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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley - Technology
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Above Avalon: The iPad Event
Hello everyone. Today's update will be dedicated to discussing Apple's iPad event. We will circle back to a few final things about Apple's 2Q24 earnings (and Warren Buffett news) tomorrow. The iPad Event Yesterday’s iPad event consisted of a 38-minute taped presentation similar in styl
Above Avalon: Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts
Hello everyone. This is shaping up to be a busy week. We still have a good amount to discuss when it comes to Apple’s 2Q24 earnings. There is then an Apple product event (online) on Tuesday at 10 am ET. Let’s jump into today’s update. Reading Between the Lines of Apple’s 2Q24 Earnings Q&A
Above Avalon: Key Takeaways From Apple’s 2Q24 Earnings
Hello everyone. Welcome to a special Friday edition of the Above Avalon Daily. We will begin analyzing Apple’s 2Q24 earnings . There is a lot to unpack. The earnings review will take place across a few updates. Key Takeaways From Apple’s 2Q24 Earnings Heading into 2Q24 earnings, the e
Above Avalon: My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model
Happy Wednesday. One quick thing before we get to the second half of my earnings preview. Financial Models Add-on . As a reminder, members now have access to my iPhone, iPad, and Apple Watch installed base models with the Financial Models add-on. These models make it possible to estimate device un
Above Avalon: Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance
Hello everyone. Happy last day of April. We will begin preparing for Apple earnings. Today’s discussion will look at the big picture ahead of Thursday’s earnings release. We will go over my granular estimates on Wednesday. Setting the Stage for Apple’s 2Q24 Earnings Heading into Thursd
Above Avalon: Alphabet 1Q24 Earnings, Pichai (Sort Of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization
Hello everyone. Apple reports earnings on Thursday. We will begin my earnings preview on Tuesday. With Apple being in the bottom 12% of performing stocks in the S&P 500 year to date, we have quite a bit to talk about. In today's update, we will look at Alphabet's earnings. Alpha
Above Avalon: Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR
The news continues to flow. Today’s update will be focused on the big development from Meta in mixed reality land. Let’s jump right in. Meta Unveils “Open” Mixed Reality Ecosystem In a blog post published yesterday, here’s Meta : “Today, we’re taking a major step toward our vision f
Above Avalon: Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics
Welcome to a new week. It’s hard to believe, but we are beginning another earnings season. Netflix reported earnings last week. Heading into this tech earnings cycle, there’s angst in the air. Many companies have seen very strong stock price performances to date – Apple and Tesla being the exceptio
Above Avalon: iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff
We kick things off with my thought’s on iPhone sales trends in the first three months of 2024. The discussion then turns to more retailers running with surprisingly large discounts on Apple products. We conclude with Tesla layoffs. An Above Avalon membership is required to read this update. Membe
Above Avalon: Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy
Hello everyone. Today’s update has an Apple manufacturing / supply chain apparatus theme. We begin with my thoughts on some new reporting regarding iPhone manufacturing and assembly in India. There are a few underlying themes found with the iPhone manufacturing in India story. The update th
Above Avalon: Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A
We kick things off with my thought’s on Reuters’ article regarding Tesla cancelling its Model 2 project. The discussion then revisits Elon Musk’s revised master plan for Tesla from the mid-2010s. The update concludes with a Friday Q&A and the following questions: Were Project Titan’s can
Above Avalon: Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro
In today’s update, we take a closer look at Apple’s attempt to draw attention to Vision Pro in business settings. The discussion turns to Apple announcing a new Enterprise Spatial Design Lab. We conclude with Lumafield publishing one of the more interesting “teardowns” of an Apple product. An Abov
Above Avalon: Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+
In today’s update, we go over my thoughts on the Reuters story regarding the how and why everyone in Big Tech is running to established content (photo) providers for ML and AI model training. The discussion then turns specifically to Shutterstock. We conclude with a few new observations regarding mo
