Podcasts about above avalon

Show Notes:Above Avalon Discord invite: https://discord.com/invite/GedGApVn4uCheck out AVALON's new minisite: https://www.aboveavalon.com/avalonCheck out a quick video recapping my AVALON announcement here (YouTube) or here (AboveAvalon.com).Listen to AVALON by becoming a subscriber (no Above Avalon membership is required, although members receive special pricing):$10/month: https://app.moonclerk.com/pay/3rgpnjplshh7$100/year: https://app.moonclerk.com/pay/66zphi7fpihlFollow on X:Neil Cybart Above Avalon AVALONFollow on Threads:Neil Cybart Above Avalon AVALONFollow AVALON on Instagram: https://www.instagram.com/avalonpodcastFollow AVALON on YouTube: https://www.youtube.com/@AvalonPod

Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. The updates, which have become widely read and influential in the world of Apple, provide timely analysis of news impacting Apple and its competitors. Neil also publishes exclusive reports on Apple business, product, and financial strategy. The daily updates and reports are available to Above Avalon members. To sign up and for more information on membership, visit the membership page.Show Notes:Apple Is in a League of Its OwniPhone new users: 60 million per year (a five-year high)Apple Watch new users: 30 million per year (an all-time high)iPad new users: 30 million per year (an eight-year high)Mac new users: 15 million per year (an all-time high)Subscribe:RSS Feed (can be used to add the podcast to your favorite podcast reader)Apple PodcastsTwitterThe complete Above Avalon Podcast episode archive (189 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page. Show Notes / Links:Apple's Extremely Quiet Year for M&ASubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (188 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page. Show Notes / Links:The Apple Watch Series 7 Is Great (Above Avalon Article)The Number of Apple Watches in the Wild, Apple Watch Adoption Estimates, Apple Watch Upgrading Trends (Above Avalon Daily Update)More on Apple Watch Series 7, Apple Watch vs. iPhone Sales, Apple Watch Installed Base Mix by Model (Above Avalon Daily Update)Above Avalon Daily Updates (story headlines and summaries for 1,200+ updates)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (187 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page. Show Notes / Links:Apple's Missed Opportunity at WWDCWWDC 2021 ReviewMore on Apple's Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the WristAbove Avalon Membership Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (184 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Six years after releasing the Apple Watch, it’s still not clear who is going to represent genuine competition for Apple in the wearables space. In episode 183, Neil discusses the series of events have come together to give Apple a wearables lead of not just a few years but more like a decade. Additional topics include Apple wearables sales (unit sales and revenue) and the three components of Apple’s wearables lead. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Apple is quietly and gradually showing us that the phase “Designed by Apple in California Assembled in China” will evolve. In episode 182, Neil goes over the changes taking place within Apple’s supply chain and manufacturing apparatus. The discussion includes a breakdown of where Apple products are manufactured and the relationship between Apple and its contract manufacturers. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

When asked to identify Apple’s crown jewel, most will point to the iPhone or iPad. Apple’s retail operations probably wouldn’t be too high on many people’s lists. This is a mistake. In episode 181, Neil discusses Apple’s retail operations with a focus on where Apple Retail is headed and what changes are needed. Discussion topics include the three distinct phases that Apple Retail has experienced, the roles that Apple stores need to play going forward, and the three big bets that Apple is placing with its stores. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

According to my estimate, 100 million people now wear an Apple Watch. This means that approximately 10% of iPhone users wear an Apple Watch. In episode 180, Neil discusses these installed base and adoption figures as part of a larger discussion regarding Apple Watch’s sales momentum, growth potential, and roles in Apple’s ecosystem. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares and invest in its future at the same time. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Episode 178 is dedicated to going over Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020.  Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Get CuriosityStream AND Nebula for less than $12/y (41% off!) https://curiositystream.com/reneritchieOk. This one has everything. Drama. Tech. Rumors. Salt. So much salt.First, it was a sketchy rumor about Project Titan, the Apple Car, going into production next year. Then it was a slightly less sketchy report about production actually starting in 2024 or 2025, and with newfangled battery tech to go with it. But no one seemed to fact-check the newfangled-ness of that report, because when someone tweeted it at Tesla CEO and martian colonist one, Elon Musk, well, Elon flamethrower tweeted back, right at Apple’s CEO, Tim Cook.To help us make sense of it all, I’ve called up one of the most accurate financial analysts… at least on this plant. Above Avalon’s Neil Cybart.

While the pandemic is pushing people to embrace larger displays like iPads and Macs, the momentum found with smaller displays is still flying under the radar. In episode 177, Neil discusses how analysis of Apple device display size popularity can be used to gain insight into Apple’s ecosystem and quest to make technology more personal. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

The Mac is seeing momentum by being true to itself instead of trying to be something that it’s not. With a transition to Apple Silicon, the product category is now benefiting from lessons Apple learned from more popular devices aimed at the mass market. As the Above Avalon podcast enters its seventh season, episode 176 is dedicated to discussing the Mac’s Apple Silicon and what may come next for the Mac. Additional topics include the Apple Silicon transition being akin to a graduation for the Mac, the Apple Innovation Feedback Loop, and overlap between the iPad Pro and Mac portables. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.

According to Neil’s estimate, Apple surpassed the billion iPhone users milestone last month. With the iPhone upgrade cycle approaching a plateau of four to five years, Apple is well-positioned to report record iPhone unit sales. In episode 175, Neil discusses the current state of the iPhone business as it surpasses a billion users. Topic include: iPhone unit sales, iPhone sales mix broken out by iPhone upgrades and new users, the iPhone installed base, Apple’s top priorities for iPhone, peak iPhone, and more. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.

