Above Avalon

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 <a href="https://www.aboveavalon.com/dailyupdates/" rel="nofollow" target="_blank">daily updates</a>. 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 <a href="https://www.aboveavalon.com/reports" rel="nofollow" target="_blank">reports</a> 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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>.Show Notes:<a href="https://www.aboveavalon.com/notes/2022/3/25/apple-is-in-a-league-of-its-own" rel="nofollow" target="_blank">Apple Is in a League of Its Own</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/10/5/my-iphone-installed-base-estimate-iphone-installed-base-growth-trend-calculating-the-iphone-upgrade-cycle-length" rel="nofollow" target="_blank">iPhone new users: 60 million per year (a five-year high)</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/9/30/the-number-of-apple-watches-in-the-wild-apple-watch-adoption-estimates-apple-watch-upgrading-trends" rel="nofollow" target="_blank">Apple Watch new users: 30 million per year (an all-time high)</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/3/18/my-ipad-installed-base-estimate-apple-watch-installed-base-math-apple-watch-upgrading" rel="nofollow" target="_blank">iPad new users: 30 million per year (an eight-year high)</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/10/15/estimating-the-number-of-mac-users-a-mac-sales-inflection-point-an-airpods-sales-air-pocket" rel="nofollow" target="_blank">Mac new users: 15 million per year (an all-time high)</a>Subscribe:<a href="http://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS Feed</a> (can be used to add the podcast to your favorite podcast reader)<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Twitter</a>The complete Above Avalon Podcast episode archive (189 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 189: Apple Is in a League of Its Own

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&amp;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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>. Show Notes / Links:<a href="https://www.aboveavalon.com/notes/2021/11/17/apples-extremely-quiet-year-for-ma" rel="nofollow" target="_blank">Apple’s Extremely Quiet Year for M&amp;A</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (188 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 188: Apple Closed Its M&A Wallet

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>. Show Notes / Links:<a href="https://www.aboveavalon.com/notes/2021/10/13/the-apple-watch-series-7-is-great" rel="nofollow" target="_blank">The Apple Watch Series 7 Is Great</a> (Above Avalon Article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2021/9/30/the-number-of-apple-watches-in-the-wild-apple-watch-adoption-estimates-apple-watch-upgrading-trends" rel="nofollow" target="_blank">The Number of Apple Watches in the Wild, Apple Watch Adoption Estimates, Apple Watch Upgrading Trends</a> (Above Avalon Daily Update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2021/10/14/more-on-apple-watch-series-7-apple-watch-vs-iphone-sales-apple-watch-installed-base-mix-by-model" rel="nofollow" target="_blank">More on Apple Watch Series 7, Apple Watch vs. iPhone Sales, Apple Watch Installed Base Mix by Model</a> (Above Avalon Daily Update)<a href="https://www.aboveavalon.com/dailyupdates" rel="nofollow" target="_blank">Above Avalon Daily Update</a>s (story headlines and summaries for 1,200+ updates)Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (187 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 187: Thoughts on Apple Watch Series 7

Show Notes / Links:Hands-on with the iPhone 13 ProHANDS-ON with the iPhone 13 Pro (Unboxing and initial impressions) - YouTubeThe iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 SalesSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (186 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Show Notes / Links:<a href="https://www.aboveavalon.com/notes/2021/9/21/hands-on-with-the-iphone-13-pro" rel="nofollow" target="_blank">Hands-on with the iPhone 13 Pro</a><a href="https://www.youtube.com/watch?v=Uf9b_wVbq_k" rel="nofollow" target="_blank">HANDS-ON with the iPhone 13 Pro (Unboxing and initial impressions) - YouTube</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/9/22/the-iphone-13-test-the-driver-behind-iphone-momentum-early-thoughts-on-iphone-13-sales" rel="nofollow" target="_blank">The iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 Sales</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (186 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 186: The iPhone 13 Has Arrived

Show Notes / Links:Apple’s Big Bet on Memoji More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s MetaverseWWDC 2021 ReviewApple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the FaceApple Acquires SpacesBecome an Above Avalon MemberSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (185 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

Show Notes / Links:<a href="https://www.aboveavalon.com/notes/2021/8/23/apples-big-bet-on-memoji" rel="nofollow" target="_blank">Apple’s Big Bet on Memoji </a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/8/24/more-on-memoji-and-apple-mixed-reality-facebook-earnings-the-problem-with-zuckerbergs-metaverse" rel="nofollow" target="_blank">More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/6/11/apple-wwdc-2021-keynote-review-consolidated" rel="nofollow" target="_blank">WWDC 2021 Review</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2020/5/18/apple-acquires-nextvr-apple-glasses-in-2022-a-wearables-platform-for-the-face" rel="nofollow" target="_blank">Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2020/8/26/apple-acquires-spaces-an-apple-game-changer-in-india-foxconn-and-pegatron-talk-up-mexico" rel="nofollow" target="_blank">Apple Acquires Spaces</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Become an Above Avalon Member</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (185 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 185: A Memoji Bridge to Mixed Reality 

