A Cellular Apple Watch Black Eye, My Cellular Apple Watch Connectivity Issue Theory, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • A Cellular Apple Watch Black Eye
  • My Cellular Apple Watch Connectivity Issue Theory
  • Thursday Q&A

We kick off today's email with my thoughts and observations on cellular Apple Watch Series 3 reviews. We go over the reviews and focus on reports of cellular Apple Watches experiencing severe LTE connectivity issues. Upon closer examination, there is something about these connectivity issues and Apple's official response to the issues that doesn't sit well with me. The email then turns to my theory on what may be going on with the cellular Apple Watch. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • Why is Apple still pushing sizable price increases in non-US markets?
    Will Face ID be integrated into iPad, Apple Watch, and Mac? What about other initiatives?
  • When will Apple disclose Apple Watch sales? Would the Watch be shown as a separate product category?
  • Do you think Apple missed the opportunity to "revolutionize" TV?
  • Why didn't Apple extend the dual-camera system to iPhone 8? 

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


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The iPhone 8 Review Dilemma, iPhone User Base Breakdown by Model, Amazon Working on Alexa Glasses

Today's Above Avalon email includes the following stories: 

  • The iPhone 8 Review Dilemma
  • iPhone User Base Breakdown by Model
  • Amazon Working on Alexa Glasses

We kick off today's email with my thoughts and observations on iPhone 8 reviews. Two reviews stood out to me for two very different reasons. The discussion then turns to the iPhone user base breakdown by model. We look at the percentage of iPhone users owning each iPhone model. The numbers are used to assess Apple's target market for the iPhone 8 and 8 Plus. The email then turns to the Financial Times report indicating Amazon is working on a pair of smart glasses powered by Alexa. We go over my thoughts on the idea and the broader trend of how companies are approaching wearables. 

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


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iPhone Isn't a Veblen Good, The Intriguing Gold iPhone 8, Thoughts on Early iPhone and Watch Orders

Today's Above Avalon email includes the following stories: 

  • iPhone Isn't a Veblen Good
  • The Intriguing Gold iPhone 8
  • Thoughts on Early iPhone and Watch Orders

We kick off today's email with my thoughts on the WSJ's recent article regarding Apple's iPhone X pricing strategy. Is Apple doubling down on luxury and positioning the iPhone as a Veblen good? We go over Veblen goods and my thoughts on the topic. The discussion then takes a closer look at iPhone 8 and 8 Plus and how Apple is using the all-new gold iPhone finish to shift customer demand. The email turns to four of my observations regarding early iPhone 8 / 8 Plus and Apple Watch Series 3 orders. 

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


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Inside Apple's A11 Bionic Chip, Apple Talks Face ID, The Face ID Rumor Surprise

Today's Above Avalon email includes the following stories: 

  • Inside Apple's A11 Bionic Chip
  • Apple Talks Face ID
  • The Face ID Rumor Surprise

We kick off today's email with my thoughts and observations on Apple's chat with Lance Ulanoff over at Mashable regarding the A11 Bionic chip. The discussion then takes a closer look at Face ID. Craig Federighi, SVP of software engineering, did two interviews last week regarding Face ID. The email turns to how the vast majority of iPhone rumors heading into last week ended up being wrong when it came to Apple's intention with facial recognition on iPhone. We then conclude with my thoughts on Face ID's future within the Apple product line. 

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


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Apple Event Review: Full Notes

Today's Above Avalon email is focused on reviewing Apple's inaugural event at Steve Jobs Theater. The email covers my full notes from Apple's presentation. This is the second half of my event review. The first half (major themes from the event) is available here.

This email covers 34 different topics pertaining to Apple's inaugural event at Steve Jobs Theater. 

My full Apple event review is available for Above Avalon members. To continue reading, click here.


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Apple Event Review: Major Themes

Today's Above Avalon email is focused on reviewing Apple's inaugural event at Steve Jobs Theater. The email covers five major themes from Apple's presentation: 

  • Attending the Event
  • Apple Product Pricing Shock
  • Apple Watch Strength
  • iPhone X Impressions
  • Doubling Down on Apple TV Strategy

The second half of my event review (published tomorrow) will include my full notes from attending the inaugural event at Steve Jobs Theater. 

My full Apple event review is available for Above Avalon members. To continue reading, click here.


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Previewing Apple's Inaugural Event at Steve Jobs Theater

Today's Above Avalon email includes the following stories: 

Previewing Apple's Inaugural Event at Steve Jobs Theater

  • The iOS 11 GM Leak
  • iPhone
  • Apple Watch
  • Apple TV
  • HomePod
  • Wildcards

Today's email will be dedicated to previewing Apple's inaugural event at Steve Jobs Theater. We first go over my thoughts on the huge iOS 11 GM leak that occured late last week. We then go through all of my expectations regarding new hardware announcements with a focus on the more strategic items. The email concludes with a few possible wildcard announcements for tomorrow's event.

(I will be attending the inaugural event at Steve Jobs Theater. The daily member emails on Wednesday and Thursday will be dedicated to reviewing the event.)

My full event preview is available for Above Avalon members. To continue reading, click here.


