Above Avalon Models

Designed for anyone with a deep interest in Apple’s financials, earnings power, and product strategy, Above Avalon Models provides access to Neil’s Apple earnings model and three of Neil’s Apple installed base models (iPhone, iPad, and Apple Watch).

The models are built in Excel but also usable in Numbers. While the models include Neil’s estimates and assumptions, all inputs can be adjusted to reflect your own assumptions. Members also have the ability to reach out to Neil with questions about the models.

A general rule with financial models is that the best ones are constantly being improved. As new information becomes available, the installed base models will be updated.

The models, which have been built over the course of years, make it possible to estimate:

  • Device unit sales.

  • The number of devices in the wild over time.

  • Percent of device sales going to new users vs. existing users by year.

  • Product upgrade cycle length.

  • The upgrade path that users take.

  • And more…

The preceding metrics will be of interest to everyone from AAPL investors modeling Apple’s financials to Apple competitors and suppliers needing to better understand the marketplace.

To purchase Above Avalon Models, subscribe using the following payment form.

$850 per year

Already an Above Avalon Daily subscriber?

Bundle Above Avalon Models with your Above Avalon Daily subscription for +$850/year by filling out this request form. If you already have a bundle containing multiple Above Avalon products, you will receive an additional $150/year discount when adding Above Avalon Models to your existing subscription, as shown below.

Above Avalon Daily: $200 per year

+ Podcasts Package: +$100 per year

Inside Orchard: $50 per year

Above Avalon models: $850 per year

$1,200 per year $1,050/year

If you have friends or co-workers interested in utilizing Above Avalon Models, take advantage of special group rates. Fill out this online form and indicate you are interested in subscribing to Above Avalon Models at the group rate.

Accessing the Models

Once payment has gone through, you will receive an email containing a personalized link to the installed base models. This personalized link tied to your membership will remain active as long as the add-on is attached to your membership.

You will also be able to access the models via the Above Avalon payer portal (accessed via "Login" over at AboveAvalon.com). A new “Digital Package” tab will appear that will bring you to your personalized download page. There are no new logins or passwords required.