While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and utility on the wrist that ushered in a new paradigm shift in computing. In episode 174, Neil discusses how Apple Watch momentum is building. The product category resembles a runaway train as no company is in a position to slow it down. Additional topics include the stationary smart speaker mirage, Neil’s Apple Watch installed base estimates, how Apple Watch derives its momentum, and Apple’s health platform. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members in both written and audio forms. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

As Apple pulls away from the competition, the App Store is considered the best (and last) chance for competitors to reshape the mobile industry to their liking. In episode 173, Neil examines how competitors are waging a guerrilla war against Apple and the App Store. The discussion then turns to Neil unveiling a new podcast called Above Avalon Daily. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Apple’s ecosystem ends up being about more than just a collection of devices or services. Apple has been quietly building something much larger, and it’s still flying under the radar. In episode 171, Neil examines what Apple’s ecosystem derives its power from and why loyalty and satisfaction rates increase as customers move deeper in the Apple ecosystem. Additional topics include The Grand Unified Theory of Apple Products, Apple as a design company, how non-Apple hardware can serve as a Trojan horse for Apple, and how Apple’s ecosystem can evolve. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

In episode 170, Neil examines how Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are just now entering the wearables era, implications of this shift will be measured in the coming decades, not years. Additional topics include WWDC 2020, Apple’s revised product strategy, the competitive landscape, and Apple’s lead in wearables. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership. 

Financial market commentators have been stumped by the stock market’s resiliency during the pandemic. Maybe they shouldn't be so surprised. In episode 169, Neil examines the question of whether or not Wall Street tried to predict the pandemic’s turn without actually knowing what such a turn would look like. Additional topics include two truths when it comes to how Wall Street functions, the various predictions for Apple, lessons found with Wall Street’s nature of predicting turns, and how predicting turns ends up being about predicting when calmness will enter and leave the market. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

This past week marked the fifth anniversary of Neil launching Above Avalon membership. Above Avalon continues to thrive with a sustainable business model based solely on paid memberships. In episode 168, Neil gives a behind-the-scenes look at Above Avalon’s business model. Additional topics include: Above Avalon’s history, Neil’s “secrets” to success, and his largest challenges found with a paid membership model. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Share buyback is one of a handful of tools that boards and management teams have to properly manage balance sheets. However, economic fallout related to the pandemic has led to a new round of criticism aimed at buyback. In episode 167, Neil discusses how Apple has become the poster child of responsible share repurchases. Additional topics include: Apple’s recent stock buyback activity, Neil’s expectation for Apple’s upcoming update to its buyback program, the latest criticism surrounding buyback, repurchasing shares in a pandemic, and the harsh reality found with stock buybacks. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Apple and its peers find themselves in the most difficult operating environment they have ever faced. In episode 166, Neil discusses Apple’s strategy for navigating the coronavirus pandemic. Additional topics include the various challenges Apple is currently facing, Apple’s toolmaking mission, how society doesn’t stop during a pandemic, and why strong brands get stronger during difficult times. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

There was no shortage of writers, pundits, and industry analysts using the iPad’s 10th anniversary las month to give eulogies for the product in terms of its inability to be revolutionary, grab momentum, or even just meet expectations. In episode 165, Neil discusses his perspective on the iPad’s first decade and why we shouldn’t feel bad for the iPad. Additional topics include a different way of looking at the iPad unveiling in 2010, how the iPad foreshadowed iPhone success, how Apple pivoted the iPad, the iPad’s primary problem today, and how the iPad’s value is found in letting the product be itself. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

We are entering a new chapter in music streaming. In episode 164, Neil discusses how Spotify’s attempt to evolve from a dedicated music streaming service to an audio company ends up reflecting broader changes in the music streaming space. Additional topics include Spotify earnings, the music streaming war between Spotify and Apple Music, the problem with Spotify’s current business, roadblocks / advantages facing Spotify as it evolves into a different kind of company, and why Apple shouldn’t ignore Spotify’s evolution. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

In addition to being a sales success, the Apple Watch has ushered in a paradigm shift in computing. In episode 163, Neil discusses how the Apple Watch is fundamentally changing the way we use technology. Additional topics include paradigm shifts, Apple Watch sales, Apple’s new Apple Watch Connected initiative, stationary smart speakers as extensions of existing products, and Neil’s new framework for recognizing paradigm shifts in computing. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company. In episode 162, Neil goes over his list of questions for Apple in 2020, and the discussion culminates with one overarching question that covers Apple’s largest challenge and opportunity. Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Something has clearly changed when it comes to the way Wall Street is treating AAPL. For the first time with Tim Cook as CEO, Apple shares are trading at a premium to the overall market. In episode 161, Neil discusses how changing behavior as it relates to passive versus active investing may be creating a type of perfect storm for AAPL shares. Additional discussion topics include Apple’s valuation, free cash flow, momentum shifting to passive investing, and Warren Buffett. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Apple’s ability to grab monopoly-like share of industry profits isn’t a result of there being an Apple Tax. Rather, it's a byproduct of Apple following a design-led product strategy that ultimately marginalizes industries. In episode 160, Neil discusses the theory behind the “Apple Tax,” Apple’s pricing strategy, and why the days of there being an Apple Tax ended years ago. Additional topics include Apple gross margin trends, two major implications associated with Apple’s pricing strategy, and a few narrative violations found with Apple’s revenue and gross profit optimization playbook. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Apple is turning AirPods into a platform for what comes after the App Store. AirPods will augment our environment by pushing intelligent sound. In the first episode of Season 6, Neil goes over how AirPods have evolved from an iPhone accessory into the early stages of a platform well positioned to reshape the current app paradigm for the wearables era. Additional topics include the AirPods Pro launch, AirPods Pro initial impressions, AirPods sales, examples of AirPods as a platform, and the three sources from which AirPods will derive its platform power. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

