Episode 8 is all about iPad. Neil also discusses his iPad sales expectations for Apple's upcoming earnings release.
Show Notes:
Apple's Plan for iPad in an iPhone World
iPad Observations Heading into Apple Earnings
Above Avalon Episode 7: Apple Questions for 2015
Neil discusses his list of Apple questions that he will be looking to answer in 2015. Topics include: Apple Watch, iPhone, iPad, Apple Pay, Mac, Beats, Apple Retail, Apple TV, financials, and special random musings.
Show Notes:
Subscribe to the AAPL Orchard daily email.
Above Avalon Episode 6: Jony Ive
In this week's episode, Neil discusses his theory behind Jony Ive being the most powerful person at Apple, including how Jony got that power, and what it may mean for Apple's future.
Show Notes:
Above Avalon Episode 5: Apple's Accelerating iPhone Business
Neil discusses his iPhone sales estimates, and why Apple’s iPhone business is experiencing a renewed growth spurt, even in the face of growing competition.
Show Notes:
Estimating Apple's Record iPhone Sales in 1Q15
Apple's Accelerating iPhone Business; Establishing 2015 Estimates
Above Avalon Episode 4: Let's Talk about Apple Stock
In the fourth episode of Above Avalon, Neil discusses AAPL and the three main lessons learned from following the equity markets for the past seven years. Additional topics include AAPL crossing the $700 billion market cap threshold and a deeper look into Apple's stock repurchase program.
Show Notes:
Subscribe to the AAPL Orchard daily email - Link
AAPL and $700 Billion - Link
Apple's Share Repurchases Have Benefited Shareholders by $80 Billion - Link
Large M&A is Not in Apple's DNA: Case Study of Why Apple Won't Buy Tesla - Link
Apple's $3 Billion Bet on Reinventing the Music Industry - Link
Above Avalon Episode 3: Apple Watch
Neil discusses Apple Watch's rumor history, potential Apple Watch use cases, and financial projections.
Podcast RSS: Here
Subscribe in iTunes: Here
Show notes:
Subscribe to the AAPL Orchard daily email - Link
Apple Watch Sales and Earnings Projections - Link
Finding Apple Strategy Clues in Apple Watch's Human Interface Guidelines - Link
Above Avalon Episode 2: Apple's Plan for Beats and Music
Neil discusses why he thinks Apple bought Beats, the music industry's current problems, and how Beats can help solve those problems.
Podcast RSS: Here
Subscribe in iTunes: Here
Show notes:
Subscribe to the AAPL Orchard daily email - Link
Above Avalon's "What the Beats is Going on? Thoughts on Apple Acquiring Beats" - Link
Above Avalon's "Apple's $3 Billion Bet on Reinventing the Music Industry" - Link
Jimmy Iovine's speech at Revolt - Link
Taylor Swift on music streaming - Link
Spotify's reaction to Taylor Swift's departure - Link
Garth Brooks' GhostTunes music store - Link
Michael Vakulenko's "To Understand Beats you Need to Understand Lady Gaga" - Link
Melissa Etheridge launches her own music app game - Link
Above Avalon Episode 1: Introductions and Apple Pay
In the first episode of Above Avalon, Neil explains his new Above Avalon site and AAPL Orchard, a new daily email focused on Apple. The episode concludes with a discussion on Apple Pay.
Podcast RSS: Here
Subscribe in iTunes: Here
Show Notes: