Today's Above Avalon Daily update includes the following stories:Apple Device Upgrading Is ImprovingApple’s Underpenetrated Services BusinessHappy Monday. This past Friday’s update included my initial thoughts on Apple’s strong earnings and how my n…
Lees meerToday's Above Avalon Daily update includes the following stories:My Initial Reaction to Apple’s Strong 4Q25 EarningsHow Apple’s Results Compared to My EstimatesHello everyone. Welcome to a special Halloween edition of the Above Avalon Daily. While t…
Lees meerToday's Above Avalon Daily update includes the following stories:My Apple 4Q25 EstimatesAbove Avalon Expectation Meter (4Q25 Edition)Hello everyone. Apple will release earnings at 4:30 pm ET. There will be an update published tomorrow (Friday). Toda…
Lees meerToday's Above Avalon Daily update includes the following story:Thoughts Heading Into Apple’s 4Q25 EarningsiPhone’s Supply/Demand ImbalanceApple Hits $4 Trillion Market CapHello everyone. We are going to shift gears and focus on Apple’s upcoming earn…
Lees meerToday's Above Avalon Daily update includes the following story:Let’s Talk About These iPhone Air Demand RumorsHello everyone. While Apple’s updated products (with M5) grabbed quite a bit of attention last week, another storyline that led to plenty o…
Lees meerToday's Above Avalon Daily update includes the following story:Examining Eddy Cue’s Media BlitzHappy Friday. Over the past few months, Apple SVP Services Eddy Cue has sat down for a decent number of media interviews. Cue is one of the most influenti…
Lees meerToday's Above Avalon Daily update includes the following stories:My Initial Impressions Using Apple Vision Pro (M5)The Dual Knit Band Is the Real DealApple Vision Pro Is a Window to the WorldFor the past week, I’ve been using an Apple Vision Pro (M5…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Rebrands Apple TV+Reading Between the (Apple TV+ Rebranding) LinesCrunching Some Numbers for Apple's Sports SpendingHello everyone. This is going to be one of those weeks in whic…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Wins Formula 1 RightsApple / Formula 1 Deal TermsApple’s Sports Bet GrowsHello everyone. We will begin a new week of updates with some big Apple news on the sports front. The dis…
Lees meerIn the 20th 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 popularity found with today's app paradigm.OpenAI's "Apps in …
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Updates iPad ProCurrent State of iPadApple Updates MacBook ProOn Wednesday, Apple unveiled updates to products across three different categories (iPad, Mac, and Vision). The last…
Lees meerToday's Above Avalon Daily update includes the following stories:Apple Unveils M5 ChipApple’s Silicon AdvantageApple Vision Pro Receives First UpdateHappy Wednesday. It’s been a busy day with Apple unveiling updates to products across three differen…
Lees meerToday's Above Avalon Daily update includes the following stories:Select NBA Games to Be Streamed in Apple Immersive VideoSports on Apple Vision ProChicken or the Egg: Apple Immersive VideoHappy Tuesday. We will jump right into things with some big n…
Lees meerIn the 19th 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)My Apple Watch Ultra 3 impressions.Apple Watch onboarding.Apple W…
Lees meerToday's Above Avalon Daily update includes the following stories:OpenAI’s App PitchOpenAI’s HW StrategyOpenAI Running Into Device DelaysHello everyone. For today’s update, we continue the discussion that was found in Tuesday’s update regarding OpenA…
Lees meerToday's Above Avalon Daily update includes the following stories:OpenAI’s DevDay KeynoteWhere My Skepticism Is FoundJony Ive’s Fireside Chat at DevDayHello everyone. Today’s update will be dedicated to OpenAI which held its third annual developer co…
Lees meerToday's Above Avalon Daily update includes the following stories:EA Sells to Private EquityGaming Industry Continues to ChangeAnthropic’s NYC Pop-up Shop Hello everyone. We will jump into a new week of updates with gaming news. EA will be acquired f…
Lees meerIn the 18th 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)My AirPods Pro 3 impressions.AirPods as an AI device.Usage trends…
Lees meerToday's Above Avalon Daily update includes the following stories:Let’s Talk About Bloomberg’s Vision Pro Hit PieceRevisiting Apple’s Spatial Computing StrategyHello everyone. For today’s update, we will take a closer look at a Bloomberg article rega…
Lees meerToday's Above Avalon Daily update includes the following stories:Amazon Unveils New HardwareA Few Alexa+ Product HighlightsSearch PartyHello everyone. Let’s keep running ahead with an update focused on Amazon. The company held a hardware event this …
Lees meerToday's Above Avalon Daily update includes the following stories:Meta Launches VibesOpenAI Launches Sora 2Sora as a Social App?Hello everyone. Based on the number of incoming comments related to Monday’s update, we will stay in AI land for today’s u…
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