Thoughts Heading Into WWDC 2024
Today's Above Avalon Daily email covers the following topic:
Thoughts Heading Into WWDC 2024
Happy Thursday. Today’s update will go over my thoughts ahead of next week.
Virtual Member Meetup on Monday. Following the WWDC keynote, there will be a virtual member meetup in the member forum in Slack (available here) on Monday at 6:00 pm ET / 3:00 pm PT. The meet-up will provide an opportunity for members to have conversations in real-time about everything that Apple announced. In addition to participating in the meetup myself, I moderate the discussion topics etc. The discussions are then made available afterwards for other members to read through in Slack. If you have never joined the Above Avalon team in Slack, you can request an invite here. If you have previously been in the Slack team, your email has already been registered and you can just log in. Any updates/changes related to the virtual meet-up will be shared in Slack, so keep an eye there on Monday.
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NBA Media Rights Negotiations Wrapping Up, Where’s Apple?, NBA and Apple Immersive Video
Today's Above Avalon Daily email covers the following topics:
NBA Media Rights Negotiations Wrapping Up
Where’s Apple?
NBA and Apple Immersive Video
Today's update will have an NBA / Apple theme. We begin with a close look at how the NBA media rights negotiations are trending (via the WSJ). The discussion goes over who are likely to be the big winners. We then turn to Apple and look at where the company is relative to NBA media rights. The update concludes with some ways the NBA can embrace Apple Immersive Video.
Above Avalon membership is required to read this update. Members can read the update here.
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Qualcomm’s Ridiculous Mac Ad, Publishers Talk up Apple News, Drivers Behind Apple News’ Success
Today's Above Avalon Daily email covers the following topics:
Qualcomm’s Ridiculous Mac Ad
Publishers Talk up Apple News
Drivers Behind Apple News’ Success
Happy Tuesday. The discussion begins with my thoughts on Qualcomm’s ridiculous Mac ad involving Justin Long. The update then turns to Apple News and publishers talking up the service. We look at why Apple News is working for publishers.
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
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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.
Member Forums. Interact with other members in the Above Avalon team in Slack.
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Spotify Raises U.S. Prices…Again, Spotify’s Sneaky Audiobook Move, Apple’s Opportunity
Today's Above Avalon Daily email covers the following topics:
Spotify Raises U.S. Prices…Again
Spotify’s Sneaky Audiobook Move
Apple’s Opportunity
Happy Monday.
Spotify is raising prices in the U.S. for the second time in a year. Back in April, over at Inside Orchard, I discussed how Spotify is being pulled in different directions as its advertising apparatus comes in weaker than management hoped.
For today’s discussion, we are going to take things in a different direction as there are some changes in the music streaming landscape that Apple can take advantage of.
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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Signs Point to New Beats Pill Speaker, Google and Magic Leap Form Partnership, First Up-Close Shots of Apple’s Immersive Video Cameras
Today's Above Avalon Daily email covers the following topics:
Signs Point to New Beats Pill Speaker
Google and Magic Leap Form Partnership
First Up-Close Shots of Apple’s Immersive Video Cameras
We will conclude this week’s updates with three stories that caught my interest. The discussion begins with a new Beats speaker. We then turn to AR land and news of Google and Magic Leap forming a partnership. The update concludes with Apple Immersive Video.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
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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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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About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro
Today's Above Avalon Daily email covers the following topics:
About Those iPhone Sales Reports From China
Apple Designers Talk iPad Pro and Apple Pencil Pro
We will jump into today's update with some iPhone news, followed by iPad Pro and Apple Pencil Pro.
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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 & Beats: Ten Years Later, Grading the Beats Acquisition, Apple / Beats Lessons
Today's Above Avalon Daily email covers the following topics:
Apple & Beats: Ten Years Later
Grading the Beats Acquisition
Apple / Beats Lessons
Today’s update will be a bit different as we look back at Apple’s largest acquisition to date: Beats. Today marks the tenth anniversary of Apple announcing its Beats acquisition.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Microsoft’s Recall Feature, PC vs. Mac in Enterprise, Humane Looking To Sell
Today's Above Avalon Daily email covers the following topics:
Microsoft’s Recall Feature
PC vs. Mac in Enterprise
Humane Looking To Sell
In today’s update, we go over my thoughts on Microsoft’s Recall feature. The discussion then turns to the theory that Apple has been successful in steadily picking off Windows users in enterprise settings. We conclude with Humane reportedly looking to sell itself just a month after releasing its pin.
Above Avalon membership is required to read this update. Members can read the update here.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Microsoft’s Copilot+ PC Event, It’s All About Apple, A Dystopian Future
Today's Above Avalon Daily email covers the following topics:
Microsoft’s Copilot+ PC Event
It’s All About Apple
A Dystopian Future
Happy Tuesday. We will continue going over tech presentations as they take place. Today’s update will be dedicated to the Microsoft event that occurred yesterday.
Above Avalon membership is required to read this update. Members can read the update here.
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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.
Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).
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More on the Current State of iPad, CIRP’s Wacky iPad Upgrade Math, My iPad Upgrade Data
Today's Above Avalon Daily email covers the following topics:
More on the Current State of iPad
CIRP’s Wacky iPad Upgrade Math
My iPad Upgrade Data
Last Friday, a new Above Avalon report, "iPad Pro and the Goal of Perfection," was sent out to all of you via email. For those of you with the podcast add-on, the audio version of the episode (20 minutes) came out on Friday as well – under the Above Avalon Reports podcast. For today's update, we will continue the iPad discussion.
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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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Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo
Today's Above Avalon Daily email covers the following topics:
Google I/O 2024
Project Astra
Imagen 3 / Music AI Sandbox / Veo
Yesterday’s update was all about OpenAI’s spring event. Today’s update is all about Google I/O 2024.
Above Avalon membership is required to read this update. Members can read the update here.
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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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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event
Today's Above Avalon Daily email covers the following topics:
OpenAI’s Spring Update Event
GPT-4o
Apple Hardware at the OpenAI Event
Today’s update is dedicated to discussing OpenAI’s spring event.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
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.
Member Forums. Interact with other members in the Above Avalon team in Slack.
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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization
Today's Above Avalon Daily email covers the following topics:
Apple 2Q24 10-Q Takeaways
Thoughts on Apple’s Dividend
Thoughts on Apple’s Share Buyback Authorization
Today marks the ninth anniversary of the Above Avalon membership launch. The first members joined on May 13th, 2015. Over that span, nearly 1,700 daily updates have been published. To the inaugural group of early members, thank you for nine years of support.
Let’s jump into the first update of Year 9.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
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.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance
Today's Above Avalon Daily email covers the following topics:
Three Charts From Apple’s 2Q24 Earnings
Warren Buffett Trims Apple Stake
Buffett and AAPL Underperformance
Quarterly earnings provide snapshots for how a company is performing. Stringing together a few earnings reports provides a clearer picture of business trends. After going through Apple's 2Q24 earnings, a few items jumped out at me as needing some context. In today’s update, we go over three charts that highlight a few intriguing Apple financial trends. There is then Warren Buffett news to go over.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
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.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
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The iPad Event
Today's Above Avalon Daily email covers the following topic:
The iPad Event
Hello everyone. Today's update will be dedicated to discussing Apple's iPad event. We will circle back to a few final things about Apple's 2Q24 earnings (and Warren Buffett news) tomorrow.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
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.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
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.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.