Neil Cybart Neil Cybart

2025 Smartphone Shipments Data, iPhone vs. Mac Sales Share, Amazon Launches Prime Video Ultra

Today's Above Avalon Daily update includes the following topics: 

  • 2025 Smartphone Shipments Data

  • iPhone vs. Mac Sales Share

  • Amazon Launches Prime Video Ultra

We begin today’s email with Neil’s thoughts on 2025 smartphone shipments data. We then compare iPhone sales share to Mac sales share. There are a few explanations for the difference in share. We conclude with Amazon launching a rebranded tier to Amazon Prime Video.

This daily update is available to Above Avalon Daily subscribers. To continue reading, click here.

An audio version of this update is available to subscribers who have the Podcasts Package attached to their Above Avalon Daily subscription.


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Neil Cybart Neil Cybart

4Q21 iPhone Sales Share in Major Countries, Why iPhone Sales in China Are Strong, Xiaomi Looking to Move to High End

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

  • 4Q21 iPhone Sales Share in Major Countries

  • Why iPhone Sales in China Are Strong

  • Xiaomi Looking to Move to High End

In today’s update, we will examine some granular iPhone sales share data. The discussion will take us in a few directions. We begin with my thoughts on Kantar’s latest iPhone sales share numbers. The update then turns to why I think iPhone sales share in China is at a four-year high. We conclude with a look at Xiaomi becoming vocal about wanting to go after Apple in the high end of the smartphone market.

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.

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  • 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).

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