Amazon Developing High-End Speaker, Apple Glasses Rumor Circulates, Foldables vs. Smart Glasses vs. Self-Driving Cars

Today's Above Avalon daily update includes the following stories: 

  • Amazon Developing High-End Speaker

  • Apple Glasses Rumor Circulates

  • Foldables vs. Smart Glasses vs. Self-Driving Cars

Happy Monday. We begin a new week of daily updates in stationary speaker land. The discussion then turns to Apple Glasses.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Angela Ahrendts’ Best Interview to Date, Tesla’s Quarterly Deliveries, Google Kills Nest App for Wearables

Today's Above Avalon daily update includes the following stories: 

  • Angela Ahrendts’ Best Interview to Date

  • Tesla’s Quarterly Deliveries

  • Google Kills Nest App for Wearables

Today's update will cover three stories that jumped out at me. We begin with my takeaways and notes from Angela Ahrendts’ interview with RBC. The former head of Apple retail covered a number of topics including her time at Apple and retail’s future. The email then turns to Tesla’s latest delivery figures and how Elon Musk is now focusing on something else in addition to quarterly shipment numbers. The discussion concludes with Google making another questionable decision regarding wearables.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Apple Updates MacBook Line, 12-inch MacBook Discontinued, WarnerMedia Unveils HBO Max

Today's Above Avalon daily update includes the following stories: 

  • Apple Updates MacBook Line

  • 12-inch MacBook Discontinued

  • WarnerMedia Unveils HBO Max

We begin today’s update with my thoughts on the various changes Apple announced to the MacBook line. The discussion includes why Apple’s decision to discontinue the 12-inch MacBook stands out to me. We then shift over to media land and look at new tidbits regarding HBO Max, WarnerMedia’s new direct-to-consumer video service. The email concludes with my latest thinking regarding Apple TV+ pricing options.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Latest App Store Trends, Mac Pro to Be Assembled in China, The Intricacies Found with Apple News+

Today's Above Avalon daily update includes the following stories: 

  • Latest App Store Trends

  • Mac Pro to Be Assembled in China

  • The Intricacies Found with Apple News+

We kick off today's update by discussing new App Store revenue estimates from Sensor Tower.

With Apple earnings a few weeks away, now is the time to start collecting FY3Q19 (April to June) data and numbers. My stance is that a mosaic theory is useful – taking a number of data points and estimates from various places that have a good track record. This means that we end up elevating numbers from Kantar and Sensor Tower while mostly ignoring Gartner, IDC, etc. (who end up publishing their estimates after the fact anyway).

We then shift over to the Mac Pro and conclude with a corollary worth pursuing related to Apple News+ following yesterday's update.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 



Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Eddy Cue Talks Apple TV+, A Slow Start for Apple News+? , Apple Music Subscriber Trajectory

Today's Above Avalon daily update includes the following stories: 

  • Eddy Cue Talks Apple TV+

  • A Slow Start for Apple News+?

  • Apple Music Subscriber Trajectory

Today’s update ends up having an Apple Services theme. We begin with two recent Eddy Cue interviews that included a few new tidbits regarding Apple TV+. The discussion then turns to Apple News+ and concludes with the latest Apple Music subscriber data. We look at the current subscriber trajectory for Apple Music and what it tells us about Apple’s broader Services strategy.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 


Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Don't Ignore Marc Newson, Jeff Williams’ Significance, The WSJ’s Hit Piece Against Jony Ive

Today's Above Avalon daily update includes the following stories: 

  • Don't Ignore Marc Newson

  • Jeff Williams’ Significance

  • The WSJ’s Hit Piece Against Jony Ive

In yesterday’s update, we focused on the environment and factors leading up to last week’s news involving Jony Ive and Jeff Williams. I’m happy with how that update turned out as I think it captured the essence of what is taking place.

In today’s update, we are going to focus more on the future and my thoughts on how some of these changes may play themselves out in the near term. We will also talk about the WSJ’s article regarding Jony Ive’s departure. Needless to say, there were issues found with the piece.

Above Avalon membership is required to read this 3,000-word daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 


Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Thoughts on the Jony Ive News

Today's Above Avalon daily update is dedicated to discussing the Jony Ive news.

The 3,600-word email includes the following sections:

  • Jony Ive to Form New Design Company

  • A Gift in Disguise

  • Bearing High Expectations

  • An Evolution?

