Hello everyone. We begin today's update with Apple drawing a line in the sand regarding photography and generative AI. It’s fascinating how much of a Big Tech outlier Apple is on this photography versus generative AI debate. We then turn to my thoug…
Lees meerIn today’s update, we will take a closer look at some of the iPhone pessimism that materialized following Apple’s “It’s Glowtime” event. Let’s jump right in.An Above Avalon membership is required to continue reading this update. Members can read the…
Lees meerHello everyone. Yesterday, we finished our review of Apple’s event. There are a few additional topics worth visiting that aren't so much about Apple's event but rather what comes next. Where does Apple take the iPhone and Apple Watch from here? Let’…
Lees meerHello everyone. We will conclude our Apple event review, focusing on the iPhone segment of the presentation. An Above Avalon membership is required to continue reading this update. Members can read the full update here. (Members: Daily Updates are a…
Lees meerHello everyone. We will continue our Apple event review, focusing on the AirPods segment of the presentation. Yesterday’s update was focused on Apple Watch. Monday will be focused on everything iPhone.An Above Avalon membership is required to contin…
Lees meerHello everyone. We will continue our Apple event review.Yesterday’s update was focused on the big picture. My preference is to go deep into one section (Apple Watch, AirPods, iPhone) before moving on to the next section. For today, we will focus on …
Lees meerHello everyone. Today’s update will go over my initial impressions from Apple’s “It’s Glowtime” event. The discussion will have more in the way of big picture takeaways. We will get to the specifics, including my thoughts on the features, on Wednesd…
Lees meerHello everyone. Given Apple’s event on Monday (1 pm ET / 10 am PT), the next update will go out on Tuesday.As you watch the event, if you have questions or observations that you would like addressed in the daily updates, send them my way. This inclu…
Lees meerHello everyone. We begin with my thoughts on ESPN’s new “Where to Watch” app feature. The discussion then goes over how ESPN designers must have a liking to Apple’s Sports app. We conclude with a U.S. judge blocking Venu Sports, a JV involving Disne…
Lees meerHappy Tuesday. Welcome to September.One very quick follow-up to last Thursday’s discussion involving Apple Watch. We talked about my wish for Google to be more original with smartwatches. It’s easy to be different. A much harder goal is to be better…
Lees meerHello everyone. We are going to change directions and talk about hardware (and AI).Apple Event. Earlier this week, Apple sent out invites to a September 9th product event at Steve Jobs Theater (Apple Park). …
Lees meerWe will continue our discussion involving the Apple CFO transition. Let's jump right in. Yesterday’s discussion put something in my head – how would one go about grading Luca Maestri’s tenure as Apple CFO? Do we lo…
Lees meerFor today's update, we will focus on the Apple CFO news. The email begins with my thoughts on Apple’s announcement that Luca Maestri will be stepping down as CFO. It’s a good time to recap the unique role finance and the CFO play within Apple. We co…
Lees meerFor today’s update, we will examine Microsoft’s CY2Q24 earnings. This will wrap up our Big Tech 2Q24 earnings reviews. We will then recap Big Tech earnings season by ranking the companies from best to worst reports.While there are 2Q24 earnings from…
Lees meerWe will continue our 2Q24 earnings reviews with Meta. Within Big Tech, Meta may be the most interesting from a competitive standpoint relative to Apple. Let’s jump in.An Above Avalon membership is required to continue reading this update. Members ca…
Lees meerPrior to heading off for vacation, we went over my thoughts on the U.S. v. Google verdict (Part 1 and Part 2). The two updates covered quite a bit. On social media, there continues to be a surprising number of people claiming default distribution co…
Lees meerIt feels good to get into the swing of things following some vacation time. As in the past, we will ease back into the daily updates. My vacation included some time in various beach / seaside locations in New England. The list included both quiet lo…
Lees meerWe will continue to focus on the U.S. v. Google verdict. After reading through the 286-page ruling, my notes came out to about three updates worth of material. After a significant amount of reduction and editing, we used two updates to talk about th…
Lees meerHello everyone. Happy Monday.We are going to focus on the U.S. v. Google verdict. After reading through the 286-page ruling, my notes came out to about three updates worth of material.After a significant amount of reduction and editing, we are going…
Lees meerToday’s update will wrap up Neil’s 3Q24 Apple earnings review. We will examine Apple’s 3Q24 10-Q and the latest balance sheet and cash flow trends. Here is how our review went:Aug 2nd: Overview, primary takeaway, and all of the numbersAug 7th: Secon…
Lees meerInstead of just recapping the question and answer exchanges that occurred on Apple’s 3Q24 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call.An Above Avalon…
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