Above Avalon: Apple Releases "2023 MLS Cup Highlights" for Vision Pro, A Breathtaking Moment for Vision Pro, Apple Immersive Video Questions
Hello everyone. It feels good to be back after a long weekend. We will get back into the swing of things by discussing one thing that captured my attention in recent days: Apple releasing a new immersive film for Apple Vision Pro. An Above Avalon membership is required to read this update. Member
Above Avalon: U.S. Justice Department Turned to European Commission for Help in Apple Battle, Apple Will Seek U.S. Antitrust Complaint Dismissal, The Big Picture
In today’s update, we will tackle a few tangential topics related to the Justice Department’s antitrust complaint against Apple. As for the complaint itself, the past two updates covered most of what needed to be said. There were additional examples of completely absurd statements and tales told by
Above Avalon: Tesla 1Q24 Deliveries, What’s up With Tesla?, Ford Increases Bet on Hybrids, GM Shakes up Software Team
One member in the forum raised a good point regarding livestreaming Apple Immersive Video . Last year, Apple acquired WaveOne. We talked about the acquisition in the March 28th, 2023 update (available here ). The company was in the business of AI algorithms for video compression. The takeaway
Above Avalon: Walmart Begins Selling $699 M1 MacBook Air, Apple Becomes Aggressive with MacBook Air, Revisiting Mac Sales
Hello everyone. Today’s update will be dedicated to Walmart beginning to sell the Mac for the first time. The announcement is tied to Apple running with new entry-level pricing for the MacBook Air. There are a few angles to the news worth discussing. Let’s jump right in. An Above Avalon
Above Avalon: U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 1)
Hello everyone. We will begin to discuss and analyze the U.S. Justice Department's antitrust complaint against Apple. The full 88-page document is available here . For today’s update, we will keep the discussion focused on my overall thoughts and reactions. We will take a deeper look at some of t
Above Avalon: Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
The update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Sonos and Apple. An Above Avalon membership is requi
Above Avalon: Thoughts on CNBC’s ESPN Documentary, Bob Chapek Breaks Silence, Big Tech’s True Interest in Live Sports
Hello everyone. Earlier today, the U.S. Department of Justice's long-awaited antitrust complaint against Apple, which has been re-worked numerous times over the years, was released. Apple is accused of possessing an iPhone monopoly in the U.S. smartphone market. I will go through the document in th
Above Avalon: U.S. Justice Department Sues Apple on iPhone Monopoly Allegation (My Thoughts and Reactions – Part 2)
In today’s update, we will continue our discussion from yesterday regarding the U.S. Justice Department’s antitrust complaint against Apple. We will focus on the specific allegations included in the complaint (available here ). An Above Avalon membership is required to read this update. Me
Above Avalon: Project Titan Follow-Up, Apple vs. EU Follow-Up
We close out the week with a few follow-ups to topics that continue to generate buzz among Above Avalon members. We will begin with Project Titan and then turn to the suggestion that Apple should leave the EU. An Above Avalon membership is required to read this update. Members can read t
Above Avalon: My Thoughts Regarding the Apple / Gemini AI Licensing Rumor
Hello everyone. Welcome to a new week. For today’s update, we will discuss Bloomberg’s article about Apple and Gemini. There is quite a bit of speculation and nonsense flying around. Let’s jump right in. An Above Avalon membership is required to read this update. Members can read the f
Above Avalon: Apple and Netflix Come up Short at Oscars, Apple’s Blockbusters Gamble, The Theatrical Release Question Lingers
Following the Oscars this past Sunday, today’s update will have a movie theme. We discuss Apple and Netflix coming up short at this year’s Oscars. The discussion then turns to Apple’s gamble with blockbusters at the movie theater ("Killers of the Flower Moon," "Napoleon," and &qu
Above Avalon: Porsche Teases Race App for Vision Pro, Apple’s Growing Interest With Motorsports, The Apple and Formula 1 Rumor
Happy Wednesday. One quick follow-up to yesterday’s discussion regarding Apple’s blockbusters . The stated box office figures for “Napoleon,” “Killers of the Flower Moon,” and “Argylle” do not flow completely to Apple. Accordingly, Apple needed more than $250M ($700M+ production and marketing budg
Above Avalon: Apple Reinstates Epic Games’ EU Developer Account, The European Commission’s Dilemma, Why Apple Should Remain in the EU
