Above Avalon Weekly Articles
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May 2024
- May 3, 2024 Key Takeaways From Apple’s 2Q24 Earnings May 3, 2024
- May 2, 2024 My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model May 2, 2024
- May 1, 2024 Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance May 1, 2024
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April 2024
- Apr 30, 2024 Alphabet 1Q24 Earnings, Pichai (Sort Of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization Apr 30, 2024
- Apr 26, 2024 Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales Apr 26, 2024
- Apr 25, 2024 Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple Apr 25, 2024
- Apr 24, 2024 Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR Apr 24, 2024
- Apr 22, 2024 Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics Apr 22, 2024
- Apr 16, 2024 iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff Apr 16, 2024
- Apr 12, 2024 Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A Apr 12, 2024
- Apr 12, 2024 Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy Apr 12, 2024
- Apr 12, 2024 Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro Apr 12, 2024
- Apr 11, 2024 Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+ Apr 11, 2024
- Apr 5, 2024 Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team Apr 5, 2024
- Apr 5, 2024 Apple Releases "2023 MLS Cup Highlights" for Vision Pro, A Breathtaking Moment for Vision Pro, Apple Immersive Video Questions Apr 5, 2024
- Apr 5, 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 Apr 5, 2024
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March 2024
- Mar 27, 2024 U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2) Mar 27, 2024
- Mar 27, 2024 U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1) Mar 27, 2024
- Mar 27, 2024 Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports Mar 27, 2024
- Mar 27, 2024 Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition Mar 27, 2024
- Mar 27, 2024 Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales Mar 27, 2024
- Mar 19, 2024 My Thoughts Regarding the Apple / Gemini AI Licensing Rumor Mar 19, 2024
- Mar 19, 2024 Project Titan Follow-Up, Apple vs. EU Follow-Up Mar 19, 2024
- Mar 13, 2024 Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor Mar 13, 2024
- Mar 13, 2024 Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers Mar 13, 2024
- Mar 13, 2024 Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU Mar 13, 2024
- Mar 8, 2024 Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision Mar 8, 2024
- Mar 8, 2024 Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity Mar 8, 2024
- Mar 6, 2024 EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response Mar 6, 2024
- Mar 5, 2024 Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers Mar 5, 2024
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February 2024
- Feb 29, 2024 Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects Feb 29, 2024
- Feb 29, 2024 Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots Feb 29, 2024
- Feb 27, 2024 Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring Feb 27, 2024
- Feb 27, 2024 Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story Feb 27, 2024
- Feb 23, 2024 Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only? Feb 23, 2024
- Feb 23, 2024 Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture Feb 23, 2024
- Feb 16, 2024 Microsoft Earnings, Peloton Earnings Feb 16, 2024
- Feb 16, 2024 Alphabet Earnings, Amazon Earnings Feb 16, 2024
- Feb 15, 2024 Thoughts on How Zuckerberg Can Monetize Meta Reality Labs Feb 15, 2024
- Feb 12, 2024 Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI Feb 12, 2024
- Feb 9, 2024 Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App Feb 9, 2024
- Feb 8, 2024 Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations Feb 8, 2024
- Feb 8, 2024 Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts Feb 8, 2024
- Feb 6, 2024 Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street Feb 6, 2024
- Feb 2, 2024 Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance Feb 2, 2024
- Feb 1, 2024 My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Model Feb 1, 2024
- Feb 1, 2024 Preparing for Apple’s 1Q24 Earnings Release Feb 1, 2024
- Feb 1, 2024 Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy Feb 1, 2024
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January 2024
- Jan 26, 2024 Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro Jan 26, 2024
- Jan 26, 2024 Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community Jan 26, 2024
- Jan 24, 2024 Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple Jan 24, 2024
- Jan 24, 2024 More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch Jan 24, 2024
- Jan 18, 2024 Thoughts After Using Apple Vision Pro for a Second Time Jan 18, 2024
- Jan 17, 2024 U.S. Supreme Court Declines to Hear Epic/Apple Appeals, The New App Store Battle, Consumers Should Be More Vocal Jan 17, 2024
- Jan 16, 2024 Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy Jan 16, 2024
- Jan 12, 2024 Google Reorganizes Devices Group, Humane Announces Reorganization Jan 12, 2024
- Jan 12, 2024 Analyzing Historical Apple HW Launches (Unit Sales), Vision Pro Launch Sales Estimate Jan 12, 2024
- Jan 10, 2024 Apple Releases First Vision Pro Ad, Revisiting the First iPhone Ad, iPhone vs. Vision Pro Jan 10, 2024
- Jan 10, 2024 Apple Vision Pro Launch Date Announced, New Vision Pro Details, What About Vision Pro Demos? Jan 10, 2024
- Jan 5, 2024 New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China Jan 5, 2024
- Jan 4, 2024 More on Apple Watch Ultra, Tesla 4Q23 Deliveries, EV Market Slowing in U.S. Jan 4, 2024
- Jan 2, 2024 U.S. Court Pauses Apple Watch Ban, Apple’s Response, Why I’m Not Concerned About Apple Watch Jan 2, 2024
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December 2023
- Dec 22, 2023 The Ultra Strategy: An Examination of Apple’s Adventurous Watch (Above Avalon Report) Dec 22, 2023
- Dec 22, 2023 Apple Year in Review 2023 (Financial Strategy) Dec 22, 2023
- Dec 18, 2023 Apple Facing Apple Watch Ban in U.S., Apple Year in Review 2023 (Product Strategy) Dec 18, 2023
- Dec 15, 2023 Netflix Releases Engagement Report, Takeaways From Netflix’s Data Dump, EU Close to Ruling Against Apple in Spotify Probe Dec 15, 2023
- Dec 13, 2023 Google Losses Antitrust Case to Epic Games, GM Digging Deeper CarPlay Hole, Anti-Apple Brigade Forms in EU Dec 13, 2023
- Dec 12, 2023 Google Faked Its Gemini AI Demo, CNBC Pumped Alphabet Stock Due to Gemini Demo, Generative AI Demos Are Lacking Dec 12, 2023
- Dec 12, 2023 Apple to Support RCS, The Real “Why” Behind iMessage’s U.S. Superiority, EU Leaning Against Regulating iMessage Dec 12, 2023
- Dec 12, 2023 More on Apple Share Buyback vs. Market Cap, Thoughts on Apple and a $4 Trillion Market Cap, Thursday Q&A Dec 12, 2023
- Dec 7, 2023 AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update Dec 7, 2023
- Dec 6, 2023 Introducing the Financial Models Add-on for Above Avalon Membership Dec 6, 2023
- Dec 5, 2023 Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S. Dec 5, 2023
- Dec 5, 2023 Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023) Dec 5, 2023
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November 2023
- Nov 30, 2023 The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A Nov 30, 2023
- Nov 29, 2023 Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution Nov 29, 2023
- Nov 28, 2023 Sonos FY4Q23 Earnings, Sonos Discloses New Installed Base Data, Sonos’ Product Roadmap for 2024 Nov 28, 2023
- Nov 28, 2023 More on the Mac, Judging Mac Sales, Assessing Mac Success Nov 28, 2023
- Nov 22, 2023 The State of the Mac (Above Avalon Report) Nov 22, 2023
- Nov 20, 2023 The OpenAI Saga, AI Shortcomings and Apple’s Opportunity Nov 20, 2023
- Nov 15, 2023 Meta 3Q23 Earnings, Meta Hints at Sluggish Quest 3 Sales Nov 15, 2023
- Nov 15, 2023 Disney FY4Q23 Earnings, Another Disney Bomb at the Box Office Nov 15, 2023
- Nov 13, 2023 Apple Demos More Vision Pro Spatial Videos, 3D Movie Icon Appears on Apple TV, Humane Ai Pin vs. Spatial Photos/Videos Nov 13, 2023
- Nov 10, 2023 Apple Share Buyback Update, Apple's Paid Subscriptions Growth Update Nov 10, 2023
- Nov 9, 2023 Apple 2023 10-K Takeaways Nov 9, 2023
- Nov 8, 2023 Reading Between the Lines of Apple’s 4Q23 Earnings Q&A With Analysts Nov 8, 2023
- Nov 7, 2023 Three Interesting Charts for Apple's 4Q23 Nov 7, 2023
- Nov 3, 2023 Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance Nov 3, 2023
- Nov 1, 2023 My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model Nov 1, 2023
