The Amazon Event, Amazon’s Play for Neighborhoods, Amazon Astro

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

  • The Amazon Event

  • Amazon’s Play for Neighborhoods

  • Amazon Astro

Today’s update will be focused on Amazon’s product event. We kick things off with my thoughts regarding Amazon’s product strategy involving ambient intelligence. The discussion then turns to Ring’s outsized presence throughout Amazon’s presentation. We go over Amazon’s play for neighborhoods and what is at stake. The update concludes with a closer look at the Amazon Astro.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,100 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Are Cracks Forming at Google?, Google’s Real Problem, Spielberg Partners with Netflix

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

  • Are Cracks Forming at Google?

  • Google’s Real Problem

  • Spielberg Partners with Netflix

We kick things off with my thoughts on The New York Times’ profile at Google and the idea that some kind of problem is brewing within the company. The discussion goes over my stance of Google and where the company’s actual issues are and aren’t found. The update concludes with Steven Spielberg deciding to partner with Netflix after only recently trying to get the company disqualified from the Oscars. We go over why what seems like a small news event ends up being more noteworthy.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,100 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Apple’s Future Competition in Wearables, Jony Ive’s Involvement with the New iMac, Ford F-150 Lightning Reservations Tally

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

  • Apple’s Future Competition in Wearables

  • Jony Ive’s Involvement with the New iMac

  • Ford F-150 Lightning Reservations Tally

We kick off today’s update with a continuation of the discussion found in “Apple Has a Decade-long Lead in Wearables.” In particular, we assess where I think wearables competition for Apple is likely to materialize. The discussion then turns to my thoughts on Jony Ive being involved in the development of new 24-inch iMac. We go over two possible explanations for Jony’s involvement and why I think Apple wanted that detail to be known. The update concludes with a look at Ford’s F-150 Lightning and what appears to be decent market awareness and interest.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,100 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Apple’s Secret Weapon for Fitness, How Much Is Apple TV+ Costing Apple?, Thursday Q&A

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

  • Apple’s Secret Weapon for Fitness

  • How Much Is Apple TV+ Costing Apple?

  • Thursday Q&A

We kick off today’s update with my thoughts on Apple’s secret weapon for fitness. The discussion then turns to Apple TV+ and my estimates for how much Apple has spent on Apple TV+ programming to date. We also go over my estimate for the revenue impact related to Apple extending the Apple TV+ promotion for a second time. The email concludes with a new installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Now that Google has completed their acquisition of Fitbit, what are the chances that Google introduces their answer to Fitness+?

  • Doesn’t Peloton make more sense as a health acquisition target for Google than Fitbit

  • What do you make of the rumors that Apple will remove the Touch Bar from new MacBook Pros?

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,000 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Amazon’s New Products, Amazon’s Declining Hardware Goodwill, The Battle for the Home

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

  • Amazon’s New Products

  • Amazon’s Declining Hardware Goodwill

  • The Battle for the Home

We begin today’s update with my thoughts on Amazon’s hardware presentation from last week. In particular, we go over the differences between this year’s presentation and the hardware event from last year including the noticeable change in how Amazon is selling Alexa. We then turn to my theory regarding hardware goodwill and why some of Amazon’s newest products are receiving a different reception in the press that they did a few years ago. The update concludes with my views on the tech battle for the home and why Amazon being declared the winner of the smart home was premature.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,000 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Tech CEOs Testify in Front of Congress, Congress’s Concern Regarding Apple, Apple’s Trouble Area

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

  • Tech CEOs Testify in Front of Congress

  • Congress’s Concern Regarding Apple

  • Apple’s Trouble Area

Yesterday was Congressional Hearing Day over at Above Avalon HQ. Watching a five-and-a-half-hour hearing is an interesting experience. Today’s update will be dedicated to going over my thoughts on the CEOs of Apple, Amazon, Google, and Facebook testifying in front of the U.S. House Judiciary Subcommittee on Antitrust. The discussion includes the items that Congress appears most concerned about regarding Apple and the App Store. We also go over the area in which Apple faces some trouble on the U.S. regulatory front. We also go over my thoughts as to what may result from all of this.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 1,000 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Google Buys North, Google's Wearables M&A, Apple Reportedly Shifting Apple Arcade Gaming Focus

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

  • Google Buys North

  • Google's Wearables M&A

  • Apple Reportedly Shifting Apple Arcade Gaming Focus

We kick things off with my thoughts on Google buying North, a smartglasses manufacturer. The discussion includes a broader look at Google’s odd collection of M&A in the wearables space and what the company is trying to accomplish. We conclude with a closer look at Bloomberg’s report regarding Apple making a strategy shift when it comes to Apple Arcade. There are aspects of the report that I found confusing. We go over what I think may be happening with Apple Arcade.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 950 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Apple / Google Launch Exposure Notification API, ViacomCBS Buys SGN, Quibi Advertisers Getting Cold Feet

