Above Avalon podcast

Above Avalon Podcast Episode 152: Let's Talk Wearables

Apple is the undisputed leader in wearables, and they are pulling away from the competition. In Episode 152, Neil discusses how Apple’s wearables business can be thought of as a train gaining momentum. Competitors face declining odds of being able to stop the train. Additional topics include Apple’s wearables performance in 3Q19, wearables as a percent of overall Apple gadget unit sales, Apple wearables revenue, the factors behind Apple’s wearables success, and why wearables represent a paradigm shift in computing.

To listen to episode 152, go here

The complete Above Avalon podcast episode archive is available here

Above Avalon Podcast Episode 151: Apple's Financial Tug-of-War

A different kind of Above Avalon podcast episode - dedicated to discussing why earnings are so intriguing to Neil. After going over the two ways to utilize quarterly earnings, Neil goes over some of his expectations for Apple’s 3Q19 and how Apple is currently facing a financial tug-of-war

To listen to episode 151, go here

The complete Above Avalon podcast episode archive is available here

Above Avalon Podcast Episode 150: A Larger Apple Machine

The recent Jony Ive and Jeff Williams news has been met with mixed reactions. In episode 150, we discuss why the leadership changes neither signify a company moving away from design or hardware nor suggest that management is facing some kind of growth crisis. Upon closer examination, the Jony Ive and Jeff Williams news are byproducts of Apple evolving into a much larger design company. Additional topics include the various growth narratives facing Apple, the growing Apple installed base, and the Apple machine.

To listen to episode 150, go here

The complete Above Avalon podcast episode archive is available here

Above Avalon Podcast Episode 149: Letting Go of the Rope

Despite there being no discernible change to the grand vision behind Apple’s product development, there does appear to be a noteworthy change in strategy. Episode 149 is dedicated to discussing how Apple’s product strategy has changed from a pull system to a push system. Additional topics include product-related implications raised by Apple’s revised strategy, the Grand Unified Theory of Apple Products, and why I’m hesitant about some aspects of the change.

To listen to episode 149, go here

The complete Above Avalon podcast episode archive is available here