Hello everyone.Welcome to a new week. Much of our focus this week will be given to reviewing Apple’s earnings. As we discussed last Friday, even though results were close to my estimates, there is value found in drilling down into some of the number…
Lees meerHello everyone. There’s a lot to say regarding Apple’s earnings. In this special Friday edition of Above Avalon Daily, we will go over my initial thoughts. The discussion will continue on Monday. Initial Thoughts o…
Lees meerHello everyone. We are at that point of the week where some triage is needed. There is a lot of stuff unfolding and not enough time to cover it all. Big Tech earnings are now in full swing. We will discuss earnings from Apple competitors in due time…
Lees meerHello everyone. Today's update will kick off with new Apple product news, followed by the start of our Apple 4Q24 earnings preview. The earnings talk will flow into tomorrow’s update.Let’s jump right in. The Redes…
Lees meerHello everyone. This is shaping up to be a busy week. On Monday, Apple unveiled an updated iMac. As we will discuss shortly, Apple has pointed to more Mac news coming down the pipeline this week. We also have Apple Intelligence launching on Monday.O…
Lees meerHello everyone. We will wrap up the week in Apple Vision Pro land. In what has become an unfortunate trend, Apple Vision Pro misinformation continues to swirl online. Let’s jump right into the first story.An Above Avalon membership is required to co…
Lees meerHello everyone. There was one follow-up to yesterday’s discussion regarding Disney and the App Store that we will get to today.We begin with an observation that occurred to me last week when Apple unveiled the iPad mini.An Above Avalon membership is…
Lees meerHappy Tuesday. We will kick things off with Netflix's earnings. The discussion will then turn to a noteworthy development on the App Store front regarding Disney.Let's jump in.An Above Avalon membership is required to continue reading this update. M…
Lees meerYesterday, WSJ Magazine published a Tim Cook profile (the piece is available via Apple News+ here) for its annual Innovators issue. Cook, along with a few other recipients, will be recognized at the WSJ's 14th Annual Innovator Awards next week. Appl…
Lees meerWith Apple Pay’s 10th anniversary coming up this Sunday (unveiled on October 20th, 2014), Apple decided to give its decade-long mobile payments and wallet effort some PR attention. We go over my thoughts on Apple Pay at 10 years.An Above Avalon memb…
Lees meerHello everyone. On Wednesday, Apple unveiled an updated iPad mini. We will begin today’s email with my thoughts on the iPad mini and the update. The discussion will then evolve into a few thoughts regarding Apple Intelligence.An Above Avalon members…
Lees meerHappy Tuesday. It’s good to be back after a long weekend.Today’s update will have a watch theme as we revisit some odd developments that have unfolded in the mechanical watch world. It’s difficult to not make some connections between the development…
Lees meerHello everyone. For today’s special Friday edition of Above Avalon Daily, we are going to wrap up our Apple Immersive Video discussion. We had very good reason to believe that Apple was going to release an Apple Immersive Video film for 2024 NBA All…
Lees meerHappy Thursday.Two hours ago, Apple released “Submerged,” its first scripted film captured in Apple Immersive Video for Apple Vision Pro. Earlier this week, I pre-screened “Submerged” along with a new Apple Immersive Video film of the 2024 NBA All-S…
Lees meerFollowing Monday's discussion regarding Vision Pro apps, we will stay in smart glasses / headsets / spatial computing land for today's update. A news story out of Harvard involving Ray-Ban Meta smart glasses, face search engines, and large language …
Lees meerWe will kick off a new week of updates with Apple Vision Pro and apps. The discussion looks at a small event Apple held at Apple Park last week for developers. We then look at Apple Vision Pro apps and the idea of app bridges. Let’s jump right in.An…
Lees meerHello everyone. Some follow-up to our Apple/OpenAI discussion from Monday. The Financial Times is reporting OpenAI asked companies investing in its latest capital raise to not back rival companies. If true, that could have played a role in Apple bac…
Lees meerWelcome to October. We will kick off a new month by discussing Oura and smart rings. We haven't talked much about smart rings in these daily updates. The most recent discussion was found in the February 27th update (Samsung's Galaxy Ring and sketchy…
Lees meerHello everyone. Tomorrow’s update will be dedicated to discussing Meta's Connect 2024 event. What took place at Menlo Park marked a new kind of low for the consumer tech industry. We will discuss it all tomorrow.For today’s update, we are going to f…
Lees meerHello everyone. We will begin today's update by focusing on the Sonos app fiasco. Our attention will then shift to Sonos earnings. The update concludes with an observation regarding YouTube Premium, YouTube's ad-free subscription offering.An Above A…
Lees meerHello everyone.This past Saturday, The New York Times published a profile on what Jony Ive has been up to since leaving Apple in 2019 and starting his LoveFrom design consultancy.While a fair amount of the information found in the piece had been pre…
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