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

  • Apple / Google Launch Exposure Notification API

  • ViacomCBS Buys SGN

  • Quibi Advertisers Getting Cold Feet

We kick off today’s update with my thoughts on where things stand on the Apple / Google coronavirus exposure notification front. The discussion then turns to ViacomCBS buying John Krasinski’s ”Some Good News” YouTube series. The story is a fascinating one that ends up revealing much about the current state of media and video streaming. We conclude with more evidence of Quibi flopping out of the gate. There are two different stories found with Quibi’s initial ad partners getting cold feet.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 950 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Tech Earnings Season Begins, Ad-Fueled Tech in a Pandemic, Roku Pulls 2020 Guidance

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

  • Tech Earnings Season Begins

  • Ad-Fueled Tech in a Pandemic

  • Roku Pulls 2020 Guidance

We kick things off with a look at the environment heading into the busy tech earnings season. The discussion then focuses on how the pandemic may treat big tech ( Apple, Microsoft, Alphabet, Facebook, and Amazon) based on the degree to which a business is dependent on advertising revenue. The update concludes with a look at ad-powered content distribution company, Roku, preannouncing 1Q20 earnings and the company withdrawing full year 2020 guidance. Roku’s ad dependency positions the company differently than its larger competitors.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 900 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Apple and Google Partner on Contact Tracing, Contact Tracing and Privacy, More on the Path to Reopening

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

  • Apple and Google Partner on Contact Tracing

  • Contact Tracing and Privacy

  • More on the Path to Reopening

We kick things off with the major news regarding Apple and Google partnering on a new contact tracing apparatus for coronavirus. We go over my thoughts on the initiative including my level of optimism that such contact tracing can be effective. The discussion also goes over my questions and concerns about the initiative. The update concludes with the latest developments regarding policymakers in the U.S. beginning to focus on reopening the economy during a pandemic.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 900 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Warren Buffett’s Annual Letter, The Power of Apple Retained Earnings, Imploding Demand for Fitbit

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

  • Warren Buffett’s Annual Letter

  • The Power of Apple Retained Earnings

  • Imploding Demand for Fitbit

We kick off today’s update by examining Warren Buffett’s annual letter to Berkshire Hathaway shareholders. Berkshire Hathaway is Apple’s largest individual shareholder. Accordingly, there is value in keeping on top of Berkshire and Warren Buffett (Berkshire’s CEO and Chairman of the Board). The discussion then turns to retained earnings and why Apple’s retained earnings are such a powerful tool. We conclude with Fitbit’s awful 4Q19 earnings and why the company represents such a problem for Google.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 875 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Google Earnings, Putting YouTube Financials Into Context, Foxconn Plans to Reopen in China Soon

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

  • Google Earnings

  • Putting YouTube Financials Into Context

  • Foxconn Plans to Reopen in China Soon

We kick off today’s update with Google 4Q19 earnings. When looking at the giants, Google and Facebook stand out as most vulnerable to attack from Amazon, Apple, and Microsoft. Accordingly, there is value found in taking a closer look at Google earnings. I go over my long-standing view on Google from a financial perspective. The discussion then turns specifically to new financial disclosures for YouTube. The update concludes with the latest news involving Apple and Foxconn navigating the fallout associated with coronavirus in China.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 875 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Facebook in the 2020s, Revisiting Facebook as an Apple Competitor, Another (Good) App Store Data Point 

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

  • Facebook in the 2020s

  • Revisiting Facebook as an Apple Competitor

  • Another (Good) App Store Data Point 

We kick off today’s update with a closer look at Mark Zuckerberg's new post containing goals for the next decade. The discussion goes over why the post is valuable when thinking about Facebook’s roadmap. We then look at the competitive relationship between Facebook and Apple and why Facebook is quite a bit different than Google when viewed as an Apple competitor. The email concludes with another good data point for how the App Store performed during the holiday quarter.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 850 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

iPhone Sales in China, Sonos Sues Google, Samsung Discloses Galaxy Fold Shipment Numbers

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

  • iPhone Sales in China

  • Sonos Sues Google

  • Samsung Discloses Galaxy Fold Shipment Numbers

We kick off today’s update with a closer look at the latest smartphone and iPhone shipment data out of China (via the China Academy of Information and Communications Technology). The discussion then turns to why I think Sonos’s decision to sue Google smells of desperation. The email concludes with a look at Samsung’s disclosure regarding Galaxy Fold shipment numbers. We go over why Samsung doesn’t know how many Folds have been bought by customers and my estimate for how many of the foldable devices Samsung has sold.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 850 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.

Is Apple Being Valued Like a Services Company?, Updated Apple Earnings Model, Apple Joins Smart Home Working Group

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

  • Is Apple Being Valued Like a Services Company?

  • Updated Apple Earnings Model

  • Apple Joins Smart Home Working Group

We begin today’s email with a closer look at whether or not Apple is being valued like a services company. The discussion goes over various valuation methodologies.

We then turn to my Apple financial estimates. The email includes access to my updated Apple earnings model which now include FY2021 estimates. Above Avalon members have exclusive access to my working Apple earnings model at no additional cost. The model is available as an Excel file that also works with Numbers.

The discussion concludes with my thoughts on Apple forming a smart home working group with Amazon, Google, and the Zigbee Alliance to develop a connectivity standard for smart home devices.

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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

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

  • Archive Access. Read more than 850 daily updates and five 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. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil 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.