In today’s update, we will continue our discussion from yesterday regarding the U.S. Justice Department’s antitrust complaint against Apple. We will focus on the specific allegations included in the complaint (available here).An Above Avalon members…
Lees meerHello everyone. We will begin to discuss and analyze the U.S. Justice Department's antitrust complaint against Apple. The full 88-page document is available here. For today’s update, we will keep the discussion focused on my overall thoughts and rea…
Lees meerHello everyone.Earlier today, the U.S. Department of Justice's long-awaited antitrust complaint against Apple, which has been re-worked numerous times over the years, was released. Apple is accused of possessing an iPhone monopoly in the U.S. smartp…
Lees meerThe update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Son…
Lees meerHello everyone. Today’s update will be dedicated to Walmart beginning to sell the Mac for the first time. The announcement is tied to Apple running with new entry-level pricing for the MacBook Air. There are a few angles to the news worth discussing…
Lees meerHello everyone. Welcome to a new week. For today’s update, we will discuss Bloomberg’s article about Apple and Gemini. There is quite a bit of speculation and nonsense flying around.Let’s jump right in. An Above Avalon membership is required to read…
Lees meerWe close out the week with a few follow-ups to topics that continue to generate buzz among Above Avalon members. We will begin with Project Titan and then turn to the suggestion that Apple should leave the EU.An Above Avalon membership is required t…
Lees meerHappy Wednesday.One quick follow-up to yesterday’s discussion regarding Apple’s blockbusters. The stated box office figures for “Napoleon,” “Killers of the Flower Moon,” and “Argylle” do not flow completely to Apple. Accordingly, Apple needed more t…
Lees meerFollowing the Oscars this past Sunday, today’s update will have a movie theme. We discuss Apple and Netflix coming up short at this year’s Oscars. The discussion then turns to Apple’s gamble with blockbusters at the movie theater ("Killers of the Fl…
Lees meerHello everyone. Welcome to a new week.Approximately 13 hours after publishing last Thursday’s update, which came out late at night ET, we received news that Apple had reinstated Epic Games Sweden’s Apple Developer Account in the EU. This created ano…
Lees meerHello everyone. We didn’t get too far from our European Commission discussion before being pulled back in with yet another controversy involving Apple and Epic Games.Let’s jump right in.An Above Avalon membership is required to read this update. Mem…
Lees meerHello everyone. We continue to tackle Apple news items. Next up: The updated MacBook Air. Apple unveiled the new computers on Monday. There were a few things in the press release that jumped out at me. Let's jump right in.An Above Avalon membership …
Lees meerHello everyone. Today’s update will be focused on the European Commission fining Apple $2B for its App Store anti-steering provision. There’s quite a bit to discuss. Let’s jump right in.An Above Avalon membership is required to read this update. Mem…
Lees meerHello everyone. Happy Monday. It's already turning into a busy week for Apple. Today's update will be focused on several Apple TV+ developments and Apple’s broader video play.Let’s jump right in.An Above Avalon membership is required to read this up…
Lees meerHello everyone. Happy Leap Day.There are a few follow-ups to yesterday’s Project Titan discussion. We will begin with Wall Street’s reaction to Apple halting Project Titan. Our attention will then turn to Apple CarPlay and Apple’s remaining growth p…
Lees meerHello everyone.Over the past 10 years, Above Avalon has followed nearly every Project Titan twist and turn. It would not surprise me to learn that Above Avalon was responsible for more words written about Project Titan than any other publication.Tod…
Lees meerMultiple outlets are reporting Apple will be winding down Project Titan. There is plenty to talk about. We will cover it all tomorrow. For today’s update, we will focus on another rumored product that likely won’t see a release anytime soon: an Appl…
Lees meerWe go over my thoughts on Walmart buying Vizio. The discussion includes a closer look at the Walmart vs. Amazon competitive battle. We also revisit Roku’s strategy and the massive holes in the company’s story.An Above Avalon membership is required t…
Lees meerHappy Thursday. In today’s update, our discussion will begin with the new Apple Immersive Video format found on Apple Vision Pro. There is then one follow-up regarding the new Apple Sports app. One quick item: I have been using Apple Vision Pro for …
Lees meerHello everyone. It feels good to get back in the swing of things after a little time off. We will dedicate today’s update to discussing a new app that Apple just launched: Sports.An Above Avalon membership is required to read this update. Members ca…
Lees meerIn today’s update, we will wrap up our Big Tech earnings reviews with Microsoft. We will then conclude the discussion with a look at Peloton earnings.To set the scene, Microsoft and Peloton are in some ways complete opposites. Microsoft has been rep…
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