’s Stellar Free Cash Flow, Takeaways From Apple’s 1Q26 10-Q
- Apple 1Q26 Earnings Review: Margin Concerns Are Overblown
- Apple Reaccelerates Share Buyback, Apple’s Stellar Free Cash Flow, Takeaways From Apple’s 1Q26 10-Q
- Apple 1Q26 Earnings Review: Let’s Talk About iPhone Results
- Meta Pulling Back From VR Was Inevitable (Inside Orchard)
- You’re Our New Design Liaison (AVALON Podcast)
- Apple 1Q26 Earnings Review: Margin Concerns Are Overblown
- Apple 1Q26 Earnings Review: Let’s Talk About iPhone Results
January 2026
- Last Friday
- Meta 4Q25 Earnings Results: Impressive Growth, but at What Cost?
- Apple 1Q26 Earnings Review: People Want What Apple Is Selling
- Previewing Apple’s 1Q26 Earnings: My Estimates, Above Avalon Expectation Meters (1Q26 Edition)
- Previewing Apple’s 1Q26 Earnings: Wall Street Is on Edge
- Previewing Apple’s 1Q26 Earnings: My Estimates, Above Avalon Expectation Meters (1Q26 Edition)
- Meta 4Q25 Earnings Results: Impressive Growth, but at What Cost?
- Everyone Seems to Be Forgetting About Apple Maps (AVALON Podcast)
- Previewing Apple’s 1Q26 Earnings: Wall Street Is on Edge
- Let’s Talk About This Apple AI Pin Rumor
- Netflix 4Q25 Earnings, Netflix Is Misreading the Market, The Warner Bros. Discovery Deal
- Ads Coming to ChatGPT, OpenAI’s Strategy, Apple Implications
- So, How Much Did Your Seat Cost? (AVALON Podcast)
- Barnes & Noble Has Become an Antidote to Amazon (Inside Orchard)
- Let’s Talk About This Apple AI Pin Rumor
- Netflix 4Q25 Earnings, Netflix Is Misreading the Market, The Warner Bros. Discovery Deal
- Ads Coming to ChatGPT, OpenAI’s Strategy, Apple Implications
- Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth
- Apple Unveils Apple Creator Studio, Apple’s Bet, Potential Risk Factors
- Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game
- My Impressions Watching LA Lakers in Apple Immersive Video
- Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth
- Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game
- Apple Unveils Apple Creator Studio, Apple’s Bet, Potential Risk Factors
- Lots of Questions (AVALON)
- My Impressions Watching LA Lakers in Apple Immersive Video
- Why AI Slop Worries Me (Inside Orchard)
- Chase to Take Over Apple Card From Goldman, Possible Apple Card Changes, A Different Sales Proposition for Apple Vision Pro?
- Getting Ready for LA Lakers in Apple Immersive Video, A Big Deal, What’s Next?
- Apple Questions for 2026
- Chase to Take Over Apple Card From Goldman, Possible Apple Card Changes, A Different Sales Proposition for Apple Vision Pro?
- Wrapping up 2025 (AVALON)
- The Ball Is Back in Judge Gonzalez Rogers’ Court (AVALON)
- Something Smells Fishy (AVALON)
- Getting Ready for LA Lakers in Apple Immersive Video, A Big Deal, What’s Next?
- Apple Questions for 2026 (Part 2 – Apple Watch, iPad, Mac, AVP, Home, Services, SW, Siri, Other)
- i.e. the Above Avalon Bundle
- Apple Questions for 2026 (Part 1 – Big Picture and iPhone)
2025 242
December 2025
- Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#10 to #1)
- Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#10 to #1)
- Above Avalon Gifts (2025 Holidays)
- Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#20 to #11)
- Ford Scraps F-150 Lightning EV, EV Adoption Struggles, Rivian Chasing Autonomy
- Disney Expands Board for Jeff Williams, Disney Partners With OpenAI, Why Disney and OpenAI?
- U.S. Appeals Court Rules on App Store Injunction, Both Sides Can Claim Victories, Thoughts on Fees for App Link-Outs
- Apple Fitness+ Expansion, Revisiting Peloton, Pebble Unveils AI Smart Ring
- Above Avalon Daily Year in Review 2025 – The Top 20 Apple Stories of 2025 (#20 to #11)
- Ford Scraps F-150 Lightning EV, EV Adoption Struggles, Rivian Chasing Autonomy
- Disney Expands Board for Jeff Williams, Disney Partners With OpenAI, Why Disney and OpenAI?
- U.S. Appeals Court Rules on App Store Injunction, Both Sides Can Claim Victories, Thoughts on Fees for App Link-Outs
- Apple Fitness+ Expansion, Revisiting Peloton, Pebble Unveils AI Smart Ring
- Is That a Case on Your iPhone? (AVALON Podcast Episode)
- Apple Poaches Meta’s Top Lawyer, Lisa Jackson to Retire, Apple Streamlines Hierarchy
- Alan Dye Leaves Apple for…Meta, Poaching Apple Employees: Nuisance or Big Problem?
- Apple’s AI Chief Steps Down, John Giannandrea’s Legacy at Apple, Apple Poaches Microsoft AI Executive
- iPhone 17 Sales Momentum, A Smartphone Industry Observation, Apple’s 2025 Holiday Ad
- Apple Poaches Meta’s Top Lawyer, Lisa Jackson to Retire, Apple Streamlines Hierarchy
- Alan Dye Leaves Apple for…Meta, Poaching Apple Employees: Nuisance or Big Problem?
- Apple’s AI Chief Steps Down, John Giannandrea’s Legacy at Apple, Apple Poaches Microsoft AI Executive
- iPhone 17 Sales Momentum, A Smartphone Industry Observation, Apple’s 2025 Holiday Ad
- Disney Earnings, Alphabet Earnings, Amazon Earnings
- Netflix Earnings, Netflix Bids for Warner Bros. Discovery, Most Likely Outcome for Warner Bros. Discovery
- MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model
- Meta 3Q25 Earnings, Did Zuckerberg “Kitchen Sink” Capex Expectations?, The Big Picture
November 2025
- Disney Earnings, Alphabet Earnings, Amazon Earnings
- Netflix Earnings, Netflix Bids for Warner Bros. Discovery, Most Likely Outcome for Warner Bros. Discovery
- MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model
- What if We Spread This Process Out (AVALON Podcast Episode)
- from yesterday
- Give Siri Some Space, Please (AVALON Podcast Episode)
- More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do
- More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do
- Apple intensifying ceo succession planning my initial thoughts on how things play out
- Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out
- Friday Q&A
- Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue
- Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story
- Friday Q&A
- Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue
- Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story
- Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game
- Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game
- Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts
- My Notes from Apple’s 2025 10-K
- Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business
- The Apple Ecosystem Is Humming Along (AVALON Podcast Episode)
- TV Is Becoming Messy Again (AVALON Podcast Episode)
- My Notes from Apple’s 2025 10-K
- Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts
- It’s an M5 Kind of Week (AVALON Podcast Episode)
- Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business
- My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates
October 2025
- My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates
- My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
- Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap
- My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
- Thoughts heading into apples 4q25 earnings iphones supplydemand imbalance apple hits 4 trillion market cap
- Let’s Talk About These iPhone Air Demand Rumors
- Let’s Talk About These iPhone Air Demand Rumors
- Examining Eddy Cue’s Media Blitz
- My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World
- Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending
- Apple Wins Formula 1 Rights, Apple / Formula 1 Deal Terms, Apple’s Sports Bet Grows
- Examining Eddy Cue’s Media Blitz
- My Initial Impressions Using Apple Vision Pro (M5), The Dual Knit Band Is the Real Deal, Apple Vision Pro Is a Window to the World
- Apple Rebrands Apple TV+, Reading Between the (Apple TV+ Rebranding) Lines, Crunching Some Numbers for Apple's Sports Spending
- Apple Wins Formula 1 Rights, Apple / Formula 1 Deal Terms, Apple’s Sports Bet Grows
- It Gets Tiring Talking to My Apps (AVALON Podcast)
- Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro
- Apple Unveils M5 Chip, Apple’s Silicon Advantage, Apple Vision Pro Receives First Update
- Select NBA Games to Be Streamed in Apple Immersive Video, Sports on Apple Vision Pro, Chicken or the Egg: Apple Immersive Video
- Apple Updates iPad Pro, Current State of iPad, Apple Updates MacBook Pro
- Apple unveils m5 chip apples silicon advantage apple vision pro receives first update
- Select NBA Games to Be Streamed in Apple Immersive Video, Sports on Apple Vision Pro, Chicken or the Egg: Apple Immersive Video
- Going After the Next 250 Million Wrists (AVALON Podcast)
- OpenAI’s App Pitch, OpenAI’s HW Strategy, OpenAI Running Into Device Delays
- OpenAI’s App Pitch, OpenAI’s HW Strategy, OpenAI Running Into Device Delays
- OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay
- EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop
- Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy
- Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party
- OpenAI’s DevDay Keynote, Where My Skepticism Is Found, Jony Ive’s Fireside Chat at DevDay
- EA Sells to Private Equity, Gaming Industry Continues to Change, Anthropic’s NYC Pop-up Shop
- Yes, AirPods Are Still Being Underestimated (AVALON Podcast)
- Let’s Talk About Bloomberg’s Vision Pro Hit Piece, Revisiting Apple’s Spatial Computing Strategy
- Amazon Unveils New Hardware, A Few Alexa+ Product Highlights, Search Party
- Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App?
- Meta Launches Vibes, OpenAI Launches Sora 2, Sora as a Social App?
September 2025
- OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry
- iPhone Air as a Bridge to AI Devices?
- OpenAI’s First Ad Campaign for ChatGPT, Anthropic's First Ad Campaign for Claude, Chatbot Rivalry
- iPhone Air as a Bridge to AI Devices?
- Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches
- Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch
- Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed
- Apple Unveils First Third-Party Films In Apple Immersive, Oura Surpasses $10B Valuation, Oura vs. Apple Watch
- Smart Rings vs. Smartwatches, Smart Bands vs. Smartwatches, Smart Glasses vs. Smartwatches
- Meta Connect 2025, The Problem(s) With Meta Ray-Ban Display, Mark Zuckerberg’s “Youth” Strategy
- Apple Defines the iPhone Air’s Target Customer, Apple’s iPhone Fashion Play
- Apple Talks Product Development With Tom’s Guide and TechRadar
- Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed
- Meta Connect 2025, The Problem(s) With Meta Ray-Ban Display, Mark Zuckerberg’s “Youth” Strategy
- Apple Talks Product Development With Tom’s Guide and TechRadar
- Apple Defines the iPhone Air’s Target Customer, Apple’s iPhone Fashion Play
- My Full Notes From Apple’s “Awe Dropping” Event
- Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum
- Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes
- My Full Notes From Apple’s “Awe Dropping” Event
- Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum
- Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes
- Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment
- Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment
- Google’s Search Remedies Verdict, A Big Win for Apple, What Was Wall Street Expecting?
- Google’s Search Remedies Verdict, A Big Win for Apple, What Was Wall Street Expecting?
- The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
- The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
August 2025
- Meta 2Q25 Earnings, Meta Durability, Thoughts on AI Researcher Poaching
- Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase
- Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming?
- Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB
- Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming?
- Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase
- Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB
- Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone
- Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone
- U.K. Backtracks on Apple Back Door Request, EU to Accept Apple’s Revised DMA Approach, U.S. Anti-Steering Injunction Ruling Looks Even More Absurd
- Apple and Tech Musings From My Vacation
- Apple and Tech Musings From My Vacation
- U.K. Backtracks on Apple Back Door Request, EU to Accept Apple’s Revised DMA Approach, U.S. Anti-Steering Injunction Ruling Looks Even More Absurd
- Thoughts on Apple’s Gross Margins, Gross Profit, Capex, Capital Management, and 10-Q Filing
- Tim Cook's Oval Office Event, Apple Receives Tariff Exemptions, Apple’s Additional $100B U.S. Commitment
- Reading Between the Lines of Apple’s 3Q25 Earnings Q&A With Analysts
- iPhone, Mac, and Apple Watch Unit Sales Data
- Initial Thoughts on Apple’s Strong 3Q25 Earnings
- iPhone, Mac, and Apple Watch Unit Sales Data
- Initial Thoughts on Apple’s Strong 3Q25 Earnings
July 2025
- Thoughts Heading Into Apple’s 3Q25 Earnings Release
- My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters
- Alphabet 2Q25: By the Numbers, Alphabet Earnings Call Highlights, Overall Alphabet Takeaways
- Apple Unveils AppleCare One, Revisiting Apple Hardware as a Service, Crunching Some AppleCare One Numbers, ChatGPT Agent Follow-Up
- Netflix 2Q25: By the Numbers, Netflix Earnings Call Highlights, Overall Netflix Takeaways
- ChatGPT Agent Doesn’t Cut It
- Rivian Shifts to Google Maps, Uber Partnering With Lucid and Nuro on Autonomous Fleet, Tesla’s Awful 2Q25 Delivery Figures
- Apple TV+ Scores (Again) With Emmy Nominations, Apple TV+ Perception Is Changing, Netflix Losing Share in Video Streaming
- NVIDIA Gets H20 Chip Permit for China, Revisiting Trump's Middle East Trip, Apple Places $500M Bet on American Rare Earth Magnets
- Apple Seeking Formula 1 Media Rights, Apple Needs to Bet Big on Immersive Video, Factors in Apple’s Favor
- Jeff Williams and the Apple Machine
- More on Apple CEO Succession, Tim Cook on Apple CEO Succession, The Ideal Candidate for Apple CEO
- Apple COO Jeff Williams to Retire, Revisiting Apple CEO Succession
- More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount
- Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit
- More on Apple’s “F1 The Movie” Marketing, Apple Needs to Do More Ecosystem Marketing
June 2025
- Apple’s “F1 The Movie” Scores at Box Office, A Big Win for Tim Cook and Eddy Cue, Apple’s Controversial Apple Pay Promotion
- Apple Goes All-In on “F1 The Movie,” Why Apple Is Doing Apple TV+, Betting on Storytelling in a Sea of TikToks
- My Reaction to Apple’s Post-Keynote Press at WWDC, Apple Talks iPad vs. Mac
- Apple Talks Siri Delay, Remaining (Siri Delay) Questions, Takeaways
- Interesting Notes and Tidbits From Apple’s WWDC Keynote
- Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements)
- Three Themes From WWDC 2025
- Takeaways From Apple’s Global App Store Study, An Opposing View of the App Store, My Reaction
- Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP
- Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)
- OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules
May 2025
- Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability
- Introducing AVALON, an all-new podcast about Apple from Neil Cybart
- Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card
- Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution?
- OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots
- My Thoughts on Google I/O 2025
- Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults
- The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
- Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
- Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
- Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
- Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
- Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
- Apple’s 2Q25 in Three Charts
- Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
- Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
- Thoughts on Apple’s 2Q25 Earnings
- Previewing Apple’s 2Q25 Earnings
April 2025
- Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming
- Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple
- Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
- Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
- Apple and Tariffs (Let’s Talk Sectoral Tariffs)
- Apple and Tariffs (Exemptions Granted, With a Twist)
- Apple and Tariffs (Part 4)
- Apple and Tariffs (Part 3)
- Apple and Tariffs (Part 2)
- Apple and Tariffs (Part 1)
- Tesla 1Q25 Delivery Figures, Cybertruck Sales Disclosed, The Big (Auto) Picture
- Trump Announces Additional Tariffs, White House Hints at Tariff Exemptions for Apple, Apple Options
- More on iPhone Tariffs and India, Tariff Engineering, Apple Fined for Protecting User Privacy
March 2025
- Apple and Elon Musk Battle Over Satellites, Foxconn's iPhone Production in India, DMA’s Political Undertones in Spotlight
- Palmer Luckey on Vision Pro Pricing, Vision Pro microOLED Costs, Improving Vision Pro Accessibility
- Selling Curation in Sea of Overabundance, Netflix co-CEO Mocks Apple TV+, Apple’s Sports Intrigue
- Apple TV+ Reportedly Losing Money, Apple's Goal for Apple TV+, Apple's New LA Campus Begins to Take Shape
- User Metrics Are Complicated for Apple TV+ and Apple Music, A Challenge Found With Apple’s Services, How Apple’s Content Arm Stands Out
- Sonos Closes Door to Video, Time to Start Asking the Sonos Questions, Apple Opportunities
- Apple Shifts Siri Leadership to Mike Rockwell and Craig Federighi
- Apple Releases Metallica on Vision Pro, Thoughts on Apple Immersive Metallica, Apple’s Immersive Video Release Strategy
- Lars Ulrich Talks With Zane Lowe, More on Apple and Immersive Concerts, Vision Pro and the Feeling of Being Connected
- Thoughts on John Gruber's “Something Is Rotten in the State of Cupertino” Post
- Curating AI, How AI Curation Breeds Apple Intelligence Criticism
- Siri’s Promise, My Issues With Siri, How to Gauge Siri’s Progress
- Apple Delays Siri Features, What’s Going On?, Broader Implications
- Qualcomm Sounds Nervous About Apple, MacBook Air and Perfection, What’s Next for MacBook Air?
- Apple Updates MacBook Air, The Mac Studio Update, Mac Momentum
- Apple Updates the iPad Air, Apple Updates the Entry-Level iPad, The iPad Strategy
- Who Will Buy the iPhone 16e?, The Apple Intelligence Factor, Apple Discloses C1 Modem Efficiency Gains
February 2025
- Amazon Unveils Alexa+, Apple News+ Expands Into Food, Apple News+ Food and New HW
- Apple Intelligence Expands to Apple Vision Pro, Spatial Gallery for Apple Vision Pro, Apple Vision Pro App for iPhone
- Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
- U.K. Demands Apple Backdoor, Apple Disables Advanced Data Protection in U.K., Apple’s Strategy
- HP Buys Humane, Humane’s Autopsy, What Comes After Smartphones?
- Apple Unveils First In-House Modem, Apple Unveils the iPhone 16e, The iPhone 16e Bet
- Alibaba to Power Parts of Apple Intelligence in China, Apple Unveils Powerbeats Pro 2, The Intrigue With Beats Continues
- Apple TV App Expands to Android, Keep an Eye on Apple Sports, MLS Season Pass on Comcast
- Spotify 4Q24 Earnings, The Streaming 2.0 Era, Spotify Signs Deals With Universal and Warner
- Apple Music’s Super Bowl Halftime Show, My Thoughts on Kendrick Lamar’s Performance, Why Sponsor the Halftime Show?
- Apple Launches Apple Invites App, Initial Impressions, Partiful Cries Foul
- Meta 4Q24 Earnings, Ray-Ban Meta Smart Glasses Sales, Bosworth’s Leaked Reality Labs Memo
- Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)
- Reading Between the Lines of Apple’s 1Q25 Earnings Q&A With Analysts
January 2025
- Apple 1Q25 Earnings Review
- Previewing Apple’s 1Q25 Earnings, Apple 1Q25 Earnings Expectation Meters
- Apple’s AI Strategy, My Vision for Siri, Hardware’s Importance
- DeepSeek Alarm Bells, Wall Street’s Freak-Out, Revisiting Huawei vs. Apple
- What’s Driving AAPL’s Underperformance?, iPhone Demand in China, Apple Jitters
- Netflix 4Q24 Earnings, Netflix and the NFL, More Netflix Price Hikes
- My Thoughts About Tim Cook at Trump’s Inauguration, Apple’s Top (Political) Issues, A Larger Reset
- “Severance” Pop-Up at Grand Central, Apple’s Genius Marketing, Apple Finally Punches Back
- Apple Goes Public With Meta Interoperability Requests, Apple and Interoperability Risk, Zuckerberg’s Master Plan
- Sonos CEO Fired, Where Sonos Went Wrong, Smart Speaker Intrigue
- Meta Pivots on Content Moderation, Zuckerberg Talks Apple on Joe Rogan, Zuckerberg Continues to Gaslight
- What Happened to CarPlay 2.0?, Eddy Cue Talks Down Apple Search Engine, Apple Uses Shazam for Predictive Analysis
- Dell Renames PC Line, Apple News Expansion Planned, Apple Intelligence Notification Summaries Need Work
- Looking Ahead at Apple’s 2025
- Looking Ahead at Apple in 2025 (A Financial Perspective)
2024 216
December 2024
- Google’s Veo 2 Is a Litmus Test, Blackmagic Debuts Camera for Vision Pro, Apple Sports App Update
- Apple Year in Review 2024
- Google “Unveils” Android XR, Samsung “Unveils” First Mixed Reality Headset, Everyone Is Copying Apple
- Apple Releases Second Wave of Apple Intelligence, My Initial Thoughts on Visual Intelligence, Image Playground Beats Expectations
- Spotify 3Q24 Earnings, Disney 4Q24 Earnings
- Google “Unveils” Android XR, Samsung “Unveils” First Mixed Reality Headset, Everyone Is Copying Apple
- Thinking Through Headset / AR Glasses Competition and Landscape
- Apple Releases Second Wave of Apple Intelligence, My Initial Thoughts on Visual Intelligence, Image Playground Beats Expectations
- Spotify 3Q24 Earnings, Disney 4Q24 Earnings
- Apple Places Retail Bet on Saudi Arabia, Vision Pro Wins Innovation of the Year Award, Vision Pro and Watching “TV”
- Apple’s Modem Launch Reportedly Nears, Apple vs. Qualcomm, Apple’s Modem Goals
- Apple Places Retail Bet on Saudi Arabia, Vision Pro Wins Innovation of the Year Award, Vision Pro and Watching “TV”
- Apple’s Modem Launch Reportedly Nears, Apple vs. Qualcomm, Apple’s Modem Goals
- Jeff Bezos Focusing On AI at Amazon, Sundar Pichai Talks Woke Culture
- A Deep Dive Into Tim Cook’s “Big” Interview With Steven Levy
- Apple’s 2024 Holiday Ad Goes Viral, Elon Musk Warming to Apple?
- AAPL Hits All-Time High, AAPL Valuation Metrics, Observations on Big Tech Valuation
- Jeff Bezos Focusing On AI at Amazon, Sundar Pichai Talks Woke Culture
- A Deep Dive Into Tim Cook’s “Big” Interview With Steven Levy
- AAPL Hits All-Time High, AAPL Valuation Metrics, Observations on Big Tech Valuation
- Apple’s 2024 Holiday Ad Goes Viral, Elon Musk Warming to Apple?
November 2024
- Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
- Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
- DOJ Provides Proposed Remedies for Google Antitrust, Indonesia Goes After Apple, Apple Selling Ads Directly on Apple News
- DOJ Provides Proposed Remedies for Google Antitrust, Indonesia Goes After Apple, Apple Selling Ads Directly on Apple News
- Amazon Unveils New Echo Shows, The Smart Home, Apple Stationary Display Rumors
- Apple Releases Apple Intelligence Ads, The Controversy Surrounding the Ads, My Verdict
- Amazon Unveils New Echo Shows, The Smart Home, Apple Stationary Display Rumors
- Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings
- Apple Releases Apple Intelligence Ads, The Controversy Surrounding the Ads, My Verdict
- Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings
- Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls
- Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls
- Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call
- Apple’s Capex-Light Business Model, Apple’s Excess Cash Position, Apple Buyback vs. Apple Dividends
- Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call
- Apple Share Buyback Hits Record High, A “Shrinking” Apple
- Apple’s Capex-Light Business Model, Apple’s Excess Cash Position, Apple Buyback vs. Apple Dividends
- My Notes from Apple’s 2024 10-K
- Apple Share Buyback Hits Record High, A “Shrinking” Apple
- My Notes from Apple’s 2024 10-K
- Reading Between the Lines of Apple’s 4Q24 Earnings Q&A With Analysts
- President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
- Reviewing Apple’s 4Q24: What Is Apple’s “Real” Growth Rate?
- Apple 4Q24 Earnings Review: A Few Apple Services Surprises
- Reading Between the Lines of Apple’s 4Q24 Earnings Q&A With Analysts
- Initial Thoughts on Apple’s 4Q24 Earnings
- Reviewing Apple’s 4Q24: What Is Apple’s “Real” Growth Rate?