- Nov 1, 2023 Thoughts on Apple’s “Scary Fast” Event Nov 1, 2023
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October 2023
- Oct 30, 2023 Setting the Stage for Apple’s FY4Q23 Earnings Oct 30, 2023
- Oct 27, 2023 Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings Oct 27, 2023
- Oct 25, 2023 Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs Oct 25, 2023
- Oct 25, 2023 Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn? Oct 25, 2023
- Oct 23, 2023 Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix Oct 23, 2023
- Oct 19, 2023 Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners Oct 19, 2023
- Oct 18, 2023 Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales Oct 18, 2023
- Oct 17, 2023 Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy Oct 17, 2023
- Oct 16, 2023 Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue Oct 16, 2023
- Oct 13, 2023 Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness Oct 13, 2023
- Oct 11, 2023 U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf Oct 11, 2023
- Oct 10, 2023 Eddy Cue on Apple’s Sports Strategy, Apple’s Challenges With Sports, Meta Layoffs Hit Custom Silicon Unit Oct 10, 2023
- Oct 6, 2023 Amazon Prime Video to Include Advertising, Apple TV+ and Advertising, Thursday Q&A Oct 6, 2023
- Oct 4, 2023 OpenAI and Jony Ive Discuss HW Venture, What Is AI Hardware?, Humane Provides First Look At Ai Pin Oct 4, 2023
- Oct 3, 2023 U2 Opens Sphere in Las Vegas, iPhone and Live Events, Apple Vision Pro and Live Events Oct 3, 2023
- Oct 2, 2023 Meta Connect 2023, Two Meta Pivots, The Elephant in the Room Oct 2, 2023
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September 2023
- Sep 29, 2023 Microsoft’s Copilot Event, Microsoft (Quietly) Pulling the Surface Plug, Apple Is Thinking Differently Sep 29, 2023
- Sep 27, 2023 Apple Presentation Criticism, Attending the Apple Event, Vision Pro and Apple Events Sep 27, 2023
- Sep 26, 2023 An Apple vs. Qualcomm Refresher, Apple Extends Qualcomm Supplier Agreement, The WSJ’s Apple Modem Hit Piece Sep 26, 2023
- Sep 22, 2023 Amazon’s Product Event, Missing Amazon Buzz Sep 22, 2023
- Sep 21, 2023 iPhone 15 and 15 Pro Pre-orders in China, Tim Cook’s Very Strong Interview With CBS News Sep 21, 2023
- Sep 20, 2023 iPhone 15 and 15 Pro Pre-orders Observations, Microsoft HW Chief Jumps Ship, Revisiting the Gadget Recession Sep 20, 2023
- Sep 18, 2023 Thoughts on Apple Product Pricing, My iPhone and Apple Watch Sales Mix Estimates, U.S. Carriers Improve iPhone Promotions Sep 18, 2023
- Sep 15, 2023 Deconstructing Apple’s Product Event (iPhone Notes) Sep 15, 2023
- Sep 15, 2023 Deconstructing Apple’s Product Event (Apple Watch), About That Apple “Mother Nature” Video Sep 15, 2023
- Sep 13, 2023 Apple’s September 2023 Product Event, A Different Feeling, Not Taking Anything for Granted Sep 13, 2023
- Sep 7, 2023 China Reportedly Extends iPhone Ban for Government Officials, Why the China Story Isn't Adding Up, The Huawei Factor Sep 7, 2023
- Sep 6, 2023 Spotify 2Q23 Earnings, Spotify’s Podcasting Disappointment, Revisiting Apple Podcasts Sep 6, 2023
- Sep 5, 2023 Globalstar Signs Launch Deal With SpaceX, SpaceX on Apple’s Radar? Sep 5, 2023
- Sep 1, 2023 Apple Considering Supplier Shift for Vision Pro Displays, Vision Pro and China, Thursday Q&A Sep 1, 2023
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August 2023
- Aug 30, 2023 Amazon Reportedly Interested in ESPN Deal, Apple Vision Pro and Live Sports Consumption, Apple Changes Scorsese Film Release Aug 30, 2023
- Aug 29, 2023 More on Apple’s Photo of Vision Pro in a Developer Lab, EyeSight’s Visual Cues, My EyeSight Theory Aug 29, 2023
- Aug 28, 2023 Apple Gives Sneak Peek Inside Apple Vision Pro Labs, Vision Pro Apps vs. Apple Watch Apps Aug 28, 2023
- Aug 25, 2023 Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity Aug 25, 2023
- Aug 24, 2023 Sonos FY3Q23 Earnings, Sonos Taking Speaker Share, Sonos vs. Apple Aug 24, 2023
- Aug 23, 2023 Meta’s Ray-Ban Stories Sales Figures Leak, Ray-Ban Stories’ Retention Problem, Ray-Ban Stories vs. Vision Pro Aug 23, 2023
- Aug 16, 2023 Apple Launches “Pay the Apple Way” Marketing Campaign, Apple and the Pac-12 Implosion Aug 16, 2023
- Aug 15, 2023 Emergency SOS via Satellite Used During Hawaii Wildfires, Defining Apple Innovation, Apple Savings Hits $10 Billion in Deposits Aug 15, 2023
- Aug 11, 2023 Disney 3Q23 Earnings, Iger Setting Low Expectations, Disney Raises DTC Streaming Prices Aug 11, 2023
- Aug 9, 2023 Apple 3Q23 10-Q Takeaways, Apple's Share Buyback Update, Apple R&D Expense Growth Slows Aug 9, 2023
- Aug 8, 2023 Reading Between the Lines of Apple’s 3Q23 Earnings Q&A With Analysts Aug 8, 2023
- Aug 7, 2023 Apple's 3Q23 in Three Charts Aug 7, 2023
- Aug 4, 2023 Apple 3Q23: By the Numbers, The Most Impressive Apple Number, About That Weak iPad Number Aug 4, 2023
- Aug 2, 2023 Alphabet 2Q23 Earnings, Ruth Porat to Oversee Alphabet’s Other Bets, My Updated Apple Earnings Model Aug 2, 2023
- Aug 1, 2023 My FY3Q23 Apple Estimates, Early Thoughts on Apple’s FY4Q23 Aug 1, 2023
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July 2023
- Jul 31, 2023 Setting the Stage for Apple’s FY3Q23 Earnings Jul 31, 2023
- Jul 28, 2023 Meta 2Q23 Earnings, Reality Labs Losses, Meta Stock Jul 28, 2023
- Jul 26, 2023 Microsoft FY4Q23 Earnings, The Microsoft Business, Apple vs. Microsoft Jul 26, 2023
- Jul 25, 2023 Tesla Earnings, Tesla's Cost Reductions, Apple’s Project Titan Implications Jul 25, 2023
- Jul 24, 2023 "Barbenheimer" Wins at the Box Office, How Did "Barbenheimer" Do It?, Apple and Messi Jul 24, 2023
- Jul 21, 2023 Netflix Earnings, Netflix Won't Want to Be Compared to YouTube Jul 21, 2023
- Jul 19, 2023 Parsing Iger’s ESPN Comments, ESPN’s Value, Thoughts on an Apple / ESPN Partnership Jul 19, 2023
- Jul 18, 2023 Bob Iger’s CEO Contract Extended (Again), The Bob Iger Question, Iger Hints at Divestitures and Partnerships Jul 18, 2023
- Jul 13, 2023 Apple Cornering Market on Premium Headset Components, Disney's Troubles Grow, Apple’s Leverage Against Disney Jul 13, 2023
- Jul 11, 2023 App Store Turns 15, Head of Google's AR Software Quits, Vision Pro’s Influence Already Being Felt Jul 11, 2023
- Jul 11, 2023 Samsung Announces Foldables Event in Seoul, Foldables in 2023, Samsung Rethinks Headset Approach Jul 11, 2023
- Jul 6, 2023 Tesla 2Q23 Deliveries, Ford’s EV Strategy, Doug Field’s Odd Interview With the AP Jul 6, 2023
- Jul 5, 2023 More Smoke for Apple Vision Pro Production Issues, Goldman Sachs Looking For Way out of Apple Partnership Jul 5, 2023
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June 2023
- Jun 29, 2023 AAPL Valuation Metrics, Apple's Improving Valuation, Apple Close to $3 Trillion Market Cap (Again) Jun 29, 2023
- Jun 28, 2023 Apple Makes “Silo” Episode Free on Twitter, Google Cancels AR Glasses Project, YouTube Testing Playables Games Service Jun 28, 2023
- Jun 27, 2023 How Apple Leverages Product Branding, Making Vision Pro Cool Jun 27, 2023
- Jun 26, 2023 The Vision Pro Bet, Zuckerberg’s Miscalculation, A New Normal for Headsets Jun 26, 2023
- Jun 22, 2023 Apple Releases visionOS SDK, Creating Spatial Experiences, Apple’s Developer Advantage Jun 22, 2023
- Jun 21, 2023 Spotify Earnings, Spotify Planning Supremium Tier, Warner Bros. Discovery Looking to License HBO Content to Netflix Jun 21, 2023
- Jun 20, 2023 The Talk Show at WWDC, Apple CEO Succession Jun 20, 2023
- Jun 15, 2023 How Vision Pro Can Impact Apple’s Other Products Jun 15, 2023
- Jun 14, 2023 Apple Acquires AR Headset Maker Mira, Vision Pro Supply Constraints, Apple and Disney M&A Chatter Grows Jun 14, 2023
- Jun 13, 2023 Apple's WWDC 2023 Keynote (Granular Observations) Jun 13, 2023
- Jun 12, 2023 The Lack of “AI” at WWDC, Revisiting Apple’s Identity Network, iPhone StandBy, Mac HW Updates Jun 12, 2023
- Jun 8, 2023 The Challenge Selling Vision Pro, Vision Pro Competition, Vision Pro Q&A Jun 8, 2023
- Jun 7, 2023 The “Why” Behind Apple Vision Pro, Apple Revolutionizes Memories, Vision Pro Pricing Strategy Jun 7, 2023
- Jun 6, 2023 My Thoughts After Using Apple Vision Pro Jun 6, 2023
- Jun 2, 2023 Google I/O 2023 Jun 2, 2023
- Jun 1, 2023 Sonos Earnings, Sonos Unveils Sonos Pro, Peloton Earnings Jun 1, 2023
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May 2023
- May 31, 2023 The Case for More Durable Apple Watch Ultra Bands, Disney Planning Standalone ESPN Offering May 31, 2023
- May 25, 2023 More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers May 25, 2023
- May 24, 2023 Alphabet Earnings, Pichai Comments on Google's Mobile Search Deals, Microsoft Earnings May 24, 2023
