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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley - Technology
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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: 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 (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
Above Avalon: More on iPhone Tariffs and India, Tariff Engineering, Apple Fined for Protecting User Privacy
Today's Above Avalon Daily email contains the following stories: More on iPhone Tariffs and India Tariff Engineering Apple Fined for Protecting User Privacy Welcome to April. We are going to jump into today’s update with some follow-up to yesterday’s discussion . The update focu
Above Avalon: Trump Announces Additional Tariffs, White House Hints at Tariff Exemptions for Apple, Apple Options
Today's Above Avalon Daily email contains the following stories: Trump Announces Additional Tariffs White House Hints at Tariff Exemptions for Apple Apple Options Hello everyone. Given how some of you are new to Above Avalon membership (welcome), today is a good time to reiterate t
Above Avalon: Apple and Tariffs (Part 1)
Hello everyone. We are going to take advantage of this daily newsletter’s format when it comes to analyzing Apple and tariffs. There will be a discussion that stretches across several updates. Today’s update will be “Part 1.” My goal is to cover pretty much every nook and cranny that shoul
Above Avalon: Tesla 1Q25 Delivery Figures, Cybertruck Sales Disclosed, The Big (Auto) Picture
Today's Above Avalon Daily email contains the following stories: Tesla 1Q25 Delivery Figures Cybertruck Sales Disclosed The Big (Auto) Picture The highly anticipated reciprocal tariffs news just dropped. We will dedicate tomorrow’s update to the topic. It’s been nearly a year to th
Above Avalon: User Metrics Are Complicated for Apple TV+ and Apple Music, A Challenge Found With Apple’s Services, How Apple’s Content Arm Stands Out
Today's Above Avalon Daily email contains the following stories: User Metrics Are Complicated for Apple TV+ and Apple Music A Challenge Found With Apple’s Services How Apple’s Content Arm Stands Out Hello everyone. Following yesterday's update regarding Apple TV+, there a few a
Above Avalon: Apple TV+ Reportedly Losing Money, Apple's Goal for Apple TV+, Apple's New LA Campus Begins to Take Shape
Today's Above Avalon Daily email contains the following stories: Apple TV+ Reportedly Losing Money Apple's Goal for Apple TV+ Apple's New LA Campus Begins to Take Shape Hello everyone. We will kick off this week in Apple TV+ land. The Information published an article that said Appl
Above Avalon: Selling Curation in Sea of Overabundance, Netflix co-CEO Mocks Apple TV+, Apple’s Sports Intrigue
Today's Above Avalon Daily email contains the following stories: Selling Curation in Sea of Overabundance Netflix co-CEO Mocks Apple TV+ Apple’s Sports Intrigue Happy Wednesday. Today’s update will likely conclude our three-day journey through Apple TV+ land. Based on some incoming
Above Avalon: Palmer Luckey on Vision Pro Pricing, Vision Pro microOLED Costs, Improving Vision Pro Accessibility
Today's Above Avalon Daily email contains the following stories: Palmer Luckey on Vision Pro Pricing Vision Pro microOLED Costs Improving Vision Pro Accessibility Hello everyone. Happy Friday. We wrap up this week with Vision Pro. Palmer Luckey, a well-known figure in headset circl
Above Avalon: Sonos Closes Door to Video, Time to Start Asking the Sonos Questions, Apple Opportunities
Today's Above Avalon Daily email contains the following stories: Sonos Closes Door to Video Time to Start Asking the Sonos Questions Apple Opportunities Hello everyone. Today's update will take us into Sonos land. As Sonos continues to navigate turbulent waters, we are getting to t
Above Avalon: Lars Ulrich Talks With Zane Lowe, More on Apple and Immersive Concerts, Vision Pro and the Feeling of Being Connected
Today's Above Avalon Daily email contains the following stories: Lars Ulrich Talks With Zane Lowe More on Apple and Immersive Concerts Vision Pro and the Feeling of Being Connected Hello everyone. After yesterday’s discussion, there were a few follow-up questions / comments regardi
Above Avalon: Apple Shifts Siri Leadership to Mike Rockwell and Craig Federighi
Today's Above Avalon Daily email contains the following story: Apple Shifts Siri Leadership to Mike Rockwell and Craig Federighi Hello everyone. As discussed earlier this week, when there were newsworthy updates regarding Siri to discuss, we would circle back to the topic. That’s what we wil
Above Avalon: Apple Releases Metallica on Vision Pro, Thoughts on Apple Immersive Metallica, Apple’s Immersive Video Release Strategy
Today's Above Avalon Daily email contains the following stories: Apple Releases Metallica on Vision Pro Thoughts on Apple Immersive Metallica Apple’s Immersive Video Release Strategy Hello everyone. Happy Monday. Last week was jam-packed with Siri / Apple Intelligence talk. There
Above Avalon: Siri’s Promise, My Issues With Siri, How to Gauge Siri’s Progress
Today's Above Avalon Daily email contains the following stories: Siri’s Promise My Issues With Siri How to Gauge Siri’s Progress We will continue our discussion from yesterday regarding Siri. There is value found in assessing the promise Apple saw in Siri when acquiring the com
Above Avalon: Curating AI, How AI Curation Breeds Apple Intelligence Criticism
Today's Above Avalon Daily email contains the following stories: Curating AI How AI Curation Breeds Apple Intelligence Criticism Hello everyone. Instead of getting this update out very late Wednesday night, I decided to wait and publish it mid-day Thursday. There will be one more update
Above Avalon: Apple Delays Siri Features, What’s Going On?, Broader Implications
Today's Above Avalon Daily email contains the following stories: Apple Delays Siri Features What’s Going On? Broader Implications Welcome to a new week. Today's update will be dedicated to Apple's Siri news. Apple announced some Siri features that were unveiled as part of Apple Int
Above Avalon: Thoughts on John Gruber's “Something Is Rotten in the State of Cupertino” Post
Today's Above Avalon Daily email contains the following story: Thoughts on John Gruber's “Something Is Rotten in the State of Cupertino” Post Hello everyone. Welcome to a special Friday edition of the Above Avalon Daily. Today’s update will be focused on John Gruber’s indictment of Apple, pu
Above Avalon: Apple Updates the iPad Air, Apple Updates the Entry-Level iPad, The iPad Strategy
Today's Above Avalon Daily email contains the following stories: Apple Updates the iPad Air Apple Updates the Entry-Level iPad The iPad Strategy In yesterday’s update , we discussed how the iPhone 16e is aimed at existing iPhone owners who likely have gone at least five years wi
Above Avalon: Qualcomm Sounds Nervous About Apple, MacBook Air and Perfection, What’s Next for MacBook Air?
Today's Above Avalon Daily email contains the following stories: Qualcomm Sounds Nervous About Apple MacBook Air and Perfection What’s Next for MacBook Air? Today's update will have a few follow-up stories to topics that we have discussed. We will begin with new comments from Qualc
Above Avalon: Apple Updates MacBook Air, The Mac Studio Update, Mac Momentum
Today's Above Avalon Daily email contains the following stories: Apple Updates MacBook Air The Mac Studio Update Mac Momentum Earlier today, Apple announced updates to the MacBook Air and Mac Studio. Apple staggered its press releases with iPad news on Tuesday and the Mac on Wednes
Above Avalon: Who Will Buy the iPhone 16e?, The Apple Intelligence Factor, Apple Discloses C1 Modem Efficiency Gains
Today's Above Avalon Daily email contains the following stories: Who Will Buy the iPhone 16e? The Apple Intelligence Factor Apple Discloses C1 Modem Efficiency Gains One quick programming note. Inside Orchard is the sibling website to Above Avalon where I write about broader te
Above Avalon: U.K. Demands Apple Backdoor, Apple Disables Advanced Data Protection in U.K., Apple’s Strategy
Today's Above Avalon Daily email contains the following stories: U.K. Demands Apple Backdoor Apple Disables Advanced Data Protection in U.K. Apple’s Strategy Today’s update will be focused on the developing situation involving Apple and the U.K. as it pertains to encryption and clo
Above Avalon: Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0
Today's Above Avalon Daily email contains the following stories: Apple Announces New U.S. Commitment Untangling the Politics from Apple’s Commitment Apple and Trump 2.0 Hello everyone. For today's update, we will focus on Apple's $500 billion U.S. investment commitment. Unfortunate
Above Avalon: Amazon Unveils Alexa+, Apple News+ Expands Into Food, Apple News+ Food and New HW
Today's Above Avalon Daily email contains the following stories: Amazon Unveils Alexa+ Apple News+ Expands Into Food Apple News+ Food and New HW We will kick things off with Amazon unveiling Alexa+. The framing Amazon is using to market Alexa+ is dramatically different than Apple I
Above Avalon: Apple Intelligence Expands to Apple Vision Pro, Spatial Gallery for Apple Vision Pro, Apple Vision Pro App for iPhone
Today's Above Avalon Daily email contains the following stories: Apple Intelligence Expands to Apple Vision Pro Spatial Gallery for Apple Vision Pro Apple Vision Pro App for iPhone Over the past week, Apple has announced several product updates. For today’s update, we wi
Above Avalon: HP Buys Humane, Humane’s Autopsy, What Comes After Smartphones?