  • Leadership Changes

  • The Final Arbitrator

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Apple News Spotlight Is a Winner, Apple Watch Camera Patent Surfaces, The Case for Cameras on the Wrist

Today's Above Avalon daily update includes the following stories: 

  • Apple News Spotlight Is a Winner

  • Apple Watch Camera Patent Surfaces

  • The Case for Cameras on the Wrist

We begin today’s update with my thoughts on Apple News Spotlight and why I’m optimistic about Apple’s ability to distribute written content to hundreds of millions of people. The discussion then turns to the wrist and the rationale for putting a camera in Apple Watch.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Apple Officially Buys Drive.ai, Netflix to Lose "The Office," Video Streaming Anchors

Today's Above Avalon daily update includes the following stories: 

  • Apple Officially Buys Drive.ai

  • Netflix to Lose "The Office”

  • Video Streaming Anchors

In today’s update, we will begin with a follow-up to Apple buying Drive.ai and what the acquisition tells us about Project Titan. The discussion will then turn to video streaming and news that Netflix will be losing “The Office” to NBCUniversal. As the subscription video streaming landscape takes shape, one developing trend is that each service appears to be relying on what I am calling “anchors.” We discuss the topic in detail.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Inside Apple’s App Review, Content Curation vs. Moderation, Apple Formerly Responds to Spotify Complaint 

Today's Above Avalon daily update includes the following stories: 

  • Inside Apple’s App Review

  • Content Curation vs. Moderation

  • Apple Formerly Responds to Spotify Complaint

Today's update will have an App Store / curation theme. We begin with a closer look at how app review works within Apple. The discussion then turns to the much larger discussion involving the key differences between content curation and moderation. We finish with how some of Apple’s punches against Spotify’s antitrust complaint sure have been connecting.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Google Ends Tablet Hardware Development, Was Android an Exception?, Apple Investigating Supply Chain Changes

Today's Above Avalon daily update includes the following stories: 

  • Google Ends Tablet Hardware Development

  • Was Android an Exception?

  • Apple Investigating Supply Chain Changes

We begin today's update with news that Google is moving away from developing its own tablet hardware. The discussion then turns to my thoughts on whether or not Android was an exception in terms of Google software dominance. We conclude with why I think Apple faces a double-edged sword in terms of its supply chain.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to. 


Member Privileges and Benefits

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.


Addressing the Hole in the Grand Unified Theory of Apple Products, Revisiting Apple’s Achilles' Heel, Apple Partners with Best Buy for Product Repairs

Today's Above Avalon daily update includes the following stories: 

  • Addressing the Hole in the Grand Unified Theory of Apple Products

  • Revisiting Apple’s Achilles’ Heel

  • Apple Partners with Best Buy for Product Repairs

We begin today’s update with additional comments on the latest Above Avalon article, “Apple's Product Strategy Is Changing.” In particular, we look at how Apple is addressing the hole in my Grand Unified Theory of Apple Products. The discussion then turns to whether or not the Mac is still Apple’s Achilles’ Heel. The email concludes with some noteworthy Apple Retail changes.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple earnings and financial estimates.

  • My perspective and observations on current news, Apple competitors, and keynotes/events.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.

  • Priority Email Access. Receive timely responses to all email questions and inquiries.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Archive Access. Read daily updates previously sent to members. The archive can be viewed here.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Initial Thoughts on Libra and Facebook Calibra, Apple and Digital Currencies, Japan Display Runs Into More Trouble

We will begin today's email by discussing my initial thoughts on Facebook's move into digital currencies with Libra and Calibra. The discussion will also approach the topic from Apple's vantage point.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple earnings and financial estimates.

  • My perspective and observations on current news, Apple competitors, and keynotes/events.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.

  • Priority Email Access. Receive timely responses to all email questions and inquiries.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Archive Access. Read daily updates previously sent to members. The archive can be viewed here.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Tim Cook's Stanford Commencement Address, CNBC's Weak Retort Against Cook, J.J. Abrams Chooses WarnerMedia

We will begin today's email with a discussion of Tim Cook's powerful commencement address at Stanford. We will then cover some of the criticism that Cook's privacy pitch received. We conclude the email with news that J.J. Abrams has decided to partner with WarnerMedia.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple earnings and financial estimates.

  • My perspective and observations on current news, Apple competitors, and keynotes/events.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.

  • Priority Email Access. Receive timely responses to all email questions and inquiries.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Archive Access. Read daily updates previously sent to members. The archive can be viewed here.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Apple to Chase Oscars, Apple In Running for J.J. Abrams Deal, Google Leaks Pixel 4

Happy Monday. We will begin a new week in video streaming land. 

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple earnings and financial estimates.

  • My perspective and observations on current news, Apple competitors, and keynotes/events.

If it is of interest to Apple, it is something I pay attention to. 

Member Privileges and Benefits

  • Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.

  • Priority Email Access. Receive timely responses to all email questions and inquiries.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Archive Access. Read daily updates previously sent to members. The archive can be viewed here.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.