Monday’s update concluded with the following:“Meta has reported more than $38B of operating losses on its AR/VR efforts. The company needs products like Quest 3 and Ray-Ban Meta to do well and generate revenue to reduce pressure on what are mounting…
Lees meerMonday’s update concluded with the following:“Meta has reported more than $38B of operating losses on its AR/VR efforts. The company needs products like Quest 3 and Ray-Ban Meta to do well and generate revenue to reduce pressure on what are mounting…
Lees meerThere are several Big Tech earnings reports for CY4Q23 worth going over. For those of you who recently became Above Avalon members, my approach to covering Big Tech earnings is twofold:Assess how Apple competitors are doing from a financial/business…
Lees meerToday's update will have a Disney focus with the company announcing earnings and two new business initiatives. Heading into earnings earlier this week, Disney CEO Bob Iger and the board were facing some of the strongest pressure to date from activis…
Lees meerToday’s update will wrap up Neil’s 1Q24 earnings preview. We will examine Apple’s 1Q24 10-Q filing and the latest balance sheet trends. Here’s what we have covered so far on the Apple earnings front:Feb 2nd: Big picture takeaway, Apple’s 1Q24 number…
Lees meerIn today’s update, we will focus on Apple’s 1Q24 earnings Q&A session with analysts.After recapping each question-and-answer exchange that occurred on the call between Apple and sell-side analysts, we will go over Neil’s response to the exchange. Le…
Lees meerLast Friday’s update kicked off our Apple 1Q24 earnings review. When it comes to Apple’s financial story, trends are tracking close to Neil’s expectations. For today, we will take a closer look at one takeaway from earnings: Apple’s ecosystem growth…
Lees meerApple’s 1Q24 earnings call was jam-packed with information. Unlike the average earnings call from Big Tech, Apple’s calls contain useful commentary and tidbits. More time will be needed to go through the disclosures, including the installed base inf…
Lees meerApple reports FY1Q24 earnings on Thursday. Today’s update contains the second half of Neil’s earnings preview. The first half is available here. The update begins with Neil’s granular financial estimates. The discussion includes qualitative explanat…
Lees meerApple reports FY1Q24 earnings (results from October to December) on Thursday. Today's update will begin our preparation for Apple's earnings as we go over Neil’s broader thoughts heading into Apple’s earnings.An Above Avalon membership is required t…
Lees meerThis is shaping up to be a busy week. Apple reports earnings on Thursday. We will begin preparing for earnings tomorrow (Tuesday). For today's update, we will focus on Apple's plan for the Digital Markets Act (DMA). The discussion includes why Neil …
Lees meerSome weeks, the news flow comes together in such a way as to result in a fun conversation at the end of the week covering several related topics. We will do that in today’s update. The update will begin with Netflix earnings, turn to Netflix getting…
Lees meerWe kick things off with Neil’s thoughts on indie app development for Apple Vision Pro. The discussion then turns to why Neil disagree’s with Stratechery’s Ben Thompson’s theory regarding developers being on a Vision Pro / visionOS “strike.” The upda…
Lees meerWhen the Vision Pro launches on February 2nd, there will be approximately 250 apps with native support for visionOS - apps optimized for Vision Pro when it comes to design elements and other features made possible by visionOS). Considering how we ar…
Lees meerLast Thursday, we went over Neil’s initial thoughts following his second Vision Pro demo. For today, we will kick things off with more about what actually occurred during Neil’s demo. This provides a look at how Apple is positioning Vision Pro at la…
Lees meerEarlier today, I experienced a 40-minute demo of Apple Vision Pro. The demo was about 10 minutes longer than the one that occurred at WWDC 2023. Across the two demos, I’ve spent about 70 minutes using Apple Vision Pro.An Above Avalon membership is r…
Lees meerAs expected, the Vision Pro news cycle remains in overdrive ahead of pre-orders going live in a few days. We will get to the latest developments shortly. For today’s discussion, we will travel to App Store land and news from the U.S. Supreme Court. …
Lees meerWe kick things off with the latest developments involving the U.S. sales / import ban on Apple Watch Series 9 and Ultra 2. The update then turns to media land. We go over YouTube’s strengthening grip on children’s viewing habits. Our attention then …
Lees meerWe kick things off with Neil’s thoughts on Google reorganizing its devices group. The update then turns to Humane announcing a reorganization ahead of its upcoming Ai pin launch.An Above Avalon membership is required to read this update. Members can…
Lees meerGiven Vision Pro's upcoming launch, the next few weeks of updates will inevitably contain a fair amount of Vision Pro discussion. For today, we take a closer look at Apple HW launches. We will also go over my initial launch sales estimates for Visio…
Lees meerWe will continue our Vision Pro discussion as a few interesting developments came to light at the end of yesterday. Neil goes over his thoughts on Apple’s first Vision Pro ad. The discussion then turns to comparing the ad to Apple’s first iPhone ad …
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