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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley - Technology
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Above Avalon: Apple Talks Siri Delay, Remaining (Siri Delay) Questions, Takeaways
Hello 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.
Above Avalon: Anduril Partners With Meta on Military Headsets, A Headset Drought?, Apple Is Needed (Once Again)
Hello everyone. We will kick off today’s update with an interesting tie-up between Anduril Industries, a U.S. weapons manufacturer, and Meta. The discussion will then turn to a few broader points regarding the headset industry. Let’s jump right in.
Above Avalon: Apple’s “F1 The Movie” Scores at Box Office, A Big Win for Tim Cook and Eddy Cue, Apple’s Controversial Apple Pay Promotion
Happy 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 right in.
Above Avalon: More on Apple’s “F1 The Movie” Marketing, Apple Needs to Do More Ecosystem Marketing
Hello 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, loosely modeled after Apple’s famous Monday
Above Avalon: Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP
Hello everyone. Today’s update will take us into App Store land. One quick update - All incoming requests for the AVALON podcast, Podcasts add-on, and other membership-related questions have been either fulfilled or addressed. If you signed up for AVALON ( using this online form ), you received o
Above Avalon: Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit
Hello 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 celebrating the long weekend, enjoy it. Let’s jump in
Above Avalon: My Reaction to Apple’s Post-Keynote Press at WWDC, Apple Talks iPad vs. Mac
Taking 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 executive interviews that took place after th
Above Avalon: OpenAI COO Talks Screenless Devices, OpenAI’s Strategy Document From 2024, Apple Appeals EU Interoperability Rules
Happy Tuesday. My original plan to finalize Monday’s update after spending a few hours at the local amusement park for an end-of-year school event didn’t exactly go to plan. I can say with confidence that I have officially reached the “Dad probably should think twice about going on that ride” age.
Above Avalon: Apple Goes All-In on “F1 The Movie,” Why Apple Is Doing Apple TV+, Betting on Storytelling in a Sea of TikToks
Hello 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 on Siri, digital voice assistants, chatbots
Above Avalon: Interesting Notes and Tidbits From Apple’s WWDC Keynote
Happy Friday everyone. As this crazy busy week comes to an end, today’s update will have a more informal feel as we go over my remaining notes from Apple’s WWDC 2025 keynote. To recap my WWDC analysis as found in the daily updates: Tuesday: Major themes. Wednesday: Four features that pr
Above Avalon: Three Themes From WWDC 2025
Hello everyone. In today’s update, we will talk about three themes from the WWDC 2025 keynote . Two of the themes relate to items found in the keynote. The third theme is about something that wasn’t found in the keynote. In tomorrow's update, we will talk about some of my observations a
Above Avalon: Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements)
Hello everyone. Episode 2 of my all-new AVALON podcast is now available. This is my first unscripted audio podcast, focused on Apple product analysis and strategy. The podcast is loosely modeled after Apple’s Monday morning meetings. If you enjoy podcasts and Above Avalon, I think you would lik
Above Avalon: Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability
Hello everyone. Instead of sending this update late last night, I decided to hold on to it until Friday morning. Ahead of this year’s WWDC, Apple released a new study regarding App Store billings and sales. Earlier in the week, new data points regarding Apple’s efforts to protect developers and cus
Above Avalon: Apple Acquires RAC7 Gaming Studio, Meta to Open Stores to Sell Wearables, A Retail Wild Card
Happy Wednesday. Thank you for the comments and sign-ups regarding my new podcast, AVALON . An unscripted podcast is something that has been on my mind for a very long time. It’s new territory for me, and I’m ready for the journey. Given today’s launch and the backlog of online registr
Above Avalon: Introducing AVALON, an all-new podcast about Apple from Neil Cybart
This is a fascinating time for Apple. The company is opening new chapters with spatial computing and personal intelligence. Looking ahead, the next 10 years will be incredibly intriguing. However, it doesn’t feel like it in the Apple community. Many long-time voices in the space seem tired. This ha
Above Avalon: OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots
Happy Thursday. We will dedicate a full update to the Jony Ive / OpenAI news. The update begins with a little bit of background on what Jony Ive has been up to since Apple. We will then talk about yesterday’s news, including what was quite the interesting announcement video put out by OpenAI, and wh
Above Avalon: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults
Hello everyone. We will use today’s update to circle back to Meta’s latest earnings report. The company reported earnings a few weeks ago. While Meta is the most direct competitor to Apple among Big Tech companies, there are some signs of the companies’ product paths, which have been getting closer
Above Avalon: Apple Unveils CarPlay Ultra, CarPlay Ultra vs. CarPlay, Revisiting CarPlay Strategy
