Today's Above Avalon Daily email contains the following stories:Sonos Closes Door to VideoTime to Start Asking the Sonos QuestionsApple OpportunitiesHello everyone. Today's update will take us into Sonos land. As Sonos continues to navigate turbulen…
Lees meerToday's Above Avalon Daily email contains the following stories:Lars Ulrich Talks With Zane LoweMore on Apple and Immersive ConcertsVision Pro and the Feeling of Being ConnectedHello everyone. After yesterday’s discussion, there were a few follow-up…
Lees meerToday's Above Avalon Daily email contains the following stories:Apple Releases Metallica on Vision ProThoughts on Apple Immersive MetallicaApple’s Immersive Video Release StrategyHello everyone. Happy Monday.Last week was jam-packed with Siri / Appl…
Lees meerToday's Above Avalon Daily email contains the following story:Thoughts on John Gruber's “Something Is Rotten in the State of Cupertino” PostHello everyone. Welcome to a special Friday edition of the Above Avalon Daily. Today’s update will be focused…
Lees meerToday's Above Avalon Daily email contains the following stories:Curating AIHow AI Curation Breeds Apple Intelligence CriticismHello everyone. Instead of getting this update out very late Wednesday night, I decided to wait and publish it mid-day Thur…
Lees meerToday's Above Avalon Daily email contains the following stories:Siri’s PromiseMy Issues With SiriHow to Gauge Siri’s ProgressWe will continue our discussion from yesterday regarding Siri. There is value found in assessing the promise Apple saw in Si…
Lees meerToday's Above Avalon Daily email contains the following stories:Apple Delays Siri FeaturesWhat’s Going On?Broader ImplicationsWelcome to a new week. Today's update will be dedicated to Apple's Siri news. Apple announced some Siri features that were …
Lees meerHello everyone. It feels good to be back into the full swing of things. Given the way the calendar falls this year, we only have three weeks of updates remaining in 2024. It feels like those three weeks are going to fly by.Above Avalon Gifts 2024 wi…
Lees meerWe kick off today’s update with my thoughts on Tim Cook’s third visit to China in 2024 and what appears to be political maneuvering and massaging tied to President Trump winning a second term. The discussion then turns to Trump threatening a 10% tar…
Lees meerWe begin today’s update with my thoughts on the U.S. Department of Justice’s proposed remedies for the Court to consider in its case against Google. The discussion then turns to Apple and Indonesia going back-and-forth on investment negotiations. Th…
Lees meerToday’s update will contain some good old-fashioned product strategy talk. We will begin with Amazon, then shift more broadly to the smart home, concluding with my thoughts on some Apple product rumors.Let’s jump right in. …
Lees meerHello everyone. We are going to shift back to talking product. Today’s update will be focused on Apple Intelligence ads, some of which are causing quite the stir online. The tentative plan for tomorrow is that we will talk screens in the home.Let’s …
Lees meerHello everyone.In today’s update, we will go over Microsoft and Amazon earnings. We will modify our earnings review methodology a little bit to make it possible to cover both in the same update.An Above Avalon membership is required to continue rea…
Lees meerHello everyone. We will continue our Big Tech CY3Q24 earnings reviews with Meta. We will first go over my big picture overview. The discussion will then turn to over my takeaways from the earnings release and earnings conference call(s).An Above Ava…
Lees meerHello everyone.We are going to try something new with Big Tech 3Q24 earnings reviews. After going over a very big picture overview of what each company reported, we will then discuss three takeaways from the numbers (i.e. the earnings release) and t…
Lees meerHello everyone.The initial plan was to begin going over Big Tech CY3Q24 earnings. There are a few new ideas worth trying out to get caught up quickly and efficiently. While we will still do that, a few incoming questions from members late yesterday …
Lees meerHello everyone. Today’s update will have a share buyback theme. While we received a few new buyback data points in Apple’s 2024 10-K, the discussion won’t be focused on just 4Q24 trends.Let’s jump right in. Apple S…
Lees meerHello everyone. Today’s update will conclude our Apple 4Q24 earnings review. We will go over Apple’s 10-K filing for 2024. There are a few remaining comments to go over regarding Apple’s share buyback. We can do that tomorrow.Published at the end of…
Lees meerHello everyone. We will return to reviewing Apple’s 4Q24 earnings.Here’s what we have discussed so far:Last Friday: Big picture thoughts / comparing Apple’s results to my expectations.Monday: Focus on revenue growth.Tuesday: Focus on Apple Services.…
Lees meerHello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greater than what would have been found with a Kamala H…
Lees meerHello everyone.For today’s update, we will address another Apple question that has generated buzz within financial circles: How is Apple’s financial performance being impacted by Services? There are a few surprises to uncover.Let’s jump right in.An …
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