Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects

Today's Above Avalon Daily email covers the following topics:

  • Wall Street’s Muted Reaction to Project Titan

  • Where Does CarPlay Stand?

  • Apple’s Growth Prospects

There are a few follow-ups to yesterday’s Project Titan discussion. We will begin with Wall Street’s reaction to Apple halting Project Titan. Our attention will then turn to Apple CarPlay and Apple’s remaining growth prospects. 

Above Avalon membership is required to read this update. Members can read the update here.

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The Big Surprise Found With Apple Pay Later, Revisiting Apple’s Credit Kudos Acquisition, CarPlay Mistruths

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

  • The Big Surprise Found With Apple Pay Later

  • Revisiting Apple’s Credit Kudos Acquisition

  • CarPlay Mistruths

We begin today’s update by going over the giant surprise found with Apple Pay Later, Apple’s recently unveiled buy now, pay later product. The discussion then revisits Apple’s Credit Kudos acquisition and what it tells us about Apple’s ambition in the fintech space. The update concludes with Neil going over various mistruths and misperceptions found with CarPlay and Apple’s next generation of CarPlay. Neil goes over why most automakers will embrace the next generation of CarPlay and how the product is related to Apple’s Project Titan.

Above Avalon membership is required to read this daily update. Members can read the update here.

Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Neil’s perspective and observations on current news and Apple competitors.

  • Neil’s Apple financial estimates.

  • 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

  • Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Updates are sent via email and go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Approximately 200 daily updates are published throughout the year. Sample daily updates can be viewed here, here, and here.

  • Receive Exclusive Reports. Members have access to Neil’s reports, which are in-depth examinations of Apple's business, product, and financial strategy.

  • Access Private Podcasts. Members have the option of attaching the podcast add-on to their membership in order to receive the daily updates and reports in audio form.

  • Access Neil’s Earnings Model. Members have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable and provides the ability to alter earnings drivers.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including customer service matters related to your membership.

  • Archive Access. Read 1,200+ daily updates and reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

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  • 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.