There is Vision Pro news to go over. We begin with Neil’s thoughts on Apple’s Vision Pro launch date. The discussion then goes over several new details disclosed about the device. We conclude with a look at Vision Pro demos at Apple Stores.An Above …
Lees meerWe kick things off with a closer look at new churn estimates for the major video streamers in the U.S. The paid video industry is getting more complicated. The discussion then turns to Neil’s thoughts on new features and content announced for Fitnes…
Lees meerWe begin with additional comments related to the latest Above Avalon Report focused on Apple Watch Ultra. The update then turns to the auto space as we look at Tesla’s 4Q23 deliveries and signs of slowing EV growth in the U.S.An Above Avalon members…
Lees meerThe most recent Above Avalon Report, which went out to everyone via email on December 22nd and via podcast to members with the podcast add-on, was about Apple Watch Ultra / Ultra 2. In tomorrow's update, we will talk about a few things that didn't m…
Lees meerAn examination of the Apple Watch Ultra.Written by Neil Cybart - December 21st, 2023In 2022, Apple unveiled an all-new Apple Watch model designed for the adventurous. While previous Apple Watches were able to be used in extreme conditions, this mode…
Lees meerAs we close out 2023, there is value in taking time to recap the past 12 months. For Apple, one way of recapping the past 12 months is to look at the company from two perspectives: products and financials. In yesterday’s update, we recapped Apple's …
Lees meerWe kick off the update with Neil’s thoughts on Apple facing an Apple Watch Series 9 and Ultra 2 import and sales ban in the U.S. The discussion then turns to reviewing Apple’s 2023. As we close out the year, there is value in taking time to recap th…
Lees meerWe kick off the update with Netflix’s new report on engagement. After examining 18,000+ lines of data, Neil goes over his observations and takeaways regarding Netflix’s report. The discussion then turns to the EU getting close to ruling against Appl…
Lees meerWe begin today’s update with Google losing the antitrust case brought by Epic Games. There were significant differences between Epic Games v. Google and Epic Games v. Apple. The update then turns to more craziness from GM regarding its decision to d…
Lees meerWe kick off the update with Neil’s thoughts on Google’s Gemini demo and the discovery of the demo being faked. The discussion then looks at how the Gemini demo led to craziness, including CNBC pumping Alphabet shares solely because of a six-minute v…
Lees meerWe kick off the update with Neil’s thoughts on Apple announcing it will support RCS (rich communication services). The discussion then turns to why iMessage is so strong in the U.S. The narrative involving blue and green messages is incomplete. The …
Lees meerThere is one question that was carried over from last week’s Thursday Q&A that we will address today. What does the current Mac upgrade cycle look like? In addition, there were a few incoming questions regarding Apple’s market cap and buyback. We wi…
Lees meerToday's update begins with Neil’s thoughts on Apple closing above a $3 trillion market capitalization for the second time. We then look at Apple’s recent stock price strength and what may be behind the move higher. The update concludes with an exami…
Lees meerFor the past few years, Above Avalon members have been customizing their memberships with optional add-ons. In 2020, the Podcast add-on was launched with the option to listen to the updates in podcast form. The add-on was later enhanced to include r…
Lees meerToday's update will take us into Apple Silicon territory. Apple opened its chip lab to the press for the first time. We discuss why Apple decided now is the time for such exposure. We will then go over some Apple news on the U.S. manufacturing front…
Lees meerWe kick things off with Neil’s thoughts on an Apple TV+ / Paramount+ streaming bundle. The discussion then turns to Verizon unveiling a Netflix and Max streaming bundle. We look at these developments from the perspective of companies attempting to c…
Lees meerHello everyone. Happy Thursday. We kick today’s update off with a closer look at Huawei’s new system on a chip. The discussion then turns to takeaways from the latest sports right deal involving NASCAR. The update concludes with the latest round of …
Lees meerHello everyone. In today's update, we will go over the big Apple / Goldman Sachs news. Neil looks at what the news means and doesn’t mean. In addition, the discussion includes a look at Apple’s major problem with banks and possible solutions managem…
Lees meerHappy Tuesday. Today’s update will be dedicated to discussing Sonos. The company reported earnings a few days prior to the Thanksgiving break. Sonos is on a path to being a more direct competitor to Apple.Let’s jump right in. Sonos FY4Q23 E…
Lees meerHello everyone. It feels good to be back in the swing of things.As it turned out, the OpenAI saga reached something of a temporary lull right before Thanksgiving last week. Sam Altman was reinstated as CEO but with a new board not of his preference …
Lees meerAn examination of Apple’s oldest product category.Written by Neil Cybart - November 21st, 2023Three years into the Mac’s Apple Silicon transition, the product category has never been stronger. It’s a stark difference from where the Mac was a decade …
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