Apple Arcade

Apple’s Unconventional Content Bundle, What Does Apple TV+ Success Look Like?, Apple Goes Through Initial iPhone Launch Supply

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

  • Apple’s Unconventional Content Bundle

  • What Does Apple TV+ Success Look Like?

  • Apple Goes Through Initial iPhone Launch Supply

We begin today’s email with Apple and bundling. We discuss why I think Apple is selling an unconventional bundle when looking at its new content distribution services. The email then turns to where I think Apple may take Apple TV+ in the next few years and why success for Apple TV+ will look different than what consensus is assuming. We conclude with Apple running out of its flagship iPhone launch supply and what the development tells us about iPhone unit sales.

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.

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

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

  • 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.

The Apple Event (Major Takeaways)

Today's Above Avalon daily update will focus on the major takeaways from Apple’s presentation at Steve Jobs Theater.

The 2,800-word email begins with my overall impressions from attending the event. We then discuss the following takeaways:

  1. Defining Apple Innovation

  2. An Ecosystem Builder

  3. Personalizing Utility on the Wrist

  4. Selling Apple TV+

  5. Putting the “Pro” in iPhone Pro

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.

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

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

  • 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.

Tim Cook Signs Name to New Corporate Mandate, Apple’s Health Team Sees Departures, Apple Arcade Pricing

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

  • Tim Cook Signs Name to New Corporate Mandate

  • Apple’s Health Team Sees Departures

  • Apple Arcade Pricing

We kick off today’s update with Business Roundtable, a pro-business lobby group with CEOs of the largest U.S. companies as members, redefining a corporation’s purpose. Satisfying shareholders is no longer positioned as the top reason for why corporations exist. Tim Cook signed his name to the group’s revised statement. The discussion includes how I think Cook is changing the Apple CEO role. We then turn to a CNBC report indicating Apple saw a wave of health talent departures. The email concludes with my thoughts on the rumor that Apple Arcade will be priced at $4.99 per month.

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.