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

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>. Show Notes / Links:<a href="https://www.aboveavalon.com/notes/2021/6/23/apples-missed-opportunity-at-wwdc" rel="nofollow" target="_blank">Apple’s Missed Opportunity at WWDC</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/6/11/apple-wwdc-2021-keynote-review-consolidated" rel="nofollow" target="_blank">WWDC 2021 Review</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2021/6/24/more-on-apples-missed-opportunity-at-wwdc-my-ideas-on-apple-watch-strategy-changes-rethinking-apps-on-the-wrist" rel="nofollow" target="_blank">More on Apple’s Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the Wrist</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon Membership</a> Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (184 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 184: Let's Talk WWDC 2021

LEAD

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.Links:Apple Has a Decade-long Lead in WearablesAbove Avalon Membership Above Avalon Daily podcast info (sample podcast episodes available here and here)Check out Inside Orchard (Neil’s new site about the technology industry.)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (183 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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>.Links:<a href="https://www.aboveavalon.com/notes/2021/5/27/apple-has-a-decade-long-lead-in-wearables" rel="nofollow" target="_blank">Apple Has a Decade-long Lead in Wearables</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon Membership</a> <a href="https://www.aboveavalon.com/aboveavalondaily" rel="nofollow" target="_blank">Above Avalon Daily podcast info</a> (sample podcast episodes available<a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-19th-2020-apple-unveils-cbs-all-access-and-showtime-bundle-a-new-apple-tv-layer-warnermedias-management-shake-up" rel="nofollow" target="_blank"> here</a> and <a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-24th-2020-apple-soars-past-2-trillion-thoughts-on-aapl-valuation-apples-new-narrative-on-wall-street" rel="nofollow" target="_blank">here</a>)<a href="https://insideorchard.com" rel="nofollow" target="_blank">Check out Inside Orchard</a> (Neil’s new site about the technology industry.)Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (183 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 183: A Ten-Year Lead in Wearables 

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.Links:Designed by Apple in California, Not Assembled in ChinaAbove Avalon Membership Above Avalon Daily podcast info (sample podcast episodes available here and here)Check out Inside Orchard (Neil’s new site about the technology industry.)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (182 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>.Links:<a href="https://www.aboveavalon.com/notes/2021/4/15/designed-by-apple-in-california-not-assembled-in-china" rel="nofollow" target="_blank">Designed by Apple in California, Not Assembled in China</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon Membership</a> <a href="https://www.aboveavalon.com/aboveavalondaily" rel="nofollow" target="_blank">Above Avalon Daily podcast info</a> (sample podcast episodes available<a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-19th-2020-apple-unveils-cbs-all-access-and-showtime-bundle-a-new-apple-tv-layer-warnermedias-management-shake-up" rel="nofollow" target="_blank"> here</a> and <a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-24th-2020-apple-soars-past-2-trillion-thoughts-on-aapl-valuation-apples-new-narrative-on-wall-street" rel="nofollow" target="_blank">here</a>)<a href="https://insideorchard.com" rel="nofollow" target="_blank">Check out Inside Orchard</a> (Neil’s new site about the technology industry.)Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (182 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 182: Apple’s Underestimated Manufacturing Apparatus   

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.Links:The Future of Apple RetailAbove Avalon MembershipAbove Avalon Daily podcast info (sample podcast episodes available here and here)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (181 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>.Links:<a href="https://www.aboveavalon.com/notes/2021/3/10/the-future-of-apple-retail" rel="nofollow" target="_blank">The Future of Apple Retail</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon Membership</a><a href="https://www.aboveavalon.com/aboveavalondaily" rel="nofollow" target="_blank">Above Avalon Daily podcast info</a> (sample podcast episodes available<a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-19th-2020-apple-unveils-cbs-all-access-and-showtime-bundle-a-new-apple-tv-layer-warnermedias-management-shake-up" rel="nofollow" target="_blank"> here</a> and <a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-24th-2020-apple-soars-past-2-trillion-thoughts-on-aapl-valuation-apples-new-narrative-on-wall-street" rel="nofollow" target="_blank">here</a>)Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (181 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 181: Let's Talk Apple Retail 

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.Links:Apple Watch Is Now Worn on 100 Million Wrists Above Avalon Episode 174: Apple Watch Is a Runaway Train Apple Watch Is a Bridge to the FutureAbove Avalon MembershipAbove Avalon Daily podcast info (sample podcast episodes available here and here)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (180 episodes) is available here.Follow on Twitter:Neil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Daily Updates

