Apple Watch

Apple News Spotlight Is a Winner, Apple Watch Camera Patent Surfaces, The Case for Cameras on the Wrist

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

  • Apple News Spotlight Is a Winner

  • Apple Watch Camera Patent Surfaces

  • The Case for Cameras on the Wrist

We begin today’s update with my thoughts on Apple News Spotlight and why I’m optimistic about Apple’s ability to distribute written content to hundreds of millions of people. The discussion then turns to the wrist and the rationale for putting a camera in Apple Watch.

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.

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Apple Employees Rattled by Leadership Changes, Assessing the Real Change Underway at Apple, The Role Given to Beats Headphones 

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

  • Apple Employees Rattled by Leadership Changes 

  • Assessing the Real Change Underway at Apple 

  • The Role Given to Beats Headphones 

We kick off today’s update with my thoughts on the WSJ’s article regarding recent leadership and organizational changes rattling Apple employees. I disagree with the thesis found in the article. We then take a closer look at the major changes underway at Apple and what they imply about Apple management’s focus and priorities. We conclude with an observation that I had regarding Beats headphones and their role in Apple’s product line.

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


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Google Smartwatches, Slipping Mac Shipments, Problematic iPhone Customer Surveys

Today's Above Avalon stories: 

  • Google Smartwatches
  • Slipping Mac Shipments
  • Problematic iPhone Customer Surveys

We kick off today's email with a closer look at reports that Google is planning on launching its own smartwatches. After going over some background on the wearables market, we discuss why Google feels such a move is needed and my thoughts on the company's prospects. The email then turns to the latest Gartner and IDC PC data, which points to another weak quarter for Mac sales. After going over the most likely reason for the weakness, we discuss why it is premature to write off future Mac unit sales growth. We conclude with thoughts on why I think customer purchase intention surveys dealing with iPhone upgrades have lost much of their value. 

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 ($20/month or $200/year). For more information on membership, click here