Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales

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

• Walmart Begins Selling $699 M1 MacBook Air

• Apple Becomes Aggressive with MacBook Air

• Revisiting Mac Sales

Hello everyone. Today’s update will be dedicated to Walmart beginning to sell the Mac for the first time. The announcement is tied to Apple running with new entry-level pricing for the MacBook Air. There are a few angles to the news worth discussing.

Let’s jump right in. 

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

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Above Avalon Membership

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Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

• Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple. 

• Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).

• Member Archive. Access all previous analysis sent to members.

• Member Forums. Interact with other members in the Above Avalon team in Slack.

• Priority Email Access. Receive timely responses to all email inquiries. 

• Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.

• Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

More on the Mac, Judging Mac Sales, Assessing Mac Success

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

• More on the Mac

• Judging Mac Sales

• Assessing Mac Success

Last week, a new Above Avalon Report, "The State of the Mac," was published. Today’s update will cover some of the member feedback and questions that came in about the report. We go over how to judge Mac unit sales and the best way of assessing if Apple is succeeding with the Mac.

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

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Above Avalon Membership

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

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 Cybart’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.

• Customization Options. Members have the option of attaching various add-ons to their membership to customize their membership to their liking. Podcast, Inside Orchard, and Financial Models add-ons can be attached and then later removed seamlessly online.

• 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 1,500+ 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.

• Virtual Meet-ups. Talk with Neil about Apple and other related items in virtual meet-ups held via Slack throughout the year.

• 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 1Q20 Earnings Review (Major Takeaways)

Today's Above Avalon daily update includes the first half of my Apple 1Q20 earnings review. We discuss the major themes and takeaways from Apple's earnings report and conference call.

The 2,500-word email includes the following sections:

• The Big Picture

• Apple 1Q20: By the Numbers

• An iPhone Inflection Point

• Products Margins Trough

• Wearables Shine

• Apple's Narrative on Wall Street Is Changing (Again)

• Share Buyback Sustainability

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

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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.