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">membership page</a>.Links:<a href="https://www.aboveavalon.com/notes/2021/2/11/apple-watch-is-now-worn-on-100-million-wrists" rel="nofollow" target="_blank">Apple Watch Is Now Worn on 100 Million Wrists</a> <a href="https://www.aboveavalon.com/podcast/2020/10/3/above-avalon-episode-174-apple-watch-is-a-runaway-train" rel="nofollow" target="_blank">Above Avalon Episode 174: Apple Watch Is a Runaway Train</a> <a href="https://www.aboveavalon.com/notes/2018/1/23/apple-watch-is-a-bridge-to-the-future" rel="nofollow" target="_blank">Apple Watch Is a Bridge to the Future</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon Membership</a><a href="https://www.aboveavalon.com/aboveavalondaily" rel="nofollow" target="_blank">Above Avalon Daily podcast info</a> (sample podcast episodes available<a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-19th-2020-apple-unveils-cbs-all-access-and-showtime-bundle-a-new-apple-tv-layer-warnermedias-management-shake-up" rel="nofollow" target="_blank"> here</a> and <a href="https://www.aboveavalon.com/dailypodcastsample/2020/8/31/august-24th-2020-apple-soars-past-2-trillion-thoughts-on-aapl-valuation-apples-new-narrative-on-wall-street" rel="nofollow" target="_blank">here</a>)Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (180 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Daily Updates</a>

Above Avalon Episode 180: 100 Million Wrists 

Above Avalon provides unique insight and perspective as to how Apple thinks about the world. 

The only apple podcast that’s intelligent and thoughtful.

Amazing podcast

Fairly new to him, but I definitely liked the short and concise analysis.

Great analyst

Above Avalon provides unique insight and perspective as to how Apple thinks about the world.

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.Show Notes:WWDC Clues Hint at Mac's Future (weekly article)Above Avalon Episode 95: A Mac Headache (podcast)More Information on Above Avalon MembershipSubscribe to the Above Avalon Podcast:iTunesOvercastRSS (for your favorite podcast player)Twitter:Neil CybartWeekly ArticlesDaily EmailsPodcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.Show Notes:<a href="https://www.aboveavalon.com/notes/2017/6/22/wwdc-clues-hint-at-macs-future" rel="nofollow" target="_blank">WWDC Clues Hint at Mac's Future (weekly article)</a><a href="https://www.aboveavalon.com/podcast/2017/4/14/above-avalon-episode-95-a-mac-headache" rel="nofollow" target="_blank">Above Avalon Episode 95: A Mac Headache (podcast)</a><a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More Information on Above Avalon Membership</a>Subscribe to the Above Avalon Podcast:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">iTunes</a><a href="https://overcast.fm/p246938-h9GlYa" rel="nofollow" target="_blank">Overcast</a><a href="http://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a><a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Weekly Articles</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Daily Emails</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Podcast</a>

Above Avalon Episode 100: A Glimpse of the Mac's Future

Episode 107 is dedicated to discussing Steve Jobs Theater. We begin with my impressions from attending Apple's inaugural event at Steve Jobs Theater. The discussion then turns to how Steve Jobs Theater is an Apple product, and a closer look at the building uncovers a side to Apple that few have seen before. We go over additional items that stood out to me about the theater and Apple Park, including why the most crucial takeaway ends up being about Jony Ive. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.Show Notes:The Significance Behind Steve Jobs Theater (weekly article)The Jony Ive Promotion (weekly article) Project Titan Buildings Revealed / Map of Buildings (daily email for members)Apple Event Review (daily email for members)More information on Above Avalon MembershipSubscribe to the Above Avalon Podcast:iTunesOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive is available here.Twitter:Neil CybartWeekly ArticlesDaily EmailsPodcast

Episode 107 is dedicated to discussing Steve Jobs Theater. We begin with my impressions from attending Apple's inaugural event at Steve Jobs Theater. The discussion then turns to how Steve Jobs Theater is an Apple product, and a closer look at the building uncovers a side to Apple that few have seen before. We go over additional items that stood out to me about the theater and Apple Park, including why the most crucial takeaway ends up being about Jony Ive. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.Show Notes:<a href="https://www.aboveavalon.com/notes/2017/9/21/the-significance-behind-steve-jobs-theater" rel="nofollow" target="_blank">The Significance Behind Steve Jobs Theater (weekly article)</a><a href="https://www.aboveavalon.com/notes/2015/5/26/the-jony-ive-promotion" rel="nofollow" target="_blank">The Jony Ive Promotion (weekly article)</a> <a href="https://www.aboveavalon.com/dailypremiumupdate/2016/4/12/project-titan-buildings-revealed-the-macs-resiliency" rel="nofollow" target="_blank">Project Titan Buildings Revealed / Map of Buildings (daily email for members)</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2017/9/14/apple-event-review-full-notes" rel="nofollow" target="_blank">Apple Event Review (daily email for members)</a><a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon Membership</a>Subscribe to the Above Avalon Podcast:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">iTunes</a><a href="https://overcast.fm/p246938-h9GlYa" rel="nofollow" target="_blank">Overcast</a><a href="http://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a><a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Weekly Articles</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Daily Emails</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Podcast</a>