How did Fitbit go from being considered the wearables leader to viewing a $2.1B acquisition as its best hope for shareholders to recoup any value? What led Fitbit to run out of options as an independent company? In episode 158, Neil discusses how Apple Watch forced Fitbit to sell itself. Additional topics include Google’s acquisition offer for Fitbit, how Apple Watch redefined the wrist wearables industry, and the most damning evidence of Fitbit’s demise. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Apple finds itself amidst another controversy regarding removing HKmap.live from the App Store in Hong Kong. However, Apple is facing a different kind of backlash this time. Episode 157 is dedicated to discussing Neil’s thoughts on Apple doing business in China. Additional topics include Tim Cook’s engagement philosophy, Apple’s tool-making mission, and kowtowing to governments. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Content distribution has been a major theme for Apple in 2019. In episode 156, Neil goes over how Apple’s revised content distribution arm is structured. Neil also goes over his estimates for how much revenue and gross profit Apple’s content distribution arm can generate by FY2022. Additional discussion topics include the difference between Apple’s paid content bundles and content platforms, Neil’s initial estimates for the number of subscribers Apple will be able to grab for Apple TV+, Apple Arcade, and Apple News+, and why Apple’s new paid bundles will likely have lower profits than the App Store. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Apple keynotes remain some of the most valuable marketing events in today’s media landscape. Episode 155 is dedicated to going over Neil’s thoughts on the Apple keynote. Discussion topics include the odd criticism facing Apple keynotes, the three primary benefits Apple derives from them, how the Apple keynote has evolved, and areas in which Apple can improve the keynote. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Naming iPhones is more art than science. In episode 154, Neil shares his thoughts on Apple’s iPhone naming strategy. The episode includes an oral history of iPhone nomenclature followed by a discussion of where Apple can bring iPhone naming in the future. Neil also goes over why the art of naming iPhones even matters when looking at the big picture. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

In episode 153, Neil discusses the strategy behind Apple TV+. Additional topics include the Apple TV app, five fundamental issues plaguing the paid video streaming market, Netflix’s business model, and what success in paid video streaming looks like for Apple. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

A different kind of Above Avalon podcast episode - dedicated to discussing why earnings are so intriguing to Neil. After going over the two ways to utilize quarterly earnings, Neil goes over some of his expectations for Apple’s 3Q19 and how Apple is currently facing a financial tug-of-war. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

The recent Jony Ive and Jeff Williams news has been met with mixed reactions. In episode 150, we discuss why the leadership changes neither signify a company moving away from design or hardware nor suggest that management is facing some kind of growth crisis. Upon closer examination, the Jony Ive and Jeff Williams news are byproducts of Apple evolving into a much larger design company. Additional topics include the various growth narratives facing Apple, the growing Apple installed base, and the Apple machine. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Despite there being no discernible change to the grand vision behind Apple’s product development, there does appear to be a noteworthy change in strategy. Episode 149 is dedicated to discussing how Apple’s product strategy has changed from a pull system to a push system. Additional topics include product-related implications raised by Apple’s revised strategy, the Grand Unified Theory of Apple Products, and why I’m hesitant about some aspects of the change. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Apple has reached a level of ecosystem strength that still hasn’t been fully digested by the marketplace. In episode 148, we discuss Apple’s ecosystem ahead of the company’s developers conference. Additional topics include how I estimated the total number of Apple users, various revenue per user figures for different parts of Apple’s user base, the difference between Apple in 2019 and the 1990s, and how wearables represent one of Apple’s key growth opportunities. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

In episode 147, we take a look at the changing competitive landscape facing the giants (Amazon, Apple, Facebook, Google, and Microsoft). Comparing the situation to bumper cars, we discuss why Google and Facebook have the slower cars that are no longer able to hide within the traffic. Additional topics include deep dives into three competitive battles in particular: Apple vs. Google, Apple vs. Facebook, and Amazon vs. Facebook vs. Google. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

In what has become an annual trend, Apple uses FY2Q earnings to also update its share buyback authorization and quarterly cash dividend. In episode 146, we preview the changes Apple will likely announce to its capital return program. The discussion begins by going over how Apple has adjusted its buyback pace following U.S. tax reform and why the company will eventually have to cut back on buyback. We then go over my expectations for what Apple’s board will approve in terms of increases to the buyback authorization and quarterly cash dividend. Additional topics include the debate surrounding Apple capital return and why the company has so few viable options for spending excess cash. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

At Apple’s recent event at Steve Jobs Theater, the company unveiled its revamped content distribution arm. Episode 145 is dedicated to discussing Apple’s new content distribution services: Apple News+, Apple Arcade, and Apple TV+. Instead of just announcing services for consuming more content, Apple unveiled a strategy for curating content for its user base of a billion people, something that I am calling “Curation for Casual.” The discussion also goes over how curation explains Apple’s move into original content. Additional topics include a few surprises unveiled at Apple’s Services event, the history behind Apple’s video distribution strategy, the changing content consumption landscape, and Apple’s content distribution arm eventually being considered a core technology powering Apple devices. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

In recent years, the iPad line has undergone transformational changes. In episode 144, we look at Apple’s broader iPad strategy to add context to the newest updates involving the iPad mini and iPad Air. The episode kicks off with my thoughts on the new devices. The discussion then turns to the three sales phases that have come to define the iPad business over the years. Additional topics include Peak iPad mini, how Apple is following an iPhone / Mac hybrid approach when it comes to iPad updates, whether the iPad line is too complex or complicated, and observations on the current iPad line. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Apple’s March 25 event is just around the corner and that means there’ll not only be a lot to cover but a lot of people covering it. And... it’s weird. I’ve blogged and done podcasts for a long time, and YouTube much more recently. And even when you’re just talking about one company, like Apple, the analysts and journalists don’t always know the podcasters or bloggers, or vice versa, and the people on YouTube don’t always know the people off, and also vice versa. It’s almost like we all exist in the same space but vibrate at different dimensional frequencies. And the intersection of people who read Daring Fireball, watch MKBHD, listen to Connected, and follow Above Avalon is way, way smaller than it should be. So, let’s fix that. These are all the Apple analysts, journalists, bloggers, podcasters, YouTubers, and more that you need to follow in 2019. SPONSOR: Brilliant Go to http://brilliant.org/vector and sign up for free. First 200 people get 20% off the premium course! LINKS: 50 People to Follow at Apple's March Event (2019) - YouTube MORE: Gear: https://kit.com/reneritchie Podcast: http://applepodcasts.com/vector Twitter: https://twitter.com/reneritchie Instagram: https://instagram.com/reneritchie Mobile Nations Affiliate Link Policy SUBSCRIBE: Apple Podcasts Overcast Pocket Casts Castro RSS YouTube  