- May 23, 2023 Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM May 23, 2023
- May 19, 2023 The WSJ’s Report About Apple’s Headset, What’s Behind Apple Headset Skepticism? May 19, 2023
- May 19, 2023 YouTube Gaining TV Momentum, Value of Ad-Supported Tiers in Paid Video Streaming, Apple TV+ and Ads May 19, 2023
- May 17, 2023 Disney Earnings, Disney to Combine Disney+ and Hulu, Hulu’s Future May 17, 2023
- May 16, 2023 Amazon Earnings, Amazon’s Growth Initiatives, Amazon Bets on Return to Office May 16, 2023
- May 10, 2023 Apple’s Paid Subscriptions Growth Reaccelerates, The Case for Higher Apple Gross Margins May 10, 2023
- May 9, 2023 Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases May 9, 2023
- May 8, 2023 Reading Between the Lines of Apple’s 2Q23 Earnings Q&A With Analysts (Daily Update) May 8, 2023
- May 5, 2023 Apple 2Q23: By the Numbers, Apple Device Upgrading Slows, Apple's Emerging Markets Strength (Daily Update) May 5, 2023
- May 4, 2023 My Apple 2Q23 Estimates, Expectations for Apple's Capital Management Changes, My Revised Apple Earnings Model (Daily Update) May 4, 2023
- May 3, 2023 Setting the Stage for Apple Earnings, Revisiting My Apple Earnings Theory, U.S. Dollar Weakens (Daily Update) May 3, 2023
- May 1, 2023 NYC Bets on AirTag to Stop Car Thefts, Apple Planning to Launch Journaling App (Daily Update) May 1, 2023
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April 2023
- Apr 28, 2023 Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory (Daily Update) Apr 28, 2023
- Apr 27, 2023 U.S. Appeals Court Sides With App Store, App Store Curation Is Key, Apple's Anti-Steering Loss Isn’t Major (Daily Update) Apr 27, 2023
- Apr 26, 2023 Netflix Earnings, The Allure of Advertising in Video Streaming, HBO Max's Rebranding (Daily Update) Apr 26, 2023
- Apr 25, 2023 Humane’s Worrying Reveal, Humane’s Miscalculation, Tesla Follow Up (Daily Update) Apr 25, 2023
- Apr 21, 2023 Tesla Earnings, Tesla Lessons for Apple (Daily Update) Apr 21, 2023
- Apr 20, 2023 Apple’s Fintech Play Outside the U.S., Apple Ecosystem Strength by Country, Google to Unveil Foldable Pixel (Daily Update) Apr 20, 2023
- Apr 19, 2023 Apple Launches High-Yield Savings Account, Apple’s Great Timing, Apple’s Expanding Fintech Play (Daily Update) Apr 19, 2023
- Apr 18, 2023 Apple Opens First Store in India, Cook to Meet Modi, Samsung Reportedly Contemplating Bing Search Deal (Daily Update) Apr 18, 2023
- Apr 18, 2023 More on Apple Reality, Why the Apple Reality Name?, Luxshare Reportedly Gains Apple Reality Contract (Daily Update) Apr 18, 2023
- Apr 13, 2023 Apple’s Reality (Headset) Plans (Above Avalon Report) Apr 13, 2023
- Apr 6, 2023 Why Publish a Tim Cook Profile Now?, The Evolution in Cook’s AR/VR Comments (Daily Update) Apr 6, 2023
- Apr 3, 2023 The Tim Cook Profile in GQ, Cook and China, Cook Provides More Mixed Reality Headset Clues (Daily Update) Apr 3, 2023
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March 2023
- Mar 31, 2023 Apple Announces WWDC 2023, WWDC 2023 Artwork Clues, Early Expectations for WWDC 2023 (Daily Update) Mar 31, 2023
- Mar 29, 2023 The Amazon/AMC Rumor, Amazon Sidewalk Opens to Developers, Revisiting Amazon’s Play for Neighborhoods (Daily Update) Mar 29, 2023
- Mar 28, 2023 Apple Announces Friday Night Baseball Changes, Apple Acquires WaveOne, Tim Cook Visits China (Daily Update) Mar 28, 2023
- Mar 27, 2023 Apple Reportedly Pursuing Movie Theater Releases, Streamers Embracing Movie Theaters, TVOD vs. Theatrical Releases (Daily Update) Mar 27, 2023
- Mar 24, 2023 Should Microsoft Go After Google and Try to Win Apple’s iPhone Search Deal? (Daily Update) Mar 24, 2023
- Mar 22, 2023 Google Releases Bard, Apple and Chatbots, DPReview to Shut Down (Daily Update) Mar 22, 2023
- Mar 22, 2023 Slim Cable Bundle Illusions, Live Sports Stickiness, Amazon Announces More Layoffs (Daily Update) Mar 22, 2023
- Mar 20, 2023 YouTube TV's Price Hike, FTC Finalizes Epic Games Fine, Foxconn's 2023 Outlook (Daily Update) Mar 20, 2023
- Mar 17, 2023 Q&A About Apple’s Investment Portfolio, Apple Unveils Apple Music Classical, Apple’s Music Focus Mar 17, 2023
- Mar 15, 2023 Meta Announces Another Massive Round of Layoffs, Zuckerberg Discovers Efficiency, How Apple Avoided Significant Layoffs Mar 15, 2023
- Mar 15, 2023 The Financial Times on Tim Cook's Mixed Reality Bet, My Issues With FT’s Report (Daily Update) Mar 15, 2023
- Mar 13, 2023 Silicon Valley Bank Collapses, Apple and the Big Banks, Apple’s Interest Rate Risk (Daily Update) Mar 13, 2023
- Mar 9, 2023 Spotify’s Stream On Event, Humane Raises Another $100M, What Is Humane Working On? (Daily Update) Mar 9, 2023
- Mar 9, 2023 Apple’s Spring Product Refresh, The Best-Selling Smartphone Models of 2022, Dark Sky Anger Builds (Daily Update) Mar 9, 2023
- Mar 8, 2023 Number of ATMs Decline, Apple Pay’s Long Game, Roku 4Q22 Earnings (Daily Update) Mar 8, 2023
- Mar 8, 2023 Apple Invests Another $1B in Germany, The Factors Behind iPhone’s Increasing Sales Share, Competing With Cool (Daily Update) Mar 8, 2023
- Mar 3, 2023 Peter Stern Departs Apple, Apple’s Services Reorganization, My Concern With Warner Bros. Discovery (Daily Update) Mar 3, 2023
- Mar 2, 2023 Apple Lends $250M to Globalstar, Why Doesn’t Apple Get Into Satellites?, EU Narrows Apple Probe (Daily Update) Mar 2, 2023
- Mar 1, 2023 Sonos FY1Q23 Earnings, Sonos Hints Again at Entering New Product Category, Sonos vs. Big Tech (Above Avalon Daily) Mar 1, 2023
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February 2023
- Feb 27, 2023 The WSJ on iPhone’s Security “Vulnerability," Thoughts on the WSJ’s Article/Video, Apple Watch and iPhone Security (Daily Update) Feb 27, 2023
- Feb 24, 2023 Netflix Slashes Pricing in Dozens of Countries, YouTube’s Market Positioning (Daily Update) Feb 24, 2023
- Feb 22, 2023 Consumers Spending Less on Electronics, Impact on Apple, Swiss Watch Sales Data for 2022 (Daily Update) Feb 22, 2023
- Feb 16, 2023 Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings (Daily Update) Feb 16, 2023
- Feb 15, 2023 Branding in Paid Video Streaming, Amazon 4Q22 Earnings (Daily Update) Feb 15, 2023
- Feb 14, 2023 Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+ (Daily Update) Feb 14, 2023
- Feb 13, 2023 Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization (Daily Update) Feb 13, 2023
- Feb 9, 2023 Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Model (Daily Update) Feb 9, 2023
- Feb 8, 2023 Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal (Daily Update) Feb 8, 2023
- Feb 7, 2023 Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer (Daily Update) Feb 7, 2023
- Feb 6, 2023 Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts (Daily Update) Feb 6, 2023
- Feb 3, 2023 Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory (Daily Update) Feb 3, 2023
- Feb 1, 2023 Final Thoughts Heading Into Apple Earnings, Spotify Earnings (Daily Update) Feb 1, 2023
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January 2023
- Jan 31, 2023 My Apple 1Q23 Estimates, Expectations by Apple Product Category, Updated Apple Earnings Model (Daily Update) Jan 31, 2023
- Jan 30, 2023 Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23 (Daily Update) Jan 30, 2023
- Jan 26, 2023 Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future (Daily Update) Jan 26, 2023
- Jan 25, 2023 Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap (Daily Update) Jan 25, 2023
- Jan 24, 2023 Apple’s Opportunities in 2023, Apple’s Challenges in 2023 (Daily Update) Jan 24, 2023
- Jan 23, 2023 Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club (Daily Update) Jan 23, 2023
- Jan 19, 2023 Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor (Daily Update) Jan 19, 2023
- Jan 18, 2023 Apple Brings Back HomePod, What Happened?, HomePod Changes (Daily Update) Jan 18, 2023
- Jan 17, 2023 Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality (Daily Update) Jan 17, 2023
- Jan 12, 2023 Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer (Daily Update) Jan 12, 2023
- Jan 11, 2023 Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows (Daily Update) Jan 11, 2023
- Jan 10, 2023 Nikkei Asia Stokes Apple Demand Fears, AAPL Valuation Update, AAPL Stress Test Scenarios (Daily Update) Jan 10, 2023
- Jan 9, 2023 Apple Bows Out of NFL Sunday Ticket Bidding, YouTube Wins NFL Sunday Ticket, YouTube Moves Deeper Into Paid Video (Daily Update) Jan 9, 2023
- Jan 5, 2023 iPhone Supply Bounces Back, Sketchy Rumors About iPhone 14 Plus, Amazon's Growing Layoffs (Daily Update) Jan 5, 2023
- Jan 4, 2023 Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem (Daily Update) Jan 4, 2023