Above Avalon Episode 107: Back from Apple Park

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.Show Notes:Major Tech Trends Ahead of Apple's Big Event (weekly article)More information on Above Avalon MembershipSubscribe to the Above Avalon Podcast:iTunesOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive is available here.Twitter:Neil CybartWeekly ArticlesDaily EmailsPodcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>. Members also receive my analysis and perspective on Apple throughout the week via exclusive daily emails.Show Notes:<a href="https://www.aboveavalon.com/notes/2017/9/7/major-tech-trends-ahead-of-apples-big-event" rel="nofollow" target="_blank">Major Tech Trends Ahead of Apple's Big Event (weekly article)</a><a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon Membership</a>Subscribe to the Above Avalon Podcast:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">iTunes</a><a href="https://overcast.fm/p246938-h9GlYa" rel="nofollow" target="_blank">Overcast</a><a href="http://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Twitter:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a><a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Weekly Articles</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Daily Emails</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Podcast</a>

Above Avalon Episode 106: Getting Ready for Steve Jobs Theater

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.   Links:AirPods Are Becoming a PlatformMore on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market Above Avalon Podcast Episode 76: AirPodsAbove Avalon Podcast Episode 85: AirPods and the Battle for Our EarsAbove Avalon Podcast Episode 141: Viral AirPods Neil’s AirPods Sales and 3Q19 Installed Base EstimatesNeil’s updated Apple earnings model (includes quarterly AirPods sales estimates)  Above Avalon membership pageSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (159 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/11/19/airpods-are-becoming-a-platform" rel="nofollow" target="_blank">AirPods Are Becoming a Platform</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2019/11/20/more-on-airpods-becoming-a-platform-apple-owns-the-wireless-headphone-market-whoop-vs-fitbit" rel="nofollow" target="_blank">More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market </a><a href="https://www.aboveavalon.com/podcast/2016/9/16/above-avalon-episode-76-airpods" rel="nofollow" target="_blank">Above Avalon Podcast Episode 76: AirPods</a><a href="https://www.aboveavalon.com/podcast/2016/12/23/above-avalon-episode-85-airpods-and-the-battle-for-our-ears" rel="nofollow" target="_blank">Above Avalon Podcast Episode 85: AirPods and the Battle for Our Ears</a><a href="https://www.aboveavalon.com/podcast/2019/2/16/above-avalon-episode-141-viral-airpods" rel="nofollow" target="_blank">Above Avalon Podcast Episode 141: Viral AirPods </a><a href="https://www.aboveavalon.com/dailypremiumupdate/2019/8/13/airpods-sales-and-3q19-installed-base-roku-earnings-samsungs-underwhelming-product-event" rel="nofollow" target="_blank">Neil’s AirPods Sales and 3Q19 Installed Base Estimates</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2019/11/5/updated-apple-earnings-model-thoughts-on-aapl-valuation-should-apple-continue-buying-back-shares" rel="nofollow" target="_blank">Neil’s updated Apple earnings model (includes quarterly AirPods sales estimates) </a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (159 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 159: AirPods as a Platform 

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.   Links:Poaching Tesla (weekly article)Map of various Project Titan buildings and land (daily update)Doug Field Joins Project Titan (daily update)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (132 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2018/9/6/poaching-tesla" rel="nofollow" target="_blank">Poaching Tesla</a> (weekly article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2016/4/12/project-titan-buildings-revealed-the-macs-resiliency" rel="nofollow" target="_blank">Map of various Project Titan buildings and land</a> (daily update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2018/8/13/doug-field-joins-project-titan-samsungs-product-event-in-nyc-samsung-continues-to-bet-on-circular-smartwatch-faces" rel="nofollow" target="_blank">D</a><a href="https://www.aboveavalon.com/dailypremiumupdate/2018/8/13/doug-field-joins-project-titan-samsungs-product-event-in-nyc-samsung-continues-to-bet-on-circular-smartwatch-faces" rel="nofollow" target="_blank">oug Field Joins Project Titan</a> (daily update)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (132 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 132: Titan vs. Tesla

January is a great time to embrace the unknown rather than come up with predictions for the next 12 months. Episode 139 is dedicated to going over my fifth installment of Apple questions as the new year kicks off. We discuss 56 questions facing Apple in 2019. Topics include everything from big picture themes to detailed questions about Apple’s product strategy. Additional topics include Apple’s financial picture, management changes, emerging markets headwinds, R&amp;D, and capital expenditures. 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.   Links:Apple Questions in 2019 (weekly article)AirPods and Apple Watch Sales Estimates (daily update for Above Avalon members)Apple’s Leadership Structure Under Tim Cook and Jony Ive (quarterly report for Above Avalon members)Thoughts on Apple Cutting 1Q19 Guidance (daily update)Additional Thoughts on Apple Cutting 1Q19 Guidance (daily update)Apple Expands AirPlay 2 Support to Smart TVs (daily update)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (139 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

