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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley - Technology
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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: 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: 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: 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: 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: 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: 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: 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: 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 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: 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: 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: 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 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: 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 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: 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: 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: 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 Launches Apple Invites App, Initial Impressions, Partiful Cries Foul
Today's Above Avalon Daily email contains the following stories: Apple Launches Apple Invites App Initial Impressions Partiful Cries Foul For today's special Friday edition of the Above Avalon Daily, we look at Apple's newest app: Apple Invites. We go over my initial impressions an
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 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
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: 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: 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: Reading Between the Lines of Apple’s 1Q25 Earnings Q&A With Analysts
Today's Above Avalon Daily email contains the following story: Reading Between the Lines of Apple’s 1Q25 Earnings Q&A With Analysts We will continue reviewing Apple’s 1Q25 earnings. Here’s a recap of where things stand: Last Friday’s update : Go over my big picture thoughts /
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: Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally)
Today's Above Avalon Daily email contains the following story: Apple 1Q25 Earnings Review Wrap-Up (Management Remarks, 10-Q Notes, Buyback Tidbits, Paid Subscription Tally) We wrap up our Apple 1Q25 earnings review. In yesterday’s update , our focus was on Apple’s 1Q25 earnings call Q&
Above Avalon: Apple’s AI Strategy, My Vision for Siri, Hardware’s Importance
Today's Above Avalon Daily email contains the following stories: Apple’s AI Strategy My Vision for Siri Hardware’s Importance Today’s discussion will begin with how the DeepSeek news impacts Apple. Our focus will then turn to Apple’s AI strategy. It’s been surprising how few observ
Above Avalon: Previewing Apple’s 1Q25 Earnings, Apple 1Q25 Earnings Expectation Meters
Today's Above Avalon Daily email contains the following stories: Previewing Apple’s 1Q25 Earnings Apple 1Q25 Earnings Expectation Meters My 1Q25 earnings preview looks slightly different as we bring back my expectation meters and a “cheat sheet” that can be utilized with Apple’s earning
Above Avalon: DeepSeek Alarm Bells, Wall Street’s Freak-Out, Revisiting Huawei vs. Apple
Today's Above Avalon Daily email contains the following stories: DeepSeek Alarm Bells Wall Street’s Freak-Out Revisiting Huawei vs. Apple Happy Monday. This is going to be a busy week. Apple reports earnings on Thursday. That positions Wednesday as our earnings preview day. For t
Above Avalon: What’s Driving AAPL’s Underperformance?, iPhone Demand in China, Apple Jitters
Today's Above Avalon Daily email contains the following stories: What’s Driving AAPL’s Underperformance? iPhone Demand in China Apple Jitters I have been receiving questions regarding what may be going on with AAPL and reports suggesting there are iPhone demand issues in China. Let
Above Avalon: Netflix 4Q24 Earnings, Netflix and the NFL, More Netflix Price Hikes
Today's Above Avalon Daily email contains the following stories: Netflix 4Q24 Earnings Netflix and the NFL More Netflix Price Hikes I have been receiving questions about the latest with AAPL and various reports out of China regarding iPhone demand. While my preference is to stay aw
Above Avalon: “Severance” Pop-Up at Grand Central, Apple’s Genius Marketing, Apple Finally Punches Back
Today's Above Avalon Daily email contains the following stories: “Severance” Pop-Up at Grand Central Apple’s Genius Marketing Apple Finally Punches Back This is a big weekend for Apple TV+ as both the Season 2 premiere of “Severance” and the Season 2 finale of “Silo” are now live.
Above Avalon: My Thoughts About Tim Cook at Trump’s Inauguration, Apple’s Top (Political) Issues, A Larger Reset
Today's Above Avalon Daily email contains the following stories: My Thoughts About Tim Cook at Trump’s Inauguration Apple’s Top (Political) Issues A Larger Reset Yesterday wasn’t quiet on the news front. Today’s update will go over my thoughts about what took place at the Trump ina
Above Avalon: Sonos CEO Fired, Where Sonos Went Wrong, Smart Speaker Intrigue
Today's Above Avalon Daily email contains the following stories: Sonos CEO Fired Where Sonos Went Wrong Smart Speaker Intrigue We will shift gears by talking about Sonos. Obviously, we can point to Sonos’ problematic app as a major factor behind the company’s current predicament. W
Above Avalon: Apple Goes Public With Meta Interoperability Requests, Apple and Interoperability Risk, Zuckerberg’s Master Plan
Today's Above Avalon Daily email contains the following stories: Apple Goes Public With Meta Interoperability Requests Apple and Interoperability Risk Zuckerberg’s Master Plan There is backstory to Mark Zuckerberg’s complaints about not having better access to Apple’s ecosystem to