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December 2022
- Dec 28, 2022 Project Titan: Apple’s Transportation Ambition (Above Avalon Report) Dec 28, 2022
- Dec 20, 2022 Apple Year in Review 2022 (Financial Strategy) - Daily Update Dec 20, 2022
- Dec 19, 2022 Apple Year in Review 2022 (Product Strategy) - Daily Update Dec 19, 2022
- Dec 15, 2022 Paid Video Streaming’s Future, A Problem With Live Sports and Streaming, China Rethinking Its Tech Relationship (Daily Update) Dec 15, 2022
- Dec 14, 2022 Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act (Daily Update) Dec 14, 2022
- Dec 13, 2022 FTC Sues Microsoft Over Activision Deal, Console Gaming Competition, Games vs. Video Competition (Daily Update) Dec 13, 2022
- Dec 12, 2022 Foxconn Invests Another $500M in India, iPhone Production in India, Twitter Looking To Offset App Store Revenue Share (Daily Update) Dec 12, 2022
- Dec 8, 2022 More on Project Titan, Transportation Problems, Apple Announces New Data Protections (Daily Update) Dec 8, 2022
- Dec 7, 2022 Apple’s Electric Car Plans, Apple Car Design Questions, Apple’s Largest Risk (Daily Update) Dec 7, 2022
- Dec 6, 2022 Apple News+ Circulation Data, Goertek Runs Into AirPods Pro Trouble, The Case for Foxconn (Daily Update) Dec 6, 2022
- Dec 5, 2022 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) Dec 5, 2022
- Dec 1, 2022 Sonos 4Q22 Earnings, Spotify Subscriber Trends (Daily Update) Dec 1, 2022
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November 2022
- Nov 30, 2022 The Foxconn Protests in China, Impact on Apple, COVID Protests Worsen in China (Daily Update) Nov 30, 2022
- Nov 29, 2022 Elon Musk Goes After Apple…Again, Revisiting the Apple/Parler Controversy, Apple vs. Twitter (Daily Update) Nov 29, 2022
- Nov 28, 2022 More on Apple’s Buyback Plan, It’s All About Apple Free Cash Flow, Iger vs. Chapek (Daily Update) Nov 28, 2022
- Nov 23, 2022 Apple’s Share Buyback: What Comes Next? (Above Avalon Report) Nov 23, 2022
- Nov 21, 2022 Disney Fires Bob Chapek, Bob Iger’s Return, Disney M&A (Daily Update) Nov 21, 2022
- Nov 17, 2022 Additional Thoughts on Apple’s MLS Season Pass, Playing Devil’s Advocate With Warner Bros. Discovery (Daily Update) Nov 17, 2022
- Nov 16, 2022 Apple Unveils MLS Season Pass, Warner Bros. Discovery 3Q22 Earnings, David Zaslav’s Big Bet (Daily Update) Nov 16, 2022
- Nov 15, 2022 Amazon Looking to Scale Back Devices Division, Bloomberg BusinessWeek’s Profile on Apple Retail, Apple Retail and Upselling (Daily Update) Nov 15, 2022
- Nov 14, 2022 Apple Adjusts TV+ Strategy, Apple’s Twist to Licensed Video Content, Zuckerberg Pulls the Plug on Meta Smartwatches (Daily Update) Nov 14, 2022
- Nov 10, 2022 Roku 3Q22 Earnings, Peloton 1Q23 Earnings (Daily Update) Nov 10, 2022
- Nov 9, 2022 Ranking Big Tech’s 3Q22 Performance, Zuckerberg Announces Major Round of Layoffs, Disney 4Q22 Earnings (Daily Update) Nov 9, 2022
- Nov 8, 2022 Amazon 3Q22 Earnings, The Shift in Selling Amazon Prime, Microsoft 1Q23 Earnings (Daily Update) Nov 8, 2022
- Nov 7, 2022 Apple Warns on iPhone Supply, The “iPhone City” COVID Timeline, Revisiting iPhone 14 and 14 Pro Sales (Daily Update) Nov 7, 2022
- Nov 3, 2022 Apple 2022 10-K Takeaways (Daily Update) Nov 3, 2022
- Nov 2, 2022 Meta 3Q22 Earnings, Meta’s Fragile Bridge, The Big (Meta) Picture (Daily Update) Nov 2, 2022
- Nov 1, 2022 Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts (Daily Update) Nov 1, 2022
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October 2022
- Oct 31, 2022 Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth (Daily Update) Oct 31, 2022
- Oct 28, 2022 My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance (Daily Update) Oct 28, 2022
- Oct 26, 2022 Alphabet 3Q22 Earnings, Three Google Yellow Flags, What Apple May Say About FY1Q23 (Daily Update) Oct 26, 2022
- Oct 25, 2022 Previewing Apple’s 4Q22 Earnings, My Apple 4Q22 Estimates, Apple Raises Apple Music and Apple TV+ Pricing (Daily Update) Oct 25, 2022
- Oct 24, 2022 Apple’s Head of Industrial Design to Leave Company, Revisiting Apple Design Turnover, Apple Industrial Design Succession (Daily Update) Oct 24, 2022
- Oct 20, 2022 The Rationale for the New 10.9-inch iPad, The Case for iPad SE, The Hoopla Surrounding Magic Keyboard Folio (Daily Update) Oct 20, 2022
- Oct 19, 2022 Netflix 3Q22 Earnings, Netflix Wants a New Narrative, Netflix's ARPU Mission (Daily Update) Oct 19, 2022
- Oct 18, 2022 Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro) - Daily Update Oct 18, 2022
- Oct 17, 2022 4Q22 iPhone Installed Base, iPhone Installed Base Growth Trajectory (Daily Update) Oct 17, 2022
- Oct 13, 2022 Measuring Apple Watch’s Sales Potential, Apple Contemplating Apple TV Ad Play, ByteDance Planning Spotify Battle (Daily Update) Oct 13, 2022
- Oct 12, 2022 4Q22 Apple Watch Installed Base, Apple Watch Adoption Figures (Daily Update) Oct 12, 2022
- Oct 11, 2022 Thoughts on Google’s Pixel Event, Google Finally Takes Smartwatches Seriously, Google vs. Amazon Battle (Above Avalon Daily) Oct 11, 2022
- Oct 6, 2022 Tim Cook Gives Another AR Tease, Apple Talks Dynamic Island, Peloton CEO Asks for Six More Months (Daily Update) Oct 6, 2022
- Oct 5, 2022 Growing Fallout Surrounding Google Stadia Shutdown, Revisiting the Alphabet Structure, YouTube Testing 4K as Premium Feature (Daily Update) Oct 5, 2022
- Oct 4, 2022 Foxconn Hints at Robust iPhone Demand, Google Pulls Plug on Stadia, Zillow Adopts Apple Maps Look Around (Daily Update) Oct 4, 2022
- Oct 3, 2022 Nike 1Q23 Earnings, Tesla 3Q22 Vehicle Deliveries, Wall Street's Apple Anxiety (Daily Update) Oct 3, 2022
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September 2022
- Sep 29, 2022 The Big Themes from Amazon’s Hardware Event, Apple Pushes Back Against TSMC Price Hike, Thursday Q&A (Daily Update) Sep 29, 2022
- Sep 28, 2022 Another Questionable Bloomberg Report on iPhone Demand, What’s Going On With Bloomberg?, Impact on AAPL (Daily Update) Sep 28, 2022
- Sep 27, 2022 John Mayer vs. Apple Watch Ultra, Apple Watch Ultra’s Appeal, Apple and Oprah End TV+ Deal (Daily Update) Sep 27, 2022
- Sep 26, 2022 Central Banks Rush to Raise Rates, Stronger Dollar’s Impact on Apple, Apple Music to Sponsor Super Bowl Halftime Show (Daily Update) Sep 26, 2022
- Sep 22, 2022 Disney CEO Talks ESPN’s Future, Apple’s Sports Play, Apple Watch Ultra Reviews (Daily Update) Sep 22, 2022
- Sep 21, 2022 Peloton Launches Peloton Row, What Peloton Should Do With Peloton Row, Spotify Launches Audiobooks (Daily Update) Sep 21, 2022
- Sep 20, 2022 The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends (Daily Update) Sep 20, 2022
- Sep 19, 2022 Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf (Daily Update) Sep 19, 2022
- Sep 15, 2022 Apple Buys Satellite Capacity, Apple and Starlink, Apple’s Satellite Ambition (Daily Update) Sep 15, 2022
- Sep 14, 2022 Thoughts on iPhone 14 and 14 Pro Pre-orders, Garmin Trolls Apple, Apple Watch Ultra Battery Life (Daily Update) Sep 14, 2022
- Sep 13, 2022 Deconstructing Apple’s “Far Out” Presentation (Part 2) - Daily Update Sep 13, 2022
- Sep 12, 2022 Deconstructing Apple’s “Far Out” Presentation (Part 1) - Daily Update Sep 12, 2022
- Sep 8, 2022 Apple Event Highlights (Daily Update) Sep 8, 2022
- Sep 6, 2022 Thoughts Heading Into Apple’s “Far Out” Event (Daily Update) Sep 6, 2022
- Sep 1, 2022 Disney Considering Memberships, Apple One’s Strategic Value, More Details About Netflix’s Upcoming Ad Tier (Daily Update) Sep 1, 2022
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August 2022
- Aug 31, 2022 Apple Gives Up Didi Board Seat, Snap Announces Major Pullback, Gauging Snap as an M&A Target (Daily Update) Aug 31, 2022
- Aug 31, 2022 Roku Losing Flexibility, YouTube Quietly Unveils Podcast Homepage, Big Ten Passes Over Apple (Daily Update) Aug 31, 2022
- Aug 31, 2022 An Upcoming Flood of TV Content, Netflix Mulls Pricing for Ad Tier, Apple TV+ Pricing Strategy (Daily Update) Aug 31, 2022
- Aug 31, 2022 Apple Sends Out Event Invites to Media, Peloton Is Imploding, A Peloton and Amazon Tie-up? (Daily Update) Aug 31, 2022
- Aug 31, 2022 Revisiting the HomePod Discontinuation, Sonos Earnings, Smart Speakers Getting Squeezed (Daily Update) Aug 31, 2022
- Aug 18, 2022 HomePod: The Discontinuation That Still Has Unanswered Questions (Above Avalon Report) Aug 18, 2022
- Aug 11, 2022 Apple FY3Q22 Earnings Recap Aug 11, 2022
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June 2022
- Jun 24, 2022 Apple's WWDC 2022 (Daily Updates Recap) Jun 24, 2022
- Jun 3, 2022 The iPhone Mini (Above Avalon Report) Jun 3, 2022
- Jun 1, 2022 Introducing New and Improved Above Avalon Reports Jun 1, 2022
