My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates
Today's Above Avalon Daily update includes the following stories:
My Initial Reaction to Apple’s Strong 4Q25 Earnings
How Apple’s Results Compared to My Estimates
Hello everyone. Welcome to a special Halloween edition of the Above Avalon Daily. While there may be some scary displays this evening trick-or-treating, Apple’s earnings release and call were the opposite of frightening. Let’s discuss. Today’s update will begin our Apple earnings review.
We will kick things off with my initial reaction to earnings. The second half of the update will go over the key numbers.
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My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
Today's Above Avalon Daily update includes the following stories:
My Apple 4Q25 Estimates
Above Avalon Expectation Meter (4Q25 Edition)
Hello everyone. Apple will release earnings at 4:30 pm ET. There will be an update published tomorrow (Friday).
Today’s update will include the second half of our earnings preview. The first half is available here.
My updated Apple earnings model (works with Excel and Numbers) is now available to those who subscribe to Above Avalon Models. To access the models, log into the Above Avalon payer portal (here). Once signed in, go to the "Digital Package" tab which will bring you to your personalized page where the model can be downloaded. If you are interested in Above Avalon Models, learn more here.
Let’s jump in.
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Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
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Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap
Today's Above Avalon Daily update includes the following story:
Thoughts Heading Into Apple’s 4Q25 Earnings
iPhone’s Supply/Demand Imbalance
Apple Hits $4 Trillion Market Cap
Hello everyone. We are going to shift gears and focus on Apple’s upcoming earnings report. Apple will report earnings on Thursday. The next two updates will be dedicated to preparing for Apple’s earnings. My hope is to get the next update out later today.
Let’s begin our Apple 4Q25 preview.
An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.
Choose either a monthly or annual subscription. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and subscription status at any time.
Subscriber Privileges and Benefits
Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
Archive Access. Access previous updates sent to members in an easy-to-navigate archive built in Ghost.
Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.
Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries.
Access Bundle Discounts. Customize a subscription with additional Above Avalon products and save: AVALON, Podcasts Packages, Inside Orchard, and Financial Models.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource. Above Avalon is 100% funded by subscribers.