Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro) - Daily Update

Hello everyone.

In this special edition of the daily update, we will discuss Apple’s various product announcements from earlier today.

Thoughts on Apple’s New and Updated Products (Apple TV, iPad, iPad Pro)

Heading into October, signs were pointing to Apple having a few more product announcements ready to go for 2022. The question was whether Apple would host another event at the end of October or unveil new products via press release. The latter strategy was used by Apple during the early months of the pandemic.

We now have an answer.

Earlier today, Apple unveiled via three press releases the following:

We will discuss each product in detail.

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Above Avalon Podcast Episode 160: Let's Talk "Apple Tax"

Apple’s ability to grab monopoly-like share of industry profits isn’t a result of there being an Apple Tax. Rather, it's a byproduct of Apple following a design-led product strategy that ultimately marginalizes industries. In episode 160, Neil discusses the theory behind the “Apple Tax,” Apple’s pricing strategy, and why the days of there being an Apple Tax ended years ago. Additional topics include Apple gross margin trends, two major implications associated with Apple’s pricing strategy, and a few narrative violations found with Apple’s revenue and gross profit optimization playbook.

To listen to episode 160, go here. 

The complete Above Avalon podcast episode archive is available here.