Today's Above Avalon Daily email contains the following stories: HP Buys Humane Humane’s Autopsy What Comes After Smartphones? On Wednesday, Apple unveiled the iPhone 16e, a new addition to the iPhone 16 family. It’s an interesting product on a few fronts. We will dedicate the next
Above Avalon: Apple Unveils First In-House Modem, Apple Unveils the iPhone 16e, The iPhone 16e Bet
Today's Above Avalon Daily email contains the following stories: Apple Unveils First In-House Modem Apple Unveils the iPhone 16e The iPhone 16e Bet Today’s update will include plenty of good old Apple strategy talk. There is much to cover with Apple unveiling C1, its first in-house
Above Avalon: Meta 4Q24 Earnings, Ray-Ban Meta Smart Glasses Sales, Bosworth’s Leaked Reality Labs Memo
Today's Above Avalon Daily email contains the following stories: Meta 4Q24 Earnings Ray-Ban Meta Smart Glasses Sales Bosworth’s Leaked Reality Labs Memo We kick off today’s update with a look at Meta's 4Q24 earnings . Within Big Tech, Meta is likely to hold the most competitiv
Above Avalon: Alibaba to Power Parts of Apple Intelligence in China, Apple Unveils Powerbeats Pro 2, The Intrigue With Beats Continues
Today's Above Avalon Daily email contains the following stories: Alibaba to Power Parts of Apple Intelligence in China Apple Unveils Powerbeats Pro 2 The Intrigue With Beats Continues The fast-paced news flow continues. We will begin today’s update with Apple Intelligence news. The
Above Avalon: Spotify 4Q24 Earnings, The Streaming 2.0 Era, Spotify Signs Deals With Universal and Warner
Today's Above Avalon Daily email contains the following stories: Spotify 4Q24 Earnings The Streaming 2.0 Era Spotify Signs Deals With Universal and Warner Following yesterday's discussion regarding the Super Bowl halftime show, we will remain in music streaming land for today's
Above Avalon: Apple Music’s Super Bowl Halftime Show, My Thoughts on Kendrick Lamar’s Performance, Why Sponsor the Halftime Show?
Today's Above Avalon Daily email contains the following stories: Apple Music’s Super Bowl Halftime Show My Thoughts on Kendrick Lamar’s Performance Why Sponsor the Halftime Show? There is some follow-up worth pursuing when it comes to Apple Invites and broader competition implicati
Above Avalon: Apple TV App Expands to Android, Keep an Eye on Apple Sports, MLS Season Pass on Comcast
Today's Above Avalon Daily email contains the following stories: Apple TV App Expands to Android Keep an Eye on Apple Sports MLS Season Pass on Comcast Earlier today, Apple announced that the Apple TV app is now available on Android. After quickly going over the news, we will discu
Above Avalon: Apple 1Q25 Earnings Review
Today's Above Avalon Daily email contains the following story: Apple 1Q25 Earnings Review Welcome to a special Friday edition of the Above Avalon Daily. Here is our game plan for tackling Apple’s 1Q25 earnings : Today: Discuss big picture takeaways. Monday: Discuss takeaways fro