Hello everyone. It feels good to be back after some time off for spring break. On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was published on Friday, April 11th. Accordingly, we are going to dedicate today’s update to going over the t

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

30.04.2025

Above Avalon: Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming

Welcome to a new week. Apple will report FY2Q25 earnings on Thursday. We will dedicate Wednesday’s update to previewing Apple’s earnings. For today’s update, we will focus on Netflix’s earnings. The company reported earnings two weeks ago. Become a member to continue reading today’s update. Alre

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

02.05.2025

Above Avalon: Previewing Apple’s 2Q25 Earnings

Hello everyone. The news flow isn't taking a break. The ongoing Epic Games vs. Apple legal battle in the U.S. took a sharp turn against Apple. There is a lot to discuss from the court ruling involving anti-steering. The timing for having that discussion isn't great though with Apple earnings on our

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

02.05.2025

Above Avalon: Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple

Happy Tuesday. We are going to switch from Netflix, which arguably has the simplest growth narrative involving getting more people to pay more for content, to Google, a company struggling to explain its growth narrative. Given the way the schedule turned out, we didn’t cover Alphabet’s 4Q24 earning

home›Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

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Above Avalon: Apple and Tariffs (Exemptions Granted, With a Twist)

Above Avalon: Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming

Above Avalon: Previewing Apple’s 2Q25 Earnings

Above Avalon: Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple

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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley