We begin today’s update with new data/estimates regarding circulation data for magazines that are part of Apple News+. The discussion then turns to Apple’s contract manufacturers. There was one follow-up from yesterday’s update worth pursuing regard…
Lees meerWe kick off today’s update with additional details regarding how iPhone production at Foxconn’s facilities at Zhengzhou is trending. The discussion goes over further refinement in Neil’s estimates/assumptions for the shortage in iPhone sales in FY1Q…
Lees meerWe kick off today’s update by looking at the latest earnings release from Sonos. The discussion then turns to Spotify’s earnings with a focus on the company’s subscriber trends. Hello everyone. Welcome to December. This month is going to fly by.…
Lees meerHello everyone. Today’s update will examine the Foxconn/COVID protests in China. Let’s jump right in. The Foxconn Protests in ChinaIn an article published on November 24th, here’s CBS News:“Foxconn, the electronics manufacturing company that ass…
Lees meerWe kick off today’s update with Neil’s thoughts on Elon Musk going after Apple yet again. The update then turns to the Apple/Parler controversy from 2021 which provides insights as to how Apple is approaching Musk’s Twitter. We conclude with what Ne…
Lees meerWe begin today’s update with a few additional takeaways from Neil’s new report on Apple’s share buyback program. The discussion then turns to a key different between Bob Iger and Bob Chapek and what it means for Disney’s approach to blockbuster movi…
Lees meerAn examination of Apple’s buyback strategy in relation to its net cash neutral goal.Written by Neil Cybart Apple has the largest share buyback program in the world. With $90 billion put into buyback in just the past 12 months, the company’s buyback …
Lees meerWe kick things off with the big news from Disney. The discussion begins with Neil’s thoughts on why Bob Chapek got fired and what it tells us about Disney’s board. Attention then turns to the most surprising part of Iger returning as Disney CEO. We …
Lees meerIn today’s update, Neil examines a few follow-ups to yesterday’s discussion. We begin with how success for Apple and its MLS Season Pass streaming service will be measured. The discussion then turns to Warner Bros. Discovery and the ongoing rumors t…
Lees meerWe kick things off by going over new details regarding Apple’s upcoming streaming service for Major League Soccer (MLS). Neil compares Apple’s subscription pricing to his estimates and what it suggests about Apple’s subscriber goals. The discussion …
Lees meerWe kick things off with Neil’s reaction to news of Amazon looking at a major cost review that includes scaling back its devices division. The discussion then turns to Bloomberg Businessweek’s big profile on Apple Store employee unionization. We go o…
Lees meerIn today's update, we examine a subtle yet intriguing strategy adjustment to Apple TV+. The discussion then turns to Mark Zuckerberg pulling the plug on Meta’s smartwatch plans. We look at why the news came to Neil as a surprise. Hello everyone.…
Lees meerHello everyone. In today's update, we will focus on earnings from two of the smaller companies playing in the tech arena (Roku and Peloton). While Roku is an Apple competitor, Peloton remains a good source for assessing how consumers are thinking ab…
Lees meerIn today’s update, we go over Neil’s rankings for how Big Tech performed in 3Q22. We discuss Apple, Alphabet, Amazon, Microsoft, and Meta. The discussion then turns to Zuckerberg’s drastic move to reduce Meta’s workforce by 13%. We conclude with a c…
Lees meerIn today’s update, we wrap up our earnings reviews for the four tech giants (and Meta) by circling back to cover Amazon’s and Microsoft's CY3Q22 earnings. To recap, these are the dates when we covered earnings from the others:Alphabet: Oct 26thApple…
Lees meerWe begin with Apple issuing an iPhone supply warning due to COVID lockdowns and restrictions at the largest iPhone production facility in China. After going over Neil’s thoughts on the news, we take a closer look at the timeline of events to obtain …
Lees meerToday's Above Avalon daily update includes Neil’s key takeaways from Apple's annual 10-K filing for 2022. The update covers 19 Apple financial topics. Hello everyone.We conclude our Apple 4Q22 earnings review with Apple’s 10-K filing for FY2022.…
Lees meerIn today's update, we will go over Meta’s CY3Q22 results which ended being just as much about industry developments as it did Meta’s performance. In particular, we go over Neil’s thoughts on two problems found with Mark Zuckerberg’s plan on funding …
Lees meerInstead of just recapping the question and answer exchanges that occurred on Apple’s 4Q22 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call. Hello ever…
Lees meerIn today's update, we will continue our Apple 4Q22 earnings review with a few granular takeaways. In particular, we look beyond the Mac and iPad numbers. Tomorrow, our focus will be geared toward everything that was discussed on management's earning…
Lees meerToday’s update will be dedicated to going over Apple’s 4Q22 results and management commentary. The idea is to keep things broad today and look at the big picture, in addition to the financial results. The discussion will continue next week as we mov…
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