- Apple 4Q24 Earnings Review: A Few Apple Services Surprises
- President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
- Initial Thoughts on Apple’s 4Q24 Earnings
October 2024
- Apple Unveils Updated MacBook Pros, My AAPL 4Q24 Estimates
- The Redesigned Mac Mini, The Setup Facing Apple Ahead of 4Q24 Earnings
- The Redesigned Mac Mini, The Setup Facing Apple Ahead of 4Q24 Earnings
- Apple Unveils Updated MacBook Pros, My AAPL 4Q24 Estimates
- A Different Kind of Apple Product Unveiling, The Updated iMac, Apple’s Mac Pitch to Windows Users
- A Different Kind of Apple Product Unveiling, The Updated iMac, Apple’s Mac Pitch to Windows Users
- Navigating Through More Apple Vision Pro Production Noise, Vimeo Launches App for Apple Vision Pro
- Navigating Through More Apple Vision Pro Production Noise, Vimeo Launches App for Apple Vision Pro
- Apple’s “New” Product Naming Nomenclature, More on Disney / App Store IAP
- Apple’s “New” Product Naming Nomenclature, More on Disney / App Store IAP
- Netflix 3Q24 Earnings, Netflix and the Scripted Content High Road, Disney Moves Away From App Store In-App Purchase
- Netflix 3Q24 Earnings, Netflix and the Scripted Content High Road, Disney Moves Away From App Store In-App Purchase
- Thoughts on the Tim Cook Profile in WSJ Magazine
- Thoughts on the Tim Cook Profile in WSJ Magazine
- Apple Pay Turns 10 Years Old, Apple Pay and the Long Game
- Apple Pay Turns 10 Years Old, Apple Pay and the Long Game
- Apple Updates the iPad Mini, Apple Intelligence and Device Support, A Different Way to Think About Apple Intelligence
- Hodinkee Sells to British Retailer, Hodinkee and Apple Watch, The Luxury Watch Downturn
- Apple Updates the iPad Mini, Apple Intelligence and Device Support, A Different Way to Think About Apple Intelligence
- Hodinkee Sells to British Retailer, Hodinkee and Apple Watch, The Luxury Watch Downturn
- Thoughts on Apple’s NBA All-Star Weekend Film in Apple Immersive Video, Apple Immersive Video and Sports Questions, The Big Picture
- Thoughts on Apple’s NBA All-Star Weekend Film in Apple Immersive Video, Apple Immersive Video and Sports Questions, The Big Picture
- Apple Releases First Scripted Film in Apple Immersive Video, Thoughts After Watching “Submerged,” The Future of Video
- Apple Releases First Scripted Film in Apple Immersive Video, Thoughts After Watching “Submerged,” The Future of Video
- Meta Admits Ray-Ban Meta Smart Glasses Are Used to Train AI, Meta’s Achilles' Heel, Smart Glasses Used for Doxing
- Apple’s “Cozy” WWDC, Vision Pro Apps, Vision Pro and App Bridges
- A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2
- Meta Admits Ray-Ban Meta Smart Glasses Are Used to Train AI, Meta’s Achilles' Heel, Smart Glasses Used for Doxing
- Apple’s “Cozy” WWDC, Vision Pro Apps, Vision Pro and App Bridges
- A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2
- Oura Talks Smart Ring Financials, Smart Ring Hesitation, The Button’s Resurgence in Tech
- Apple Reportedly Backs Out of OpenAI Investment, Apple Dials Back on Blockbusters, Silicon Valley vs. Hollywood Confusion
- Apple Reportedly Backs Out of OpenAI Investment, Apple Dials Back on Blockbusters, Silicon Valley vs. Hollywood Confusion
- Oura Talks Smart Ring Financials, Smart Ring Hesitation, The Button’s Resurgence in Tech
September 2024
- Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us
- The Design Story Behind AirPods 4, Google Stresses Antitrust Long Game
- The Sonos App Fiasco, Sonos Earnings, YouTube Premium Is Having A Moment
- Unpacking and Decoding the NYT’s Jony Ive / LoveFrom Profile
- Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0
- Addressing iPhone Pessimism
- More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch?
- Deconstructing Apple’s Product Event (iPhone)
- Deconstructing Apple’s Product Event (AirPods)
- Deconstructing Apple’s Product Event (Apple Watch)
- Apple Just Held Its Strongest September Event in Years
- Disney Earnings, Roku Earnings
- ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch
- Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI
August 2024
- My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future
- Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple
- Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning
- Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance
- Meta 2Q24 Earnings, Thoughts on Meta HW Sales
- Tech Observations From My Vacation
- Amazon Earnings, Amazon in the Home
- Thoughts on the U.S. v. Google Verdict (Part 2)
- Thoughts on the U.S. v. Google Verdict (Part 1)
- Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin
- Apple’s 3Q24 in Three Charts
- Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts
- Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang
July 2024
- Setting the Stage for Apple’s 3Q24 Earnings
- My Granular Estimates for Apple 3Q24 Earnings
- Spotify 2Q24 Earnings, Spotify vs. Apple Music
- Alphabet 2Q24 Earnings
- About the Apple TV+ Rumors, What’s Wrong With Apple TV+?, Apple’s Goal for Apple TV+
- Netflix 2Q24 Earnings, Netflix Growth, Wall Street Giving Netflix Green Light to Spend
- The CrowdStrike / Microsoft Outage Will Benefit Apple
- Apple Looking to License Movies for Apple TV+, Warner Bros. Discovery Thinking of Splitting Itself, Skydance Merges With Paramount
- Churn vs. Engagement in Paid Video Streaming, Disney Looking to Boost Streaming Engagement, Implications for Apple TV+
- Apple Pushes Apple Watch for Kids, Apple Watch SE 3 Rumors, Apple Watch New User Trends
- Microsoft and Apple Give Up OpenAI Observer Board Seats, AI Regulation Silliness, A Few Apple TV+ Observations
- Amazon Unveils Updated Echo Spot, Amazon’s Data Center Spending Aggressiveness, Amazon’s AI Predicament
- Apple Given Observer Board Seat at OpenAI, A Phil Schiller Renaissance
- More on Apple Device Longevity, iPhone Upgrading, Measuring Apple HW vs. Services Growth Potential
- Wall Street Warms up to Apple, AAPL Valuation Update
June 2024
- Apple Talks up Device Longevity, Apple Provides New Clues for Estimating iPhone Upgrade Cycle, Google and Samsung Announce Product Events
- Apple Warns of Feature Delays in EU, Apple Accused of Breaking DMA Rules
- Apple Intelligence and Meta Integration Hoopla, Revisiting Apple Intelligence Integration Monetization
- Apple Opens First Store in Malaysia, Apple and Emerging Markets, Signal-to-Noise
- Apple Discontinues Apple Pay Later, A Limit to Apple’s Fintech Ambition, Apple’s Predicament
- WWDC Review: iOS 18, Audio & Home, watchOS 11, iPadOS 18, macOS Sequoia
- Observations Attending WWDC, WWDC Keynote Priorities, An Impressive visionOS 2
- How Apple Intelligence Was Developed, Ranking Apple Intelligence Features, AAPL’s Wacky Price Action
- Breaking Down the ChatGPT / Apple Intelligence Integration, Is OpenAI Paying Apple?, Why Apple’s ChatGPT Integration Is Genius
- Apple Intelligence Is a Game Changer
- Thoughts Heading Into WWDC 2024
- NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video
- Qualcomm’s Ridiculous Mac Ad, Publishers Talk up Apple News, Drivers Behind Apple News’ Success
- Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity
May 2024
- Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras
- About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro
- Apple & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons
- Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell
- Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future
- More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data
- OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event
- Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo
- Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization
- Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance
- The iPad Event
- Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts
- Key Takeaways From Apple’s 2Q24 Earnings
- Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance
- My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model
April 2024
- Alphabet 1Q24 Earnings, Pichai (Sort of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization
- Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales
- Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR
- Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple
- Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics
- Humane Ai Pin and Smartphone Replacements, The Limitless Pendant, Apple Watch Momentum
- Tim Cook Visits Vietnam for the First Time, Apple Open to Indonesia Manufacturing, Addressing U.S. Semiconductor Manufacturing Bottleneck
- iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff
- Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A
- Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy
- Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro
- Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+
- Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team
March 2024
- U.S. Justice Department Turned to European Commission for Help in Apple Battle, Apple Will Seek U.S. Antitrust Complaint Dismissal, The Big Picture
- U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2)
- U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1)
- Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports
- Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales
- Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
- My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
- Project Titan Follow-Up, Apple vs. EU Follow-Up
- Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor
- Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers
- Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU
- Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision
- Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity
- EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response
- Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers
February 2024
- Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects
- Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots
- Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring
- Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story
- Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only?
- Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture
- Microsoft Earnings, Peloton Earnings
- Thoughts on How Zuckerberg Can Monetize Meta Reality Labs
- Alphabet Earnings, Amazon Earnings
- Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI
- Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App
- Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations
- Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts
- Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street
- Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance
January 2024
- My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Model
- Preparing for Apple’s 1Q24 Earnings Release
- Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy
- Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro
- Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community
- Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple
- More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch
- Thoughts After Using Apple Vision Pro for a Second Time
- U.S. Supreme Court Declines to Hear Epic/Apple Appeals, The New App Store Battle, Consumers Should Be More Vocal
- Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy
- Google Reorganizes Devices Group, Humane Announces Reorganization
- Analyzing Historical Apple HW Launches (Unit Sales), Vision Pro Launch Sales Estimate
- Apple Releases First Vision Pro Ad, Revisiting the First iPhone Ad, iPhone vs. Vision Pro
- Apple Vision Pro Launch Date Announced, New Vision Pro Details, What About Vision Pro Demos?
- New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China
- More on Apple Watch Ultra, Tesla 4Q23 Deliveries, EV Market Slowing in U.S.
- U.S. Court Pauses Apple Watch Ban, Apple’s Response, Why I’m Not Concerned About Apple Watch
2023 221
December 2023
- the latest Above Avalon Report
- Apple Year in Review 2023 (Financial Strategy)
- Apple Year in Review 2023 (Financial Strategy)
- In yesterday’s update
- Apple Facing Apple Watch Ban in U.S., Apple Year in Review 2023 (Product Strategy)
- Netflix Releases Engagement Report, Takeaways From Netflix’s Data Dump, EU Close to Ruling Against Apple in Spotify Probe
- Netflix Releases Engagement Report, Takeaways From Netflix’s Data Dump, EU Close to Ruling Against Apple in Spotify Probe
- Google Losses Antitrust Case to Epic Games, GM Digging Deeper CarPlay Hole, Anti-Apple Brigade Forms in EU
- Google Losses Antitrust Case to Epic Games, GM Digging Deeper CarPlay Hole, Anti-Apple Brigade Forms in EU
- Google Faked Its Gemini AI Demo, CNBC Pumped Alphabet Stock Due to Gemini Demo, Generative AI Demos Are Lacking
- Apple to Support RCS, The Real “Why” Behind iMessage’s U.S. Superiority, EU Leaning Against Regulating iMessage
- More on Apple Share Buyback vs. Market Cap, Thoughts on Apple and a $4 Trillion Market Cap, Thursday Q&A
- Google Faked Its Gemini AI Demo, CNBC Pumped Alphabet Stock Due to Gemini Demo, Generative AI Demos Are Lacking
- Apple to Support RCS, The Real “Why” Behind iMessage’s U.S. Superiority, EU Leaning Against Regulating iMessage
- More on Apple Share Buyback vs. Market Cap, Thoughts on Apple and a $4 Trillion Market Cap, Thursday Q&A
- AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update
- Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S.
- Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023)
- AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update
- Introducing the Financial Models Add-on for Above Avalon Membership
- Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S.
- Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023)
November 2023
- The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A
- The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A
- Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution
- Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution
- Sonos FY4Q23 Earnings, Sonos Discloses New Installed Base Data, Sonos’ Product Roadmap for 2024
- More on the Mac, Judging Mac Sales, Assessing Mac Success
- Sonos FY4Q23 Earnings, Sonos Discloses New Installed Base Data, Sonos’ Product Roadmap for 2024
- More on the Mac, Judging Mac Sales, Assessing Mac Success
- Membership
- The State of the Mac (Above Avalon Report)
- The OpenAI Saga, AI Shortcomings and Apple’s Opportunity
- The OpenAI Saga, AI Shortcomings and Apple’s Opportunity
- Meta 3Q23 Earnings, Meta Hints at Sluggish Quest 3 Sales
- Disney FY4Q23 Earnings, Another Disney Bomb at the Box Office
- Meta 3Q23 Earnings, Meta Hints at Sluggish Quest 3 Sales
- Disney FY4Q23 Earnings, Another Disney Bomb at the Box Office
- Apple Demos More Vision Pro Spatial Videos, 3D Movie Icon Appears on Apple TV, Humane Ai Pin vs. Spatial Photos/Videos
- Apple Demos More Vision Pro Spatial Videos, 3D Movie Icon Appears on Apple TV, Humane Ai Pin vs. Spatial Photos/Videos
- Apple Share Buyback Update, Apple's Paid Subscriptions Growth Update
- Apple Share Buyback Update, Apple's Paid Subscriptions Growth Update
- Apple 2023 10-K Takeaways
- Reading Between the Lines of Apple’s 4Q23 Earnings Q&A With Analysts
- Three Interesting Charts for Apple's 4Q23
- Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance
- Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance
- Three Interesting Charts for Apple's 4Q23
- Reading Between the Lines of Apple’s 4Q23 Earnings Q&A With Analysts
- Apple 2023 10-K Takeaways
- My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model
- Thoughts on Apple’s “Scary Fast” Event
- My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model
October 2023
- Thoughts on Apple’s “Scary Fast” Event
- Setting the Stage for Apple’s FY4Q23 Earnings
- Setting the Stage for Apple’s FY4Q23 Earnings
- Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings
- Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings
- Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs
- Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn?
- Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs
- Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn?
- Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix
- Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix
- Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners
- Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners
- Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales
- Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales
- Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy
- Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy
- last Friday
- Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue
- Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue
- Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness
- Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness
- U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf
- U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf
- Eddy Cue on Apple’s Sports Strategy, Apple’s Challenges With Sports, Meta Layoffs Hit Custom Silicon Unit
- Eddy Cue on Apple’s Sports Strategy, Apple’s Challenges With Sports, Meta Layoffs Hit Custom Silicon Unit
- Amazon Prime Video to Include Advertising, Apple TV+ and Advertising, Thursday Q&A
- OpenAI and Jony Ive Discuss HW Venture, What Is AI Hardware?, Humane Provides First Look At Ai Pin
- U2 Opens Sphere in Las Vegas, iPhone and Live Events, Apple Vision Pro and Live Events
- Meta Connect 2023, Two Meta Pivots, The Elephant in the Room
- discussed in greater detail here
- Amazon Prime Video to Include Advertising, Apple TV+ and Advertising, Thursday Q&A
- OpenAI and Jony Ive Discuss HW Venture, What Is AI Hardware?, Humane Provides First Look At Ai Pin
- U2 Opens Sphere in Las Vegas, iPhone and Live Events, Apple Vision Pro and Live Events
September 2023
- Microsoft’s Copilot Event, Microsoft (Quietly) Pulling the Surface Plug, Apple Is Thinking Differently
- Apple Presentation Criticism, Attending the Apple Event, Vision Pro and Apple Events
- An Apple vs. Qualcomm Refresher, Apple Extends Qualcomm Supplier Agreement, The WSJ’s Apple Modem Hit Piece
- Amazon’s Product Event, Missing Amazon Buzz
- iPhone 15 and 15 Pro Pre-Orders in China, Tim Cook’s Very Strong Interview With CBS News
- iPhone 15 and 15 Pro Pre-orders Observations, Microsoft HW Chief Jumps Ship, Revisiting the Gadget Recession
- Thoughts on Apple Product Pricing, My iPhone and Apple Watch Sales Mix Estimates, U.S. Carriers Improve iPhone Promotions
- Deconstructing Apple’s Product Event (iPhone Notes)
- Deconstructing Apple’s Product Event (Apple Watch), About That Apple “Mother Nature” Video
- Apple’s September 2023 Product Event, A Different Feeling, Not Taking Anything for Granted
- China Reportedly Extends iPhone Ban for Government Officials, Why the China Story Isn't Adding Up, The Huawei Factor
- Spotify 2Q23 Earnings, Spotify’s Podcasting Disappointment, Revisiting Apple Podcasts
- Globalstar Signs Launch Deal With SpaceX, SpaceX on Apple’s Radar?
August 2023
- Apple Considering Supplier Shift for Vision Pro Displays, Vision Pro and China, Thursday Q&A
- Amazon Reportedly Interested in ESPN Deal, Apple Vision Pro and Live Sports Consumption, Apple Changes Scorsese Film Release
- More on Apple’s Photo of Vision Pro in a Developer Lab, EyeSight’s Visual Cues, My EyeSight Theory
- Apple Gives Sneak Peek Inside Apple Vision Pro Labs, Vision Pro Apps vs. Apple Watch Apps
- Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity
- Sonos FY3Q23 Earnings, Sonos Taking Speaker Share, Sonos vs. Apple
- Meta’s Ray-Ban Stories Sales Figures Leak, Ray-Ban Stories’ Retention Problem, Ray-Ban Stories vs. Vision Pro
- Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion
- Emergency SOS via Satellite Used During Hawaii Wildfires, Defining Apple Innovation, Apple Savings Hits $10 Billion in Deposits
- Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices
- Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows
- Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts
- Apple's 3Q23 in Three Charts
- Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number
- Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Model
- My FY3Q23 Apple Estimates, Early Thoughts on Apple’s FY4Q23
July 2023
- Setting the Stage for Apple’s FY3Q23 Earnings
- Meta 2Q23 Earnings, Reality Labs Losses, Meta Stock
- Microsoft FY4Q23 Earnings, The Microsoft Business, Apple vs. Microsoft
- Tesla Earnings, Tesla's Cost Reductions, Apple’s Project Titan Implications
- "Barbenheimer" Wins at the Box Office, How Did "Barbenheimer" Do It?, Apple and Messi
- Netflix Earnings, Netflix Won't Want to Be Compared to YouTube
- Parsing Iger’s ESPN Comments, ESPN’s Value, Thoughts on an Apple / ESPN Partnership
- Bob Iger’s CEO Contract Extended (Again), The Bob Iger Question, Iger Hints at Divestitures and Partnerships
- Apple Cornering Market on Premium Headset Components, Disney's Troubles Grow, Apple’s Leverage Against Disney
- App Store Turns 15, Head of Google's AR Software Quits, Vision Pro’s Influence Already Being Felt
- Samsung Announces Foldables Event in Seoul, Foldables in 2023, Samsung Rethinks Headset Approach
- Tesla 2Q23 Deliveries, Ford’s EV Strategy, Doug Field’s Odd Interview With the AP
- More Smoke for Apple Vision Pro Production Issues, Goldman Sachs Looking For Way out of Apple Partnership
June 2023
- AAPL Valuation Metrics, Apple's Improving Valuation, Apple Close to $3 Trillion Market Cap (Again)
- Apple Makes “Silo” Episode Free on Twitter, Google Cancels AR Glasses Project, YouTube Testing Playables Games Service
- How Apple Leverages Product Branding, Making Vision Pro Cool
- The Vision Pro Bet, Zuckerberg’s Miscalculation, A New Normal for Headsets
- Apple Releases visionOS SDK, Creating Spatial Experiences, Apple’s Developer Advantage
- Spotify Earnings, Spotify Planning Supremium Tier, Warner Bros. Discovery Looking to License HBO Content to Netflix
- The Talk Show at WWDC, Apple CEO Succession
- How Vision Pro Can Impact Apple’s Other Products
- Apple Acquires AR Headset Maker Mira, Vision Pro Supply Constraints, Apple and Disney M&A Chatter Grows
- Apple's WWDC 2023 Keynote (Granular Observations)
- The Lack of “AI” at WWDC, Revisiting Apple’s Identity Network, iPhone StandBy, Mac HW Updates
- The Challenge Selling Vision Pro, Vision Pro Competition, Vision Pro Q&A
- The “Why” Behind Apple Vision Pro, Apple Revolutionizes Memories, Vision Pro Pricing Strategy
- My Thoughts After Using Apple Vision Pro
- Google I/O 2023
- Sonos Earnings, Sonos Unveils Sonos Pro, Peloton Earnings
May 2023
- The Case for More Durable Apple Watch Ultra Bands, Disney Planning Standalone ESPN Offering
- More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers
- Alphabet Earnings, Pichai Comments on Google's Mobile Search Deals, Microsoft Earnings
- Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM
- YouTube Gaining TV Momentum, Value of Ad-Supported Tiers in Paid Video Streaming, Apple TV+ and Ads
- The WSJ’s Report About Apple’s Headset, What’s Behind Apple Headset Skepticism?
- Amazon Earnings, Amazon’s Growth Initiatives, Amazon Bets on Return to Office
- Disney Earnings, Disney to Combine Disney+ and Hulu, Hulu’s Future
- Apple Brings Final Cut Pro and Logic Pro to iPad, Final Cut Pro and Logic Pro as Paid Subscriptions, The iPad’s Sales Pitch
- Apple’s Paid Subscriptions Growth Reaccelerates, The Case for Higher Apple Gross Margins
- Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases
- Reading Between the Lines of Apple’s 2Q23 Earnings Q&A With Analysts
- Apple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple’s Emerging Markets Strength
- My Apple 2Q23 Estimates, Expectations for Apple's Capital Management Changes, My Revised Apple Earnings Model
- Setting the Stage for Apple Earnings, Revisiting My Apple Earnings Theory, U.S. Dollar Weakens
- NYC Bets on AirTag to Stop Car Thefts, Apple Planning to Launch Journaling App
April 2023
- Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory
- U.S. Appeals Court Sides With App Store, App Store Curation Is Key, Apple's Anti-Steering Loss Isn’t Major
- Netflix Earnings, The Allure of Advertising in Video Streaming, HBO Max's Rebranding
- Humane’s Worrying Reveal, Humane’s Miscalculation, Tesla Follow Up
- Tesla Earnings, Tesla Lessons for Apple
- Apple’s Fintech Play Outside the U.S., Apple Ecosystem Strength by Country, Google to Unveil Foldable Pixel
- Apple Launches High-Yield Savings Account, Apple’s Great Timing, Apple’s Expanding Fintech Play
- Apple Opens First Store in India, Cook to Meet Modi, Samsung Reportedly Contemplating Bing Search Deal
- More on Apple Reality, Why the Apple Reality Name?, Luxshare Reportedly Gains Apple Reality Contract
- Why Publish a Tim Cook Profile Now?, The Evolution in Cook’s AR/VR Comments
- The Tim Cook Profile in GQ, Cook and China, Cook Provides More Mixed Reality Headset Clues
March 2023
- Apple Announces WWDC 2023, WWDC 2023 Artwork Clues, Early Expectations for WWDC 2023
- The Amazon/AMC Rumor, Amazon Sidewalk Opens to Developers, Revisiting Amazon’s Play for Neighborhoods
- livestreaming Apple Immersive Video
- Apple Announces Friday Night Baseball Changes, Apple Acquires WaveOne, Tim Cook Visits China
- Apple Reportedly Pursuing Movie Theater Releases, Streamers Embracing Movie Theaters, TVOD vs. Theatrical Releases
- Should Microsoft Go After Google and Try to Win Apple’s iPhone Search Deal?
- Google Releases Bard, Apple and Chatbots, DPReview to Shut Down
- Slim Cable Bundle Illusions, Live Sports Stickiness, Amazon Announces More Layoffs
- YouTube TV's Price Hike, FTC Finalizes Epic Games Fine, Foxconn's 2023 Outlook
- Q&A About Apple’s Investment Portfolio, Apple Unveils Apple Music Classical, Apple’s Music Focus
- Meta Announces Another Massive Round of Layoffs, Zuckerberg Discovers Efficiency, How Apple Avoided Significant Layoffs
- The Financial Times on Tim Cook's Mixed Reality Bet, My Issues With FT’s Report
- Silicon Valley Bank Collapses, Apple and the Big Banks, Apple’s Interest Rate Risk
- Spotify’s Stream On Event, Humane Raises Another $100M, What Is Humane Working On?
