The Apple Ecosystem Is Humming Along

In the 23rd episode of the AVALON podcast, Neil discussed the following topics/subjects:

What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)

• An inside look at how I model Apple financially and how I approach Apple earnings.

• The two big takeaways from Apple's 4Q25 earnings.

• Why Apple's HW results are improving.

• How Apple's ecosystem is underpenetrated from a Services monetization. 

Lighting Round (two topics two minutes each)

• Apple hits a $4 trillion market capitalization.

• The Mac’s financial performance.

Give Me a Break (something ridiculous that jumped out at me)

• Online misinformation involving finance/stocks.

Tell Me More (something intriguing that has my attention)

• Neo the home robot.

Listen to the first four minutes of the episode below:

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