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Lees meerFebruary 13th, 2026By Neil CybartApple News Bias AllegedFTC Warns Tim CookEssilorLuxottica Discloses Ray-Ban Meta SalesHello everyone. Let’s jump into today’s update. Apple News Bias AllegedLast week, MRC, a parti…
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Lees meerHello everyone. Today’s update will be dedicated to Apple’s Q acquisition. At $1.6B, this is the second-largest Apple acquisition in terms of deal value. It’s a fascinating acquisition. Let’s discuss. Apple Acqui…
Lees meerHappy Monday.Today’s update will conclude our Apple 1Q26 earnings review with the latest installment of Reading Between the Lines. After recapping each question-and-answer exchange that occurred on the call between Apple and sell-side analysts, we w…
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Lees meerWe will continue our Apple 1Q26 earnings review by turning to Apple’s capital management, balance sheet, and 10-Q.For those of you who are new to the Above Avalon Daily newsletter, our goal for each Apple earnings review is to not leave any financia…
Lees meerHappy Wednesday.To recap where we stand with reviewing Apple's 1Q26 earnings.Last Friday: Big picture overview and the numbersTuesday: All about iPhoneToday: MarginsLet's jump in. Apple 1Q26 Earnings Review: Margi…
Lees meerHappy Tuesday. We are going to continue our Apple 1Q26 earnings review. Today’s update took a bit longer than expected to finalize.Last Friday, we went over my initial thoughts regarding Apple’s results and how the numbers compared to my estimates. …
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Lees meerHello everyone.Welcome to a special Friday edition of the Above Avalon Daily. It’s been a busy week. For today’s update, I wanted to share the big picture takeaway from Apple’s earnings and how results compared to my estimates. There is plenty more …
Lees meerHappy Thursday. Apple’s FY1Q26 earnings are out. Both 1Q26 results and 2Q26 guidance were strong. We will talk about it tomorrow (Friday).For today’s update, we will continue our earnings reviews with Meta.Let’s jump right in. …
Lees meerHello everyone. Today’s update will conclude our Apple 1Q26 earnings preview. Apple reports earnings on Thursday at 4:30 pm ET.Let’s jump in. Previewing Apple’s 1Q26 Earnings: My EstimatesThe overall theme to my Ap…
Lees meerHello everyone.Monday doubled as snowstorm cleanup day here in Connecticut. We received a little bit north of 16 inches, the most in about a decade. It certainly felt more during cleanup.For today’s update, we will begin previewing Apple’s 1Q26 earn…
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Lees meerToday's Above Avalon Daily update includes the following story:Let’s Talk About This Apple AI Pin RumorToday’s update is dedicated to talking about The Information’s article regarding Apple working on an AI wearable pin. There may be some funny busi…
Lees meerToday's Above Avalon Daily update includes the following stories:Netflix 4Q25 EarningsNetflix Is Misreading the MarketThe Warner Bros. Discovery DealThe 4Q25 earnings season has begun for us. We will kick things off by analyzing Netflix’s 4Q25 earni…
Lees meerToday's Above Avalon Daily update includes the following stories:Ads Coming to ChatGPTOpenAI’s StrategyApple ImplicationsThe update is dedicated to going over Neil’s thoughts on ads coming to ChatGPT. In particular, we analyze OpenAI’s strategy. Is …
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