- Apple’s Spring Product Refresh, The Best-Selling Smartphone Models of 2022, Dark Sky Anger Builds
- Number of ATMs Decline, Apple Pay’s Long Game, Roku 4Q22 Earnings
- Apple Invests Another $1B in Germany, The Factors Behind iPhone’s Increasing Sales Share, Competing With Cool
- Peter Stern Departs Apple, Apple’s Services Reorganization, My Concern With Warner Bros. Discovery
- Sonos FY1Q23 Earnings, Sonos Hints Again At Entering New Product Category, Sonos vs. Big Tech
- Apple Lends $250M to Globalstar, Why Doesn’t Apple Get Into Satellites?, EU Narrows Apple Probe
February 2023
- The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security
- Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning
- Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022
- Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings
- Branding in Paid Video Streaming, Amazon 4Q22 Earnings
- Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+
- Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization
- Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Model
- Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal
- Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer
- Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts
- Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory
- Final Thoughts Heading Into Apple Earnings, Spotify Earnings
January 2023
- My Apple 1Q23 Estimates, Expectations by Apple Product Category, Updated Apple Earnings Model
- Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23
- Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future
- Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap
- Apple’s Opportunities in 2023, Apple’s Challenges in 2023
- Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club
- Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor
- Apple Brings Back HomePod, What Happened?, HomePod Changes
- Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality
- Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer
- Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows
- Nikkei Asia Stokes Apple Demand Fears, AAPL Valuation Update, AAPL Stress Test Scenarios
- Apple Bows Out of NFL Sunday Ticket Bidding, YouTube Wins NFL Sunday Ticket, YouTube Moves Deeper Into Paid Video
- iPhone Supply Bounces Back, Sketchy Rumors About iPhone 14 Plus, Amazon's Growing Layoffs
- Gifts
- Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem
2022 223
December 2022
- Project Titan: Apple’s Transportation Ambition (Above Avalon Report)
- Apple Year in Review 2022 (Financial Strategy) - Daily Update
- Apple Year in Review 2022 (Financial Strategy)
- Apple Year in Review 2022 (Product Strategy) - Daily Update
- Apple Year in Review 2022 (Product Strategy)
- Paid Video Streaming’s Future, A Problem With Live Sports and Streaming, China Rethinking Its Tech Relationship (Daily Update)
- Paid Video Streaming’s Future, A Problem With Live Sports and Streaming, China Rethinking Its Tech Relationship
- Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act (Daily Update)
- Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act
- FTC Sues Microsoft Over Activision Deal, Console Gaming Competition, Games vs. Video Competition (Daily Update)
- FTC Sues Microsoft Over Activision Deal, Console Gaming Competition, Games vs. Video Competition
- Foxconn Invests Another $500M in India, iPhone Production in India, Twitter Looking To Offset App Store Revenue Share (Daily Update)
- Foxconn Invests Another $500M in India, iPhone Production in India, Twitter Looking To Offset App Store Revenue Share
- More on Project Titan, Transportation Problems, Apple Announces New Data Protections
- Apple’s Electric Car Plans, Apple Car Design Questions, Apple’s Largest Risk
- Apple News+ Circulation Data, Goertek Runs Into AirPods Pro Trouble, The Case for Foxconn
- Additional Details on “iPhone City” Production, The WSJ Article on Apple Moving Out of China, Apple and Concentration Risk, Above Avalon Gifts 2022
- More on Project Titan, Transportation Problems, Apple Announces New Data Protections (Daily Update)
- Apple’s Electric Car Plans, Apple Car Design Questions, Apple’s Largest Risk (Daily Update)
- Apple News+ Circulation Data, Goertek Runs Into AirPods Pro Trouble, The Case for Foxconn (Daily Update)
- Additional Details on “iPhone City” Production, The WSJ Article on Apple Moving Out of China, Apple and Concentration Risk, Above Avalon Gifts 2022 (Daily Update)
- Sonos 4Q22 Earnings, Spotify Subscriber Trends (Daily Update)
- Sonos 4Q22 Earnings, Spotify Subscriber Trends
November 2022
- The Foxconn Protests in China, Impact on Apple, COVID Protests Worsen in China (Daily Update)
- The Foxconn Protests in China, Impact on Apple, COVID Protests Worsen in China
- Elon Musk Goes After Apple…Again, Revisiting the Apple/Parler Controversy, Apple vs. Twitter (Daily Update)
- Elon Musk Goes After Apple…Again, Revisiting the Apple/Parler Controversy, Apple vs. Twitter
- More on Apple’s Buyback Plan, It’s All About Apple Free Cash Flow, Iger vs. Chapek (Daily Update)
- More on Apple’s Buyback Plan, It’s All About Apple Free Cash Flow, Iger vs. Chapek
- Apple’s Share Buyback: What Comes Next? (Above Avalon Report)
- Disney Fires Bob Chapek, Bob Iger’s Return, Disney M&A (Daily Update)
- Disney Fires Bob Chapek, Bob Iger’s Return, Disney M&A
- Additional Thoughts on Apple’s MLS Season Pass, Playing Devil’s Advocate With Warner Bros. Discovery (Daily Update)
- Additional Thoughts on Apple’s MLS Season Pass, Playing Devil’s Advocate With Warner Bros. Discovery
- Apple Unveils MLS Season Pass, Warner Bros. Discovery 3Q22 Earnings, David Zaslav’s Big Bet (Daily Update)
- Apple Unveils MLS Season Pass, Warner Bros. Discovery 3Q22 Earnings, David Zaslav’s Big Bet
- Amazon Looking to Scale Back Devices Division, Bloomberg BusinessWeek’s Profile on Apple Retail, Apple Retail and Upselling (Daily Update)
- Amazon Looking to Scale Back Devices Division, Bloomberg BusinessWeek’s Profile on Apple Retail, Apple Retail and Upselling
- Apple Adjusts TV+ Strategy, Apple’s Twist to Licensed Video Content, Zuckerberg Pulls the Plug on Meta Smartwatches (Daily Update)
- Apple Adjusts TV+ Strategy, Apple’s Twist to Licensed Video Content, Zuckerberg Pulls the Plug on Meta Smartwatches
- Roku 3Q22 Earnings, Peloton 1Q23 Earnings (Daily Update)
- Roku 3Q22 Earnings, Peloton 1Q23 Earnings
- Ranking Big Tech’s 3Q22 Performance, Zuckerberg Announces Major Round of Layoffs, Disney 4Q22 Earnings
- Amazon 3Q22 Earnings, The Shift in Selling Amazon Prime, Microsoft 1Q23 Earnings
- Apple Warns on iPhone Supply, The “iPhone City” COVID Timeline, Revisiting iPhone 14 and 14 Pro Sales
- Apple 2022 10-K Takeaways
- Meta 3Q22 Earnings, Meta’s Fragile Bridge, The Big (Meta) Picture
- Ranking Big Tech’s 3Q22 Performance, Zuckerberg Announces Major Round of Layoffs, Disney 4Q22 Earnings (Daily Update)
- Amazon 3Q22 Earnings, The Shift in Selling Amazon Prime, Microsoft 1Q23 Earnings (Daily Update)
- Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts (Daily Update)
- Meta 3Q22 Earnings, Meta’s Fragile Bridge, The Big (Meta) Picture (Daily Update)
- Apple Warns on iPhone Supply, The “iPhone City” COVID Timeline, Revisiting iPhone 14 and 14 Pro Sales (Daily Update)
- Apple 2022 10-K Takeaways (Daily Update)
- Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts
October 2022
- Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth (Daily Update)
- Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth
- My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance (Daily Update)
- My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance
- Alphabet 3Q22 Earnings, Three Google Yellow Flags, What Apple May Say About FY1Q23 (Daily Update)
- Alphabet 3Q22 Earnings, Three Google Yellow Flags, What Apple May Say About FY1Q23
- Previewing Apple’s 4Q22 Earnings, My Apple 4Q22 Estimates, Apple Raises Apple Music and Apple TV+ Pricing (Daily Update)
- Previewing Apple’s 4Q22 Earnings, My Apple 4Q22 Estimates, Apple Raises Apple Music and Apple TV+ Pricing
- Apple’s Head of Industrial Design to Leave Company, Revisiting Apple Design Turnover, Apple Industrial Design Succession (Daily Update)
- Apple’s Head of Industrial Design to Leave Company, Revisiting Apple Design Turnover, Apple Industrial Design Succession
- The Rationale for the New 10.9-inch iPad, The Case for iPad SE, The Hoopla Surrounding Magic Keyboard Folio (Daily Update)
- The Rationale for the New 10.9-inch iPad, The Case for iPad SE, The Hoopla Surrounding Magic Keyboard Folio
- Netflix 3Q22 Earnings, Netflix Wants a New Narrative, Netflix's ARPU Mission (Daily Update)
- Netflix 3Q22 Earnings, Netflix Wants a New Narrative, Netflix's ARPU Mission
- Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro) - Daily Update
- Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro)
- 4Q22 iPhone Installed Base, iPhone Installed Base Growth Trajectory (Daily Update)
- 4Q22 iPhone Installed Base, iPhone Installed Base Growth Trajectory
- Measuring Apple Watch’s Sales Potential, Apple Contemplating Apple TV Ad Play, ByteDance Planning Spotify Battle (Daily Update)
- Measuring Apple Watch’s Sales Potential, Apple Contemplating Apple TV Ad Play, ByteDance Planning Spotify Battle
- 4Q22 Apple Watch Installed Base, Apple Watch Adoption Figures (Daily Update)
- 4Q22 Apple Watch Installed Base, Apple Watch Adoption Figures
- Thoughts on Google’s Pixel Event, Google Finally Takes Smartwatches Seriously, Google vs. Amazon Battle (Above Avalon Daily)
- Thoughts on Google’s Pixel Event, Google Finally Takes Smartwatches Seriously, Google vs. Amazon Battle
- Tim Cook Gives Another AR Tease, Apple Talks Dynamic Island, Peloton CEO Asks for Six More Months
- Growing Fallout Surrounding Google Stadia Shutdown, Revisiting the Alphabet Structure, YouTube Testing 4K as Premium Feature
- Foxconn Hints at Robust iPhone Demand, Google Pulls Plug on Stadia, Zillow Adopts Apple Maps Look Around
- Nike 1Q23 Earnings, Tesla 3Q22 Vehicle Deliveries, Wall Street's Apple Anxiety
- Tim Cook Gives Another AR Tease, Apple Talks Dynamic Island, Peloton CEO Asks for Six More Months (Daily Update)
- Growing Fallout Surrounding Google Stadia Shutdown, Revisiting the Alphabet Structure, YouTube Testing 4K as Premium Feature (Daily Update)
- Foxconn Hints at Robust iPhone Demand, Google Pulls Plug on Stadia, Zillow Adopts Apple Maps Look Around (Daily Update)
- Nike 1Q23 Earnings, Tesla 3Q22 Vehicle Deliveries, Wall Street's Apple Anxiety (Daily Update)
September 2022
- The Big Themes from Amazon’s Hardware Event, Apple Pushes Back Against TSMC Price Hike, Thursday Q&A
- Another Questionable Bloomberg Report on iPhone Demand, What’s Going On With Bloomberg?, Impact on AAPL
- John Mayer vs. Apple Watch Ultra, Apple Watch Ultra’s Appeal, Apple and Oprah End TV+ Deal
- Central Banks Rush to Raise Rates, Stronger Dollar’s Impact on Apple, Apple Music to Sponsor Super Bowl Halftime Show
- Disney CEO Talks ESPN’s Future, Apple’s Sports Play, Apple Watch Ultra Reviews
- Peloton Launches Peloton Row, What Peloton Should Do With Peloton Row, Spotify Launches Audiobooks
- The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends
- Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf
- Apple Buys Satellite Capacity, Apple and Starlink, Apple’s Satellite Ambition
- Thoughts on iPhone 14 and 14 Pro Pre-orders, Garmin Trolls Apple, Apple Watch Ultra Battery Life
- Deconstructing Apple’s “Far Out” Presentation (Part 2)
- Deconstructing Apple’s “Far Out” Presentation (Part 1)
- Apple Event Highlights
- Thoughts Heading Into Apple’s “Far Out” Event
- Disney Considering Memberships, Apple One’s Strategic Value, More Details About Netflix’s Upcoming Ad Tier
August 2022
- Apple Gives up Didi Board Seat, Snap Announces Major Pullback, Gauging Snap as an M&A Target
- Roku Losing Flexibility, YouTube Quietly Unveils Podcasts Homepage, Big Ten Passes Over Apple
- An Upcoming Flood of TV Content, Netflix Mulls Pricing for Ad Tier, Apple TV+ Pricing Strategy
- Apple Sends Out Event Invites to Media, Peloton Is Imploding, A Peloton and Amazon Tie-up?
