Hello everyone. Welcome to a new week.Let’s jump right into today’s update. Apple and Enhanced Reality PortalsLast Thursday’s update regarding Apple and satellites concluded with the following:“My suspicion continues to be that satellite connectiv…
Lees meerHello everyone.Happy Thursday.One quick update regarding Dark Sky, the popular paid iOS weather app acquired by Apple in 2020.The app will be shut down on January 1st, 2023. The following message is now posted within the app: …
Lees meerHello everyone.One clarification regarding iPhone 14 Plus. In yesterday’s update I wrote:“The iPhone 14 Plus finds itself in a pricing canyon. It’s the third-most expensive iPhone, after iPhone 14 and iPhone SE. However, it’s just $100 less than the…
Lees meerHello everyone.In today’s update, we will wrap up my Apple event review. As a recap, last Thursday we went over my initial impressions regarding event highlights. Yesterday, we talked about the Apple Watch in greater detail. We will now go over AirP…
Lees meerHello everyone.Welcome to a new week.We will continue my Apple event review. Last Thursday, we went over the event highlights that jumped out at me. Our attention will now shift to more granular topics.In today’s update, we will focus primarily on A…
Lees meerHello everyone.The plan is to go over some of the major highlights / takeaways from Apple’s “Far Out” event. We will focus on the details on Monday.Let’s jump right in. Attending the EventThis was the first full-blown in-person product unveiling t…
Lees meerHello everyone.As a reminder, this email is meant for Tuesday. It’s being published early to avoid some scheduling conflicts.Let’s jump right in. Thoughts Heading Into Apple’s “Far Out” EventMy expectation is that Apple’s “Far Out” event on Wednes…
Lees meerHello everyone. Welcome to September.As of now, my expectation is that Tuesday’s update will be published late on Monday (ET). It will be dedicated to going over my thoughts and expectations heading into Apple’s “Far out” product event. Let’s jump i…
Lees meerHello everyone. We will begin today’s news with a Didi update. It’s been a number of years since we last talked about the ridesharing company in China. The discussion will then turn to Snap.Let’s jump right in. Apple Gives Up Didi Board SeatOver a…
Lees meerThe following update was sent to members on August 30th.Hello everyone.One quick clarification and then a programming alert.Clarification. Regarding yesterday’s discussion, Apple offers three months of TV+ with qualifying Apple hardware purchase. Th…
Lees meerThe following update was sent to members on August 29th.Hello everyone. Let’s jump right into a new week of updates. An Upcoming Flood of TV ContentHere’s the Financial Times:“Since 2016, the veteran US television executive John Landgraf has been …
Lees meerThe following update was sent to members on August 25th.Hello everyone. Let’s jump right in. Apple Sends Out Event Invites to MediaYesterday, Apple sent out media invites for an in-person event at Steve Jobs Theater to be held on Wednesday, Septem…
Lees meerThe following update was sent to members on August 24th.Hello everyone. A good way to get back into the swing of things is to talk more about HomePod. The discussion will include a look at the latest earnings report from Sonos and a broader theory o…
Lees meerTwo weeks ago, Apple reported a solid FY3Q22 (April to June) given the tough year-over-year compare and considerable FX headwind. In terms of good news, supply chain issues, component shortages, and COVID-related headwinds appear to have bottomed fo…
Lees meerEarlier his month, I flew out to Cupertino to attend Apple’s in-person WWDC event. The best way of describing the event at Apple Park was Apple getting back into the swing of hosting in-person events. Excluding the masks and hand sanitizer stations,…
Lees meerAn analysis of Apple’s iPhone mini strategy including the model’s lukewarm reception with consumers and difficult time competing against the iPhone SE.Written by Neil CybartThe iPhone business is booming. Unit sales are estimated to be at record hig…
Lees meerIn 2018, I unveiled Above Avalon Reports as a way to go deeper into Apple topics for Above Avalon members. Reports were designed to have a long shelf life and be used as reference material that members can periodically turn to. Five reports were pub…
Lees meerDuring Apple’s “Peek Performance” event held last month, the company announced not only a brand new Mac category with the Mac Studio, but also iPhone SE and iPad Air updates that will be well-received in the marketplace. Management fit so much into…
Lees meerHeading into 2021, Apple had just gone through one of the more tumultuous years in its existence. As discussed in last year’s Year in Review, the pandemic turned 2020 into a steady stream of unexpected challenges for Apple. Expectations that 2021 wo…
Lees meer(Episode 188 was published on November 20th.)While going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. Instead, it was the lack of cash s…
Lees meerWhile going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. Instead, it was the lack of cash spent on M&A. In 2021, Apple spent just $33 mi…
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