Hello everyone. This may be the first time two updates were published on the same day. For a decent portion of you, it’s already Friday. Accordingly, let’s date this update May 16th. With WWDC a few weeks away, Apple is sticking with the pattern used the past few years in announcing a few new featu
Above Avalon: Notes From Apple 2Q25 10-Q, Apple Buyback Tidbits, Forecasting Apple’s Share Buyback Pace
Hello everyone. Although we concluded our Apple 2Q25 earnings review a few days ago, we still needed to quickly go over Apple’s 2Q25 10-Q filing. We will kick off today’s update with that filing. Our attention will then shift to Apple’s share buyback program. Become a member to continue reading to
Above Avalon: Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success
Hello everyone. Last week, Apple filed an emergency motion for a partial stay pending its appeal of the App Store anti-steering injunction ruling. In layman’s terms, Apple is asking the appeals court to temporarily halt some of Judge Yvonne Gonzalez Rogers' App Store directives while Apple’s a
Above Avalon: Apple’s 2Q25 in Three Charts
We are going to change gears and return to discussing Apple’s 2Q25 earnings release. Today’s update will go over three themes, and corresponding charts, arising from Apple’s quarterly results. Become a member to continue reading today’s update. Already a member? Read the full update here . A
Above Avalon: Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Hello everyone. Last Friday’s update was focused on Apple’s 2Q25 earnings. We will continue my earnings review later this week. My full notes from last week's App Store anti-steering court ruling came out to about a week’s worth of updates. The 80-page ruling can be found here . Instead of s
Above Avalon: Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Happy Monday. Yet again, we begin a new week with a lot of news. Late last week, Apple filed its motion to stay related to the anti-steering rule. The filing is on my “will discuss” list for this week. There is news regarding the U.S. and China reaching some sort of trade de-escalation in whic
Above Avalon: Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts
Hello everyone. Today’s update will continue our Apple earnings review. Here’s a recap of where things stand: Last Friday: Overview / Apple’s results vs. my expectations. Yesterday : Three sub-themes / charts arising from 2Q25 earnings. Today: Reviewing the Q&A from Apple’s
Above Avalon: Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout
Hello everyone. Happy Tuesday. There is a lot to go over in today’s update. We will continue our discussion from yesterday involving the latest App Store ruling from Judge Gonzalez Rogers. The plan is to use Wednesday’s update to circle back to Apple’s 2Q25 earnings review. Become a member to
Above Avalon: Thoughts on Apple’s 2Q25 Earnings
Welcome to a special Friday edition of the Above Avalon Daily. Today's update will go over Apple's earnings. Become a member to continue reading today’s update. Already a member? Read the full update here. An audio version of this update is available to members who have the podcast add-on
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: 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
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: Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
Hello everyone. Apple reports earnings on May 1st. We will go over my detailed earnings expectations early next week. To tie up a few loose ends that are still outstanding on the tariff front, there is value in going over my early thoughts on how tariffs will impact Apple’s financials over the nex
Above Avalon: Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Hello everyone. Today’s discussion will be focused on sectoral tariffs tied to semiconductors. There is plenty to cover including differences between reciprocal and sectoral tariffs, the Trump administration’s goal(s) for semiconductors, and the various unanswered questions found with the topic. Le
Above Avalon: Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
Hello everyone. Today’s update will be dedicated to Apple Watch. Ten years ago today, the Apple Watch went on sale in what was a highly anticipated launch. The Apple Watch was the first major new product category to launch during the Tim Cook era. To mark the anniversary, Apple is running a few ma
Above Avalon: Apple and Tariffs (Exemptions Granted, With a Twist)
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 and Tariffs (Part 4)
Hello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions involving Apple and tariffs. In terms of accuracy, we are right on track with how events on the gro
Above Avalon: Apple and Tariffs (Part 3)
Hello everyone. Happy Wednesday. After a few days of little to no clarity on tariffs, there was quite a bit of news today. We will keep going with this week’s format of having one multi-day discussion. Let’s jump right in. Become a member to continue reading today’s update. Already a m
Above Avalon: Apple and Tariffs (Part 2)
Hello everyone. The level of unknown surrounding the tariff situation continues to rise. We continue our multi-day discussion on Apple and tariffs. Today’s update will keep us on Apple’s supply chain. On our “to discuss” list for the rest of the week: Pros and cons found with Apple passing
Above Avalon: Apple and Elon Musk Battle Over Satellites, Foxconn's iPhone Production in India, DMA’s Political Undertones in Spotlight
Today's Above Avalon Daily email contains the following stories: Apple and Elon Musk Battle Over Satellites Foxconn's iPhone Production in India DMA’s Political Undertones in Spotlight Happy Monday. Welcome to a new week. We kick things off with three stories that appeared on my ra