Hello everyone. We will continue the discussion found in yesterday’s update regarding Apple’s fintech strategy. There was a consistent theme to incoming member questions regarding Apple’s fintech strategy. After answering that topic, Neil looks at o…
Lees meerHappy Tuesday. We begin today’s update with an examination of Apple’s new savings account (in partnership with Goldman Sachs). The discussion goes over three things about the account that jumped out at Neil. We then go over how Apple has great timin…
Lees meerWe kick things off with Neil’s thoughts on Apple opening its first retail store in India. The discussion goes over how Indian officials have a lot riding on the development as well. The update concludes with Samsung reportedly contemplating switchin…
Lees meerHello everyone.The latest Above Avalon Report, "Apple's Reality (Headset) Plans," was sent via email to all members last Wednesday (11:30 pm ET). Even though the report is only a day old, there are already a few updates worth pursuing. In addition, …
Lees meerAn examination of Apple’s upcoming entry into AR/VR headsets.Written by Neil Cybart – April 12th, 2023In the coming months, Apple is expected to unveil its next wearables chapter with an AR/VR headset. Having already launched wearable devices design…
Lees meerToday’s discussion will continue our look at GQ’s Tim Cook profile. We begin with examining why such a profile was published in April 2023. What does it tell us about Apple? The update then looks at how Cook’s comments about AR/VR have evolved over …
Lees meerHello everyone. Welcome to Monday. Today’s discussion will be dedicated to discussing GQ's Tim Cook profile. Let’s jump right in.(Go UConn as they play for their fifth national basketball championship tonight.) The Tim Cook Profile in GQAs we he…
Lees meerToday’'s update (March 30th) is dedicated to discussing Apple’s WWDC 2023. After going over the WWDC 2023 format, we look at this year’s WWDC artwork for some clues as to what may be discussed during the keynote. This brings us to a broader discuss…
Lees meerHello everyone. We will begin today’s update with a follow-up to our theatrical release discussion from earlier in the week. The discussion then turns to Amazon. Amazon Sidewalk is up there as one of the more interesting initiatives within Amazon. I…
Lees meerWe kick things off by going over all of the changes found in the second season of Apple’s Friday Night Baseball. The update then goes over Apple’s WaveOne acquisition which flew under the radar. We conclude with Neil’s thoughts on Tim Cook visiting …
Lees meerWe kick things off with Neil’s thoughts on Apple reportedly thinking of putting blockbuster movies through theatrical releases. The discussion includes a broader look at how streamers have embraced movie theaters. We then examine the argument that t…
Lees meerWe are going to do something different today.A few days ago, a Business Insider article about Microsoft Bing caught my attention. A former Google executive who used to run the company’s advertising business thinks now is the time for Microsoft to wa…
Lees meerHello everyone.We will kick off today's update with some chatbot discussion. Neil’s stance continues to be to approach chatbots with caution. We will talk more about that today. The discussion concludes with some additional comments about Amazon shu…
Lees meerHello everyone.Yesterday, we discussed how YouTube is increasing TV pricing by $8/month (to $73/month). In today’s update, we will continue the discussion by going over a few things that have been on Neil’s mind. The update then turns to Amazon anno…
Lees meerHello everyone. Happy Monday. Let's jump into a new week of updates.We begin with Neil’s thoughts on YouTube announcing another price hike for YouTube TV. There are two broader debates surrounding the price increase. The discussion then turns to the…
Lees meerIn Monday’s update, we talked about Apple’s fixed income investment portfolio. The discussion led to a few incoming questions from members, which we will address in today’s update. We then turn to Neil’s thought on Apple Music Classical and Apple’s …
Lees meerWe kick things off with Neil’s thoughts on Mark Zuckerberg announcing another massive round of Meta layoffs. The discussion goes over Zuckerberg’s efficiency plans. We conclude with an examination of how Apple has been able to avoid significant layo…
Lees meerHello everyone. There were a few incoming questions about Apple’s investment portfolio objectives and actions. If there are any additional questions regarding yesterday’s update, send them my way, and all will be addressed at the same time.For tod…
Lees meerHello everyone. Welcome to a new week.The Silicon Valley Bank saga deserves its own daily update. Accordingly, we will dedicate today’s discussion to the topic. While we will quickly go over what happened, the broader points will deal with Apple imp…
Lees meerToday’s update kicks off with Neil’s thoughts on Spotify’’s Steam On event in LA. We go over why Neil thinks there is an opening for Apple Music to win share against Spotify in countries where the two services go head-to-head. The update then turns …
Lees meerHello everyone. Today’s update kicks off with Neil’s thoughts on Apple’s spring product refresh announced yesterday. The discussions then turns to new estimates from Counterpoint regarding the best-selling smartphones in 2022. We conclude with a loo…
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