Apple Announces Massive U.S. Investment Plan, Green Light for Apple Ramping Share Buyback, Thursday Q&A

Today's Above Avalon email includes the following topics: 

  • Apple Announces Massive U.S. Investment Plan
  • Green Light for Apple Ramping Share Buyback 
  • Thursday Q&A

Today's email begins with an in-depth look into Apple's big announcement regarding its commitment to the U.S. economy. We sift through the press release to analyze the most important numbers. The discussion then turns to why I think Apple's press release hints at a big ramp to Apple share buyback once foreign cash is brought back to the U.S. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • How does the lack of a non-Apple wearable ecosystem work with my view that wearables are a better alternative to smart speakers for most use cases?
  • Is there any possibility that the HomePod delay wasn’t due to any actual issues, but is rather a reaction to the rapidly increasing influence of Alexa?

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Breaking Down Stationary Smart Speaker Hype, NYT Goes Off on Apple Watch, Fashion and Luxury Executives Depart Apple 

Today's Above Avalon email covers the following topics: 

  • Breaking Down Stationary Smart Speaker Hype
  • NYT Goes Off on Apple Watch
  • Fashion and Luxury Executives Depart Apple

Today's email begins with my thoughts on The New York Times' recent article on the current state of voice assistants and stationary smart speakers. We go over why there is good reason to be skeptical of the stationary smart speaker hype. The discussion then turns to The New York Times fashion director going off on Apple Watch and its impact, or lack thereof, on the fashion industry. This leads us to taking a closer look at recent fashion/luxury executive departures from Apple and what they may signal for the company.  

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Fading CES Presence, 4Q17 PC and Mac Sales, AT&T/Huawei 

Today's Above Avalon email covers the following topics: 

  • Fading CES Presence
  • 4Q17 PC and Mac Sales
  • AT&T/Huawei

The email begins by addressing claims that CES 2018 contained worrying signs for Apple. We then take a deep dive into Gartner and IDC sales estimates for PC/Mac shipments in 4Q17. The email concludes with my thoughts on the growing saga between U.S. lawmakers, AT&T, and Huawei. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Stellar iPhone X Sales Trends in China, Thoughts on a Mega iPhone Upgrade Cycle, Thursday Q&A

Today's Above Avalon email includes the following topics: 

  • Stellar iPhone X Sales Trends in China
  • Thoughts on a Mega iPhone Upgrade Cycle
  • Thursday Q&A

Today's email begins with a deep dive into the latest iPhone sales share data. The discussion then turns to my thoughts on whether iPhone X is driving some kind of mega iPhone upgrade cycle. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • What are my thoughts on the continued harmonization between iOS and macOS and what is my perspective on OS convergence?
  • How seriously do 70 million Spotify users and the proliferation of Echo Dots threaten Apple in voice and audio? 
  • What's your overall impression of Eddy Cue?
  • How does Apple manage long-term vs. short-term threats to the iPhone business? 
  • Will the class-action lawsuits due to iPhone throttling have on Apple's reputation and brand? 
  • What are the key factors for Apple Watch's success?
  • Is there anything that is preventing Apple from immediately increasing the pace of stock buyback?

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Urged to Address iPhone Addiction Among Kids, CES 2018, Iovine Downplays Departure Rumors

Today's Above Avalon email covers the following topics: 

  • Apple Urged to Address iPhone Addiction Among Kids
  • CES 2018
  • Iovine Downplays Departure Rumors

Today's email begins with my thoughts on Apple being reprimanded by two of its investors for not doing enough to combat iPhone addiction in kids. The discussion then shifts to CES 2018 and my big picture view of the largest consumer electronics trade show of the year. The email concludes with Jimmy Iovine downplaying recent reports that he plans on leaving Apple later this year. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

GoPro Puts Itself Up for Sale, Revisiting GoPro as Apple Acquisition Target, Stationary Speakers Impacting Smartphone Usage

Today's Above Avalon email covers the following topics: 

  • GoPro Puts Itself Up for Sale
  • Revisiting GoPro as Apple Acquisition Target
  • Stationary Speakers Impacting Smartphone Usage

Today's email begins with a closer look at GoPro's bad 4Q17 preannouncement. The company is exiting the drone market and has put itself up for sale. The discussion then turns to weighing whether GoPro has positioned itself to be an acquisition target for Apple. We conclude the email with my thoughts on a large Accenture survey that points to stationary smart speakers reducing smartphone usage.

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Releases App Store Financials for 2017, Jimmy Iovine to Leave Apple, Apple's Performance in 2017

Today's Above Avalon email covers the following topics: 

  • Apple Releases App Store Financials for 2017
  • Jimmy Iovine to Leave Apple
  • Apple's Performance in 2017

Today's email begins with a closer look at new App Store financial figures released by Apple. The discussion then turns to my thoughts on Jimmy Iovine reportedly planning to leave Apple in August. We conclude the email with a follow-up to last week's Above Avalon article, "Grading Apple's 2017," and additional commentary on Apple's performance in 2017.