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Samsung's OLED Monopoly, NYT Goes After Apple Job Inequality, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • Samsung's OLED Monopoly
  • NYT Goes After Apple Job Inequality
  • Thursday Q&A

We begin today's email by going over reports that Samsung is overcharging Apple for OLED displays to be used in the upcoming OLED iPhone. There is something about that theory that doesn't sit right with me. The discussion then turns to The New York Times' piece on job inequality. Apple was used as an example to demonstrate how the relationship between corporations and workers has changed. We go over my thoughts and observations on the article. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • Given news of Siri leadership changing hands, do I think anything has changed with respect to Apple's overall services strategy? Does Apple need to institute changes to its services strategy
  • What do I make of Apple possibly bidding for the James Bond franchise? 
  • Do I think Apple will abandon the AirPort home router product line?
  • What are the odds AirPods will see an update next week?

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


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Siri Leadership Changes Hands, Eddy Cue's Role Within Apple, Apple Debt Doubt

Today's Above Avalon email includes the following stories: 

  • Siri Leadership Changes Hands
  • Eddy Cue's Role Within Apple
  • Apple Debt Doubt

We kick off today's email with my thoughts and observations on Apple transitioning Siri leadership from Eddy Cue to Craig Federighi. The discussion then takes a closer look at Eddy Cue's evolving role within Apple and my view as to his current role within Tim Cook's inner circle. The email then turns to a Bloomberg article regarding the lack of criticism and doubt facing Apple's debt issuances. We look at the issue in detail as well my latest thinking regarding Apple's balance sheet strategy.

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


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My iPhone in China Theory, Deep Dive into Roku's IPO Filing, Apple Searching for Apple Studios HQ

Today's Above Avalon email includes the following stories: 

  • My iPhone in China Theory
  • Deep Dive into Roku's IPO Filing
  • Apple Searching for Apple Studios HQ

We kick off today's email by continuing the discussion found in last week's AboveAvalon.com article ("Apple in China"). Specifically, we go over my theory on why iPhone sales turned weak in China. The discussion then turns to Roku filing for an IPO. We take a deep dive into Roku's S-1 IPO filing. The email then turns to the latest scoop from The Financial Times regarding Apple Studios. We go over two observations from news that Apple is thinking about moving to The Culver Studios. 

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


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Alexa Partners with Cortana, Google Unveils ARCore, The ARKit Hype Phase

Today's Above Avalon email includes the following stories: 

  • Alexa Partners with Cortana
  • Google Unveils ARCore
  • The ARKit Hype Phase

We begin today's email with my thoughts and observations on Amazon and Microsoft announcing a new kind of digital voice assistant partnership involving Alexa and Cortana. The discussion then turns to Google unveiling ARCore. After going over how I'm thinking about Google and AR, we go over why I think we are in the ARKit hype phase and what it means for Apple and AR.

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


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The Apple Television Set Debate, Saying No to an Apple Television Set, Tim Cook Barnstorms Across U.S. 

Today's Above Avalon email includes the following stories: 

  • The Apple Television Set Debate
  • Saying No to an Apple Television Set
  • Tim Cook Barnstorms Across U.S. 

We begin today's email with my thoughts on the ongoing debate regarding Apple selling its own television set. The discussion then turns to why I am not in the camp that thinks Apple should have a change of heart and begin selling its own television set. The email turns to Andrew Ross Sorkin, writing for The New York Times, wondering why Tim Cook is acting like a politician these days. We go over the topic and discuss how Tim Cook's legacy as Apple CEO is beginning to appear.

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


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Fitbit Unveils Ionic Smartwatch, Apple to Unveil 4K Apple TV Box, Apple TV Intrigue

Today's Above Avalon email includes the following stories: 

  • Fitbit Unveils Ionic Smartwatch
  • Apple to Unveil 4K Apple TV Box
  • Apple TV Intrigue

We begin today's email with my thoughts and observations on Fitbit's new Ionic smartwatch. The discussion then turns to Apple TV. After going over Bloomberg's report on what to expect with the upcoming Apple TV update, we go over why Apple TV continues to intrigue me. 

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


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Apple to Launch Self-Driving Shuttle Service, Project Titan Isn't a Rorschach Test, A $999 OLED iPhone

Today's Above Avalon email includes the following stories: 

  • Apple to Launch Self-Driving Shuttle Service
  • Project Titan Isn't a Rorschach Test
  • A $999 OLED iPhone

We kick off today's email with a closer look at The New York Times report regarding Apple's Project Titan. We go over news of Apple working on a self-driving shuttle service for employees. The discussion then turns to the broader topic of why there are so many different viewpoints in the tech community regarding Project Titan. In reality, Apple's transportation initiative isn't a big black box as many people make it out to be. We connect all of the dots to get a clear picture of Project Titan. The email then turns to the first official report regarding pricing for the upcoming OLED iPhone. The report matches my initial pricing projections for the premium iPhone. We revisit my pricing projections for the entire iPhone line. 

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


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Estimating iPhone Sales Mix by Model, Video Streaming Is an Arms Race, Thursday Q&A

Today's Above Avalon email includes the following stories: 

  • Estimating iPhone Sales Mix by Model
  • Video Streaming Is an Arms Race
  • Thursday Q&A

We begin today's email by going over my estimates for iPhone sales mix by model during FY3Q17. We go over the methodology and data behind my estimates. The discussion then turns to Variety's interesting interview with Ted Sarandos, Netflix's Chief Content Officer. The video streaming space has become an arms race. We go over my thoughts on the interview and how I think Apple should approach Netflix. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members: 

  • What do you think is Apple's gross margin on services? 
  • Does Apple have room to grow its Services margin over the next four years? 
  • Who should Netflix buy? 
  • Do you see Netflix becoming more like Amazon over time?

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


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