Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment
Hello everyone.
Apple is holding its product event next Tuesday at Apple Park. Accordingly, next week’s update schedule needs to be adjusted. There will be updates on Wednesday, Thursday, and Friday. At this time, my expectation is that all three updates next week will be dedicated to reviewing Apple’s event, but we can revisit that plan next week.
Today’s discussion will focus on a few additional topics that are on my mind ahead of Apple’s event.
Some Thoughts Ahead of Apple’s Event
Expectations are on the rise ahead of Apple’s “Awe dropping” event.
While there is a surprisingly high level of awareness among the public that new iPhones come out in the fall, it certainly feels like attention surrounding the iPhone is elevated. Some of this could be due to more iPhone users being in a position to upgrade. Another factor could be that some of these iPhone rumors involving significant design changes is getting through to people.
All signs point to Apple unveiling an all-new ultra-thin iPhone next week. The new model, which would be positioned somewhere between the base flagship iPhone and the pro models will likely grab the most buzz and press attention.
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The Competitive Landscape Favors the iPhone, More on Elon Musk Suing Apple
Hello everyone. The highly anticipated remedies verdict in U.S. v. Google (available here) was released a few hours ago. Based on a quick look over the ruling, things look pretty good for Apple (and Google for that matter). We will dedicate tomorrow’s update to the topic.
For today’s and Thursday’s updates we will focus on a few topics that are on my mind ahead of Apple’s big event next week.
Let’s jump right in.
The Competitive Landscape Favors the iPhone
A week from today, Apple will host its largest event of the year when it comes to generating buzz and attention. WWDC is the largest event when thinking of number of Apple Park guests and overall operation (there’s many moving parts). And one can certainly argue new software is vitally important for the Apple ecosystem. However, the flagship iPhone event in September is able generate more press than any other Apple event. It’s a truly global affair as well. The iPhone is Apple’s best tool for grabbing new users around the world.
From a hardware perspective, attempts to somehow displace iPhone from its perch have not been successful. We can point to AI hardware startups underestimating consumers’ love for iPhone. Meanwhile, Apple peers are struggling to recreate the Apple playbook of vertical integration and ecosystem cohesion.
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Apple Unveils First In-House Modem, Apple Unveils the iPhone 16e, The iPhone 16e Bet
Today's Above Avalon Daily email contains the following stories:
Apple Unveils First In-House Modem
Apple Unveils the iPhone 16e
The iPhone 16e Bet
Today’s update will include plenty of good old Apple strategy talk. There is much to cover with Apple unveiling C1, its first in-house modem, and the iPhone 16e. Let’s jump right in.
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Member Privileges and Benefits
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Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.
Archive Access. Access previous newsletters sent to members.
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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Addressing iPhone Pessimism
Today's Above Avalon Daily email contains the following story:
Addressing iPhone Pessimism
In today’s update, we will take a closer look at some of the iPhone pessimism that materialized following Apple’s “It’s Glowtime” event. Let’s jump right in.
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Deconstructing Apple’s Product Event (iPhone Notes)
Today's Above Avalon daily update includes the following stories:
Deconstructing Apple’s Product Event (iPhone Notes)
In today’s special Friday edition of the daily update, we will go over the iPhone portion of Apple’s product event.
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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’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 1,400+ 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.
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.
Deconstructing Apple’s “Far Out” Presentation (Part 2)
Today's Above Avalon daily update includes the following story:
Deconstructing Apple’s “Far Out” Presentation (Part 2)
In today’s update, we will wrap up Neil’s Apple event review. As a recap, last Thursday we went over Neil’s initial impressions regarding event highlights. Yesterday, we talked about the Apple Watch in greater detail. We will now go over AirPods Pro, Fitness+, and iPhone.
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.
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.
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.