For the first time in 16 years, Apple expects its capital expenditures (capex) to decline during the current fiscal year. Episode 143 is dedicated to discussing capex and how the financial metric provides a different look at how Apple is unique in comparison to its largest peers. Additional topics include defining capex, the theories behind Apple’s declining capex, the dramatic capex shift occurring among the Wall Street giants, and how capex shines light on a company’s cash-generating machine. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

In one word, the smart home has been disappointing. Episode 142 is focused on why the way we think about digital homes is in need of a major reset. After going over my thoughts on the current state of the smart home, we take a closer look at Apple’s vision for the home and why the company is likely looking to revamp its broader home strategy. Additional topics include how Amazon and Google have used voice to hijack the smart home in order to push alternative visions and Apple hiring Sam Jadallah to lead its various home initiatives. We also discuss how Apple can revamp its home strategy and why the smart home path is going to be bumpy going forward. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

There’s a remarkable story found with AirPods. Nearly two years after launch, AirPods began to go viral at the end of November 2018. In December, search interest was up 500%. This is unprecedented for an Apple product. In episode 141, we take a deep dive into the AirPods phenomenon and how the product became part of culture. Additional topics include AirPods unit sales, the size of the AirPods user base, the keys to success in wearables, and thinking of wearables as battles for real estate on our wrists, ears, eyes, and body. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

This week: it's all but confirmed--Apple's holding a March media event to make some special announcements. We'll tell you what we know. Plus: Apple's all-time best-selling products may surprise you; and is it worth buying a 2018 MacBook Pro, or should you wait? We'll tell you what we think. This episode supported by Easily create a beautiful website all by yourself, at Squarespace.com/cultcast. Use offer code CultCast at checkout to get 10% off your first purchase of a website or domain. Dashlane is the official password manager of Cult of Mac. It's so good, even El Kahney's mummy uses it! Use it for free for one device at Dashlane.com/CultofMac. CultCloth will keep your iPhone X, Apple Watch, Mac and iPad sparkling clean, and for a limited time use code CULTCAST at checkout to score a free CleanCloth with any order at CultCloth.co. Thanks to Kevin McLeod for the music you hear on today’s episode. On the show this week @erfon / @lewiswallace / @lkahney 7 Painful Truths about the 2018 MacBook Pro Hollywood stars tapped to attend Apple’s March event Some of the biggest names in Hollywood are coming to Silicon Valley for Apple’s first big event of 2019. Apple is rumored to be planning a late March keynote where a slew of new services will be unveiled. To help with its pitch to customers, Apple has asked some of the stars from its original TV shows to join the festivities. Jennifer Aniston, Reese Witherspoon, Jennifer Garner and director JJ Abrams have reportedly been invited by Apple to attend its March 25 event. All four of them have at least one project in development at Apple. Witherspoon’s production company actually had two shows picked up by the company. Apple’s TV streaming service will reportedly offer original content for free. There are dozens of shows in various stages of development right now. The service will also sell subscriptions to other channels like Starz, Showtime and maybe even HBO. Initially all of Apple’s content will be free, but they plan to launch a paid tier of content by this summer. The March event will also see Apple unveil its news subscription service too. Publishers are reportedly still negotiating revenue split deals for that service. Apple was allegedly asking for a 50/50 split on revenues. Customers would pay $10 per month for unlimited access to articles from some of the biggest names in news. With the event more than a month away there are still tons of details that could change. AirPods are Apple’s second-fastest selling new product of all time Apple’s AirPods are the company’s second best-selling new product of all time, a new report by Above Avalon analyst Neil Cybart suggests. Cybart estimates that Apple is on track to sell 40 million pairs of AirPods in 2019. That represents almost 90 percent year-over-year growth. “There are already at least 25 million people wearing AirPods. This total will likely exceed 50 million people later this year. These are massive sales and adoption figures for a two-year old product that has never received an update and rarely goes on sale for less than its $159 selling price.” The most popular Apple product out of the gate?  

There will come a time when the iPhone business is in big trouble. However, that day has not arrived quite yet. Episode 138 is focused on how the sheer level of pessimism facing iPhone hit an inflection point in 2018. Things have simply become too negative. The discussion begins with the iPhone’s impact on Apple financials. We then dissect iPhone hysteria to see how pessimism has changed and centered on a new type of narrative. Additional topics include demand for $999+ iPhones, the gray market, genuine risks and concerns facing iPhone, how the iPhone business is changing, and why wearables have to be part of the iPhone discussion. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Given the magnitude of its buyback program, excess cash position, and free cash flow generation, no other public company is in as good of a position as Apple to benefit from stock market turmoil. Episode 137 is focused on how Apple can leverage its buyback program to take advantage of stock market dislocations. The discussion begins with my thoughts on the recent weakness in AAPL shares. We then look back at previous AAPL stock downturns to find a few similarities and takeaways. The discussion turns to Apple’s share buyback and the impact a change in stock price has on Apple’s buyback activity. Additional topics include Apple buyback scenarios, valuation, and the irrationality found in comparing a company’s stock price to its underlying health. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

The most surprising part of Apple’s 4Q18 results wasn’t found with the numbers or even guidance. Instead, by announcing unit sales data would no longer be provided starting in 1Q19, management dropped a bomb on Wall Street. Episode 136 is focused on discussing Apple’s decision to move beyond unit sales. We go over how unit sales became a crutch for financial analysts. The discussion then turns to management’s new blueprint for how it wants Wall Street to judge Apple. Additional topics include Apple revenue and gross margins trends, Wall Street narratives, and Apple as a tool marker. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