January is a great time to embrace the unknown rather than come up with predictions for the next 12 months. Episode 139 is dedicated to going over my fifth installment of Apple questions as the new year kicks off. We discuss 56 questions facing Apple in 2019. Topics include everything from big picture themes to detailed questions about Apple’s product strategy. Additional topics include Apple’s financial picture, management changes, emerging markets headwinds, R&amp;D, and capital expenditures. 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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/1/14/apple-questions-in-2019" rel="nofollow" target="_blank">Apple Questions in 2019</a> (weekly article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/1/9/deep-dive-into-tim-cooks-interview-with-cnbcs-jim-cramer-estimating-apple-watch-sales-estimating-airpods-sales" rel="nofollow" target="_blank">AirPods and Apple Watch Sales Estimates</a> (daily update for Above Avalon members)<a href="https://www.aboveavalon.com/reports-archive/2018/11/10/apples-leadership-structure-under-tim-cook-and-jony-ive" rel="nofollow" target="_blank">Apple’s Leadership Structure Under Tim Cook and Jony Ive</a> (quarterly report for Above Avalon members)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/1/3/thoughts-on-apple-cutting-1q19-guidance" rel="nofollow" target="_blank">Thoughts on Apple Cutting 1Q19 Guidance</a> (daily update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/1/7/additional-thoughts-on-apple-cutting-1q19-guidance" rel="nofollow" target="_blank">Additional Thoughts on Apple Cutting 1Q19 Guidance</a> (daily update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/1/8/apple-brings-itunes-to-samsung-smart-tvs-revisiting-apples-hardware-emphasis-apple-expands-airplay-2-support-to-smart-tvs" rel="nofollow" target="_blank">Apple Expands AirPlay 2 Support to Smart TVs</a> (daily update)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (139 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 139: Thinking About Apple in 2019 

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.   Links:Revamping Apple’s Home Strategy (weekly article)Above Avalon Episode 113: It’s a Smart Speaker Mirage (podcast)Above Avalon Episode 140: Let’s Talk Content (podcast)The End of the Connected Home (Medium)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (142 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/2/21/revamping-apples-home-strategy" rel="nofollow" target="_blank">Revamping Apple’s Home Strategy </a>(weekly article)<a href="https://www.aboveavalon.com/podcast/2017/12/1/above-avalon-episode-113-its-a-smart-speaker-mirage" rel="nofollow" target="_blank">Above Avalon Episode 113: It’s a Smart Speaker Mirage</a> (podcast)<a href="https://www.aboveavalon.com/podcast/2019/1/26/above-avalon-episode-140-lets-talk-content" rel="nofollow" target="_blank">Above Avalon Episode 140: Let’s Talk Content</a> (podcast)<a href="https://medium.com/@sam_96607/the-end-of-the-connected-home-72cf5176bca4" rel="nofollow" target="_blank">The End of the Connected Home</a> (Medium)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (142 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 142: Rethinking the Smart Home 

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.   Links:The “Apple Tax” Died Years AgoWhy Apple Products Are So Expensive (Business Insider Video)Above Avalon membership pageAbove Avalon Daily Updates (full list of story topics)Above Avalon Gifts (Various gifting options are available for the 2019 holiday season)Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (160 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/12/11/the-apple-tax-died-years-ago" rel="nofollow" target="_blank">The “Apple Tax” Died Years Ago</a><a href="https://www.youtube.com/watch?v=uPo_wmR4a68" rel="nofollow" target="_blank">Why Apple Products Are So Expensive (Business Insider Video)</a><a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a><a href="https://www.aboveavalon.com/dailyupdates" rel="nofollow" target="_blank">Above Avalon Daily Updates (full list of story topics)</a><a href="https://www.aboveavalon.com/gifts" rel="nofollow" target="_blank">Above Avalon Gifts (Various gifting options are available for the 2019 holiday season)</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (160 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 160: Let's Talk "Apple Tax"

Some of Apple’s recent decisions regarding content distribution have sparked a debate. Is Apple embracing a new kind of strategy that elevates services at the expense of hardware? Episode 140 is dedicated to going over Apple’s content distribution strategy and how the company is looking to leverage its user base in an effort to establish one of the more formidable content distribution arms in existence. Additional topics include Apple’s history as a content distributor, how streaming is changing content consumption, misconceptions surrounding Apple’s content distribution strategy, the sudden collapse in stationary speaker buzz, Apple’s goals for its content distribution arm, and the various challenges facing the company. 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.   Links:Apple’s Content Distribution Strategy (weekly article)Calculating the Mix of Apple Devices in Use (daily update)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (140 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