Hello everyone. Welcome to a new week. Approximately 13 hours after publishing last Thursday’s update , which came out late at night ET, we received news that Apple had reinstated Epic Games Sweden’s Apple Developer Account in the EU. This created another fiasco on social media, including Epic G
Above Avalon: Apple Terminates Epic Games’ New EU Developer Account, Apple's Calculations, Apple’s Correct Decision
Hello everyone. We didn’t get too far from our European Commission discussion before being pulled back in with yet another controversy involving Apple and Epic Games. Let’s jump right in. An Above Avalon membership is required to read this update. Members can read the full update here . (Member
Above Avalon: Apple Unveils Updated MacBook Air, Apple Positions MacBook Air as AI Laptop, MacBook Air and Productivity
Hello everyone. We continue to tackle Apple news items. Next up: The updated MacBook Air. Apple unveiled the new computers on Monday. There were a few things in the press release that jumped out at me. Let's jump right in. An Above Avalon membership is required to read this update. Members can re
Above Avalon: EU Fines Apple $2B for Not Giving Spotify a Free Pass, The European Commission’s Missing Logic, Apple’s Response
Hello everyone. Today’s update will be focused on the European Commission fining Apple $2B for its App Store anti-steering provision. There’s quite a bit to discuss. Let’s jump right in. An Above Avalon membership is required to read this update. Members can read the full update here . (Member
Above Avalon: Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers
Hello everyone. Happy Monday. It's already turning into a busy week for Apple. Today's update will be focused on several Apple TV+ developments and Apple’s broader video play. Let’s jump right in. An Above Avalon membership is required to read this update. Members can read the full update here
Above Avalon: Wall Street’s Muted Reaction to Project Titan, Where Does CarPlay Stand?, Apple’s Growth Prospects
Hello everyone. Happy Leap Day. There are a few follow-ups to yesterday’s Project Titan discussion . We will begin with Wall Street’s reaction to Apple halting Project Titan. Our attention will then turn to Apple CarPlay and Apple’s remaining growth prospects. An Above Avalon membership is requi
Above Avalon: Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots
Hello everyone. Over the past 10 years, Above Avalon has followed nearly every Project Titan twist and turn. It would not surprise me to learn that Above Avalon was responsible for more words written about Project Titan than any other publication. Today’s update will be dedicated to news of Apple
Above Avalon: Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story
We go over my thoughts on Walmart buying Vizio. The discussion includes a closer look at the Walmart vs. Amazon competitive battle. We also revisit Roku’s strategy and the massive holes in the company’s story. An Above Avalon membership is required to read this update. Members can read the full u
Above Avalon: Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring
Multiple outlets are reporting Apple will be winding down Project Titan. There is plenty to talk about. We will cover it all tomorrow. For today’s update, we will focus on another rumored product that likely won’t see a release anytime soon: an Apple smart ring. An Above Avalon membership
Above Avalon: Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only?
Happy Thursday. In today’s update, our discussion will begin with the new Apple Immersive Video format found on Apple Vision Pro. There is then one follow-up regarding the new Apple Sports app . One quick item: I have been using Apple Vision Pro for roughly a week. Zeiss Optic
Above Avalon: Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture
Hello everyone. It feels good to get back in the swing of things after a little time off. We will dedicate today’s update to discussing a new app that Apple just launched: Sports. An Above Avalon membership is required to read this update. Members can read the full update here . (Members: Dail
Above Avalon: Microsoft Earnings, Peloton Earnings
In today’s update, we will wrap up our Big Tech earnings reviews with Microsoft. We will then conclude the discussion with a look at Peloton earnings. To set the scene, Microsoft and Peloton are in some ways complete opposites. Microsoft has been reporting some of the cleanest, all-around solid ear
Above Avalon: Alphabet Earnings, Amazon Earnings
Monday’s update concluded with the following: “Meta has reported more than $38B of operating losses on its AR/VR efforts. The company needs products like Quest 3 and Ray-Ban Meta to do well and generate revenue to reduce pressure on what are mounting losses.” There is more to say about the mou