How Apple Is Changing, 2Q18 Microsoft Surface Sales, Q&A

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

  • How Apple Is Changing
  • 2Q18 Microsoft Surface Sales
  • Q&A

We begin today's email with my thoughts on a recent article by Jason Snell for Macworld regarding four ways Apple has thrown out its old playbook. The email then turns to Microsoft earnings, and we look at Microsoft Surface sales. We conclude with an installment of Q&A. I answer the following questions from Above Avalon members:

  • What do I think about a camera for Apple Watch? Do I see this as a priority for Apple?
  • When will macOS be able to run on A series chips? Would Apple move completely over to its own chips for Mac?
  • What happens to iPhone demand if Apple lowers entry-level iPhone pricing to $299 or lower (from the current $349)? 
  • Why were Richard Howarth and Alan Dye removed from Apple’s leadership page?
  • Do I think there is something more to Apple and satellites given my Apple Maps discussion?
  • How do I determine which stories to discuss in these daily emails?

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

Additional Thoughts on iPhone Sales Mix, Netflix Moves into Radio, Berkshire Having Trouble Spending Excess Cash

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

  • Additional Thoughts on iPhone Sales Mix
  • Netflix Moves into Radio
  • Berkshire Having Trouble Spending Excess Cash

We begin today's email with a few additional thoughts on the current iPhone sales mix and what it may suggest about the need for Apple to raise or lower iPhone pricing. The email then turns to Netflix announcing a move into radio. We conclude with a discussion of how Berkshire Hathaway, one of Apple's top shareholders, is adjusting its own buyback criteria and how it could impact Warren Buffett's AAPL purchases. 

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

App Store vs. Google Play Metrics, iPhone Sales Mix, 2Q18 PC and Mac Shipments

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

  • App Store vs. Google Play Metrics
  • iPhone Sales Mix
  • 2Q18 PC and Mac Shipments

We kick off today's email with my takeaways from Sensor Tower's 1H18 recap for the App Store and Google Play. The email then turns to iPhone and new data regarding iPhone sales mix by device. We conclude by going over the latest PC and Mac shipment estimates from IDC.

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

Netflix 2Q18 Earnings, Facebook Hires Google Chip Leader, Apple’s Struggles in India Continue

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

  • Netflix 2Q18 Earnings
  • Facebook Hires Google Chip Leader
  • Apple’s Struggles in India Continue

We begin today's email with my thoughts on Netflix's 2Q18 earnings results. The discussion then turns to Facebook poaching a key player in Google's silicon efforts. We go over my three observations about the move. The email concludes with Apple reportedly running into more trouble in India.

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

App Store Turns 10, Valuing Wall Street Giants, Magic Leap Hype Fizzles

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

  • App Store Turns 10
  • Valuing Wall Street Giants  
  • Magic Leap Hype Fizzles

We begin today's email with my thoughts on the App Store turning 10 years old. The email then turns to my weekly article, "The Race to a Trillion." In particular, we discuss how today's Wall Street giants are valued. The discussion concludes with Magic Leap hype and why I think the company is making some major mistakes. 

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

Project Titan Is Huge, John Giannandrea Starts at Apple

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

  • Project Titan Is Huge
  • John Giannandrea Starts at Apple

We kick off today's email by going over the latest Project Titan news. The FBI arrested a former Project Titan employee for allegedly stealing Apple trade secrets. The criminal complaint provides the clearest view yet of Apple’s Project Titan. The discussion then turns to John Giannandrea, former Google chief of search and artificial intelligence, officially starting at Apple. A few things about Giannandrea's place within Apple's leadership team jump out at me. 

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

AT&T / HBO Drama, Poaching HBO Talent, Microsoft Surface Go

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

  • AT&T / HBO Drama
  • Poaching HBO Talent
  • Microsoft Surface Go

We begin today's email by going over my thoughts regarding AT&T pushing dramatic changes upon HBO. The discussion then turns to the idea of a brain drain developing at HBO. We end the email by going over Microsoft Surface Go and the fundamental design difference between Surface and iPad / Mac. 

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

Sonos Files to Go Public, The Sonos Problem, Apple Music Pulls Ahead of Spotify in the U.S.