Some of Apple’s recent decisions regarding content distribution have sparked a debate. Is Apple embracing a new kind of strategy that elevates services at the expense of hardware? Episode 140 is dedicated to going over Apple’s content distribution strategy and how the company is looking to leverage its user base in an effort to establish one of the more formidable content distribution arms in existence. Additional topics include Apple’s history as a content distributor, how streaming is changing content consumption, misconceptions surrounding Apple’s content distribution strategy, the sudden collapse in stationary speaker buzz, Apple’s goals for its content distribution arm, and the various challenges facing the company. 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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/1/23/apples-content-distribution-strategy" rel="nofollow" target="_blank">Apple’s Content Distribution Strategy </a>(weekly article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/1/25/1q19-installed-and-user-base-estimates-for-ipad-calculating-the-mix-of-apple-devices-in-use-first-look-at-cy4q18-china-smartphone-shipments" rel="nofollow" target="_blank">Calculating the Mix of Apple Devices in Use</a> (daily update)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (140 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 140: Let's Talk Content 

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.   Links:Apple's $500 Billion Year on Wall Street (Above Avalon Weekly Article)Above Avalon Episode 104: Obscene Amounts of Cash (Above Avalon Podcast)Bogle Sounds a Warning on Index Funds (WSJ)Behind the Market Swoon: The Herdlike Behavior of Computerized Trading (WSJ)With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (WSJ)Is Apple Being Valued Like a Services Company? / Updated Apple Earnings Model (Above Avalon Daily Update)Above Avalon membership pageSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (161 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/12/18/apples-500-billion-year-on-wall-street" rel="nofollow" target="_blank">Apple's $500 Billion Year on Wall Street</a> (Above Avalon Weekly Article)<a href="https://www.aboveavalon.com/podcast/2017/8/18/above-avalon-episode-104-obscene-amounts-of-cash" rel="nofollow" target="_blank">Above Avalon Episode 104: Obscene Amounts of Cash</a> (Above Avalon Podcast)<a href="https://www.wsj.com/articles/bogle-sounds-a-warning-on-index-funds-1543504551" rel="nofollow" target="_blank">Bogle Sounds a Warning on Index Funds</a> (WSJ)<a href="https://www.wsj.com/articles/behind-the-market-swoon-the-herdlike-behavior-of-computerized-trading-11545785641" rel="nofollow" target="_blank">Behind the Market Swoon: The Herdlike Behavior of Computerized Trading</a> (WSJ)<a href="https://www.wsj.com/articles/with-stocks-at-fresh-highs-investors-portfolios-look-alike-11564306201" rel="nofollow" target="_blank">With Stocks at Fresh Highs, Investors’ Portfolios Look Alike</a> (WSJ)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/12/19/is-apple-being-valued-like-a-services-company-updated-apple-earnings-model-apple-joins-smart-home-working-group" rel="nofollow" target="_blank">Is Apple Being Valued Like a Services Company? / Updated Apple Earnings Model </a>(Above Avalon Daily Update)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (161 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 161: Apple's Spectacular Year on Wall Street 

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.   Links:A Different View on Apple and China (Above Avalon weekly article)The NBA, China, and Apple, Apple’s China Stance (Above Avalon daily update)Apple Pulls Police Tracking App in Hong Kong, Apple Pulls Quartz News App in China (Above Avalon daily update)Apple accedes to China’a despotic demands (The Washington Post editorial board)Theodore Roosevelt’s “Citizenship in a Republic” SpeechAppearance / interview at Apple Park  (YouTube)Above Avalon membership pageSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (157 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/10/15/a-different-view-on-apple-and-china" rel="nofollow" target="_blank">A Different View on Apple and China</a> (Above Avalon weekly article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/10/9/the-nba-china-and-apple-apples-china-stance-another-essential-smartphone" rel="nofollow" target="_blank">The NBA, China, and Apple, Apple’s China Stance</a> (Above Avalon daily update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/10/10/apple-pulls-police-tracking-app-in-hong-kong-apple-pulls-quartz-news-app-in-china-thursday-qa" rel="nofollow" target="_blank">Apple Pulls Police Tracking App in Hong Kong, Apple Pulls Quartz News App in China</a> (Above Avalon daily update)<a href="https://www.washingtonpost.com/opinions/the-costs-of-apples-business-in-china/2019/10/15/8a038dde-ef85-11e9-89eb-ec56cd414732_story.html" rel="nofollow" target="_blank">Apple accedes to China’a despotic demands</a> (The Washington Post editorial board)<a href="https://theodoreroosevelt.org/content.aspx?club_id=991271&amp;module_id=339364&amp;page_id=22" rel="nofollow" target="_blank">Theodore Roosevelt’s “Citizenship in a Republic” Speech</a><a href="https://www.youtube.com/watch?v=UAmumMDenck" rel="nofollow" target="_blank">Appearance / interview at Apple Park</a> (YouTube)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (157 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 157: Let's Talk Apple and China 

