Where's the Apple Watch Competition?, Netflix Wins Seinfeld, Thursday Q&A

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

  • Where's the Apple Watch Competition?

  • Netflix Wins Seinfeld

  • Thursday Q&A

We begin today’s update with my thoughts on why Apple Watch lacks genuine smartwatch competition. The discussion then turns to Netflix winning the rights to “Seinfeld.” We go over why my initial reaction to the news was laughter. We conclude with a new installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Why didn’t the Apple Watch Series 5 receive a processor upgrade?

  • Do I think we’ll see a substantial upgrade to Siri in 2020?

  • Will the new AirPods contain refinements that make them closer to hearing aids?

  • What are my thoughts on allegations that Apple’s senior leaders are overworked and spread too thin?

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

The iPhone 11 and 11 Pro Reviews, Defining Smartphone Innovation, The iPhone Upgrade Equation

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

  • The iPhone 11 and 11 Pro Reviews

  • Defining Smartphone Innovation

  • The iPhone Upgrade Equation

Today’s update will be focused on the iPhone 11 and 11 Pro reviews. We discuss the overall takeaway from this year’s reviews and why they had such a different tone versus last year’s iPhone reviews. We also go over the most interesting review nuggets that jumped out at me. The discussion then turns to how I am thinking about the iPhone upgrade cycle and sales to upgraders given the iPhone 11 and 11 Pro features.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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 Unconventional Content Bundle, What Does Apple TV+ Success Look Like?, Apple Goes Through Initial iPhone Launch Supply

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

  • Apple’s Unconventional Content Bundle

  • What Does Apple TV+ Success Look Like?

  • Apple Goes Through Initial iPhone Launch Supply

We begin today’s email with Apple and bundling. We discuss why I think Apple is selling an unconventional bundle when looking at its new content distribution services. The email then turns to where I think Apple may take Apple TV+ in the next few years and why success for Apple TV+ will look different than what consensus is assuming. We conclude with Apple running out of its flagship iPhone launch supply and what the development tells us about iPhone unit sales.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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 Event Review (iPhone Notes), Bob Iger Resigns from Apple’s Board, Apple and Disney Aren't Competitors

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

  • Apple Event Review (iPhone Notes)

  • Bob Iger Resigns from Apple’s Board

  • Apple and Disney Aren't Competitors

We begin today’s email with my remaining notes from Apple’s recent event at Steve Jobs Theater. Specifically, we will go over my notes related to the new iPhones. The email then turns to Disney’s Bob Iger resigning from Apple’s board of directors. The news brings up a debate regarding Apple and Disney competition. We go over why I don’t think Apple and Disney are competitors.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

The Apple Event (Full Notes)

Today's Above Avalon daily update includes the second half of my Apple event review. We discuss my full notes and focus on the granular takeaways from Apple’s presentation at Steve Jobs Theater.

The 3,100-word email covers 31 different topics.

(The first half of my event review focused on the major takeaways is available here.)

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

The Apple Event (Major Takeaways)

Today's Above Avalon daily update will focus on the major takeaways from Apple’s presentation at Steve Jobs Theater.

The 2,800-word email begins with my overall impressions from attending the event. We then discuss the following takeaways:

  1. Defining Apple Innovation

  2. An Ecosystem Builder

  3. Personalizing Utility on the Wrist

  4. Selling Apple TV+

  5. Putting the “Pro” in iPhone Pro

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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 Copies App Store Winners, Additional Thoughts on Apple Tags, Selling Sleep Tracking on the Wrist

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

  • Apple Copies App Store Winners

  • Additional Thoughts on Apple Tags

  • Selling Sleep Tracking on the Wrist

We begin today’s email with my thoughts on The Washington Post’s article about how Apple uses the App Store to “copy the best ideas.” The discussion then turns to Apple Tags. We go over a few additional items that I’m thinking about ahead of Apple’s event tomorrow. We conclude with a closer look at the sales pitch Apple has to make tomorrow when it comes to selling sleep tracking on the wrist via Apple Watch.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Thoughts Heading into Apple's Big September Event

Today’s update is dedicated to going over my expectations ahead of Apple’s product event that will be held on Tuesday at Apple Park.

We are going to focus on my thoughts heading into the event and put into context what has been a flood of rumors and apparent leaks.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Fitbit Announces Fitbit Premium, Apple Receives Good News in India, A Look Inside Foxconn's India Factories

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

  • Fitbit Announces Fitbit Premium

  • Apple Receives Good News in India

  • A Look Inside Foxconn's India Factories

We begin today’s email with my thoughts on Fitbit’s new health / fitness subscription. There is reason to be skeptical this type of subscription is going to work for Fitbit. The discussion then turns to India. We go over recent changes to India’s sourcing requirement and retail distribution restrictions. The update concludes with Foxconn's efforts to turn India into an iPhone assembly hub.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Paid Video Streaming Is a Mess, Estimating iPhone and iPad Installed Bases, Estimating Total Number of Apple Devices in the Wild

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

  • Paid Video Streaming Is a Mess

  • Estimating iPhone and iPad Installed Bases

  • Estimating Total Number of Apple Devices in the Wild

We kick off today’s email with additional comments on the newest Above Avalon article, “The Apple TV+ Strategy.” In particular, we focus on why I think the paid video streaming industry is a mess and how the competitive landscape hasn’t even been established yet. The email then turns to my estimates for the size of the iPhone and iPad installed bases (the number of iPhones and iPads in the wild) as of the end of June 2019. The discussion then looks at the total number of Apple devices currently in use broken out by product category.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

HomePod Sales and 3Q19 Installed Base, Apple Accessories Sales, Apple Launches New Repair Program 

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

  • HomePod Sales and 3Q19 Installed Base

  • Apple Accessories Sales

  • Apple Launches New Repair Program

We kick off today’s email with my HomePod unit sales estimates. The discussion then turns to my estimate for the size of the HomePod installed base (the number of HomePods in the wild) as of the end of June 2019. We also go over the methodology used to derive the numbers. The discussion then turns to measuring the size of Apple’s accessories business and how much revenue Apple is likely generating from selling Apple Watch bands. The email concludes with my thoughts on Apple launching a new repair program and how the move is related to limitations found with Apple’s retail store network.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Deep Dive into Peloton's IPO Filing, Peloton as an Apple Acquisition Target?, Apple and Fitness Subscriptions 

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

  • Deep Dive into Peloton's IPO Filing

  • Peloton as an Apple Acquisition Target?

  • Apple and Fitness Subscriptions

Today’s update is going to have a fitness and health theme. Peloton, the stationary bike company, has garnered quite a bit of attention lately. Yesterday, the company filed for an IPO. We will go over the company’s Form S-1 before discussing the topic of Apple and M&A. Some people think Peloton would make for an interesting acquisition for Apple. The email concludes with a closer look at the idea of Apple launching its own personal fitness subscription service.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Tim Cook Signs Name to New Corporate Mandate, Apple’s Health Team Sees Departures, Apple Arcade Pricing

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

  • Tim Cook Signs Name to New Corporate Mandate

  • Apple’s Health Team Sees Departures

  • Apple Arcade Pricing

We kick off today’s update with Business Roundtable, a pro-business lobby group with CEOs of the largest U.S. companies as members, redefining a corporation’s purpose. Satisfying shareholders is no longer positioned as the top reason for why corporations exist. Tim Cook signed his name to the group’s revised statement. The discussion includes how I think Cook is changing the Apple CEO role. We then turn to a CNBC report indicating Apple saw a wave of health talent departures. The email concludes with my thoughts on the rumor that Apple Arcade will be priced at $4.99 per month.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.

Trump Issues Directive to U.S. Companies in China, Tim Cook Continues to Thread the Needle, AAPL Observations

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

  • Trump Issues Directive to U.S. Companies in China

  • Tim Cook Continues to Thread the Needle

  • AAPL Observations

The big story over the weekend was new developments on the U.S. / China front. We kick off today’s email with a closer look at President Trump’s tweet “ordering” U.S. companies to look for alternatives to China. The discussion then turns to how Apple has been able to escape a direct hit in the U.S. / China trade fiasco. We conclude with a few of my observations regarding AAPL price action.

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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 Financial Services Play, Apple Card’s Secret Weapon, Thursday Q&A

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

  • Apple’s Financial Services Play

  • Apple Card’s Secret Weapon

  • Thursday Q&A

We kick off today’s update by discussing the big picture facing Apple’s Apple Card initiative. The discussion then turns to what I think may be Apple Card’s secret weapon. We conclude with a new installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Are we going to hear chatter about a 5G mega upgrade cycle for iPhone?

  • Why don’t we see leaks pertaining to Apple’s manufacturing apparatus (the robots, software, and other R&D that goes into building the machines that are tasked with building Apple products)?

  • Do you think that some of the iPad’s recent unit sales growth is due to upgrades finally happening? If so, is this something that Apple can continue, or is there some risk that the boom and then bust that happened with iPad could happen again once the large cohort of iPad 2 upgrades is finished?

  • Why don’t Apple and Goldman put up an Apple Card website for account and payment etc.?

  • Do you see the Wallet app eventually competing with Mint et al?

  • Do you think Apple will make an Audible/Books subscription service at some point?

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

Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Email Priority. Receive timely responses to all email questions and inquiries.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

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

  • Member meet-ups. Meet me 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.