In episode 135, we look at how the gray market for refurbished and previously-owned iPhones is impacting Apple’s iPhone pricing strategy. The discussion begins with a closer look at iPhone ASP (average selling price) trends and my thoughts on how the gray market is impacting iPhone ASP. We then go over the three key ingredients needed to sustain a functioning gray market for iPhone. Additional topics include: iPhone durability, the iPhone Upgrade Program, iPhone residual values and depreciation, and future iPhone ASP trends. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

The Netflix machine seems unstoppable. Strong paid subscriber growth and rising content budgets have given Netflix a commanding lead in the paid video streaming market. However, change is in the air. Episode 134 is dedicated to discussing Netflix’s business model and why calls suggesting Netflix has won the paid video streaming war are grossly premature. Additional topics include Netflix’s keys to success, upcoming paid video streaming competitors, lessons from the music streaming industry, and things to watch out for in paid video streaming over the coming years. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Last week, Apple Watch was the star of Apple’s second major product event at Steve Jobs Theater. Episode 133 is focused on looking at the big picture following Apple’s event. The discussion begins by going over Tim Cook’s comments regarding Apple’s mission statement and then quickly puts the iPhone and Apple Watch updates into context. We then turn to my Grand Unified Theory of Apple Products. Additional topics include my user base estimates for Apple’s various product categories, my rationale for why Apple Watch and Apple Glasses will one day have a larger user base than iPhone will, and the power associated with new form factors that are capable of handling new tasks. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

In episode 132, we take a closer look at Apple's Project Titan. The discussion begins by going over the signs pointing to Apple expanding Titan initiatives in recent months. We then turn to Apple's goal with Titan and the automobile's changing value proposition. Tesla enters the discussion as we look at why the company isn't a realistic acquisition target for Apple. Additional topics include Tesla's struggles, poaching, Doug Field's move from Tesla to Titan, and the most interesting things to watch for in the auto space. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Apple's latest growth story is driven by three drivers: iPhone, Services, and Wearables. In episode 131, we discuss these three growth drivers to see how they are not created equal. After going over the factors fueling Apple's growth drivers, we spend time discussing how Apple's growth story may change in the near term. The episode concludes with a big picture overview of why Apple's long-term growth story won't just be about Services. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Episode 130 is dedicated to discussing how Apple has become comfortable in accepting, and even embracing, the awkwardness that exists between the iPad and Mac. The discussion begins with a closer look at the fascinating juxtaposition between Apple's recent Mac campaign and its iPad ads from earlier this year. We go over what the ads tell us about Apple's thought process regarding the iPad and Mac. Things then turn to how the iPad vs. Mac juxtaposition hasn't been static over the years. After briefly recapping the post-PC era debate, the episode concludes with my thoughts on where Apple will bring the iPad and Mac platforms and why the company faces a large screen paradox. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

A select group of corporate giants have been gaining influence and investor dollars on Wall Street. Episode 129 is dedicated to discussing today's corporate giants (Apple, Amazon, Alphabet, Microsoft, and Facebook) including the key differences and similarities between the five. The second half of the episode goes over why I think odds are good that today's giants won't be tomorrow's giants. The episode concludes with a closer look at Apple's quest to do the seemingly impossible - remain relevant. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

One of the major takeaways from this year's WWDC keynote was found with something not announced on stage. Apple finds itself announcing new technologies that make more sense on form factors that don't yet exist. Episode 128 includes a discussion of this year's WWDC, which demonstrated how Apple is figuring out what comes next. After quickly recapping the major WWDC 2018 announcements, Neil discusses how Apple is setting the stage for smart glasses. The second half of the episode goes over Apple's motivation for looking beyond current success to figure out what's next. Receive Neil's analysis and perspective on Apple throughout the week by becoming an Above Avalon subscriber and receiving exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.

Last week, Neil celebrated the third anniversary of launching Above Avalon subscriptions. Episode 127 provides a behind-the-scenes look at Above Avalon and includes a discussion of Neil's business model and the broader paid subscription industry. Neil then goes over some of the highlights and challenges from the first three years of Above Avalon subscriptions. The episode concludes with a closer look at Above Avalon's place in the Apple blogosphere and the major changes that have unfolded in the space. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.

In this special edition episode of the Above Avalon podcast, Neil goes over Apple's 2Q18 earnings. The discussion is dedicated to analyzing iPhone results. Along with going over his iPhone X sales estimates, Neil discusses the latest iPhone ASP and iPhone channel inventory adjustment trends. The episode concludes with Neil's theory as to why iPhone supply chain rumors have been off when it comes to iPhone X. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.

Above Avalon founder, Neil Cybart, is one of the most accurate analysts covering Apple. He looks at the company's performance in Q2 2018 and what the future may bring. Links: @neilcybart on Twitter Above Avalon Sponsors: Thanks to Skillshare for sponsoring this show! Get all-you-can-learn access to over 20,000 courses for 2 months for just ¢99. Subscribe via: Apple Podcasts Overcast Pocket Casts Castro RSS YouTube Follow on: Web Twitter Instagram Facebook  

Apple's largest product event in years is just a few days away. In episode 106, we look at the big picture ahead of the inaugural event at Steve Jobs Theater. We begin by going over the top three trends taking place in the smartphone market. The discussion then turns to the major themes in the wearables market, followed by TV, and then the home. The goal is to set the stage for Apple's upcoming product announcements. I will be attending Apple's inaugural event at Steve Jobs Theater. My full thoughts and observations on the event will be sent exclusively to Above Avalon members. To receive this analysis and perspective, visit AboveAvalon.com/membership. Members also receive my analysis and perspective on Apple throughout the week via exclusive daily emails.

Episode 103 marks the introduction of a brand new topic to the Above Avalon podcast: augmented reality glasses. All of the pieces are coming together for Apple to sell glasses. We begin the episode with the reason why now is the time to talk about Apple Glasses. The discussion then turns to the seven reasons why Apple Glasses are inevitable. This sets the scene for the big picture (a deep dive into glasses as a device, Apple's evolving thought process about glasses, and an overview of how Apple would actually sell AR glasses). Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.

The 100th episode of the Above Avalon podcast is dedicated to how WWDC contained clues hinting at the Mac's future. We begin by discussing how management's WWDC keynote marked a turning point in the awkward Mac stretch that has been unfolding over the past few years. We then compare the Mac portion of the keynote to the iPad portion in order to see the significant difference in tone and strategy. This difference ends up helping us map the Mac's direction. After going over some of the possible changes to the Mac line, we conclude the episode by talking about why this is unchartered territory for Apple. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.

As Apple pushes deeper into luxury brand territory, the company is making its products more accessible through lower pricing. Apple is underpricing AirPods and Apple Watch. In episode 93, we discuss Apple's evolving pricing strategy. We begin by looking at AirPods and Apple Watch pricing and why I think the products are underpriced. The discussion then turns to three possible theories on Apple's wearables pricing strategy. After analyzing each theory, we take a closer look at how Apple is using pricing to grow its user base. The episode concludes with a number of things to look for when it comes to future Apple products and how Apple is using lower pricing to redefine luxury. To receive additional Apple analysis throughout the week, become an Above Avalon member by visiting AboveAvalon.com/membership.

In episode 92, we discuss the changing wearables market. There has been a sea change involving the top wearables companies. Apple has become the new wearables leader according to unit sales. After discussing the driving force behind Apple's move to the lead, we take a closer look at why it's time to begin thinking about wearables as platforms containing a number of products. The episode concludes with a look at how competition is changing in the wearables space. To become an Above Avalon member and access more Apple analysis, visit AboveAvalon.com/membership.

Calls for Apple to buy Netflix are getting louder. In episode 91, we break apart the argument for why Apple should buy Netflix. By observing how Apple thinks about music streaming, we are in a better position to judge the approach Apple will likely take to video streaming. We also go over Apple's M&A philosophy to determine how Apple treats holes in its content strategy. The episode concludes with a big picture view as to why Apple doesn't need to own Netflix in order to accomplish its video content goals. To become an Above Avalon member, visit AboveAvalon.com/membership.

Apple management is buying back shares like there's no tomorrow. In episode 90, we discuss how a path has appeared where Apple management can realistically buy back 50% of AAPL's outstanding shares within three years. After first going over some basics concerning share buyback, we address a few myths that have been circulating about share repurchases. We then go over the steps Apple management would need to follow to repurchase 50% of its shares. The episode concludes with a big picture view of Wall Street's reaction to Apple and its buyback program. To become an Above Avalon member, visit AboveAvalon.com/membership.

In episode 89, we take a deep dive into one of the major themes found in Apple's 1Q17 earnings report. Apple's reported iPad sales number was quite weak, leading some to make assumptions about the product's fundamentals. We go over the results, including all of the moving pieces behind the scenes. The discussion also includes a broader reflection on the iPad's seventh anniversary and its place within Apple's changing product line. The episode concludes with a look at whether or not 1Q17 results changed my overall view that the iPad business has already turned the corner and is continuing to stabilize. To become an Above Avalon member, visit AboveAvalon.com/membership.

Special guest Neil Cybart of Above Avalon joins Gartenberg and Ritchie to talk Apple's blockbuster Q1 2017 earnings and where the company goes from here.

Tim Cook is a different type of CEO leading a different kind of company. In episode 88, we tackle the difficult task of grading Tim Cook's performance as Apple CEO. The discussion includes a broader look at Apple's leadership structure and evidence that Cook relies on an inner circle to lead Apple's operations and corporate strategy. The episode concludes with a closer look at seven key criteria used to judge Apple's performance, including a report card for Cook's inner circle. To become an Above Avalon member, visit AboveAvalon.com/membership.

Episode 87 is focused on how the competitive landscape in tech is changing. As Apple celebrates the tenth anniversary of the iPhone unveiling, the battle for our attention is broadening into a massive land grab for the most valuable real estate in our lives. After going over the winners in the current tech landscape, we look at some of the key factors that are redrawing the competitive lines. We then spend time focused on the three main areas of competition: the body, automobile, and home. The episode concludes with a discussion of this new landscape from the perspective of Apple. To become an Above Avalon member, visit AboveAvalon.com/membership.

January is a great time to embrace the unknown found with a new calendar year. One way of doing this is to come up with a list of questions for the new year. In episode 86, we discuss my list of Apple questions for 2017. Topics include iPhone, Apple Watch, AirPods, Mac, iPad, Apple TV, iOS 11, Apple Music, Services, Project Titan, Wall Street, Apple Industrial Design, and a few wildcards. To become an Above Avalon member, visit AboveAvalon.com/membership.

In episode 85, we go over how AirPods kick off Apple's battle for our ears. After discussing Apple's motivation behind AirPods, we go over my initial impressions from using AirPods for the past week. We then follow a few additional points, including my thoughts on AirPods sales estimates and how AirPods represent a window into a wearables world. The episode concludes with a look at how AirPods are Apple's flagship weapon in its quest for our ears. To become an Above Avalon member, visit AboveAvalon.com/membership.

Episode 84 is focused on analyzing the smartwatch industry. Apple is consolidating power within the smartwatch industry at an alarming rate. We begin with a refresher as to the motivation and rationale for smartwatches in a smartphone world. The discussion then turns to smartwatch industry sales data with a closer look at the winners and losers. Next, we go over the four factors that best explain why Apple Watch is the best-selling smartwatch. The episode concludes with my thoughts and observations on new developments that will impact where the smartwatch market is headed. To become an Above Avalon member, visit AboveAvalon.com/membership.

