Happy Monday. Welcome to a new week.Today marks the ninth anniversary of the Above Avalon membership launch. The first members joined on May 13th, 2015. Over that span, nearly 1,700 daily updates have been published. To the inaugural group of early …
Lees meerA quick Apple Pencil Pro unboxing. Made in Vietnam.Works with iPad Pro M4 and iPad Air M2. An intriguing computer from Apple with the broader category likely having a future role to play in spatial computing. Exper…
Lees meerHappy Thursday.As mentioned yesterday, we will circle back to Apple's 2Q24 earnings today. There is also Warren Buffett news to go over.We still need to go over Apple’s 2Q24 10-Q - we can quickly discuss the most interesting takeaways from the docum…
Lees meerHello everyone. Today's update will be dedicated to discussing Apple's iPad event. We will circle back to a few final things about Apple's 2Q24 earnings (and Warren Buffett news) tomorrow. The iPad EventYesterday’s iPad event consisted of a 38-minut…
Lees meerHello everyone. This is shaping up to be a busy week. We still have a good amount to discuss when it comes to Apple’s 2Q24 earnings. There is then an Apple product event (online) on Tuesday at 10 am ET. Let’s jump into today’s update. Reading Betwee…
Lees meerHello everyone. Welcome to a special Friday edition of the Above Avalon Daily. We will begin analyzing Apple’s 2Q24 earnings. There is a lot to unpack. The earnings review will take place across a few updates. Key Takeaways From Apple’s 2Q24 Earning…
Lees meerHappy Wednesday. One quick thing before we get to the second half of my earnings preview.Financial Models Add-on. As a reminder, members now have access to my iPhone, iPad, and Apple Watch installed base models with the Financial Models add-on. Thes…
Lees meerHello everyone. Happy last day of April. We will begin preparing for Apple earnings. Today’s discussion will look at the big picture ahead of Thursday’s earnings release. We will go over my granular estimates on Wednesday. Setting the Stage for Appl…
Lees meerHello everyone.Apple reports earnings on Thursday. We will begin my earnings preview on Tuesday. With Apple being in the bottom 12% of performing stocks in the S&P 500 year to date, we have quite a bit to talk about. In today's update, we will look …
Lees meerHello everyone. Today's update will be dedicated to discussing Meta's earnings. Let's jump right in. Meta 1Q24 EarningsMeta’s 1Q24 earnings release was a tale of the conference call. Actual results found in the re…
Lees meerHello everyone. We will begin today’s update with some words on Apple’s upcoming product event. The discussion will then turn to Apple Vision Pro. Apple Announces May Product EventYesterday, Apple sent out invites …
Lees meerThe news continues to flow. Today’s update will be focused on the big development from Meta in mixed reality land. Let’s jump right in. Meta Unveils “Open” Mixed Reality EcosystemIn a blog post published yesterday, here’s Meta:“Today, we’re taking a…
Lees meerWelcome to a new week.It’s hard to believe, but we are beginning another earnings season. Netflix reported earnings last week. Heading into this tech earnings cycle, there’s angst in the air. Many companies have seen very strong stock price performa…
Lees meerWe kick things off with my thought’s on iPhone sales trends in the first three months of 2024. The discussion then turns to more retailers running with surprisingly large discounts on Apple products. We conclude with Tesla layoffs.An Above Avalon me…
Lees meerWe kick things off with my thought’s on Reuters’ article regarding Tesla cancelling its Model 2 project. The discussion then revisits Elon Musk’s revised master plan for Tesla from the mid-2010s. The update concludes with a Friday Q&A and the follow…
Lees meerHello everyone. Today’s update has an Apple manufacturing / supply chain apparatus theme. We begin with my thoughts on some new reporting regarding iPhone manufacturing and assembly in India. There are a few underlying themes found with the iPhone m…
Lees meerIn today’s update, we take a closer look at Apple’s attempt to draw attention to Vision Pro in business settings. The discussion turns to Apple announcing a new Enterprise Spatial Design Lab. We conclude with Lumafield publishing one of the more int…
Lees meerIn today’s update, we go over my thoughts on the Reuters story regarding the how and why everyone in Big Tech is running to established content (photo) providers for ML and AI model training. The discussion then turns specifically to Shutterstock. W…
Lees meerOne member in the forum raised a good point regarding livestreaming Apple Immersive Video. Last year, Apple acquired WaveOne. We talked about the acquisition in the March 28th, 2023 update (available here). The company was in the business of AI algo…
Lees meerHello everyone. It feels good to be back after a long weekend. We will get back into the swing of things by discussing one thing that captured my attention in recent days: Apple releasing a new immersive film for Apple Vision Pro.An Above Avalon mem…
Lees meerIn today’s update, we will tackle a few tangential topics related to the Justice Department’s antitrust complaint against Apple.As for the complaint itself, the past two updates covered most of what needed to be said. There were additional examples …
Lees meer