In the 27th episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)The Financial Times' article regarding Apple CEO succession.Why A…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Poaches Meta’s Top LawyerLisa Jackson to RetireApple Streamlines HierarchyThe update begins with Neil’s reaction to Kate Adams, Apple SVP and general counsel, retiring in 2026. T…
Lees meerToday's Above Avalon Daily update includes the following stories:Alan Dye Leaves Apple for…MetaPoaching Apple Employees: Nuisance or Big Problem?The update begins with Neil’s reaction to news that Alan Dye, Apple VP user interface design, moving ove…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple’s AI Chief Steps DownJohn Giannandrea’s Legacy at AppleApple Poaches Microsoft AI ExecutiveHello everyone. The Apple news flow remains in overdrive. A few hours ago, news broke t…
Lees meerToday's Above Avalon Daily update includes the following stories:iPhone 17 Sales MomentumA Smartphone Industry ObservationApple’s 2025 Holiday AdWe begin with Neil’s thoughts on the latest iPhone estimates from Counterpoint. The discussion then turn…
Lees meerToday's Above Avalon Daily update includes the following stories:Disney EarningsAlphabet EarningsAmazon EarningsThis update will cover Disney, Alphabet, and Amazon CY3Q25 earnings. Instead of losing ourselves in the weeds from a numbers perspective,…
Lees meerToday's Above Avalon Daily update includes the following stories:Netflix EarningsNetflix Bids for Warner Bros. DiscoveryMost Likely Outcome for Warner Bros. DiscoveryWe begin today’s update by analyzing Netflix’s 3Q25 earnings and earnings call. The…
Lees meerToday's Above Avalon Daily update includes the following stories:MLB’s New Media RightsTesla Planning CarPlay SupportMore on Meta’s Business ModelWe wrap up a busy week with two news stories that jumped out at me. The update begins with a closer loo…
Lees meerToday's Above Avalon Daily update includes the following stories:Meta 3Q25 EarningsDid Zuckerberg “Kitchen Sink” Capex Expectations?The Big PictureWe kick things off by going over the main takeaways from Meta’s earnings report. The discussion then t…
Lees meerIn the 24th episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)Revisiting more personal Siri (what happened, where things stand,…
Lees meerToday's Above Avalon Daily update includes the following stories:More on Apple CEO SuccessionDefining the Apple CEO RoleWhat Apple Should DoHello everyone. Today’s update will continue our discussion regarding Apple CEO succession, including what I …
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Intensifying CEO Succession PlanningMy Initial Thoughts on How Things Play OutHello everyone. This is going to be the first part of a two-part update dedicated to Apple CEO succe…
Lees meerToday's Above Avalon Daily update includes the following story:Friday Q&AHello everyone. Here is a special Friday edition of Q&A. It’s been a while since we last did a Q&A. Based on the number of incoming questions, it’s probably a good idea to run …
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Talks TV StrategyNo Apple TV Ad Tier (For Now)Estimating Apple TV RevenueHappy Thursday. Apple TV (Eddy Cue, Jamie Erlicht, Zack Van Amburg) was on the cover of Screen Internatio…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Unveils iPhone PocketA Few Fun iPhone Pocket ObservationsThe Larger StoryHello everyone. Yesterday, Apple unveiled iPhone Pocket which is being positioned as a fashion accessory …
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Reportedly to White Label Gemini for SiriThe Logic Behind Apple White Labeling GeminiApple’s (AI) Long GameHello everyone. The good news is that we wrapped up our Apple 4Q25 earn…
Lees meerIn the 23rd episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)An inside look at how I model Apple financially and how I approac…
Lees meerIn the 22nd episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)Apple and Formula 1.Apple's sports play.Apple TV+ rebranding.Crit…
Lees meerToday's Above Avalon Daily update includes the following story:My Notes from Apple’s 2025 10-KHello everyone. Today’s update will conclude our Apple 4Q25 earnings review. We will go over Apple’s 10-K filing for 2025. There are a few remaining topics…
Lees meerToday's Above Avalon Daily update includes the following story:Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With AnalystsHappy Wednesday everyone.For today’s update, we will continue our Apple 4Q25 earnings review with the latest installme…
Lees meerIn the 21st episode of the AVALON podcast, Neil discussed the following topics/subjects: What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)Apple's M5 chip.Apple's silicon advantage.Apple Vision Pro (M5).W…
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