-
March 2022
- Mar 29, 2022 Apple Is in a League of Its Own Mar 29, 2022
-
December 2021
- Dec 22, 2021 Above Avalon Year in Review (2021) Dec 22, 2021
- Dec 22, 2021 Above Avalon Podcast Episode 188: Apple Closed Its M&A Wallet Dec 22, 2021
-
November 2021
- Nov 17, 2021 Apple’s Extremely Quiet Year for M&A Nov 17, 2021
- Nov 12, 2021 The Above Avalon Daily Update Recap (3Q21 Edition) Nov 12, 2021
- Nov 3, 2021 Above Avalon Podcast Episode 187: Thoughts on Apple Watch Series 7 Nov 3, 2021
-
October 2021
- Oct 13, 2021 The Apple Watch Series 7 Is Great Oct 13, 2021
- Oct 6, 2021 Above Avalon Podcast Episode 186: The iPhone 13 Has Arrived Oct 6, 2021
-
September 2021
- Sep 21, 2021 Hands-on with the iPhone 13 Pro Sep 21, 2021
-
August 2021
- Aug 23, 2021 Apple’s Big Bet on Memoji Aug 23, 2021
-
July 2021
- Jul 15, 2021 The Above Avalon 2Q21 Recap Jul 15, 2021
-
June 2021
- Jun 28, 2021 Above Avalon Podcast Episode 184: Let's Talk WWDC 2021 Jun 28, 2021
- Jun 23, 2021 Apple's Missed Opportunity at WWDC Jun 23, 2021
-
May 2021
- May 27, 2021 Apple Has a Decade-Long Lead in Wearables May 27, 2021
-
April 2021
- Apr 23, 2021 Above Avalon Podcast Episode 182: Apple’s Underestimated Manufacturing Apparatus Apr 23, 2021
- Apr 15, 2021 Designed by Apple in California, Not Assembled in China Apr 15, 2021
-
March 2021
- Mar 20, 2021 Above Avalon Podcast Episode 181: Let's Talk Apple Retail Mar 20, 2021
- Mar 10, 2021 The Future of Apple Retail Mar 10, 2021
-
February 2021
- Feb 20, 2021 Above Avalon Podcast Episode 180: 100 Million Wrists Feb 20, 2021
- Feb 11, 2021 Apple Watch Is Now Worn on 100 Million Wrists Feb 11, 2021
- Feb 8, 2021 The Above Avalon Daily Update Recap (January 2021) Feb 8, 2021
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January 2021
- Jan 23, 2021 Above Avalon Podcast Episode 179: Winning the Buyback Debate Jan 23, 2021
- Jan 22, 2021 Above Avalon Podcast Episode 178: Welcome to 2021 Jan 22, 2021
- Jan 13, 2021 Apple Won the Share Buyback Debate Jan 13, 2021
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December 2020
- Dec 23, 2020 Above Avalon Year in Review (2020) Dec 23, 2020
- Dec 10, 2020 Above Avalon Podcast Episode 177: The Rise of the Small Display Dec 10, 2020
- Dec 3, 2020 The Rise of Smaller Displays Dec 3, 2020
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November 2020
- Nov 27, 2020 Above Avalon Podcast Episode 176: The Mac Earned a Diploma Nov 27, 2020
- Nov 18, 2020 The Mac's Graduation Nov 18, 2020
- Nov 1, 2020 Above Avalon Podcast Episode 175: iPhone at a Billion Nov 1, 2020
-
October 2020
- Oct 26, 2020 A Billion iPhone Users Oct 26, 2020
- Oct 9, 2020 Above Avalon Podcast Episode 174: Apple Watch Is a Runaway Train Oct 9, 2020
-
September 2020
- Sep 30, 2020 Apple Watch Momentum Is Building Sep 30, 2020
- Sep 18, 2020 Above Avalon Podcast Episode 173: Let's Talk App Store Sep 18, 2020
- Sep 10, 2020 Attacking the App Store Sep 10, 2020
- Sep 8, 2020 Introducing the Above Avalon Daily Podcast Sep 8, 2020
-
August 2020
- Aug 21, 2020 Above Avalon Podcast Episode 172: Hidden Acceleration Aug 21, 2020
- Aug 12, 2020 Apple's Ecosystem Growth Is Accelerating Aug 12, 2020
-
July 2020
- Jul 31, 2020 Above Avalon Podcast Episode 171: The Apple Ecosystem Jul 31, 2020
- Jul 22, 2020 The Secret to Apple's Ecosystem Jul 22, 2020
- Jul 12, 2020 Above Avalon Podcast Episode 170: Pulling Away From the Competition Jul 12, 2020
- Jul 1, 2020 Apple Is Pulling Away From the Competition Jul 1, 2020
-
June 2020
- Jun 20, 2020 Above Avalon Podcast Episode 169: The Business of Predicting Turns Jun 20, 2020
- Jun 10, 2020 Predicting Turns on Wall Street Jun 10, 2020
-
May 2020
- May 22, 2020 Above Avalon Podcast Episode 168: The Paid Membership Model May 22, 2020
- May 12, 2020 Above Avalon Membership Turns Five Years Old May 12, 2020
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April 2020
- Apr 27, 2020 Above Avalon Podcast Episode 167: A Stock Buyback Poster Child Apr 27, 2020
- Apr 23, 2020 Apple's $460 Billion Stock Buyback Apr 23, 2020
- Apr 2, 2020 Above Avalon Podcast Episode 166: Uncharted Territory Apr 2, 2020
-
March 2020
- Mar 26, 2020 Moving Forward in a Pandemic Mar 26, 2020
- Mar 6, 2020 Above Avalon Podcast Episode 165: The iPad's First Decade Mar 6, 2020
-
February 2020
- Feb 27, 2020 Don't Feel Bad for the iPad Feb 27, 2020
- Feb 19, 2020 Above Avalon Podcast Episode 164: Competing with Spotify Feb 19, 2020
- Feb 12, 2020 Spotify Is Evolving Feb 12, 2020
- Feb 11, 2020 Above Avalon Podcast Episode 163: A Revolution on the Wrist Feb 11, 2020
- Feb 5, 2020 Apple Watch and a Paradigm Shift in Computing Feb 5, 2020
-
January 2020
- Jan 27, 2020 Expectation Meters for Apple's 1Q20 Earnings Jan 27, 2020
- Jan 24, 2020 Above Avalon Podcast Episode 162: The Apple Question Jan 24, 2020
- Jan 16, 2020 The Big Question Now Facing Apple Jan 16, 2020
-
December 2019
- Dec 27, 2019 Above Avalon Podcast Episode 161: Apple's Spectacular Year on Wall Street Dec 27, 2019
- Dec 18, 2019 Apple's $500 Billion Year on Wall Street Dec 18, 2019
- Dec 18, 2019 Above Avalon Podcast Episode 160: Let's Talk "Apple Tax" Dec 18, 2019
- Dec 11, 2019 The "Apple Tax" Died Years Ago Dec 11, 2019
- Dec 1, 2019 Above Avalon Podcast Episode 159: AirPods as a Platform Dec 1, 2019
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November 2019
- Nov 19, 2019 AirPods Are Becoming a Platform Nov 19, 2019
- Nov 10, 2019 Above Avalon Podcast Episode 158: Forced to Sell Nov 10, 2019
- Nov 4, 2019 Apple Watch Forced Fitbit to Sell Itself Nov 4, 2019
-
October 2019
- Oct 28, 2019 Apple 4Q19 Earnings Expectation Meters Oct 28, 2019
- Oct 25, 2019 Above Avalon Podcast Episode 157: Let's Talk Apple and China Oct 25, 2019
- Oct 15, 2019 A Different View on Apple and China Oct 15, 2019
- Oct 11, 2019 Above Avalon Podcast Episode 156: Apple's Content Distribution Arm Oct 11, 2019
- Oct 2, 2019 Measuring Apple's Content Distribution Arm Oct 2, 2019
-
September 2019
- Sep 26, 2019 Above Avalon Podcast Episode 155: The Apple Keynote Sep 26, 2019
- Sep 19, 2019 Apple Keynotes Still Matter Sep 19, 2019
- Sep 8, 2019 Above Avalon Podcast Episode 154: Which iPhone Is That? Sep 8, 2019
- Sep 4, 2019 Naming iPhones Sep 4, 2019
- Sep 3, 2019 Above Avalon Podcast Episode 153: The Bundler of Bundles Sep 3, 2019
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August 2019
- Aug 29, 2019 The Apple TV+ Strategy Aug 29, 2019
- Aug 15, 2019 Above Avalon Podcast Episode 152: Let's Talk Wearables Aug 15, 2019
- Aug 8, 2019 Apple Deserves More Credit for Wearables Aug 8, 2019
-
July 2019
- Jul 30, 2019 Above Avalon Podcast Episode 151: Apple's Financial Tug-of-War Jul 30, 2019
- Jul 26, 2019 Apple 3Q19 Earnings Expectation Meters Jul 26, 2019
- Jul 25, 2019 Above Avalon Podcast Episode 150: A Larger Apple Machine Jul 25, 2019
- Jul 17, 2019 Jony Ive, Jeff Williams, and a Larger Apple Jul 17, 2019
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June 2019
- Jun 28, 2019 Above Avalon Podcast Episode 149: Letting Go of the Rope Jun 28, 2019
- Jun 19, 2019 Apple's Product Strategy Is Changing Jun 19, 2019
- Jun 2, 2019 Above Avalon Podcast Episode 148: Apple's Billion Users Jun 2, 2019
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May 2019
- May 30, 2019 Apple's Billion Users May 30, 2019
- May 19, 2019 Above Avalon Podcast Episode 147: A Faster Bumper Car May 19, 2019
- May 16, 2019 Tech's Tectonic Plates Are Starting to Shift May 16, 2019
-
April 2019
- Apr 29, 2019 Apple 2Q19 Earnings Expectation Meters Apr 29, 2019
- Apr 28, 2019 Above Avalon Podcast Episode 146: Tackling Apple's Excess Cash Apr 28, 2019
- Apr 24, 2019 Apple's $400 Billion Buyback Program Apr 24, 2019
- Apr 14, 2019 Above Avalon Podcast Episode 145: It's All About Curation Apr 14, 2019
- Apr 8, 2019 Why Apple Is Getting Into Original Content Apr 8, 2019
-
March 2019
- Mar 23, 2019 Above Avalon Podcast Episode 144: Checking Up on iPad Mar 23, 2019
- Mar 21, 2019 Thoughts on Apple's Revised iPad Line Mar 21, 2019
- Mar 17, 2019 Above Avalon Podcast Episode 143: Look at the Capex Mar 17, 2019
- Mar 12, 2019 Apple's Declining Capex Mar 12, 2019
-
February 2019
- Feb 24, 2019 Above Avalon Podcast Episode 142: Rethinking the Smart Home Feb 24, 2019
- Feb 21, 2019 Revamping Apple's Home Strategy Feb 21, 2019
- Feb 17, 2019 Above Avalon Podcast Episode 141: Viral AirPods Feb 17, 2019
- Feb 11, 2019 AirPods Have Gone Viral Feb 11, 2019
-
January 2019
- Jan 27, 2019 Above Avalon Podcast Episode 140: Let's Talk Content Jan 27, 2019
- Jan 23, 2019 Apple's Content Distribution Strategy Jan 23, 2019
- Jan 20, 2019 Above Avalon Podcast Episode 139: Thinking About Apple in 2019 Jan 20, 2019
- Jan 14, 2019 Apple Questions in 2019 Jan 14, 2019
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December 2018
- Dec 30, 2018 Above Avalon Podcast Episode 138: iPhone Pessimism Gone Too Far Dec 30, 2018
- Dec 19, 2018 iPhone Hysteria Dec 19, 2018
- Dec 9, 2018 Above Avalon Podcast Episode 137: A Cheaper Buyback Dec 9, 2018
- Dec 3, 2018 Leveraging Apple's Share Buyback Dec 3, 2018
-
November 2018
- Nov 18, 2018 Above Avalon Podcast Episode 136: The Unit Sales Crutch Nov 18, 2018
- Nov 14, 2018 Apple Outgrew Unit Sales Nov 14, 2018
-
October 2018
- Oct 31, 2018 Apple 4Q18 Earnings Expectation Meters Oct 31, 2018
- Oct 28, 2018 Above Avalon Podcast Episode 135: The Gray Market Factor Oct 28, 2018
- Oct 22, 2018 The Gray Market's Impact on iPhone Pricing Oct 22, 2018
- Oct 14, 2018 Above Avalon Podcast Episode 134: Let's Talk Netflix Oct 14, 2018
- Oct 10, 2018 Netflix Isn't Invincible Oct 10, 2018
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September 2018
- Sep 23, 2018 Above Avalon Podcast Episode 133: The Big Picture from Steve Jobs Theater Sep 23, 2018
- Sep 19, 2018 Connecting the Apple Dots Sep 19, 2018
- Sep 8, 2018 Above Avalon Podcast Episode 132: Titan vs. Tesla Sep 8, 2018
- Sep 6, 2018 Poaching Tesla Sep 6, 2018
-
August 2018
- Aug 19, 2018 Above Avalon Podcast Episode 131: Growth Drivers Aug 19, 2018
- Aug 15, 2018 Apple's Growth Story Aug 15, 2018
-
July 2018
- Jul 30, 2018 Apple 3Q18 Earnings Expectation Meters Jul 30, 2018
- Jul 29, 2018 Above Avalon Podcast Episode 130: What's a Computer? Jul 29, 2018
- Jul 26, 2018 The iPad vs. Mac Juxtaposition Jul 26, 2018
- Jul 15, 2018 Above Avalon Podcast Episode 129: Giants on Wall Street Jul 15, 2018
- Jul 11, 2018 The Race to a Trillion Jul 11, 2018
-
June 2018
- Jun 24, 2018 Above Avalon Podcast Episode 128: Figuring Out What's Next Jun 24, 2018
- Jun 20, 2018 Apple Is Figuring Out What's Next Jun 20, 2018
-
May 2018
- May 23, 2018 Above Avalon Subscriptions Turn Three May 23, 2018
- May 15, 2018 The Apple Services Machine May 15, 2018
-
April 2018
- Apr 30, 2018 Apple 2Q18 Earnings Expectations Apr 30, 2018
- Apr 26, 2018 Making the Case for Doubling Apple's Share Buyback Pace Apr 26, 2018
- Apr 18, 2018 Apple Found a Wall Street Narrative Apr 18, 2018
-
March 2018
- Mar 15, 2018 An Apple R&D Bonanza Mar 15, 2018
- Mar 8, 2018 Apple's Strategy for Controlling Sound Mar 8, 2018
-
February 2018
- Feb 28, 2018 The iPhone's Turning Point Feb 28, 2018
- Feb 21, 2018 The Goldilocks Era for iPhone Has Begun Feb 21, 2018
-
January 2018
- Jan 29, 2018 Apple 1Q18 Earnings Expectations Jan 29, 2018
- Jan 23, 2018 Apple Watch Is a Bridge to the Future Jan 23, 2018
- Jan 10, 2018 Apple Questions for 2018 Jan 10, 2018
- Jan 4, 2018 Grading Apple's 2017 Jan 4, 2018
-
December 2017
- Dec 20, 2017 Apple's Growing Bet on Hardware Dec 20, 2017
- Dec 12, 2017 The End to Apple’s Cash Dilemma Dec 12, 2017
-
November 2017
- Nov 30, 2017 A Stationary Smart Speaker Mirage Nov 30, 2017
-
October 2017
- Oct 31, 2017 iPhone X Oct 31, 2017
- Oct 26, 2017 Apple Is Facing a Double Standard Oct 26, 2017
- Oct 18, 2017 Apple's Grand Vision Oct 18, 2017
- Oct 3, 2017 iPhone Courage Oct 3, 2017
-
September 2017
- Sep 21, 2017 The Significance Behind Steve Jobs Theater Sep 21, 2017
- Sep 7, 2017 Major Tech Trends Ahead of Apple's Big Event Sep 7, 2017
-
August 2017
- Aug 31, 2017 Apple in China Aug 31, 2017
- Aug 15, 2017 Apple Has the Best Business Model for Generating Cash Aug 15, 2017
-
July 2017
- Jul 27, 2017 Apple Glasses Are Inevitable Jul 27, 2017
- Jul 19, 2017 Wall Street Has Begun to Think About Apple In a New Way Jul 19, 2017
-
June 2017
- Jun 29, 2017 iPhone Turns Ten Jun 29, 2017
- Jun 22, 2017 WWDC Clues Hint at Mac's Future Jun 22, 2017
- Jun 14, 2017 HomePod Jun 14, 2017
-
May 2017
- May 23, 2017 iPhone Evolution May 23, 2017
- May 11, 2017 Apple Wearables Sales Outpacing iPhone out of the Gate May 11, 2017
-
April 2017
- Apr 26, 2017 Apple Isn't a Tech Company Apr 26, 2017
- Apr 12, 2017 The Mac Is Turning into Apple's Achilles' Heel Apr 12, 2017
-
March 2017
- Mar 29, 2017 Apple Is Pushing iPad Like Never Before Mar 29, 2017
- Mar 15, 2017 The Curious State of Apple Product Pricing Mar 15, 2017
- Mar 2, 2017 The New Leader in Wearables Mar 2, 2017
-
February 2017
- Feb 21, 2017 Apple Doesn't Need to Buy Netflix Feb 21, 2017
- Feb 9, 2017 Apple on Track to Buy 50% of Itself in Three Years Feb 9, 2017
-
January 2017
- Jan 30, 2017 Apple 1Q17 Expectations Jan 30, 2017
- Jan 19, 2017 Grading Tim Cook Jan 19, 2017
- Jan 12, 2017 The Battle Lines in Tech are Being Redrawn Jan 12, 2017
- Jan 5, 2017 Apple Questions for 2017 Jan 5, 2017
-
December 2016
- Dec 22, 2016 AirPods Kick off Apple's Battle for Our Ears Dec 22, 2016
- Dec 15, 2016 The Elephant in the Smartwatch Room Dec 15, 2016
- Dec 6, 2016 Milking the iPhone Dec 6, 2016
-
November 2016
- Nov 17, 2016 Skating to the Apple Car Puck Nov 17, 2016
- Nov 10, 2016 Above Avalon Turns Two Nov 10, 2016
- Nov 4, 2016 Apple Is Placing a Big Bet with the New MacBook Pro Nov 4, 2016
-
October 2016
- Oct 24, 2016 Previewing Apple's 4Q16 Earnings Oct 24, 2016
- Oct 20, 2016 Apple's Trojan Horse into Hollywood Oct 20, 2016
- Oct 6, 2016 Apple Is Going After Fitbit Oct 6, 2016
-
September 2016
- Sep 28, 2016 iPhone 7 Sep 28, 2016
- Sep 13, 2016 AirPods Sep 13, 2016
- Sep 2, 2016 The Apple Services Myth Sep 2, 2016
-
August 2016
- Aug 25, 2016 Jony Ive Is Making People Uneasy Aug 25, 2016
- Aug 11, 2016 The Art of Simplicity Aug 11, 2016
- Aug 4, 2016 The iPad's Dark Days Are Over Aug 4, 2016
-
July 2016
- Jul 25, 2016 Apple 3Q16 Earnings Expectation Meters Jul 25, 2016
- Jul 21, 2016 The Great Apple Expectations Reset Jul 21, 2016
- Jul 12, 2016 Apple's Plan to Own the Entire Music Industry Jul 12, 2016
-
June 2016
- Jun 29, 2016 Apple Watch Is Already a $10 Billion Business Jun 29, 2016
- Jun 22, 2016 WWDC Clues Hint at Apple's Post-iPhone Era Jun 22, 2016
- Jun 8, 2016 No One Wants to Be Apple Jun 8, 2016
-
May 2016
- May 31, 2016 Apple M&A Is Entering a New Phase May 31, 2016
- May 23, 2016 Above Avalon Is Officially Sustainable May 23, 2016
- May 11, 2016 Apple R&D Reveals a Pivot Is Coming May 11, 2016
- May 2, 2016 iPhone Warning Signs May 2, 2016
-
April 2016
- Apr 25, 2016 AAPL 2Q16 Earnings Expectation Meters Apr 25, 2016
- Apr 20, 2016 The Car's "iPhone" Moment Apr 20, 2016
- Apr 13, 2016 Examining Apple's Dividend Strategy Apr 13, 2016
- Apr 6, 2016 Apple Watch's Future Will Include Smart Watch Bands Apr 6, 2016
-
March 2016
- Mar 28, 2016 iPhone SE Is Apple's $30 Billion Bet on 4-Inch Screens Mar 28, 2016
- Mar 16, 2016 A Facebook Experiment Mar 16, 2016
- Mar 9, 2016 The Changing iPhone User Base Mar 9, 2016
-
February 2016
- Feb 23, 2016 The Tim Cook Legacy Feb 23, 2016
- Feb 17, 2016 Standing on Tesla's Shoulders Feb 17, 2016
- Feb 10, 2016 The iPhone Reality Distortion Field Feb 10, 2016
- Feb 1, 2016 Apple's Broken Narrative Feb 1, 2016
-
January 2016
- Jan 25, 2016 Apple 1Q16 Earnings Preview Jan 25, 2016
- Jan 19, 2016 Apple Is Moving Beyond the iPhone Jan 19, 2016
- Jan 11, 2016 The Two Apples Jan 11, 2016
- Jan 7, 2016 Introducing New Membership Features and a Slack Team Jan 7, 2016
- Jan 4, 2016 Apple Questions for 2016 Jan 4, 2016
-
December 2015
- Dec 15, 2015 Strategy Behind Retailers Discounting Apple Watch and iPad Dec 15, 2015
- Dec 2, 2015 The Grand Unified Theory of Apple Products Dec 2, 2015
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November 2015
- Nov 24, 2015 Peak iPad Mini Nov 24, 2015
- Nov 17, 2015 Making the Case Against an Apple Television Set Nov 17, 2015
- Nov 9, 2015 Decoding Apple's North San Jose Land Mystery Nov 9, 2015
- Nov 2, 2015 Apple Is Buying Back Shares Like There's No Tomorrow Nov 2, 2015
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October 2015
- Oct 26, 2015 Apple's 4Q15 Earnings Preview Oct 26, 2015
- Oct 20, 2015 Leasing Solves Apple's Cheap iPhone Dilemma Oct 20, 2015
- Oct 13, 2015 Apple Uses Good Design to Marginalize Industries Oct 13, 2015
- Oct 5, 2015 Apple Watch Is Being Severely Underestimated Oct 5, 2015
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September 2015
- Sep 28, 2015 Apple Is Building Its Largest Startup Ever Sep 28, 2015
- Sep 21, 2015 The Pixar iPhone Sep 21, 2015
- Sep 18, 2015 iPhone Launch Weekends are Getting Silly - Above Avalon Premium Week in Review Sep 18, 2015
- Sep 14, 2015 The New Apple Era Sep 14, 2015
- Sep 4, 2015 Bill Graham Civic Auditorium Intrigue & Above Avalon Premium Weekly Recap Sep 4, 2015
- Sep 3, 2015 Apple's Cheaper Stock Buyback Sep 3, 2015