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.   Links:Thoughts on Apple’s Revised iPad Line (weekly article)Peak iPad Mini (weekly article)Above Avalon Episode 120: An iPhone Turning Point (podcast)The iPhone’s Turning Point - iPad mini vs. larger iPad sales chart (weekly article)Thoughts Heading into Apple’s Show Time Event (daily update)Above Avalon membership (sign-up forms, full list of member privileges and benefits, and FAQ) Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (144 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/3/21/thoughts-on-apples-revised-ipad-line" rel="nofollow" target="_blank">Thoughts on Apple’s Revised iPad Line</a> (weekly article)<a href="https://www.aboveavalon.com/notes/2015/11/24/peak-ipad-mini" rel="nofollow" target="_blank">Peak iPad Mini</a> (weekly article)<a href="https://www.aboveavalon.com/podcast/2018/3/2/above-avalon-episode-120-an-iphone-turning-point" rel="nofollow" target="_blank">Above Avalon Episode 120: An iPhone Turning Point</a> (podcast)<a href="https://www.aboveavalon.com/notes/2018/2/28/the-iphones-turning-point" rel="nofollow" target="_blank">The iPhone’s Turning Point - iPad mini vs. larger iPad sales chart</a> (weekly article)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/3/21/thoughts-heading-into-apples-show-time-event" rel="nofollow" target="_blank">Thoughts Heading into Apple’s Show Time Event </a>(daily update)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership</a> (sign-up forms, full list of member privileges and benefits, and FAQ) Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (144 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 144: Checking Up on iPad 

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.   Links:Apple’s Product Strategy Is Changing (weekly article)Product Vision: How Apple Thinks About the World (quarterly report)Addressing the Hole in the Grand Unified Theory of Apple Products (daily update)Above Avalon membership pageSubscribe:Apple PodcastsOvercastTwitterRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (149 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/6/19/apples-product-strategy-is-changing" rel="nofollow" target="_blank">Apple’s Product Strategy Is Changing</a> (weekly article)<a href="https://www.aboveavalon.com/reports-archive/2019/4/15/product-vision-how-apple-thinks-about-the-world" rel="nofollow" target="_blank">Product Vision: How Apple Thinks About the World</a> (quarterly report)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/6/20/addressing-the-hole-in-the-grand-unified-theory-of-apple-products-revisiting-apples-achilles-heel-apple-partners-with-best-buy-for-product-repairs" rel="nofollow" target="_blank">Addressing the Hole in the Grand Unified Theory of Apple Products</a> (daily update)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Twitter</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (149 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 149: Letting Go of the Rope 

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.   Links:Measuring Apple’s Content Distribution Arm (Above Avalon weekly article)Above Avalon Episode 140: Let’s Talk Content (podcast episode) Above Avalon Episode 145: It’s All About Curation (podcast episode)Above Avalon membership pageSubscribe:Apple PodcastsOvercastTwitterRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (156 episodes) is available here.Follow on TwitterNeil Cybart (host/producer)Above Avalon The Above Avalon PodcastAbove Avalon Members

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/10/2/measuring-apples-content-distribution-arm" rel="nofollow" target="_blank">Measuring Apple’s Content Distribution Arm</a> (Above Avalon weekly article)<a href="https://www.aboveavalon.com/podcast/2019/1/26/above-avalon-episode-140-lets-talk-content" rel="nofollow" target="_blank">Above Avalon Episode 140: Let’s Talk Content</a> (podcast episode) <a href="https://www.aboveavalon.com/podcast/2019/4/13/above-avalon-episode-145-its-all-about-curation" rel="nofollow" target="_blank">Above Avalon Episode 145: It’s All About Curation</a> (podcast episode)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">Above Avalon membership page</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">Twitter</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (156 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow on Twitter<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/AboveAvalon" rel="nofollow" target="_blank">Above Avalon </a><a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a><a href="https://twitter.com/AboveAvalonPlus" rel="nofollow" target="_blank">Above Avalon Members</a>

Above Avalon Episode 156: Apple's Content Distribution Arm 

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.   Links:iPhone Hysteria (weekly article)Above Avalon Episode 136: The Unit Sales Crutch (podcast)Apple Outgrew Unit Sales (weekly article) Above Avalon Episode 135: The Gray Market Factor (podcast)The Gray Market’s Impact on iPhone Pricing (weekly article) Apple and Dividends: A Deep Dive into Apple’s Cash Dividend Strategy (quarterly report for Above Avalon members)Apple Earnings Model Access (for Above Avalon members)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (138 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2018/12/19/iphone-hysteria" rel="nofollow" target="_blank">iPhone Hysteria</a> (weekly article)<a href="https://www.aboveavalon.com/podcast/2018/11/17/above-avalon-episode-136-the-unit-sales-crutch" rel="nofollow" target="_blank">Above Avalon Episode 136: The Unit Sales Crutch</a> (podcast)<a href="https://www.aboveavalon.com/notes/2018/11/14/apple-outgrew-unit-sales" rel="nofollow" target="_blank">Apple Outgrew Unit Sales</a> (weekly article) <a href="https://www.aboveavalon.com/podcast/2018/10/26/above-avalon-episode-135-the-gray-market-factor" rel="nofollow" target="_blank">Above Avalon Episode 135: The Gray Market Factor</a> (podcast)<a href="https://www.aboveavalon.com/notes/2018/10/22/the-gray-markets-impact-on-iphone-pricing" rel="nofollow" target="_blank">The Gray Market’s Impact on iPhone Pricing</a> (weekly article) <a href="https://www.aboveavalon.com/reports-archive/2018/12/22/apple-and-dividends-a-deep-dive-into-apples-cash-dividend-strategy" rel="nofollow" target="_blank">Apple and Dividends: A Deep Dive into Apple’s Cash Dividend Strategy</a> (quarterly report for Above Avalon members)<a href="https://www.aboveavalon.com/dailypremiumupdate/2018/11/20/new-apple-financial-estimates-thoughts-on-aapl-valuation-legacy-watchmakers-still-dragging-feet" rel="nofollow" target="_blank">Apple Earnings Model Access</a> (for Above Avalon members)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (138 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 138: iPhone Pessimism Gone Too Far 

