Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales

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

  • Meta 1Q24 Earnings

  • About Meta’s “AI-Recommendation” System

  • Meta’s HW Sales

Today's update will be dedicated to discussing Meta's earnings. We begin with my overall takeaways from the earnings release and conference call. The discussion then turns to focusing on Meta’s AI-recommendation system. We conclude with estimates to Meta’s HW sales (Quest and Ray-Ban Meta) during the quarter.

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Eddy Cue on Apple’s Sports Strategy, Apple’s Challenges With Sports, Meta Layoffs Hit Custom Silicon Unit

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

  • Eddy Cue on Apple’s Sports Strategy

  • Apple’s Challenges With Sports

  • Meta Layoffs Hit Custom Silicon Unit

We kick things off with Neil’s thoughts on GQ Sports’ big profile on Apple’s plan to rethink sports. The discussion then turns to the challenges Apple faces with sports. We conclude with reports of Meta planning layoffs within its custom silicon unit.

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

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.

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  • 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.

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  • Archive Access. Read 1,400+ 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.

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