Happy Monday.The tech news flow had no interest in taking a breather ahead of Thanksgiving this year.In today’s update, we will talk about the OpenAI situation which is still unfolding as of Monday afternoon. There are some connections to Apple when…
Lees meerHello everyone. Meta reported earnings back on October 25th, a few weeks after the company’s Connect conference (discussed in greater detail here). When looking at the competitive landscape, Meta has become one of Apple’s top competitors. Accordingl…
Lees meerHappy Tuesday. In today’s update, we will go over Disney's earnings. The discussion will also cover the latest box office developments. Disney FY4Q23 EarningsDisney’s legacy business performance was fine in FY4Q23 (July through September). …
Lees meerHello everyone. Welcome to a new week. We do have a few CY3Q23 earnings reports to go over. However, today’s update will take a spin through Vision Pro land. Apple Demos More Vision Pro Spatial VideosOver at Daring Fireball, here’s John Gru…
Lees meerHello everyone. Today’s update will conclude our Apple 4Q23 earnings review. It’s been a busy week and we covered A LOT of ground. There are a few broader topics dealing with the Mac and iPad that extend far beyond any one earnings report. We will a…
Lees meerHello everyone.Today's Above Avalon daily update includes Neil’s key takeaways from Apple's annual 10-K filing for 2023. The update covers 16 Apple financial topics. Published at the end of the fiscal year, 10-K filings include a more in-depth exami…
Lees meerHello everyone. In today’s update, we will focus on Apple’s 4Q23 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 my response to the…
Lees meerHello everyone. Welcome to Monday and a new week. We will continue our Apple 4Q23 review.Like last quarter, we will focus on three charts that go a long way in summarizing Apple’s current financial trends. We will cover the granular takeaways from A…
Lees meerHello everyone. Welcome to a special Friday edition of the Daily Update. We will begin our Apple’s earnings review. The discussion will be purposely kept broad for now. Next week, we will dive into some of the nitty gritty. Let’s jump right in. …
Lees meerApple reports FY4Q23 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 meerHello everyone. In today's update, we will go over my initial thoughts on Apple's event. There will likely be some carryover topics. However, given Apple's earnings, we will revert to earnings preview mode for Wednesday's update.Let's jump right in.…
Lees meerWelcome to a new week. For today's update, we will kick off my Apple earnings preview with an overview of the setup heading into Thursday’s release. The plan is to continue the earnings preview on Wednesday.As a reminder, Apple's "Scary Fast" online…
Lees meerHello everyone. We conclude this week’s updates with Alphabet’s and Microsoft’s earnings.Next week is shaping up to be a busy one with an Apple event on Monday evening followed by earnings a few days later. The current plan is to prepare for Apple’s…
Lees meerHappy Wednesday.We will take a breather from earnings to cover some Apple news and two stories that sparked my interest. The update kicks off with Neil’s thoughts on Apple raising prices for Apple TV+, Apple Arcade, and Apple News+. We then turn to …
Lees meerHello everyone. We will continue our earnings discussion today with Tesla.Earlier today, Apple announced an upcoming online event on Monday evening (8 pm ET). I believe this is the first time Apple is holding an 8 pm event. Based on the following im…
Lees meerHello everyone. Welcome to a new week. We kick off our 3Q23 earnings season coverage with Netflix. As one of the first companies to report, the company will set the tone for what are the latest trends in the paid and ad-supported video streaming spa…
Lees meerHello everyone.Tech earnings season has begun. The game plan is to begin going over the most interesting reports related to Apple next week. For today, we will go into the sports world as Disney broke out ESPN’s financials for the first time. This w…
Lees meerHello everyone.As is often the case, a recent news event opened the door to a discussion that didn’t quite fit in with the prior news cycle. Yesterday, we talked about the new Apple Pencil (USB-C). This led to a broader look at the iPad. Back in lat…
Lees meerHello everyone. Apple unveiled a new Apple Pencil today via press release. The product has once again raised questions regarding Apple’s iPad strategy. There are several topics to discuss.Let’s jump in. Apple Unveils Apple Pencil (USB-C)Her…
Lees meerHello everyone. Last Wednesday, we discussed the key points regarding the U.S. Justice Department’s courtroom battle against Google. Apple’s default search deal with Google is in the crosshairs. There is room to expand on the topic in a few directio…
Lees meerWe kick things off with Neil’s thoughts on Google’s “Made by Google” event in NYC. The discussion goes over how Apple’s relationship with Google is becoming complicated (again). Let’s jump right in. Thoughts on Google’s “Made by Google” Ev…
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