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Irresponsible Apple M&A Chatter, Business Models for Stationary Smart Speakers, Tepid ARKit Developer Adoption

Today's Above Avalon email includes the following stories: 

  • Irresponsible Apple M&A Chatter
  • Business Models for Stationary Smart Speakers
  • Tepid ARKit Developer Adoption

We kick off today's email by going over the latest example of irresponsible Apple M&A chatter involving Netflix. Things are getting out of control. The discussion then turns to the various business models for stationary smart speaker. We look at how Amazon, Google, and Apple can make money from stationary smart speakers. The email concludes with my thoughts on lackluster ARKit developer adoption.

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Estimating Amazon Echo Holiday Sales, Estimating Google Home Holiday Sales, HomePod's Missed Opportunity?

Today's Above Avalon email includes the following stories: 

  • Estimating Amazon Echo Holiday Sales
  • Estimating Google Home Holiday Sales
  • HomePod's Missed Opportunity?

We begin today's email by estimating Amazon Echo sales during the holiday season (Thanksgiving to Christmas). The discussion then turns to estimating Google Home sales during the same time period. With sales estimates in hand, we take a closer look at just how much of an opportunity Apple missed by delaying HomePod's launch to early 2018.

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Publishes Message About iPhone Throttling, Apple Lowers iPhone Battery Replacement Pricing, Long-Term iPhone Concerns Grow

Today's Above Avalon email includes the following stories: 

  • Apple Publishes Message About iPhone Throttling
  • Apple Lowers iPhone Battery Replacement Pricing
  • Long-Term iPhone Concerns Grow

Today's email continues our focus on Apple limiting CPU performance in older iPhones. We go over Apple's new message about iPhone throttling. The discussion then turns specifically to changes made to iPhone battery replacement pricing. We conclude with why I think this iPhone throttling issue represents a genuine long-term concern for the iPhone business.

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Responds to iPhone Throttling Allegation, Alternatives to iPhone Throttling, Apple's Underlying Older iPhone Problem

Today's Above Avalon email includes the following stories: 

  • Apple Responds to iPhone Throttling Allegation
  • Alternatives to iPhone Throttling
  • Apple's Underlying Older iPhone Problem

Today's email is dedicated to Apple confirming that it limits CPU performance in older iPhones. We go over how the allegations surrounding Apple throttling older iPhones put a renewed spotlight on the Apple planned obsolescence theory. The email concludes with a closer look at what I think is the underlying problem facing Apple regarding throttling older iPhones. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

U.S. Tax Bill and AAPL Valuation, China Smartphone Players Cut Orders, Adidas Exits Wrist Wearables

Today's Above Avalon email includes the following stories: 

  • U.S. Tax Bill and AAPL Valuation
  • China Smartphone Players Cut Orders
  • Adidas Exits Wrist Wearables

We kick off today's email with my thoughts regarding how the U.S. tax bill being signed into law may impact AAPL's valuation. The discussion then turns to a new report indicating China smartphone manufacturers are cutting orders due to weakening demand. The email concludes with Adidas getting out of the wrist wearables market. We look at the news from Apple's perspective. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Valuation Metrics, WSJ's Odd Stance on Apple Taxes, Huawei to Expand in U.S. 

Today's Above Avalon email includes the following stories: 

  • Apple Valuation Metrics
  • WSJ's Odd Stance on Apple Taxes
  • Huawei to Expand in U.S. 

We begin today's email with a look at current AAPL valuation metrics. We also compare Apple's stock valuation to the overall market and various sectors. The discussion then turns to the WSJ arguing the new U.S. tax bill targets tech companies' strategies of booking profits offshore. The WSJ's claims don't sit well with me. We conclude with news of Huawei looking to expand its presence in the U.S. smartphone market. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Final U.S. Tax Bill Unveiled, Apple's New Effective Tax Rate, AirPods Sell Out

Today's Above Avalon email includes the following stories: 

  • Final U.S. Tax Bill Unveiled
  • Apple's New Effective Tax Rate
  • AirPods Sell Out

We kick off today's email with a look at the compromised version of the Tax Cuts and Jobs Act (the U.S. tax bill). Specifically, we discuss the parts of the tax bill that will impact Apple. The discussion turns to my initial thoughts on Apple's new effective tax rate going forward. The email concludes with news of AirPods selling out with one week left to the critical holiday gift season. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here

 
 
 
 

Apple Talks HomePod Delay, Apple and Finisar, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • Apple Talks HomePod Delay
  • Apple and Finisar
  • Thursday Q&A

We kick off today's email with a closer look at Apple SVP Phil Schiller's comments on the HomePod delay and the broader smart speaker space. The discussion then turns to Finisar receiving $390 million from Apple's Advanced Manufacturing Fund. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • Who does Apple think of when they refer to a "professional"?
  • With a new Mac Pro in the works, what is the likelihood that the iMac Pro will remain in the line given that the two machines will essentially go after the same market?
  • What do I make of supply chain rumors indicating iPhone X component orders are being slashed?

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here