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:

Apple’s Ecosystem Growth Is Accelerating

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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Neil Cybart (host/producer)

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Above Avalon Episode 165: The iPad's First Decade

February 29, 2020 by Neil Cybart

There was no shortage of writers, pundits, and industry analysts using the iPad’s 10th anniversary las month to give eulogies for the product in terms of its inability to be revolutionary, grab momentum, or even just meet expectations. In episode 165, Neil discusses his perspective on the iPad’s first decade and why we shouldn’t feel bad for the iPad. Additional topics include a different way of looking at the iPad unveiling in 2010, how the iPad foreshadowed iPhone success, how Apple pivoted the iPad, the iPad’s primary problem today, and how the iPad’s value is found in letting the product be itself.

Links:

Don’t Feel Bad for the iPad (Above Avalon)

The iPad Awkwardly Turns 10 (Daring Fireball)

The Tragic iPad (Stratechery)

iPad at 10. An affair forever (Om)

Become an Above Avalon member

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Apple Podcasts

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The complete Above Avalon Podcast episode archive (165 episodes) is available here.

Follow on Twitter

Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

Above Avalon Episode 144: Checking Up on iPad

March 23, 2019 by Neil Cybart

In recent years, the iPad line has undergone transformational changes. In episode 144, we look at Apple’s broader iPad strategy to add context to the newest updates involving the iPad mini and iPad Air. The episode kicks off with my thoughts on the new devices. The discussion then turns to the three sales phases that have come to define the iPad business over the years. Additional topics include Peak iPad mini, how Apple is following an iPhone / Mac hybrid approach when it comes to iPad updates, whether the iPad line is too complex or complicated, and observations on the current iPad line. 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:

Thoughts on Apple’s Revised iPad Line (weekly article)

Peak iPad Mini (weekly article)

Above Avalon Episode 120: An iPhone Turning Point (podcast)

The iPhone’s Turning Point - iPad mini vs. larger iPad sales chart (weekly article)

Thoughts Heading into Apple’s Show Time Event (daily update)

Above Avalon membership (sign-up forms, full list of member privileges and benefits, and FAQ)

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (144 episodes) is available here.