- Revisiting the HomePod Discontinuation, Sonos Earnings, Smart Speakers Getting Squeezed
- Microsoft Earnings, Recapping Tech Giants Business Performance in 2Q22, More on What Peloton Should Do Now
- Buffett Continues to Add to Apple Stake, AAPL Valuation Update, Peloton Raises Prices and Announces Intention to Close Stores (Finally)
- WSJ Goes After Apple ATT, The New Focal Point for Apple Cynics, What Apple Cynics Get Wrong
- Disney’s Strong Earnings, Disney Raises Disney+ Pricing, The Leader in Paid Video Streaming
- Apple Reportedly Back in Discussions for Big Ten Sports, Small Businesses Cut Ad Budgets Due to Apple ATT, Walmart Looking For Streaming Video Partner
- Amazon 2Q22 Earnings, Amazon Taking Advertising Share, Stock Buybacks Are Getting a Bad Rap
- Share Buybacks to Face 1% Excise Tax, Revisiting Apple’s Buyback Plans, My Revised Apple Financial Estimates
- Meta 2Q22 Earnings, Philosophical Differences Between Zuckerberg and Apple, Thursday Q&A
- Apple Expands App Store Search Ads, Apple’s Expanding Advertising Business, Thoughts on iPhone 14 Pricing
- Notes From Apple’s 3Q22 10-Q, Tracking Apple’s Paid Subscriptions, Apple's Share Buyback Update
- Reading Between the Lines of Apple’s 3Q22 Earnings Q&A With Analysts
July 2022
- Apple’s 3Q22: The Key Numbers, iPhone Sales Resiliency, Apple Ecosystem Growth Slows
- Alphabet 2Q22 Earnings, Google TAC Payments to Apple, YouTube Revenue Underperforming
- Previewing Apple’s 3Q22 Earnings, My Updated Apple Earnings Model, Early Look at Apple’s 4Q22
- Apple’s Advantages With Fitness+, Fitness Hardware vs. Digital Fitness Classes, Foxconn Going Into Lockdown (Again)
- Tesla Earnings, Apple to Slow Hiring and Spending in Some Areas, Samsung Discloses Foldable Phone Shipments
- Netflix 2Q22 Earnings, Netflix Continues to Deflect, Disney Raises ESPN+ Pricing
- App Store Revenue Growth Remains Intact, Non-Games Gaining Momentum in U.S. App Store, Apple Talks M2 MacBook Air
- 1Q22 Subscriber Share Data for SVOD, Consumers Hitting a Limit With Paid Video, Walmart Announces Canoo Order
- Jony Ive and Apple End Consulting Agreement, Jony vs. No Jony, More Signs of iPhone Sales Resiliency
- More on Amazon Prime vs. Apple One, Peloton To Outsource Manufacturing, Peloton Should Jettison Its Bikes
- Amazon Prime User Growth Stalls in U.S., Higher Amazon Prime ARPU, Amazon Prime vs. Apple One
- Apple Hiring Dozens of Tesla Employees, Paid Video Streaming Interest Shares, Satisfaction Winners and Losers in Paid Video Land
- Tesla Reports 2Q22 Vehicle Deliveries, GM and Ford Fighting for Second Place in EVs, What About Low-End EVs?
- Gas Station Operator Sinclair to Embrace CarPlay, Foxconn Reports Strong June Results, Foxconn Implications for Apple
June 2022
- Snap Moves Into Paid Subscriptions, Contenders for NFL Sunday Ticket, Apple’s Odds of Winning Sunday Ticket
- More on Spotify and Video, Spotify vs. Apple, Netflix Trying to Become a Fast Follower
- Apple to Remove iPad as Home Hub, Spotify Holds Investor Day, Spotify Hints of Big Move into Video
- Meta Unveils More VR Headset Prototypes, Tim Cook Gives Headset Clue, Google Begins Charging Legacy Small Businesses for Services
- Apple Retail Employees Vote to Unionize at Maryland Store, Unionization’s Impact on Apple Retail, German Regulator Goes After Apple ATT
- Nothing Unveils Phone 1 Design, Roku and Netflix M&A Chatter, Roku as M&A Target
- Apple’s TV Branding Dilemma, Possible Apple TV Branding Solutions, Apple Partners With Nike for Sports Content
- Winners and Losers From WWDC 2022, Apple’s Burgeoning Live Sports Strategy, Thoughts on Apple’s MLS Subscription Pricing
- Apple Signs Major Deal With Major League Soccer, Swiss Watch Industry Goes Upmarket, Criticism Surrounding Apple Pay Later
- More Details on Apple Pay Later, Meta Adjusts AR Glasses Strategy, Meta “Pivots” Portal
- Apple WWDC 2022 Keynote (My Full Notes)
- The Big Surprise Found With Apple Pay Later, Revisiting Apple’s Credit Kudos Acquisition, CarPlay Mistruths
- Apple's WWDC 2022 Keynote (Major Themes)
- Apple Touts Fraud / Spam Prevention Efforts with App Store, Microsoft Issues Profit Warning, Elon Musk Gives Return to Office Ultimatum
- More on the iPhone Mini, Foxconn Raises Outlook, iPad Production Reportedly Expands to Vietnam
May 2022
- iPhone Production Rumored to Remain Flat, Apple Increases Budget for Employee Compensation, Apple Operating Margins Coming Under Pressure
- Winners and Losers in Advertising Land, TikTok Plotting Move Into Gaming, Tim Cook on Most Influential List (Again)
- Snap Issues Revenue Warning, Snap Shockwaves Reverberate Throughout Ad Land, Few Saw Apple’s ATT Bomb Coming
- Thoughts on Apple’s Rumored Visor for Mixed Reality, Why Mixed Reality?, Jony Ive Continues to Work With Apple
- Roku 1Q22 Earnings, Spotify 1Q22 Earnings, Sonos FY2Q22 Earnings
- Buffett Adds to Apple Stake, Apple’s Return to Office Plan Delayed (Again), Sonos Unveils Ray Soundbar
- Google I/O 2022, Google Scene Exploration, Google Pixel Watch
- Disney Exceeds 200M DTC Subscriptions, Disney’s Advantage, Competing with Disney
- Peloton Earnings, Peloton’s Cash Crunch, What Apple Got Right With Fitness
- Apple Discontinues the iPod, iPod’s Evolution, When Will Apple Discontinue the iPhone?
- Alphabet Earnings, YouTube Headwinds Are Building, Comparing CY1Q22 Earnings Among the Giants
- Meta 1Q22 Earnings, Funding Reality Labs, Meta's Hardware Play
- Microsoft FY3Q22 Earnings, Microsoft Surface and Gaming Looking Shaky, Inflation’s Impact on Microsoft and Apple
- Amazon 1Q22 Earnings, Two Problems With Amazon’s Retail Business, Amazon Prime’s Future
- Apple Ramped Buyback as Shares Fell, Apple 2Q22 10-Q Takeaways, Tracking Apple’s Paid Subscriptions Growth
- Reading Between the Lines of Apple’s 2Q22 Earnings Q&A With Analysts
April 2022
- Apple’s 2Q22: By the Numbers, Another Messy Quarter on the Way, Apple Silicon Powering Mac Sales, Wearables Sales Back on Track
- My Expectations for Apple’s Capital Management Changes, Netflix Wasn’t the Industry’s Wakeup Call, Deflating the Content Spending Balloon
- Meta Unveils Creator Fees for Horizon Worlds, Apple Calls Out Meta as Being Hypocritical, Meta to Open Its First Store
- Previewing Apple’s 2Q22 Earnings, My Updated Apple Earnings Model, An Early Look at Apple’s 3Q22
- Wall Street Is in Panic Mode Over Video Streaming, Where Is Video/Audio Distributor M&A?, Apple Rumored to Have Secured NFL Sunday Ticket
- Netflix’s Awful Earnings, Netflix to Launch Ad-Supported Tier, Netflix Needs New Leadership
- Peloton Cuts Hardware Pricing (Again), Peloton Raises Subscription Pricing for Loyal Users, What Peloton Should Be Doing
- Tim Cook’s Keynote at IAPP's Global Privacy Summit, Why Apple Doesn't Make a Deal With Regulators, Architect of Spotify’s Podcast Strategy to Leave Company
- Apple Talks Up Third-Party Apps in the App Store, Defining Apple Competition, iPhone 13 Production Begins in India
- My Initial Impressions of Apple’s Friday Night Baseball, China’s COVID Lockdowns Worsen, China Lockdowns' Impact on Apple
- Meta Refocusing Finance Efforts on Virtual Money, Amazon Raising Music Unlimited Pricing for Prime Users, Thursday Q&A
- Inside the SiriusXM / Stitcher Deal, Spotify’s Podcast Tech Acquisitions, Tesla Reports 1Q22 Vehicle Deliveries
- Apple’s "Push" Product Strategy in Action, Apple New User Trends, Who Is Apple’s Biggest Competitor?
- Nikkei Asia's Report on Apple Production Cuts, TSMC Warns of Slowing Smartphone and PC Demand, Apple Outlines “Reader” App Linking
March 2022
- Introducing My 2023 Financial Estimates for Apple, Apple Watch and AirPods Sales Estimates, Thoughts on AAPL Valuation
- Apple Wins Best Picture Oscar, Apple's Video Bets Paid Off, Netflix and Amazon Should Reassess Video Strategies
- The Issues Found With Bloomberg’s Apple "Hardware Subscription" Article, What Is “iPhone as a Service”?, One Possible iPhone Subscription Path Forward for Apple
- Apple Acquires Credit Kudos, Apple’s FinTech Play, The Similarity Between Dark Sky and Credit Kudos
- Sonos Working on “Home Theater” Operating System, Sonos and Audio Platforms, Netflix to Begin Going After Password Sharing
- Apple Tussles With Android TV/Google TV, Studio Display Gets Mixed Reviews, Apple and the TV Set Question
- EU’s iOS Sideloading Requirement Looking More Likely, Apple’s Potential Approach to Allowing Sideloading on iPhone, Measuring the Financial Impact From Sideloading
- Ford’s Major Overhaul, Legacy Car Makers Want to Go Direct to Consumer, VW Interested in U.S. Electric Truck Market
- Apple Watch as an iPhone SE Headwind (Revisited), Estimating iPhone SE (3rd Gen) Unit Sales, The iPhone SE Home Button Question
- Disney+ to Launch Ad-Supported Tier, Peloton Experiments With Hardware as a Service, Pricing Experimentation in Tech Land on the Rise
- How the 24-inch iMac Foreshadowed Apple’s Mac Desktop Shift, Some Foxconn Factories Go Into COVID Lockdown, Chipmakers Planned Ahead for Russia/Ukraine
- Apple’s “Peek Performance” Event Review (Interesting Tidbits and Observations)
- Apple’s “Peek Performance” Event Review (Major Takeaways)
- Thoughts Heading Into Apple’s Product Event
- Amazon’s Brick and Mortar Strategy Shift, TikTok Expands Maximum Video Length, Revisiting Apple and TikTok M&A Rumors
- Apple Halts Product Sales in Russia, Apple and the Russia Precedent, Apple Removes Russia-Backed News Outlets from the App Store
- The Design Problems Found With Foldable Smartphones, Thinking Through a Foldable MacBook, Subscription Revenue Trends in the App Store
February 2022
- Foldable iPhone Noise, Spotify Expands “Car Thing” Launch, Oppo Joins Xiaomi in Shifting Focus to High End
- Russia Invades Ukraine, A New Global Order, Apple’s Geopolitical Vulnerability
- Roku 4Q21 Earnings, Roku Contemplating Building Its Own TVs, Roku vs. Apple
- Microsoft FY2Q22 Earnings, Sonos FY1Q22 Earnings, What Sonos Is Doing Right
- 4Q21 Subscriber Share Data for Paid Video Streaming, Apple TV+ Is Finding Traction, Paid Video Streaming Feeling Pressure
- 4Q21 iPhone Sales Share in Major Countries, Why iPhone Sales in China Are Strong, Xiaomi Looking to Move to High End
- Amazon 4Q21 Earnings, Amazon Discloses Size of Advertising Business, The Amazon Prime Question
- Disney Reports Strong Disney+ and ESPN+ Numbers, The Gravitational Pull Found With Live Sports, The Case for Apple Getting Into Live Sports
- The Apple vs. Match Battle in the Netherlands, Apple Is Right to Charge for Third-Party Payments, Some iOS Developers Reveal True Intentions
- Peloton Doubles Down on Software Pivot, Spotify 4Q21 Earnings, Something Is Wrong With Spotify
- Amazon and Nike Said to Be Exploring Peloton Acquisition, A Nike / Peloton Deal Would Be Odd, Zwift vs. Peloton
- Meta Earnings, TikTok Is Hurting Facebook, Apple Is Removing Facebook’s Oxygen
- Ranking Apple’s Services by Revenue Growth, Alphabet 4Q21 Earnings, Estimating Google TAC Payments to Apple in FY21
- Apple Watch New User Trends, Thoughts on the Apple Watch Upgrade Cycle, Apple 1Q22 10-Q Takeaways
January 2022
- Reading Between the Lines of Apple’s Earnings Q&A with Analysts
- Apple’s 1Q22: By the Numbers, Apple Gross Margins Steal the Show, One Remaining Messy Growth Quarter, Apple’s Paid Subscriptions Train
- Spotify Chooses Joe Rogan Over Neil Young, Are Exclusive Podcasts Working?, Apple Planning on Having iPhones Accept Payments
- Previewing Apple’s 1Q22 Earnings, My Updated Apple Earnings Model, A Sneak Peek at Apple’s 2Q22
- Netflix Earnings Raises Questions, Concerns in Paid Video Land, Apple TV+ and Star Power
- Peloton Hires McKinsey for Strategy Help, Peloton as an M&A Target, Apple’s Blind Spots With Gaming?
- Microsoft to Acquire Activision, Microsoft's Love Letter to Xbox, Apple and Gaming
- Netflix Raises U.S. Subscription Prices, Wordle’s Popularity Supports the App Store, Fortnite Returns to iPhone via Nvidia
- Meta Reportedly Gives up on New AR OS, Meta Poaching Giants for AR HW Talent, The Reason Behind South Korea’s App Store Crackdown
- The iPhone at 15 Years, iMessage’s Superiority in the U.S., iMessage Outside the U.S.
- Apple’s Entertainment Arm, Revisiting the Idea of Apple Studios, Estimating App Store Revenue in 2021
- Ford Doubles Electric F-150 Production, Strava Not Seeing Peloton-Like Slowdown, Another Pixar Movie Going Straight to Disney+
- Amazon Internal Documents Point To Dismal Alexa Usage, The Smart Speaker Head Fake, Thursday Q&A
- Apple Share Buyback Impact on Market Cap and Share Price, Apple Talks AirPods With What Hi-Fi Blog
- Apple Reaches $3 Trillion, Thoughts on AAPL and $4 Trillion, Tesla’s Stellar 4Q21 Vehicle Deliveries
- Apple in 2021, Apple Products Discontinued in 2021, The Pre-AR Era at Apple
2021 192
December 2021
- Above Avalon Year in Review (2021)
- Above Avalon Podcast Episode 188: Apple Closed Its M&A Wallet
- 3Q21 Smart Speaker and Smart Display Sales Estimates, The Verdict on the Original HomePod, What’s Next for HomePod?
- AirTag’s First Controversy, Apple Is Leading the Charge on Tracker Safety, Lessons From the YouTube TV/Disney Battle
- Niantic CEO Pours Cold Water on the Metaverse, Meta Buys Within, The Mistake People Are Making With the Metaverse
- Podcast Advertising Grows Up, Thoughts on Apple Expanding Ads Business to Apple Podcasts, The Business Model Behind Apple’s Content Distribution Arm
- Google Aiming for First In-House Smartwatch in 2022, Google’s Lost Opportunity With Fitbit, Apple Watch Advantages
- Wallpaper Profiles Apple’s Design Team, Design at Apple, Is There a Jony Successor?
- Apple Wins Stay In Anti-Steering Ruling, Thoughts on Apple’s “Secret” Deal With China, Apple In China Is a Rorschach Test
- Nikkei Asia Calls Bloomberg’s Bluff on Slowing iPhone Demand, Connecting the iPhone Dots
- DigiTimes’ Questionable Report About iPhone Production, Life360 Outed as Major Privacy Invader, Apple’s Privacy Advantage
- Roku Reminds Me of Spotify, Roku Hits Pandemic Air Pocket, Revisiting the Roku Bear Case, Above Avalon Gifts (2021 Holiday Season)
- Bloomberg’s Odd Article About iPhone Demand, The Suspicious Timing of Bloomberg’s Article
- Foldable smartphone sales have not been impressive
November 2021
- iPhone Depreciation Hits Record Low, Using the Gray Market to Gauge iPhone Strength, Apple/CIT MacBook Upgrade Program
- Spotify’s Goal, Spotify Partners with Netflix, Spotify vs. Apple Podcasts
- Apple’s Car Goals Have Remained Consistent, Hertz Partners With Uber, Tile Sells Itself to Life360
- AAPL Shares Hit All-Time High, Thoughts on AAPL Valuation, AAPL vs. MSFT
- Above avalon episode 188 apple closed its ma wallet
- Qualcomm warns of apple modems apple modems and gross margins apple announces self service repair
- Apple’s Extremely Quiet Year for M&A
- The Tim Cook / Andrew Ross Sorkin Interview
- Foxconn Warns of Difficult 2022, Apple Simplifies Its Beats Lineup, Hertz Announces Deal With Tesla
- The Above Avalon Daily Update Recap (3Q21 Edition)
- Disney Earnings, Apple Unveils Apple Business Essentials, Thursday Q&A
- Snap and Meta Feel Apple ATT Impact, Estimating ATT’s Financial Impact, Should Apple Be In the Ads Business?
- Apple Hires Another Tesla Autopilot Executive, GM Cruise Launches Self-Driving Taxi Service, Foxconn Unveils First EV Concepts
- Peloton 1Q22 Earnings, Peloton Sends Warning Signal, Peloton vs. Fitbit
- Google to Adjust Developer Fees in South Korea, In-App Payment Debate Is a Red Herring, Netflix Unveils Games for Android
- Apple Shifting Device Production Orders, U.S. Election Implications on Apple and Big Tech, Revising My Apple 2022 Estimates
- Apple 2021 10-K Takeaways
- Above Avalon Podcast Episode 187: Thoughts on Apple Watch Series 7
- Apple 4Q21 Earnings Review (Details)
October 2021
- Apple 4Q21 Earnings Review (Major Takeaways)
- Previewing Apple’s 4Q21 Earnings, My 4Q21 Estimates, Apple Product Category Expectations
- AirPods as a Platform, Thoughts on the M1 Pro and M1 Max, Jony Ive’s Influence at Apple
- Thoughts / Initial Impressions About Apple’s Product Event
- Above avalon episode 187 thoughts on apple watch series 7
- Mac new users: 15 million per year (an all-time high)
- the Above Avalon daily update from October 14th
- The Apple Watch Series 7 Is Great
- Apple Appeals Epic Games Ruling, U.S. Banks Attacking Apple Pay Fees, Estimating Apple Pay Revenue
- Apple Employee “Unrest,” Tim Cook Goes After Social Media, Paddle and App Store Alt Payments
- More on iPhone's Future Sales Trajectory, Apple Health Said to Be in Turmoil, Tesla 3Q21 Deliveries
- Foxconn to Buy Old GM Plant, China’s Power Crunch, iPhone 13 Production Hits Snags
- iPhone new users: 60 million per year (a five-year high)
- Above Avalon Podcast Episode 186: The iPhone 13 Has Arrived
September 2021
- The Number of Apple Watches in the Wild, Apple Watch Adoption Estimates, Apple Watch Upgrading Trends
- The Amazon Event, Amazon’s Play for Neighborhoods, Amazon Astro
- Jony Ive Partners with Ferrari, iPhone 13 Strength in China, Apple vs. Huawei
- Disney Warns of Messy Disney+ Subscriber Trends, Estimating the Number of Apple TV+ Subscribers, Revisiting Apple’s Paid Subscriptions Tally
- Facebook Unveils Portal Go and Portal+, Microsoft's Surface Event, The Surface Duo 2
- Facebook Launches Ray-Ban Stories Glasses, Facebook’s Smart Glasses Sales Pitch, Facebook’s HW Head Promoted to CTO
- The iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 Sales
- Kevin Lynch Tapped to Lead Project Titan, Disillusionment in the Auto Space Is Setting In, Ted Lasso Wins Big at the Emmys
- The Apple Event (Full Notes)
- The Apple Event (Major Takeaways)
- Thoughts on the Epic Games vs. Apple Ruling
- TSMC Raising Chip Prices, Apple’s Pricing Advantage, Thursday Q&A
- Doug Field Leaves Apple for Ford, Project Titan’s Trajectory and Leadership, Silicon Valley vs. Detroit
- Apple Delays Child Safety Features, An Update Regarding Apple’s Rumored Self-Driving Car Facility in Arizona, Apple Continues Hiring Car HW Talent
- Apple Makes Concession Regarding Reader Apps, Reader Apps vs. Multiplatform Apps, The Strategy Behind Apple’s App Store Changes
- More on South Korea's App Store Payment Bill, Thinking Through Alternative In-App Payments, Unintended Consequences of App Store Changes
August 2021
- Peloton Earnings, South Korea Passes App Store Payments Bill, Apple Acquires Primephonic
- Apple Settles Class-Action Suit from U.S. Developers, Why Settle Now?, The iOS Developer Divide
- More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse
- Disney Earnings, Disney Will Surpass Netflix, Roku Earnings
- Apple Leaker Comes Forward, Apple’s Ongoing War on Leaks, Thursday Q&A
- Follow the Tech Capex, Apple’s Reliance on Chinese Suppliers Increases, Foxconn Moving Forward With Car Factories in U.S.
