Hello everyone.While recording the podcast episode for yesterday’s update, it occurred to me that one part of our discussion could have benefited from a bit more explanation. While such explanation was added to the podcast, which does routinely happ…
Lees meerHello everyone. What a busy start to the week.My initial thoughts on Apple’s earnings were sent to all you via email last Friday. We are going to take an unexpected detour to focus on Warren Buffett news that came out over the weekend. There is stil…
Lees meerWelcome to a special Friday edition of the Above Avalon Daily. We will begin our Apple earnings review. The discussion will flow over into next week. Let's jump right in. Apple’s 3Q24 EarningsThe primary theme to o…
Lees meerWe conclude my Apple 3Q24 earnings preview. Today’s discussion goes over my granular estimates for Apple’s 3Q24. We also look at my revised 4Q24 estimates heading into Thursday and a quick cheatsheet for Apple’s earnings release.One quick item befor…
Lees meerHello everyone. We will begin preparing for Apple's earnings. The discussion will examine the broader environment surrounding Apple (and AAPL) ahead of Thursday’s earnings release. We will go over my granular estimates tomorrow (Wednesday).An Above …
Lees meerHappy Monday. This will be a busy week for earnings. We will begin preparing for Apple’s earnings release tomorrow. For today’s update, we focus on Spotify. It’s actually been nearly a year since we took a closer look at Spotify's financial performa…
Lees meerHappy Thursday.A few follow-ups to yesterday’s Apple TV+ discussion.We talked about a scenario involving an Apple user subscribing to Apple TV+ but then not following through in terms of knowing how and where to watch Apple TV+ content. Apple TV+ si…
Lees meerHello everyone. Today's update will cover the Apple TV+ rumors that have taken over social media. Did Apple cut Apple TV+ spending? Is Apple TV+ engagement not doing well? What may be going on? Let's discuss. About…
Lees meerHello everyone.There continues to be quite a bit of interest in what’s unfolding in video and music streaming. While Netflix (and Spotify) appear to be finding their strides, Apple's strategy is increasingly being drawn into question by the press an…
Lees meerHello everyone. Today's update will be dedicated to discussing the CrowdStrike / Microsoft catastrophe which is still impacting the corporate world.Let's jump in. The CrowdStrike / Microsoft Outage Will Benefit App…
Lees meerGiven a busy news flow, we are going to stay in video streaming land for one more update. We begin by going over a report pegging Apple as looking to license more movies for Apple TV+. The discussion then turns to Warner Bros. Discovery, Skydance, a…
Lees meerWe begin with a closer look at some churn vs. engagement data for paid video streaming. The discussion then turns to Disney looking to boost engagement within its streaming properties. We conclude with a look at some implications regarding engagemen…
Lees meerWe begin by examining Apple’s new minisite: “Apple Watch For Your Kids.” The discussion then turns to Apple Watch SE 3 and its connection to Apple’s sales pitch to parents. The update concludes with a look at my Apple Watch unit sales growth figures…
Lees meerWe kick things off with my thoughts on changes to OpenAI’s non-voting observer board seats. The discussion then turns to why so much of these attempts to regulate AI come across as silly. We conclude with a few Apple TV+ observations that have been …
Lees meerToday’s update will have an Amazon theme. We begin with my thoughts on Amazon bringing the Echo Spot back. The discussion then turns to Amazon’s shocking level of data center spending commitments. We conclude with Amazon finding itself in an AI pred…
Lees meerWe begin with my thoughts on Apple being given an observer board seat at OpenAI. The discussion then turns to Apple’s Phil Schiller, who reportedly will fill Apple’s seat on OpenAI’s board. In some ways, this new stage for Schiller comes across as s…
Lees meerHello everyone. Over at Above Avalon’s sibling site, Inside Orchard, my essay last week, "Big Tech Is Winning Over Wall Street," went over a Wall Street observation that has been on my mind for the past few weeks.While NVIDIA was capturing many hear…
Lees meerGiven where we finished last week, there are a few follow-up discussions worth pursuing. We talk about how Apple devices are lasting longer. The discussion then turns to iPhone upgrading and the difference between iPhone average lifespan and upgrade…
Lees meerToday’s discussion will begin with a new document that Apple published regarding device longevity. This will then bring us to the iPhone upgrade cycle. We conclude with somewhat lighter fare pertaining to tech product launches. …
Lees meerWe begin with my thoughts on Apple warning of feature delays in the EU due to the Digital Markets Act (DMA). The discussion then turns to the European Commission finding Apple has broken DMA rules. We discuss a possible natural end state for the cat…
Lees meerWe begin with my thoughts on the WSJ’s and Bloomberg’s conflicting reports regarding Apple and Meta in discussions regarding AI integration. The discussion then turns to possible monetization paths for integrating third-party large language models w…
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