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August 2015
- Aug 25, 2015 Apple's Plan to Destroy the Large Cable Bundle Aug 25, 2015
- Aug 24, 2015 Apple Scouting a Self-Driving Car Testing Area - Above Avalon Premium Week in Review Aug 24, 2015
- Aug 14, 2015 U.S. Watch Sales Collapsed in June - Above Avalon Premium Week in Review Aug 14, 2015
- Aug 10, 2015 Finding iPad's Future Aug 10, 2015
- Aug 3, 2015 Apple Watch is Coming to Best Buy - Above Avalon Premium Week in Review Aug 3, 2015
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July 2015
- Jul 27, 2015 Apple Car Development is Advancing - Above Avalon Premium Week in Review Jul 27, 2015
- Jul 20, 2015 Flops, Winners, and Outliers Jul 20, 2015
- Jul 16, 2015 AAPL 3Q15 Earnings Preview Jul 16, 2015
- Jul 9, 2015 The iPhone is Taking Over Apple Jul 9, 2015
- Jul 3, 2015 Trent Reznor Talks Apple Music & Above Avalon Premium Week in Review Jul 3, 2015
- Jul 2, 2015 Beats 1 is the New iPod and Apple's Latest Bet Jul 2, 2015
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June 2015
- Jun 29, 2015 The Great Apple Music Pivot Jun 29, 2015
- Jun 26, 2015 Taylor Swift is Backing Herself Into a Corner - Above Avalon Premium Week in Review Jun 26, 2015
- Jun 19, 2015 Wall Street Starting to Doubt Apple Watch - Above Avalon Premium Week in Review Jun 19, 2015
- Jun 18, 2015 Apple's Cash Dilemma Jun 18, 2015
- Jun 11, 2015 Apple Is Playing Offense at WWDC Jun 11, 2015
- Jun 5, 2015 Apple's Metaio Acquisition Could Be a Game Changer (Above Avalon Premium Sample) Jun 5, 2015
- Jun 2, 2015 The Apple vs. Google Battle Has Changed Jun 2, 2015
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May 2015
- May 29, 2015 Apple Watch is Making Luxury Watchmakers Uncomfortable - Above Avalon Premium Weekly Recap May 29, 2015
- May 27, 2015 The Jony Ive Promotion May 27, 2015
- May 23, 2015 Analyzing the iPhone User Base - Above Avalon Premium Recap May 23, 2015
- May 19, 2015 Uber, Not Tesla, Will Be Apple's Competition in the Automobile Industry May 19, 2015
- May 13, 2015 Introducing Above Avalon Membership and a New Premium Email May 13, 2015
- May 4, 2015 Significant R&D Increase Suggests Apple is Working on Something Big May 4, 2015
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April 2015
- Apr 29, 2015 China Mobile Is a Game Changer for Apple Apr 29, 2015
- Apr 27, 2015 Apple Watch: What Did Apple Just Roll out Here? Apr 27, 2015
- Apr 22, 2015 Apple 2Q15 Earnings Preview: Another Strong Quarter Driven by iPhone in China Apr 22, 2015
- Apr 20, 2015 Betting Big on the Camera Apr 20, 2015
- Apr 17, 2015 Apple's Watch Strategy Embraces the 80-20 Rule Apr 17, 2015
- Apr 15, 2015 Apple Watch is Cool, Just like iPhone Apr 15, 2015
- Apr 13, 2015 My Apple Watch Try-On Experience Apr 13, 2015
- Apr 9, 2015 Product Reviews are Broken Apr 9, 2015
- Apr 6, 2015 It's Time for the Watch Apr 6, 2015
- Apr 1, 2015 Apple's Music Strategy Looks Increasingly Risky Apr 1, 2015
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March 2015
- Mar 30, 2015 The 4-Inch iPhone 6c Mar 30, 2015
- Mar 27, 2015 Setting the Stage for a Larger Apple Share Buyback Program Mar 27, 2015
- Mar 25, 2015 Protecting Balance Sheets from Paranoia Mar 25, 2015
- Mar 24, 2015 Analyzing Apple's Expected Cash Dividend Increase in April Mar 24, 2015
- Mar 23, 2015 An Illusion in Switzerland Mar 23, 2015
- Mar 19, 2015 Setting the Stage for Two Million Apple Watch Demos in Two Weeks Mar 19, 2015
- Mar 18, 2015 Apple Watch Sales Estimates (Video) Mar 18, 2015
- Mar 17, 2015 Apple's Plan to Rethink Television Mar 17, 2015
- Mar 16, 2015 Establishing Apple Watch Sales Estimates: Expecting a Big Launch Mar 16, 2015
- Mar 13, 2015 The MacBook Paradox Mar 13, 2015
- Mar 11, 2015 Marketing Implications from BuzzFeed's Apple Watch Demo Video Mar 11, 2015
- Mar 10, 2015 The New Apple: Embracing Personalized Technology with a Luxury Twist Mar 10, 2015
- Mar 5, 2015 Apple Won't Look the Same after Monday's Apple Watch Keynote Mar 5, 2015
- Mar 3, 2015 Tackling AAPL's $1 Trillion Question Mar 3, 2015
- Mar 2, 2015 Samsung's Smartphone Dilemma Mar 2, 2015
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February 2015
- Feb 27, 2015 Apple's Initial Watch Ad in Vogue is Nearly Perfect Feb 27, 2015
- Feb 25, 2015 Apple's Strategy for Growing iPhone Sales by 50% in Three Years Feb 25, 2015
- Feb 24, 2015 Apple Is on Track to Buy Back 20% of Itself by 2017 (Video) Feb 24, 2015
- Feb 23, 2015 Don't Focus on Apple Watch Edition Pricing Feb 23, 2015
- Feb 20, 2015 Apple Is on Track to Buy Back 20% of Itself by 2017 Feb 20, 2015
- Feb 19, 2015 Playing Devil's Advocate as Jony Ive and Marc Newson Guide Apple Feb 19, 2015
- Feb 17, 2015 Apple Wants to Design a Car as Ambition Knows No Bounds Feb 17, 2015
- Feb 16, 2015 Three Month Update Feb 16, 2015
- Feb 13, 2015 The Trick of Downplaying Hardware Feb 13, 2015
- Feb 11, 2015 The Evolving Notification Feb 11, 2015
- Feb 10, 2015 Apple is Getting Paid to Raise Debt Feb 10, 2015
- Feb 9, 2015 Thoughts on Apple's Employee Retention "Problem" Feb 9, 2015
- Feb 6, 2015 Apple's New Music Strategy Feb 6, 2015
- Feb 5, 2015 Apple Watch: A Superb Economic Moat Years in the Making Feb 5, 2015
- Feb 4, 2015 Logic Behind Apple Raising Debt Despite Holding $178 Billion of Cash Feb 4, 2015
- Feb 3, 2015 Apple Doesn't Sell Phones Feb 3, 2015
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January 2015
- Jan 30, 2015 Luck or Vision Jan 30, 2015
- Jan 29, 2015 Jeff Williams: Apple CEO Material Jan 29, 2015
- Jan 29, 2015 Video - Reviewing Apple's 1Q15 Earnings Jan 29, 2015
- Jan 28, 2015 Apple's Record Earnings Jan 28, 2015
- Jan 26, 2015 Video - Apple 1Q15 Earnings Preview Jan 26, 2015
- Jan 23, 2015 The Battle for Mindshare Jan 23, 2015
- Jan 23, 2015 1Q15 Apple Earnings Preview Jan 23, 2015
- Jan 20, 2015 Apple's Plan for iPad in an iPhone World Jan 20, 2015
- Jan 18, 2015 Apple Rethinking the Pen: Initial Thoughts on 'Apple Pen' Jan 18, 2015
- Jan 16, 2015 Apple Pay Enrollment Trends Jan 16, 2015
- Jan 14, 2015 Apple Watch Isn't a Luxury Watch Jan 14, 2015
- Jan 12, 2015 iPad Observations Heading into Apple Earnings Jan 12, 2015
- Jan 8, 2015 Selling Apple Watch Jan 8, 2015
- Jan 7, 2015 Larger iPhones May Be a Game Changer Jan 7, 2015
- Jan 6, 2015 The Next Marginal Customer Jan 6, 2015
- Jan 5, 2015 1,000 Jan 5, 2015
- Jan 5, 2015 Apple Watch's Potential Impact on Apple Earnings Jan 5, 2015
- Jan 4, 2015 Apple Questions for 2015 Jan 4, 2015
- Jan 2, 2015 Apple in 2014: Thinking Differently Jan 2, 2015
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December 2014
- Dec 31, 2014 Tech Observations during the Holidays Dec 31, 2014
- Dec 22, 2014 The iPhone Was Different Dec 22, 2014
- Dec 19, 2014 Apple SVP Operations Jeff Williams on BBC's Anti-Apple Documentary Dec 19, 2014
- Dec 18, 2014 Apple Will Save $3 Billion in 2015 by Selling the 16GB iPhone 6/6 Plus Dec 18, 2014
- Dec 17, 2014 Putting Apple's 20 Million Facebook Video Ad Views into Perspective Dec 17, 2014
- Dec 16, 2014 Fitbit's Ongoing Skin Irritation Issues and Lessons from "Antennagate" Dec 16, 2014
- Dec 16, 2014 Apple's iPhone Strategy: Selling Shovels to Miners Dec 16, 2014
- Dec 15, 2014 Video - December 15, 2014 Dec 15, 2014
- Dec 15, 2014 The Scott Forstall Mystery Dec 15, 2014
- Dec 11, 2014 Jony Ive Is the Most Powerful Person at Apple Dec 11, 2014
- Dec 10, 2014 Month One Dec 10, 2014
- Dec 10, 2014 If the Apple App Store Is a Battlefield, Jony Ive Is the Commander Dec 10, 2014
- Dec 9, 2014 Thoughts on Apple's $155 Billion of Cash Dec 9, 2014
- Dec 8, 2014 Apple's New iPad Ad Looked Familiar Dec 8, 2014
- Dec 8, 2014 Apple's Accelerating iPhone Business; Establishing 2015 Estimates Dec 8, 2014
- Dec 5, 2014 Apple and Amazon View Failure Very Differently Dec 5, 2014
- Dec 4, 2014 Apple's Share Repurchases Have Benefited Shareholders: Follow-Up Dec 4, 2014
- Dec 4, 2014 Apple Watch's Secret Weapon Dec 4, 2014
- Dec 3, 2014 iPad's Biggest Problem in Education is iPad Dec 3, 2014
- Dec 2, 2014 Apple Flash Crash Brings the Worst out of Stock News Websites Dec 2, 2014
- Dec 1, 2014 Apple's Share Repurchases Have Benefited Shareholders by $80 Billion Dec 1, 2014
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November 2014
- Nov 27, 2014 Embracing Selfie Innovation Nov 27, 2014
- Nov 26, 2014 AAPL and $700 Billion Nov 26, 2014
- Nov 25, 2014 Estimating Apple's Record iPhone Sales in 1Q15 Nov 25, 2014
- Nov 25, 2014 Luxury Watch Industry Planning to Use Lawsuits to Delay Smartwatch Era Nov 25, 2014
- Nov 24, 2014 Samsung's Issues Look Weirder by the Day Nov 24, 2014
