Hello everyone. Welcome to a special Friday edition of Above Avalon Daily. Apple reported 3Q25 earnings yesterday (Thursday). The results can be viewed here. Today's update will go over my initial thoughts on the release and earnings call. We will c…
Lees meerHappy Wednesday.A few quick housekeeping items.Daily Updates Schedule. With Apple releasing earnings tomorrow (Thursday) after market close, the next update will go out on Friday.Updated / Revised Financial Models. My updated Apple earnings model (w…
Lees meerHello everyone. Apple reports earnings on Thursday. For today's update, we will begin to prepare for the earnings release. Thoughts Heading Into Apple’s 3Q25 Earnings ReleaseAs we will discuss in greater detail to…
Lees meerHello everyone. Welcome to a new week. Apple will report earnings on Thursday. We will begin our earnings review tomorrow while also covering other news items and events. For today's update, we will continue our 2Q25 tech earnings reviews by going o…
Lees meerHello everyone. This update ended up taking a lot longer than expected to write. As you will see, the discussion goes over quite a few new financial / business assumptions involving AppleCare+ that needed some time to breathe in my head before publi…
Lees meerHello everyone. Happy Tuesday.Today’s update may make some people deep in AI mania a little bit uncomfortable as it has to do with signs of trouble on the horizon. The latest example is found with OpenAI and AI agents. Let’s discuss. …
Lees meerHappy Monday. Tech 2Q25 earnings season has arrived. Netflix reported last Thursday. We have a few earnings releases this week. Apple reports next week.Given the influx of new Above Avalon Daily subscribers since the AVALON podcast launched (welcome…
Lees meerHello everyone.We will wrap up the week in the automobile space. Before we jump into today's update, a quick Above Avalon Weekly Recap - new analysis published this week elsewhere in the Above Avalon ecosystem.The AVALON Podcast. Episode 7 – “Tim C…
Lees meerHappy Wednesday.We will keep this week’s discussion pace up by jumping straight into today’s update. Apple TV+ Scores (Again) with Emmy NominationsIn a press release issued yesterday, here’s Apple:“Apple TV+ today …
Lees meerHappy Tuesday. Let’s jump right into today’s update. NVIDIA Gets H20 Chip Permit for ChinaHere’s the AP: “Nvidia’s CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell i…
Lees meerHappy Monday. We will kick off a new week of updates with Apple reportedly being close to securing Formula 1 media rights. Let’s jump right in. Apple Seeking Formula 1 Media RightsIn a report published on July 9th…
Lees meerHello everyone.Today’s update will serve as a wrap to our Jeff Williams / Sabih Khan / Apple COO transition discussion. On Tuesday, we went over my initial thoughts regarding Apple's announcement. Yesterday, we focused specifically on Apple CEO succ…
Lees meerHappy Wednesday. The plan is to stay on the Apple COO transition for the rest of this week. Today’s update will look more at Apple CEO succession. We will circle back to talk about Jeff Williams tomorrow.Let’s jump right in. …
Lees meerHello everyone. Today’s update will be dedicated to going over Apple’s COO transition. The news broke a few hours ago. We will likely have more to say about the topic tomorrow as well. Apple COO Jeff Williams to Re…
Lees meerHappy Monday. We will kick off a new week of updates with some follow-up to topics that we discussed last week.Let's jump right in. More on “F1 The Movie” SuccessIn what probably shouldn’t have come as a complete s…
Lees meerHello everyone.Today’s update combines Wednesday’s and Thursday’s updates into one jam-packed email. With Wall Street closing early today (Thursday) for the long Fourth of July weekend here in the U.S., we will follow the same idea. If you are celeb…
Lees meerHello everyone. Welcome to July.A quick programming alert.A new AVALON podcast episode is available.“Don’t Lose Brad Pitt’s Phone Number” was about “F1 The Movie,” Apple TV+ strategy, movie theater headwinds, and more. The unscripted weekly podcast,…
Lees meerHappy Monday. It feels good to be back after some time off. Fortunately, it looks like the news flow was on the light side last week. We will use the down time to follow-up on several topics in addition to focusing on a few new topics.Let’s jump rig…
Lees meerHello everyone. A quick programming alert: Episode 3 of my all-new AVALON podcast has been released. The weekly podcast, which is my first unscripted podcast, is loosely modeled after Apple’s Monday morning executive meetings. Episode 3 was focused …
Lees meerTaking a quick step back to recap where we are from an analysis perspective. Last week’s Above Avalon Daily updates went over my thoughts on WWDC news and announcements. This week’s updates cover interesting observations from the various Apple execu…
Lees meerHello everyone. Welcome to a new week. We will begin this week’s updates with a look at Apple’s post-keynote press at WWDC. Specifically, we will talk about Apple’s comments regarding the Siri delay.Let’s jump right in. …
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