Above Avalon Episode 183: A Ten-Year Lead in Wearables

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Neil Cybart (host/producer)

Above Avalon Daily Updates

Above Avalon Episode 178: Welcome to 2021

January 16, 2021 by Neil Cybart

Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

Above Avalon Year in Review (2020)

Above Avalon Podcast Episodes (available to everyone):

Above Avalon Weekly Articles (available to everyone):

Apple Is Pulling Away from the Competition

Above Avalon Membership

Above Avalon Daily podcast info (sample podcast episodes available here and here)

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The complete Above Avalon Podcast episode archive (178 episodes) is available here.

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Neil Cybart (host/producer)

Apple Watch Momentum Is Building

Above Avalon Episode 174: Apple Watch Is a Runaway Train

October 03, 2020 by Neil Cybart

While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and utility on the wrist that ushered in a new paradigm shift in computing. In episode 174, Neil discusses how Apple Watch momentum is building. The product category resembles a runaway train as no company is in a position to slow it down. Additional topics include the stationary smart speaker mirage, Neil’s Apple Watch installed base estimates, how Apple Watch derives its momentum, and Apple’s health platform.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

Above Avalon Episode 113: It’s a Smart Speaker Mirage

Above Avalon Episode 163: A Revolution on the Wrist

Apple Watch and a Paradigm Shift in Computing

My Apple Watch Adoption Estimates

Above Avalon Daily podcast info page (sample podcast episodes are available here and here)

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

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The complete Above Avalon Podcast episode archive (174 episodes) is available here.

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Neil Cybart (host/producer)

Apple’s Ecosystem Growth Is Accelerating

Above Avalon Episode 172: Hidden Acceleration

August 15, 2020 by Neil Cybart

Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

Above Avalon Episode 170: Pulling Away From the Competition

Above Avalon Episode 171: The Apple Ecosystem

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

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The complete Above Avalon Podcast episode archive (172 episodes) is available here.

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Neil Cybart (host/producer)

Above Avalon membership page

Above Avalon Episode 162: The Apple Question

January 18, 2020 by Neil Cybart

At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company. In episode 162, Neil goes over his list of questions for Apple in 2020, and the discussion culminates with one overarching question that covers Apple’s largest challenge and opportunity. Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

The Big Question Now Facing Apple (Above Avalon Weekly Article)

Above Avalon Episode 160: Let’s Talk “Apple Tax” (Above Avalon Podcast)

Above Avalon Episode 143: Look at the Capex (Above Avalon Podcast)

Above Avalon Episode 161: Apple’s Spectacular Year on Wall Street (Above Avalon Podcast)

Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon Report)

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The complete Above Avalon Podcast episode archive (162 episodes) is available here.

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Neil Cybart (host/producer)

AirPods Are Becoming a Platform

Above Avalon Episode 159: AirPods as a Platform

November 23, 2019 by Neil Cybart

Apple is turning AirPods into a platform for what comes after the App Store. AirPods will augment our environment by pushing intelligent sound. In the first episode of Season 6, Neil goes over how AirPods have evolved from an iPhone accessory into the early stages of a platform well positioned to reshape the current app paradigm for the wearables era. Additional topics include the AirPods Pro launch, AirPods Pro initial impressions, AirPods sales, examples of AirPods as a platform, and the three sources from which AirPods will derive its platform power. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market

Above Avalon Podcast Episode 76: AirPods

Above Avalon Podcast Episode 85: AirPods and the Battle for Our Ears

Above Avalon Podcast Episode 141: Viral AirPods

Neil’s AirPods Sales and 3Q19 Installed Base Estimates

Neil’s updated Apple earnings model (includes quarterly AirPods sales estimates)

Above Avalon membership page

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