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

  • Sonos Files to Go Public
  • The Sonos Problem
  • Apple Music Pulls Ahead of Spotify in the U.S.

We kick off today's email with Sonos. We first go over the most interesting statistics and numbers from Sonos' Form S-1 IPO filing. The discussion will then turn to my overall thoughts on Sonos and its IPO. The email concludes with a discussion of Apple Music reportedly bypassing Spotify in terms of the number of paying users in the U.S. We go over how troubling trends are brewing for Spotify. 

This daily update is available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here

 
 
 
 

Tesla's Rapid Evolution, Conventional Wisdom vs. Tesla, Microsoft Working on Foldable Surface 

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

  • Tesla's Rapid Evolution
  • Conventional Wisdom vs. Tesla
  • Microsoft Working on Foldable Surface

We begin today's email by discussing the latest Tesla developments. The email then turns to reports that Microsoft will unveil a new product category based on a foldable display.

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Apple’s U.S.-Centric Approach for Services, Lyft Moves Big into Bikes, LG Orders Hint at iPhone X Plus Pricing

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

  • Apple’s U.S.-Centric Approach for Services
  • Lyft Moves Big into Bikes
  • LG Orders Hint at iPhone X Plus Pricing

We kick off today's email by going over a few of my observations regarding Apple News and Apple Maps 2.0. The discussion then turns to transportation and Lyft acquiring Motivate. The email concludes with some iPhone news and how a report of LG becoming an iPhone OLED display supplier hints at iPhone X Plus pricing. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Apple Maps 2.0, Apple’s Motivation Behind Apple Maps 2.0, Revisiting Project Titan and Apple Maps

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

  • Apple Maps 2.0
  • Apple’s Motivation Behind Apple Maps 2.0
  • Revisiting Project Titan and Apple Maps

Today's email is dedicated to discussing the big new regarding Apple Maps. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Thoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A 

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

  • Thoughts on an Apple Content Bundle
  • Potential Apple Bundle Pricing
  • Thursday Q&A

Today's email begins with my thoughts on the increasing likelihood that Apple will launch a content bundle. We go over the various Apple services that I think will make up such a subscription. The discussion then turns to potential pricing for an Apple content bundle. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:

  • Of the 900 million people with an iPhone, how many are on 16 GB / 32 GB devices?
  • Is there any realistic scenario where it becomes attractive for Apple to support a Disney bid for Fox? If Disney loses its Fox bid, could Apple acquire Disney’s media business?
  • What are the odds of Apple acquiring Magic Leap?

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Apple's Controlling Sound Strategy, Instagram Unveils IGTV, More Smoke for Spotify's Video Ambitions  

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

  • Apple's Controlling Sound Strategy
  • Instagram Unveils IGTV
  • More Smoke for Spotify's Video Ambitions  

We begin today's email with a closer look at Apple's sound strategy. Bloomberg is out with a new report covering some of Apple's upcoming devices for controlling sound. The discussion then turns to video content. We go over my thoughts on Instagram getting into long-form content with IGTV. The email concludes with additional smoke that Spotify is moving towards original video content. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Tim Cook at His Best, Apple Announces 2018 U.S. Midterms Coverage, The Apple News Advantage  

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

  • Tim Cook at His Best
  • Apple Announces 2018 U.S. Midterms Coverage
  • The Apple News Advantage  

We kick off today's email with an overview of Tim Cook's interview with Fortune's Adam Lashinsky. We discuss why I think it was Cook at his best. The email then turns to Apple News. We go over Apple's announcement regarding a new Apple News section dedicated to the U.S. Midterms. The email concludes with how Apple News has an advantage over rival news services.

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 

Apple Announces MacBook Keyboard Service Program, The Case of the Missing AirPower, Apple Partners with Sesame Workshop

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

  • Apple Announces MacBook Keyboard Service Program
  • The Case of the Missing AirPower
  • Apple Partners with Sesame Workshop

Today’s email begins with my thoughts on Apple announcing a new service program for MacBook keyboards. The discussion then turns to a recent Bloomberg article regarding Apple running into delays with AirPower. The email concludes with Apple partnering with Sesame Workshop for kids' video programming.

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here