Apple is betting now is the time to double down on the iPhone to build one of the world's most formidable tech ecosystems. Episode 83 begins with a discussion about Apple's iPhone strategy. The company has learned from mistakes made with the Mac in the early 1990s. We then discuss Apple's quest for new users and why Tim Cook shouldn't be judged as a product visionary or salesperson. The episode then discusses the cracks forming at Apple's edges and why it feels like something is off with Apple. Additional topics include the major risk Apple is facing by doubling down on the iPhone and the company's need to attack itself in order to remain revlevant. To become an Above Avalon member, visit AboveAvalon.com/membership.

In this special edition episode, the focus is on Above Avalon. I recently celebrated the second-year anniversary of launching Above Avalon. Topics include the motivation behind starting Above Avalon, business models, and my philosophy on Apple analysis. The episode then covers my top five Apple observations since launching Above Avalon in 2014. We conclude with a brief discussion on the changing media landscape, including the Apple rumor/news cottage industry. To become an Above Avalon member, visit AboveAvalon.com/membership.

Episode 81 is focused on Apple's changing Project Titan strategy. We begin by discussing Apple's initial car strategy and early momentum. The episode then discusses the various problems that began to appear with Project Titan at the end of 2015. We introduce the infamous "skate to where the puck is going to be, not where it has been" quote and how it can be applied to electric cars. The episode concludes with a look at all of the change taking place within the car industry and how Project Titan has been impacted. Apple miscalculated the car puck and is in the process of resetting its goals to reflect the changing environment. To become an Above Avalon member, visit AboveAvalon.com/membership.

I am back from Cupertino and Apple's Mac keynote. Episode 80 is focused on the new MacBook Pro. We begin the episode with a few observations I had after attending the presentation. The conversation then turns to defining the Mac within Apple's product line. The Grand Unified Theory of Apple Products is revisited to assess how the Mac has been doing in relation to the iPad and iPhone. After going over three possible paths forward for the Mac, we spend time discussing which option Apple chose and why the new MacBook Pro is such a big bet for Apple. After discussing Microsoft Surface Studio, the episode concludes with a look at The Apple Innovation Feedback Loop that ties everything together. To become an Above Avalon member, visit AboveAvalon.com/membership.

Episode 79 is focused on Apple's video content strategy. Signs point to Apple building its own Hollywood arm dedicated to original content. After going over Apple's long history of trying to rethink TV and video content, we discuss why video content is so important to Apple. We then discuss Apple's current video strategy, which includes a twist involving Apple Music and a dedicated Apple Studios division within Apple. The discussion then turns to the question of whether or not Apple should acquire Netflix to kick its video strategy into high gear. We conclude with a big picture view of how Apple looks at original video content within its boarder product lineup. To become an Above Avalon member, visit AboveAvalon.com/membership.

There is only one genuine battle for the wrist, and it is between Fitbit and Apple Watch. Episode 78 is all about Apple Watch Series 2 and Apple putting Apple Watch on a fitness detour. We begin by going over the impressions I get from using Apple Watch Series 2 for the past few weeks. The discussion turns to the strategy behind the new Apple Watches. We then take a deep dive into the Apple Watch's competitive landscape and why Fitbit is being underestimated. The episode concludes with a closer at why Fitbit is succeeding and Apple's goal in going after Fitbit. To become an Above Avalon member, visit AboveAvalon.com/membership.

Episode 77 is all about iPhone 7. Since the iPhone 7 should not be discussed in isolation, we begin the episode by going over some of the major themes impacting the iPhone business over the past year. The discussion turns to the impressions I get from using a Jet Black iPhone 7 Plus for the past two weeks. We then take a deep dive into the dual-camera system found with the Plus model and go over why I think the feature is such a big deal. The episode concludes with some big picture ideas as to how we will look back at the iPhone 7 in a few years. To become an Above Avalon member, visit AboveAvalon.com/membership.

I am back from San Francisco. In episode 76, we discuss the most intriguing new product to be unveiled at Apple's keynote. AirPods are not just a pair of bluetooth headphones or an iPhone accessory. Instead, AirPods represent Apple's second wearables platform. After going over my experience using AirPods, we dive into the strategy behind the product. We discuss how Apple will likely expand AirPods into a platform as they did with Apple Watch. The discussion then turns to my view on the upcoming Apple Experience era and where AirPods fit into Apple's future product portfolio. To become an Above Avalon member, visit AboveAvalon.com/membership.

The narrative surrounding Apple Services has taken on a life of its own. In episode 75, we dispel the myth that Apple is becoming a services company. After discussing how this myth began, we take a closer look at the actual story involving Apple services. The episode then covers Apple's long-standing goals for services and why Apple will end up doubling down on hardware in order to grow its services business. Additional topics include the logic behind Apple getting involved with music and video, "Apple as a service," and Project Titan's potential involvement with services down the road. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

Episode 74 is dedicated to discussing how Jony's power and control within Apple is increasingly making people uncomfortable with the company's direction. Apple has doubled down on its design-led philosophy. We go over the history of why Steve Jobs gave power to Apple's industrial designers and why this is now leading to Apple receiving a growing amount of criticism from some of its most loyal users. We then take a closer look at Apple's product line to see how some of the most widely-held points of criticism ultimately lead back to Jony. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

Apple Watch and Apple Music shared something in common with each other in the beginning. They lacked simplicity. After going over the definition of simplicity, we dissect where Apple Watch and Apple Music lack simplicity and what I suspect contributed to this situation. We then look at Apple's WWDC keynote this past June to see how Apple plans on addressing this lack of simplicity. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

The iPad has turned the corner. In episode 72, we take a look at the iPad business and the factors that give me confidence that fundamental elements of the business are beginning to improve. The episode begins with an overview of the iPad's early days and vast promise. This is followed by a discussion of why the iPad mini marked a turning point that kicked off the product's dark days. After going over the iPad's problems in recent years, we discuss the three reasons that give me confidence the iPad is moving to a point of stabilization. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