- Nov 24, 2014 Assessing Apple Watch's Primary Risk Nov 24, 2014
- Nov 20, 2014 Estimating Subscribers for a Revamped Beats Music Streaming Service Nov 20, 2014
- Nov 20, 2014 Interesting iPhone/Sapphire Tidbit from the WSJ Nov 20, 2014
- Nov 20, 2014 iPhone 6 vs. iPhone 6 Plus Sales Update Nov 20, 2014
- Nov 19, 2014 The App Store's Search Problem is Actually A Discovery Problem Nov 19, 2014
- Nov 19, 2014 Finding Apple Strategy Clues in Apple Watch's Human Interface Guidelines Nov 19, 2014
- Nov 18, 2014 Apple Watch Sales and Earnings Projections Nov 18, 2014
- Nov 17, 2014 UnionPay Received an Apple Press Release Nov 17, 2014
- Nov 17, 2014 Samsung's White Flag Nov 17, 2014
- Nov 17, 2014 Large M&A Is Not in Apple’s DNA: Case Study of Why Apple Won’t Buy Tesla Nov 17, 2014
- Nov 15, 2014 Week in Review; Most Popular Daily Email Links Nov 15, 2014
- Nov 13, 2014 Four Interesting Things About Apple's New $300 Beats Headphones Nov 13, 2014
- Nov 13, 2014 Yale Researcher Inadvertently Helps Market the Apple Watch Nov 13, 2014
- Nov 12, 2014 Apple's Mac Resilience in a Mobile World Nov 12, 2014
- Nov 12, 2014 U.S. and China Reach Trade Deal Reducing Tariffs on Tech Products Nov 12, 2014
- Nov 11, 2014 Apple’s $3 Billion Bet on Reinventing the Music Industry Nov 11, 2014
- Nov 11, 2014 Spotify CEO Comments on Recent Anti-Streaming Tone Nov 11, 2014
- Nov 11, 2014 Finding the Message in Tim Cook's WSJD Keynote Nov 11, 2014
- Nov 10, 2014 Some Housekeeping Items After Day 1 Nov 10, 2014
- Nov 10, 2014 Walmart SVP Publicly Argues with Visa Executive over Apple Pay Nov 10, 2014
- Nov 10, 2014 Apple Supplier Pegatron to Boost Cap Ex in 2015 Nov 10, 2014
- Nov 5, 2014 Microsoft Band Review Hits A Snag Nov 5, 2014
- Nov 3, 2014 Taylor Swift Flees Spotify Nov 3, 2014
- Nov 3, 2014 MCX is Doing More PR and It's Just as Bad as it Sounds Nov 3, 2014
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October 2014
- Oct 29, 2014 Finding the Middle Ground between Apple Pay and CurrentC Oct 29, 2014
- Oct 20, 2014 Quote of the Week Oct 20, 2014
- Oct 20, 2014 AAPL Earnings Recap; iPhone Growth Accelerating Oct 20, 2014
- Oct 20, 2014 AAPL 4Q14 Preview. Solid Quarter; Solid Outlook Oct 20, 2014
- Oct 16, 2014 Apple iPad Event Notes Oct 16, 2014
- Oct 13, 2014 Thoughts on iPad Oct 13, 2014
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September 2014
- Sep 27, 2014 Bendgate Is Closed Sep 27, 2014
- Sep 9, 2014 Apple Keynote Notes Sep 9, 2014
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August 2014
- Aug 27, 2014 Wearable Device Now, iWatch Later Aug 27, 2014
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May 2014
- May 8, 2014 What the Beats is Going on? Thoughts on Apple Acquiring Beats May 8, 2014
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February 2014
- Feb 27, 2014 Samsung’s Crisis of Design 2.0 Feb 27, 2014
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January 2014
- Jan 3, 2014 My Letter To Apple SVP of Retail Angela Ahrendts Jan 3, 2014
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December 2013
- Dec 17, 2013 Current Tech Musings and 2014 Predictions Dec 17, 2013
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October 2013
- Oct 25, 2013 AAPL 4Q13 Preview; Expect a Beat Oct 25, 2013
- Oct 7, 2013 Oct 7, 2013
- Oct 6, 2013 Initial Thoughts on iPhone 5s Oct 6, 2013
- Oct 3, 2013 Twitter's Problem; Not Connecting with Mainstream Users Oct 3, 2013
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September 2013
- Sep 12, 2013 Sep 12, 2013
- Sep 10, 2013 I Like Apple's iPhone Strategy Sep 10, 2013
- Sep 9, 2013 iPhone Keynote Expectations Sep 9, 2013
- Sep 1, 2013 Here's My Platform. Vote for Me. Sep 1, 2013
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April 2013
- Apr 21, 2013 AAPL 2Q13 Preview; Expect Ugly Guidance Apr 21, 2013
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February 2013
- Feb 23, 2013 Conceptual Concerns with Google Glass Feb 23, 2013
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January 2013
- Jan 24, 2013 Apple 1Q13 Review; Thoughts on Guidance and AAPL Jan 24, 2013
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December 2012
- Dec 29, 2012 AAPL 1Q13 Preview; Near-Term Volatility Continuing Dec 29, 2012
- Dec 17, 2012 Walmart Discounting Apple Products: Gloom or Boom? Dec 17, 2012
- Dec 5, 2012 Thoughts on Apple's 6.4% Stock Drop Dec 5, 2012
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November 2012
- Nov 17, 2012 Nov 17, 2012
- Nov 17, 2012 Anti-Apple Militia's Shifting Tactics; Attacking Apple's Cool Factor Nov 17, 2012
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October 2012
- Oct 25, 2012 Quick Thoughts on Apple's Earnings Oct 25, 2012
- Oct 23, 2012 Tackling the AAPL Unknown Oct 23, 2012
- Oct 19, 2012 AAPL 4Q12 Estimate Oct 19, 2012
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September 2012
- Sep 29, 2012 iPad Invading Enterprise. Re: Urban Outfitters Sep 29, 2012
- Sep 18, 2012 Marketing a Smaller iPad Sep 18, 2012
- Sep 10, 2012 Amazon Phone Sep 10, 2012
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July 2012
- Jul 5, 2012 AAPL 3Q12 Estimate Jul 5, 2012
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June 2012
- Jun 22, 2012 Microsoft’s Interesting Week Jun 22, 2012
- Jun 19, 2012 Siri's Been Busy Jun 19, 2012
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April 2012
- Apr 6, 2012 AAPL 2Q12 Estimate Apr 6, 2012
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March 2012
- Mar 10, 2012 Thoughts on the new iPad Mar 10, 2012
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February 2012
- Feb 5, 2012 Feb 5, 2012
- Feb 1, 2012 Not Everyone Copies Apple Feb 1, 2012
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January 2012
- Jan 23, 2012 Apple 1Q12 Preview: Tale of Two Products Jan 23, 2012
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December 2011
- Dec 17, 2011 Incompetency Dec 17, 2011
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November 2011
- Nov 18, 2011 AAPL 1Q12 Estimate Nov 18, 2011
- Nov 17, 2011 iPhone Accounted for Nearly 40% of U.S. Smartphone Sales in 3Q11 Nov 17, 2011
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October 2011
- Oct 22, 2011 Dissecting an Apple Bear Oct 22, 2011
- Oct 21, 2011 Final Thoughts on Apple's 4Q11 Oct 21, 2011
- Oct 6, 2011 Oct 6, 2011
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September 2011
- Sep 30, 2011 AAPL 4Q11 Earnings Cheat Sheet Sep 30, 2011
- Sep 22, 2011 Thoughts on Facebook F8 Sep 22, 2011
- Sep 10, 2011 Anchoring Bias Impacting Wall Street's View on Apple Sep 10, 2011
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August 2011
- Aug 27, 2011 Tim Cook. The Architect. Aug 27, 2011
- Aug 18, 2011 Inflection Point: HP webOS Aug 18, 2011
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July 2011
- Jul 24, 2011 AAPL Orchard's AAPL 4Q11 Estimate Jul 24, 2011
- Jul 22, 2011 Apple CEO Succession 101 Jul 22, 2011
- Jul 20, 2011 Great Use for Apple's Cash Jul 20, 2011
- Jul 19, 2011 A New AAPL Era Jul 19, 2011
- Jul 6, 2011 Facebook Gets It Jul 6, 2011
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June 2011
- Jun 30, 2011 Will Your Mom Love Google+? Jun 30, 2011
- Jun 16, 2011 RIMM Observations Jun 16, 2011
- Jun 3, 2011 Snapshots Jun 3, 2011
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April 2011
- Apr 21, 2011 Want to Beat iPad? Hire a Psychologist Apr 21, 2011
- Apr 8, 2011 iOS App Innovation and iPad 2 Design Lead to Magic Apr 8, 2011
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March 2011
- Mar 29, 2011 Amazon Cloud Mar 29, 2011
- Mar 22, 2011 Amazon Appstore Mar 22, 2011
- Mar 19, 2011 You Want iPad 2? Mar 19, 2011
- Mar 5, 2011 iPad's Actual Market Share Mar 5, 2011
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February 2011
- Feb 24, 2011 Do You Really Understand Apple? Feb 24, 2011
- Feb 11, 2011 HP Needs to Apologize for the webOS Event Feb 11, 2011
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January 2011
- Jan 21, 2011 Will HP webOS Get Knocked Out Before Entering the Fight? Jan 21, 2011
- Jan 12, 2011 "iPhone Impact on Verizon" For Dummies Jan 12, 2011
- Jan 7, 2011 Big M&A Not in Apple's DNA Jan 7, 2011
- Jan 3, 2011 Jan 3, 2011
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December 2010
- Dec 29, 2010 Various Holiday Crowds Dec 29, 2010
- Dec 24, 2010 My Ping Dec 24, 2010
- Dec 19, 2010 iPhone Can Still Beat Android in Smartphone Market Share Dec 19, 2010
- Dec 11, 2010 Music Wars: Facebook vs. Twitter vs. Myspace vs. Ping Dec 11, 2010
- Dec 7, 2010 Making Big Bets and Controlling Risk - How Apple Succeeds Dec 7, 2010
- Dec 7, 2010 Dec 7, 2010