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.   Links:Why Apple Is Getting Into Original Content (weekly article)Above Avalon Episode 140: Let’s Talk Content (podcast)Opening Film - March 2019 Apple Event (YouTube)Apple’s “Curation for Casual” Strategy, Content Distribution as a Core Technology, Apple’s Cross-Platform Strategy for Content  (daily update)Curation as a Business Model (daily update)More information on Above Avalon membership Subscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (145 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/4/8/why-apple-is-getting-into-original-content" rel="nofollow" target="_blank">Why Apple Is Getting Into Original Content</a> (weekly article)<a href="https://www.aboveavalon.com/podcast/2019/1/26/above-avalon-episode-140-lets-talk-content" rel="nofollow" target="_blank">Above Avalon Episode 140: Let’s Talk Content</a> (podcast)<a href="https://www.youtube.com/watch?v=b6d6iScjHpA" rel="nofollow" target="_blank">Opening Film - March 2019 Apple Event</a> (YouTube)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/4/9/apples-curation-for-casual-strategy-content-distribution-as-a-core-technology-apples-cross-platform-strategy-for-content" rel="nofollow" target="_blank">Apple’s “Curation for Casual” Strategy, Content Distribution as a Core Technology, Apple’s Cross-Platform Strategy for Content </a> (daily update)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/4/11/curation-as-a-business-model-youtube-tv-price-increase-thursday-qa" rel="nofollow" target="_blank">Curation as a Business Model</a> (daily update)<a href="https://www.aboveavalon.com/membership" rel="nofollow" target="_blank">More information on Above Avalon membership </a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (145 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 145: It's All About Curation 

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.   Links:Apple’s Declining Capex (weekly article)Above Avalon Episode 122: An Apple R&amp;D Bonanza (podcast)Apple’s Free Cash Flow Advantage / Revisiting Apple’s Wall Street Narrative (daily update)More information on Above Avalon membershipSubscribe:Apple PodcastsOvercastRSS (for your favorite podcast player)The complete Above Avalon Podcast episode archive (143 episodes) is available here.Follow:Neil Cybart (host/producer)The Above Avalon Podcast

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 <a href="http://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">AboveAvalon.com/membership</a>.   Links:<a href="https://www.aboveavalon.com/notes/2019/3/12/apples-declining-capex" rel="nofollow" target="_blank">Apple’s Declining Capex</a> (weekly article)<a href="https://www.aboveavalon.com/podcast/2018/3/17/above-avalon-episode-122-an-apple-rd-bonanza" rel="nofollow" target="_blank">Above Avalon Episode 122: An Apple R&amp;D Bonanza</a> (podcast)<a href="https://www.aboveavalon.com/dailypremiumupdate/2019/3/13/apple-capex-continued-apples-free-cash-flow-advantage-revisiting-apples-wall-street-narrative" rel="nofollow" target="_blank">Apple’s Free Cash Flow Advantage / Revisiting Apple’s Wall Street Narrative (</a>daily update)<a href="https://www.aboveavalon.com/membership/" rel="nofollow" target="_blank">More information on Above Avalon membership</a>Subscribe:<a href="https://itunes.apple.com/us/podcast/above-avalon/id939247828?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a><a href="https://overcast.fm/itunes939247828/above-avalon" rel="nofollow" target="_blank">Overcast</a><a href="https://www.aboveavalon.com/podcast/?format=rss" rel="nofollow" target="_blank">RSS</a> (for your favorite podcast player)The complete Above Avalon Podcast episode archive (143 episodes) is available <a href="https://www.aboveavalon.com/talkaboveavalon/" rel="nofollow" target="_blank">here</a>.Follow:<a href="https://twitter.com/neilcybart" rel="nofollow" target="_blank">Neil Cybart</a> (host/producer)<a href="https://twitter.com/TalkAboveAvalon" rel="nofollow" target="_blank">The Above Avalon Podcast</a>

Above Avalon Episode 143: Look at the Capex 

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