In this special edition episode, we discuss the primary theme from Apple's 3Q16 earnings. Even though Apple reported its weakest quarter in 15 years, AAPL shares increased as the company beat Wall Street expectations. Upon closer examination, it would appear that this expectations surprise had more to do with near-term results than 2017 trends. We then look at the iPhone business with a focus on the company's channel inventory drawdown and 4Q revenue guidance to reach a deeper understanding of how Apple management may be navigating Wall Street's expectations. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

Episode 70 takes a closer look at how expectations guide Wall Street. We discuss AAPL's transformation from a growth stock to a value stock, focusing on the contributing factors that led to the reset. We then discuss the framework underpinning Wall Street's expectations game and how management teams have a better chance at succeeding in the game. We conclude with implications resulting from Apple becoming a value stock. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

Apple's ambition in music continues to be misunderstood. In episode 69, we look at Apple's overall plan to own the entire music industry. We begin with a brief history of Apple's involvement in music over the past 15 years in order to understand management's current motivation. The episode then goes over the four steps required to grab mindshare in the music industry in order to eventually be in a position of power. Apple will look to leverage its balance sheet to capture music streaming revenue share. We then discuss some of the headwinds and risks Apple faces with music, and this is followed by a brief discussion of why Apple is so interested in music in the first place. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.

Neil’s site, Above Avalon, originated from a Tumblr blog about Apple in 2010. At the time, he was a Wall Street analyst focused on the financial sector, while all things related to Apple and technology were his evening and weekend projects. After being disappointed with the lack of relevant Apple analysis from both a financial and business point of view, he decided to begin building a new kind of Apple analysis site based on his financial background and critical thinking skills. By examining Apple from both a Wall Street and Silicon Valley perspective, he has positioned Above Avalon to provide unique insight into how Apple functions and its worldview.   Along with weekly Above Avalon posts and podcast episodes, Neil publishes exclusive daily updates for Above Avalon members. Members range from Wall Street experts to weekend hobbyists.   Neil’s Challenge; Try saying “No” to things that you can’t put your whole self into. No one has enough time to do everything.     If you liked this interview, check out episode 47 with Avi Geller where we discuss technology and the future of hearable tech.

Von A bis Z dreht es sich heute um den Mac… und auch iOS… und Svens ausstehende Pickliste. Kurz, es werden jede Menge Goodies auf die Mikrofonmembrane abgefeuert. Lieber Fluggast, wenn dir das Gehörte gefällt oder dir Sorgenfalten auf die edle Stirn fabriziert, dann haben wir etwas für dich: iTunes Bewertungen. Überbleibsel Hörer Thomas M. (42, Flugzeugmechaniker aus Graz) empfiehlt euch Michael Koflers eBook “Markdown & Pandoc”, um in Markdown einzusteigen. 512 Pixels: I’m done with iCloud Photo Library Dropbox kickt Carous-Seele und die vermeilte Box: Dropbox Blog: Saying goodbye to Carousel and Mailbox Mailbox Blog: Saying Goodbye Carousel Blog: Thank you for using Carousel Apples Remote App funktioniert nun auch mit dem neuen TV. Ihr könnt nun wieder eurer 1Password Passwörter aus der Zwischenablage nutzen und aufatmen: Remote Firefox Content Blocker für iOS: Focus Überschallneuigkeiten rbb Rundfunk Berlin-Brandenburg: Senat unterschreibt Verträge mit WLAN-Anbieter . Für alle unsere Hörer die ein Herz für bewegte Grafiken haben: mInstaller Ein neuer Email-Klient für den Mac wird gerade zusammengebaut und ihr könnt euch um einen Platz in der Beta bewerben: Polymail Das NEO MAGAZIN ROYALE aka ZDFneo schickt “Ich hab Polizei” auf YouTube: POL1Z1STENS0HN a.k.a. Jan Böhmermann und manche sehen das total eng. Apple iPhone Battery Case – proudly made in Notre-Dame. Das beste Cats vs Cucumbers Video ist wieder verschwunden von YouTube… denkt euch einfach dramatische Orchestermusik dazu und schaut eins der anderen Videos. Die Apple Angebotspalette – Teil 1 Zusammenfassung: Die Theorie zu Apple Produkten Patrick stellt den Artikel “The Grand Unified Theory of Apple Products” von Above Avalon vor und die Piloten reden darüber. Danach offenbart Sven “Mac-eMo-Gee” Fechner den brandaktuellen und schnellen Weg zu Emojis in jedem Mac OS X Textfeld: ⌘ ^ Space, dann den Emoji Namen tippen. Die Kategorie “Dinge die ihr schon immer wissen wolltet” birgt heute einen besonderen Schatz in sich. Erfährt, welcher der drei Flugschreiber beim iPhone noch die Tastenklickgeräusche aktiviert hat. Svens Welt der exzellenten Picks Hardcraft Taschen This Is Ground Tech Dopp Kit MoneyMoney App Focus App Whiplash Xpand Lacing System (IndieGoGo) FitStar Apps Bokeh Kappen von Tim van Damme Streaks App Herb: Mastering the Art of Cooking with Cannabis Pulp Fiction Explicit Talking Figure Alldock Die Apple Angebotspalette – Teil 2 Abschließend wird über die bahnbrechenden Erneuerungen des OS X Nachfolgers geredet und wer sich was wünscht. Wenn ihr einen Mac kaufen wollt hier noch ein paar Tipps: Die Bezugsquellen checken: Buyer’s Guide von MacRumors eBay B-Ware Programm Kleinanzeigen Studentenaktionen bzw. Apple Store eurer Uni Unsere Picks Patrick: OneVideo für das Apple TV Andreas: Quiver Sven: Swifty In Spenderlaune? Wir haben Flattr und PayPal am Start und würden uns freuen.