Hello everyone. Happy Wednesday.We will kick things off with Microsoft's FY2Q23 earnings. The discussion includes Neil’s thoughts on Microsoft’s Surface business. The update then looks at mapping news with Strava acquiring Fatmap.Let's jump right in…
Lees meerHello everyone. One group of questions that came in from members over holiday break had to do with Apple in 2023.Instead of going over my predictions for the year, recapping where things stand in terms of opportunities and challenges makes more sens…
Lees meerHello everyone. One item on the agenda this week is to look ahead at Apple’s 2023 in terms of opportunities and challenges. For today’s update, we will examine Netflix’s earnings published last week. 4Q22 earnings season has arrived. The discussion …
Lees meerHello everyone. There were a few loose ends found with yesterday's update regarding HomePod and the changing competitive landscape. We will tackle those items today. The discussion goes over HomePod vs. Nest / Echo / Sonos. In addition, we go over w…
Lees meerHello everyone. Happy Wednesday.We have surprising news: HomePod is back. Earlier today, Apple unveiled a HomePod 2nd generation.As a long-time HomePod user with 10 HomePods currently in use around my home (in five pairs), the HomePod has been an in…
Lees meerHello everyone. This morning, Apple announced three updated Macs via press release. Today’s update will be dedicated to the news including how the Mac mini is being given a bigger role in Apple’s Mac strategy and how Apple Silicon has added optional…
Lees meerWe kick things off with Neil’s thoughts on Apple Business Connect, a new initiative Apple unveiled yesterday. The discussion then turns to Apple’s broader play for small business. We conclude with a goal Apple has with Apple Maps in terms of creatin…
Lees meerHello everyone. We kick things off with my thoughts on Eddy Cue, Apple’s SVP of Services, looking back at Apple’s Services business in 2022. Cue made an interesting comment about Apple in 2023. We then look at a key financial metric Apple disclosed …
Lees meerHello everyone. In today's update, we will tackle additional questions that came in from members over break. The first topic is related to Nikkei Asia's article on Apple product demand. We will then turn to AAPL volatility. The discussion includes a…
Lees meerHello everyone. Welcome to a new week.In today’s update, we will circle back to some big Apple news that came out as we were entering the holiday break. The update begins with Neil’s thoughts on Apple bowing out of NFL Sunday Ticket bidding. The dis…
Lees meerWe kick things off with a look at the latest production news from Foxconn’s “iPhone City.” The discussion then turns to iPhone 14 Plus rumors regarding weak sales and Apple management being “seriously” concerned. The update concludes with Neil’s tho…
Lees meerWe begin with some words on Project Titan. Two weeks ago, the newest Above Avalon Report, “Project Titan: Apple’s Transportation Ambition,” was published. The discussion then turns to Tesla. The company reported 4Q22 delivery data. We go over the nu…
Lees meerAn examination of Apple’s electric car R&D project.Written by Neil Cybart – December 22nd, 2022Since 2015, dozens of Above Avalon daily updates have been dedicated to discussing the latest developments involving Project Titan, Apple’s electric car R…
Lees meerHello everyone.Happy Tuesday.Reports. A new Above Avalon Report will be published on Thursday – December 22nd. Keep an eye out for it in your email inbox. Those with the podcast add-on will see the new episode appear in your podcast players shortly …
Lees meerHello everyone. Happy Monday.Many of you are likely beginning your holiday break. I hope it’s a safe and enjoyment one. There are a few housekeeping items to go over as we quickly approach the end of the year.Above Avalon Reports. My plan is to publ…
Lees meerWe begin with an examination of Jason Kilar’s piece in the WSJ regarding the paid video streaming industry. After co-founding and leading Hulu, Kilar went on to lead WarnerMedia but was forced out when AT&T spun off WarnerMedia and combined it with …
Lees meerThe update is dedicated to discussing the latest regarding Apple and the Digital Markets Act (DMA). The EU regulation targeting Big Tech was signed into law in September. We go over the differences found between Apple allowing sideloading and altern…
Lees meerThe update is dedicated to discussing the FTC suing Microsoft over its proposed Activision Blizzard acquisition. We focus on Neil’s thoughts regarding competition in gaming and the areas where the FTC faces its steepest challenges in going after Mic…
Lees meerWe begin with Neil’s thoughts on Foxconn announcing another $500 million investment in India to diversify its supply chain. The discussion then turns to iPhone sales and production in India and rumors of Apple looking to greatly expand production in…
Lees meerHello everyone. There a few follow-ups related to Project Titan that are worth discussing in today's update. We will then turn to Apple’s user data protection announcements. More on Project TitanApple does not have something equivalent to a “fut…
Lees meerWe begin today’s update with Neil’s thoughts on the Bloomberg article about Project Titan. The discussion then turns to an in-depth examination of Apple Car from a design perspective. We conclude with a look at what Neil positions as Apple’s largest…
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