The Apple Ecosystem Is Humming Along (AVALON Podcast Episode)
In the 23rd episode of the AVALON podcast, Neil discussed the following topics/subjects:
What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)
An inside look at how I model Apple financially and how I approach Apple earnings.
The two big takeaways from Apple's 4Q25 earnings.
Why Apple's HW results are improving.
How Apple's ecosystem is underpenetrated from a Services monetization.
Lighting Round (two topics two minutes each)
Apple hits a $4 trillion market capitalization.
The Mac’s financial performance.
Give Me a Break (something ridiculous that jumped out at me)
Online misinformation involving finance/stocks.
Tell Me More (something intriguing that has my attention)
Neo the home robot.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 65-minute episode. Already an AVALON subscriber? The episode “The Apple Ecosystem Is Humming Along” is in your podcast player.
Choose a monthly subscription or go with annual to save. (Charges can be expensed by your employer as the podcast is filled with analysis and research. If you need paid invoice receipts, go with the annual plan.)
Upon signup, you will receive a welcome email with directions for getting the podcast in your player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
If you currently subscribe to the Above Avalon Daily newsletter (great choice), with the Podcasts Package attached to your subscription, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you subscribe to Above Avalon Daily without the Podcasts Package, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.
Yes, AirPods Are Still Being Underestimated (AVALON Podcast)
In the 18th episode of the AVALON podcast, Neil discussed the following topics/subjects:
What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)
My AirPods Pro 3 impressions.
AirPods as an AI device.
Usage trends / public acceptance for AirPods.
AirPods as a platform.
Where Apple can bring AirPods.
AirPods sales / addressable market / installed base.
Lighting Round (two topics two minutes each)
OpenAI and Anthropic launch first genuine ad campaigns / major differences in commercials.
Oura surpasses $10 billion valuation.
Give Me a Break (something ridiculous that jumped out at me)
Bloomberg’s attempt at a hit piece with its “Why Apple has a big AI problem” video.
Tell Me More (something intriguing that has my attention)
How some things in life haven’t changed despite technology. Observations from recent trips to my childhood playground and a local high school football game.
Listen to the first four minutes of the episode below:
Become a subscriber to continue listening to the 74-minute episode. Already an AVALON subscriber? The episode “Yes, AirPods Are Still Being Underestimated” is in your podcast player.
Choose a monthly subscription or go with annual to save. (Charges can be expensed by your employer as the podcast is filled with analysis and research. If you need paid invoice receipts, go with the annual plan.)
Upon signup, you will receive a welcome email with directions for getting the podcast in your player. AVALON can be listened to in Apple Podcasts and various third-party podcast players including Pocket Casts, Overcast, and Castro.
If you are currently an Above Avalon member (good choice), with the Podcasts add-on attached to your membership, you get the AVALON podcast for FREE. This is one of the best deals available in the Above Avalon ecosystem.
If you are an Above Avalon member without the Podcast add-on, no worries - you still receive a large 40% discount. Pay just an extra $6 per month (or $60 per year) for AVALON by filling out this form.