- Alphabet Earnings, Amazon Earnings, Microsoft Earnings
- Apple Releases Security Threat Model Review of CSAM Detection, Apple Doing Damage Control, Genuine Pushback to Apple’s CSAM Detection
- Sonos 3Q21 Earnings, Anti-App Store Legislation Introduced in Senate, The Bill’s Privacy and Security Exemption
- The Apple TV Debate Rages On, Apple’s Home Strategy, Smart Homes and Ecosystems
- Apple Head of Privacy Talks CSAM Detection, CSAM Detection FUD, Apple and the Privacy High Ground
- Apple Announces Expanded Protections for Children, Thoughts on Apple’s CSAM Detection, Apple CSAM and the Slippery Slope
- The Most Surprising Item from Apple Earnings, Revising My Apple Estimates, Why My Apple Estimates Continue to Move Higher
- Apple’s 2022 iPhone Lineup Taking Shape, Two Big iPhone Bets, Facebook Goes Around App Store for Cloud Gaming
- Square Acquires Afterpay, Square vs. Apple, The Future of Credit
- Notes from Apple’s 3Q21 10-Q, Deconstructing Apple’s 3Q21 Revenue Growth, Apple's Capacity to Increase Its Share Buyback Pace
July 2021
- Apple 3Q21 Earnings Review (Full Notes)
- Thoughts on Apple's 3Q21 Earnings, Apple's Ecosystem Is Rapidly Expanding, Apple Supply Issues Are Overblown
- Tesla Earnings, Elon Musk Goes After Apple Again, Musk Steps Away from Earnings Calls
- My 3Q21 Apple Financial Estimates
- Wall Street’s Expectations Game, Let’s Talk AAPL Stock, The Environment Heading Into Apple’s 3Q21 Earnings
- Netflix 2Q21 Earnings, Netflix Is Feeling Competitive Pressure, Netflix’s Video Gaming Strategy
- Apple’s Return to the Office Brouhaha, Apple Searching for Hollywood Hub, The Ted Lasso Effect
- Apple’s Kevin Lynch Joins Project Titan, Apple Car Implications, Apple Watch Implications
- Netflix Moving Forward with Gaming, Entertainment Bundles Will Win, This Time Is Different for Games
- Apple Reportedly Increases iPhone Build Orders, Thoughts on iPhone Sales Trends, Apple and Goldman Working on Apple Pay Later
- Apple’s Services Journey, A Different Way of Thinking of Apple One, Apple Services Evolution
- Apple and the NFL, Disney’s Black Widow Opening Weekend, A Laptop Revival
- App Consumer Spend Growth Is Accelerating, Are We Already in a New Era for Apps?, Facebook Goes After iOS Default Apps
- EU’s Vestager Threatens Apple, Video Streaming Box Market Shares, Peacock Signs Universal Deal
- CAID Fizzles, Ad Budgets Reportedly Shifting to Android, The Debate Surrounding Apple’s Ads Business
- Valuing Recurring Revenue Streams for the Giants, Where Will Apple Growth Come From?, Thursday Q&A
June 2021
- Comcast’s Video Streaming Strategy, Ad-Based Streaming Momentum, Revisiting M&A in Video Land
- FTC’s Lawsuit Against Facebook Thrown Out, Facebook Joins Trillion Dollar Club, Valuing the Giants on Free Cash Flow
- Peloton’s Newest Wearable…Sort Of, Peloton Makes Play for Businesses, Opposition to Anti-Tech Bills Materializes
- More on Apple’s Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the Wrist
- Apple Responds to Congress, The Effectiveness of an iOS Sideloading Fear Campaign, Is Apple’s Response Too Little, Too Late?
- Are Cracks Forming at Google?, Google’s Real Problem, Spielberg Partners with Netflix
- 5G Smartphone Industry Sales Trends, Inside Apple’s Back to School Promotion Strategy, Apple Watch Executive Talks Health
- June 17th, 2021: Dissecting Apple’s Headphones Line, Apple’s Headphones Strategy, Sizing Up Apple’s Headphones Business
- Apple’s Health Struggles, Apple Officially Unveils Beats Studio Buds, The Oddities Found with Beats Studio Buds
- Thoughts on U.S. House’s Anti-Tech Bills, Tech vs. Washington Noise, Apple Dials Back Apple TV+ Promotional Offer
- Facebook Smartwatch Details Leak, Cameras on the Wrist, Apple Hires Top Auto HW Executive
- Apple WWDC 2021 Keynote Review (Consolidated)
- Notes from Apple's WWDC 2021 Keynote (Part 2)
- Notes from Apple’s WWDC 2021 Keynote (Part 1)
- Apple’s WWDC 2021 Keynote (Major Themes)
- Previewing Apple’s WWDC 2021, A $650B App Store Ecosystem, The App Store Breeds IPOs and M&A
- Apple’s Future Competition in Wearables, Jony Ive’s Involvement with the New iMac, Ford F-150 Lightning Reservations Tally
May 2021
- The Logic for Tech Companies to Own Content, Google Teams up with HCA Healthcare, Apple's Healthcare Risk
- WarnerDiscovery and Apple M&A, Ranking Paid Video Streaming Leaders, Netflix Contemplating Move into Gaming
- The Epic Games Trial Hasn’t Been Embarrassing For Apple, Amazon Close to Buying MGM, Why Apple Passed on MGM
- Tim Cook Grilled By Epic Games Trial Judge, Snap Defends the App Store…Sort Of, Snap Unveils AR Glasses
- Google I/O 2021, Google Finally Takes Wrist Wearables Seriously, Apple vs. Google
- Apple Designer Eugene Whang Left Apple, Apple Industrial Design Turnover, Spotify’s WSJ Op-Ed Against Apple
- The New York Times Article on Apple in China, The "Designed by Apple in California" Slogan, My Stance on Apple and China
- AT&T to Spin Off WarnerMedia, HBO Max’s Future, Apple Implications
- Elon Musk Backtracks on Bitcoin, Inflation Fears and Apple Valuation, My Updated Apple Earnings Model
- Peloton Earnings, Roku Earnings, Apple to Double Down on U.S. Expansion
- Apple Expands Its Ads Business, Apple’s Ads Business vs. ATT, The Apple vs. Facebook Battle
- Amazon Partners With Tile, The Tile Dilemma, Apple Hires New PR Chief
- Peloton Recalls All of Its Treadmills, The At-Home Fitness Revolution Needs a Reset, Apple, Fitness Machines, and Gyms
- Netflix Earnings, Netflix Is in Denial About Competition, Netflix Announces Share Buyback
- Apple 2Q21 10-Q Notes, The Apple Services Myth, Apple Is Losing Share Buyback Buying Power
- My Full Notes From Apple Earnings
April 2021
- Apple Earnings, Deconstructing Apple’s Growth, A Margins Rocket, Apple's Stingy Dividend Increase
- Apple’s Strategy for Going Up Against Epic in Court, Epic’s PR Weakness, What Does It All Mean?, My Updated Apple Earnings Model
- Epic Games vs. Apple, Epic's Arguments Against Apple, Epic’s Motivation
- Previewing Apple 2Q21 Earnings, My 2Q21 Apple Estimates, Apple Buyback and Dividend Projections
- Thoughts on Apple Podcasts Subscriptions, AirTag Adoption Estimates, Additional Apple Event Observations
- Apple’s Impressive Event
- Previewing Apple’s Event, Apple Event Goals, Apple’s Evolving Manufacturing Apparatus
- The Story Behind Apple and VanMoof, Find My Network vs. Tag My Network, Thursday Q&A
- Apple Reportedly in Talks With LG Magna for Cars, Automakers vs. Foxconn vs. Auto JVs, Apple and Owning Car Factories
- An Apple TV / HomePod Hybrid?, An iPad / HomePod Hybrid?, Apple and the Smart Home
- LG Ends Smartphone Efforts, Smartphones and Flat Circles, Smartphone Market Share Trends
- Apple Expands Find My Network, Apple Is Building Location Layers for AR, What About AirTags?
- Spotify Buys Locker Room, Apple Podcasts Data, Apple and Podcasting Sustainability
- Apple Arcade’s Strategy Shift, Apple Invests in UnitedMasters, Microsoft’s $22B HoloLens Deal
- Tim Cook’s NYT Interview with Kara Swisher (Privacy, App Store, Future Products)
March 2021
- Apple’s AR/VR Plans, Snap and AR, Wednesday Q&A
- Apple’s App Store Defense, Apple Expands Independent Repair Program, Foxconn Contemplating Car Manufacturing in Wisconsin
- Apple Contemplating Apple Watch Explorer Model, Thinking About the Apple Watch Line, Apple Watch Partnerships
- Tesla Accepts Bitcoin as Payment, Tesla, Bitcoin, and the Environment, Mac OS X Turns 20
- Disney Throws Theaters Under the Bus, Apple Card Applicant Data Revealed, OnePlus Enters Smartwatch Arena
- Peloton Acquires Wearables Company, Peloton vs. Apple Watch, Facebook Talks Up Smartwatch as AR Controller
- HomePod Mini’s Secret Sensor, Apple Unveils Retail Strategy for Services, Tim Cook Expects Return to the Office
- My iPad Installed Base Estimate, Apple Watch Installed Base Math, Apple Watch Upgrading
- Apple and Russia Reach App Agreement, CAID vs. Apple, Google Play Fees Cut
- Is Apple Afraid of Losing Focus?, Apple’s Priorities, iPhone Installed Base Math
- Apple Discontinues HomePod, Apple’s Predicament, Apple May Be Making a Mistake
- Apple Stores Are Different, Apple Store’s Strength, Apple Store’s Weakness
- A Questionable Report on iPhone Orders Being Cut, iPhone 12 Mini Orders, iPhone 12 Production Begins in India
- Apple’s Earnings Power, Apple Free Cash Flow, Thoughts on AAPL Valuation
- iMac Pro Discontinued, The Mac’s Positioning, The Strategy Behind Apple Fitness+ Classes
- Regulators Examining Sign in With Apple, Arizona’s Anti-Apple Bill Advances, Disney to Close 20% of Stores
- App Store Subscription Revenue Estimates, An App Store Narrative Violation, App Store ARPU vs. User Growth
- Warren Buffett’s Annual Letter, Apple Isn’t Buffett’s Token “Tech” Stock, Apple, Buffett, and Buyback
- 2020 U.S. Music Industry Financials, Apple Shoots Down Free Music Streaming, Music Streaming Pricing, Introducing Inside Orchard
February 2021
- Target to Open Mini Apple Stores, Apple’s Retail Store Growth Strategy, Thursday Q&A
- The Spotify Story, Spotify 4Q20 Earnings, Spotify vs. Clubhouse vs. Apple
- Cook vs. Zuckerberg, Tim Cook on Privacy, Tech Business Models Are Starting to Collide
- Apple Partnering With Skydance, Apple's TV+ Bet Flying Under Radar, The "Cost" of Free TV+
- Disney Earnings, Sonos Earnings, Thursday Q&A
- Volkswagen CEO Writes Off Apple, Volkswagen vs. Palm, Nissan Turns Down Apple
- Apple Watch at 100M Wrists, Apple Watch Growth Trajectory, Facebook Looking to Launch Smartwatch
- Tesla’s Bitcoin Problem, Apple and Bitcoin Mining, Introducing My FY2022 Estimates for Apple
- Tesla Buys Bitcoin, Apple and Bitcoin, Apple and Crypto Exchanges
- Peloton Earnings, My Questions Regarding Peloton, Apple TV+ and “Freeloaders”
- Apple / Hyundai Talks Break Down, The Jeff Bezos Transition, Amazon Hardware Questions
- Apple Car and the Last Mile, Revisiting an Apple Campus Shuttle Service, Thursday Q&A
- Apple Reportedly to Sign Car Deal With Kia, Hyundai’s Concerns About Apple, What Is Apple Doing?
- My Notes From Apple’s Earnings Call, Apple’s Paid Subscriptions, Apple 10-Q Takeaways
- An Apple Margins Surprise, Measuring Apple’s Wearables Business, iPhone Sales in China
January 2021
- Apple Earnings, The Most Important Apple Number, Apple Remains Misunderstood
- Apple Podcasts+ Looking Likely, Apple Launches Time to Walk Audio Workouts, Microsoft Earnings
- Apple Announces Executive Changes, Dan Riccio and Design, A New Apple Succession Trend
- My Apple 1Q21 Estimates, Wall Street’s Expectations, The Apple Number to Watch
- Apple’s Secret Weapon for Fitness, How Much Is Apple TV+ Costing Apple?, Thursday Q&A
- Netflix Earnings, Apple Extends TV+ Free Trial (Again), Engagement Is Key in Video Streaming
- Peloton’s Marketing Shift, Peloton Buys Precor, Peloton vs. Apple
- published on January 14th, 2021
- Apple Held Talks With Canoo, Apple Continuing to Poach Tesla, Tesla and First Movers
- Hyundai Confirms Talks With Apple, Apple Considering Car Factory in Georgia, Making Sense of Apple and Hyundai News
- Apple Removes Parler From App Store, Censorship vs. Curation, Big Tech and Collusion Allegations
- Apple Discloses Key App Store Financial Data Point, Apple’s Content Distribution Arm, Thursday Q&A
- U.S. Senate on Track to Flip, Selling a Smaller iPhone, Thinking About an iPhone SE (3rd Generation)
- iPhone Activation Data (Christmas 2020), An iPhone 12 Mini Problem, Gazelle Ends Trade-Ins
- Elon Musk’s Apple Tweet, Apple and Tesla M&A, Tesla 4Q20 Deliveries