Above Avalon podcast

Above Avalon 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. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Links:

Apple 3Q19 Earnings Expectation Meters (weekly article)

Above Avalon Episode 136: The Unit Sales Crutch (podcast episode)

Above Avalon Episode 149: Letting Go of the Rope (podcast episode)

Above Avalon Episode 147: A Faster Bumper Car podcast episode)

Apple 3Q19 Earnings Preview - First Half / Second Half (daily updates)

Above Avalon membership page

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Apple Podcasts

Overcast

Twitter

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (151 episodes) is available here.

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Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

Above Avalon Episode 148: Apple's Billion Users

Apple has reached a level of ecosystem strength that still hasn’t been fully digested by the marketplace. In episode 148, we discuss Apple’s ecosystem ahead of the company’s developers conference. Additional topics include how I estimated the total number of Apple users, various revenue per user figures for different parts of Apple’s user base, the difference between Apple in 2019 and the 1990s, and how wearables represent one of Apple’s key growth opportunities. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Links:

Apple’s Billion Users (weekly article)

The Grand Unified Theory of Apple Products (weekly article)

Estimating iPhone, iPad, and Mac Installed Bases (daily update)

Above Avalon membership page (info, sign-up forms, and FAQ)

Subscribe:

Apple Podcasts

Overcast

Twitter

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (148 episodes) is available here.

Follow on Twitter

Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members