Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
Today's Above Avalon Daily email covers the following topics:
Sonos Earnings
Sonos Dropping More Hints of Headphones
Sonos vs. Apple Competition
The update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Sonos and Apple.
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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.
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My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
Today's Above Avalon Daily email covers the following topic:
My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
Hello everyone. Welcome to a new week. For today’s update, we will discuss Bloomberg’s article about Apple and Gemini. There is quite a bit of speculation and nonsense flying around.
Let’s jump right in.
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Project Titan Follow-Up, Apple vs. EU Follow-Up
Today's Above Avalon Daily email covers the following topics:
Project Titan Follow-Up
Apple vs. EU Follow-Up
We close out the week with a few follow-ups to topics that continue to generate buzz among Above Avalon members. We will begin with Project Titan and then turn to the suggestion that Apple should leave the EU.
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Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor
Today's Above Avalon Daily email covers the following topics:
Porsche Teases Race App for Vision Pro
Apple’s Growing Interest With Motorsports
The Apple and Formula 1 Rumor
Happy Wednesday.
One quick follow-up to yesterday’s discussion regarding Apple’s blockbusters. The stated box office figures for “Napoleon,” “Killers of the Flower Moon,” and “Argylle” do not flow completely to Apple. Accordingly, Apple needed more than $250M ($700M+ production and marketing budget - $470M box office) in movie rentals, sales, and Apple TV+ to financially breakeven on the films. As we discussed, some of the lofty spending can be attributed to Apple wanting good looks at awards.
For today’s update, we turn to the auto space where Tim Cook had a surprise role to play in Porsche’s newest electric car unveiling.
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Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers
Today's Above Avalon Daily email covers the following topics:
Apple and Netflix Come up Short at Oscars
Apple’s Blockbusters Gamble
The Theatrical Release Question Lingers
Following the Oscars this past Sunday, today’s update will have a movie theme. We discuss Apple and Netflix coming up short at this year’s Oscars. The discussion then turns to Apple’s gamble with blockbusters at the movie theater ("Killers of the Flower Moon," "Napoleon," and "Argylle"). We also look at a lingering industry question found with theatrical releases.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Member Archive. Access all previous analysis sent to members.
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Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU
Today's Above Avalon Daily email covers the following topics:
Apple Reinstates Epic Games’ EU Developer Account
The European Commission’s Dilemma
Why Apple Should Remain in the EU
Hello everyone. Welcome to a new week.
Approximately 13 hours after publishing last Thursday’s update, which came out late at night ET, we received news that Apple had reinstated Epic Games Sweden’s Apple Developer Account in the EU. This created another fiasco on social media, including Epic Games co-founder and CEO Tim Sweeney going after me on X (Twitter) for last Thursday's update.
In today’s update, we will take a closer look at the situation. The discussion will address a few points that appear to be circulating on social media.
Let’s jump in.
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Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision
Today's Above Avalon Daily email covers the following topics:
Apple Terminates Epic Games’ New EU Developer Account
Apple's Calculations
Apple’s Correct Decision
Hello everyone. We didn’t get too far from our European Commission discussion before being pulled back in with yet another controversy involving Apple and Epic Games.
Let’s jump right in.
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Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity
Today's Above Avalon Daily email covers the following topics:
Apple Unveils Updated MacBook Air
Apple Positions MacBook Air as AI Laptop
MacBook Air and Productivity
Hello everyone. We continue to tackle Apple news items. Next up: The updated MacBook Air. Apple unveiled the new computers on Monday. There were a few things in the press release that jumped out at me. Let's jump right in.
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EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response
Today's Above Avalon Daily email covers the following topics:
EU Fines Apple $2B for Not Giving Spotify a Free Pass
The European Commission’s Missing Logic
Apple’s Response
Hello everyone. Today’s update will be focused on the European Commission fining Apple $2B for its App Store anti-steering provision. There’s quite a bit to discuss. Let’s jump right in.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers
Today's Above Avalon Daily email covers the following topics:
Apple Adds Dozens of Licensed Movies to Apple TV+
More Signs of Apple TV+ Momentum
Apple Video Revenue Drivers
Hello everyone. Happy Monday. It's already turning into a busy week for Apple. Today's update will be focused on several Apple TV+ developments and Apple’s broader video play.
Let’s jump right in.
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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.
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Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects
Today's Above Avalon Daily email covers the following topics:
Wall Street’s Muted Reaction to Project Titan
Where Does CarPlay Stand?
Apple’s Growth Prospects
There are a few follow-ups to yesterday’s Project Titan discussion. We will begin with Wall Street’s reaction to Apple halting Project Titan. Our attention will then turn to Apple CarPlay and Apple’s remaining growth prospects.
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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.
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Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots
Today's Above Avalon Daily email covers the following topics:
Apple Halts Project Titan
A Warning Sign for EVs
Apple and Moonshots
Over the past 10 years, Above Avalon has followed nearly every Project Titan twist and turn. It would not surprise me to learn that Above Avalon was responsible for more words written about Project Titan than any other publication. Today’s update will be dedicated to news of Apple halting Project Titan.
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Member Privileges and Benefits
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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.
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Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring
Today's Above Avalon Daily email covers the following topics:
Samsung “Unveils” Galaxy Ring at MWC
Dispelling the Apple Ring Rumor
My Skepticism Regarding an Apple Smart Ring
Multiple outlets are reporting Apple will be winding down Project Titan. There is plenty to talk about. We will cover it all tomorrow. For today’s update, we will focus on another rumored product that likely won’t see a release anytime soon: an Apple smart ring.
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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.
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Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story
Today's Above Avalon Daily email covers the following topics:
Walmart Buys Vizio
Walmart vs. Amazon
Revisiting the Roku Story
We go over my thoughts on Walmart buying Vizio. The discussion includes a closer look at the Walmart vs. Amazon competitive battle. We also revisit Roku’s strategy and the massive holes in the company’s story.
Above Avalon membership is required to read this update. Members can read the update here.
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Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
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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.
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