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 u…

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&A Subscribe: Apple Podcasts Overcast RSS (f…

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 W…

Show Notes / Links: Hands-on with the iPhone 13 Pro HANDS-ON with the iPhone 13 Pro (Unboxing and initial impressions) - YouTube The iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 Sales Subscribe: Apple Podcasts Overcast RSS (for your favorite podcast player) The complete Above Avalon Podcast episode archive (186 epi…

Show Notes / Links: Apple’s Big Bet on Memoji More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse WWDC 2021 Review Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face Apple Acquires Spaces Become an Above Avalon Member Subscribe: Apple Podcasts Overcast RSS (for your favori…

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 WWDC WWDC 2021 Review More on Apple’s Missed Opp…

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 sa…

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 an…

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 d…

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 anal…

After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares an…

Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020. Recei…

While the pandemic is pushing people to embrace larger displays like iPads and Macs, the momentum found with smaller displays is still flying under the radar. In episode 177, Neil discusses how analysis of Apple device display size popularity can be used to gain insight into Apple’s ecosystem and quest to make technology more personal. Receive my a…

The Mac is seeing momentum by being true to itself instead of trying to be something that it’s not. With a transition to Apple Silicon, the product category is now benefiting from lessons Apple learned from more popular devices aimed at the mass market. As the Above Avalon podcast enters its seventh season, episode 176 is dedicated to discussing th…

According to Neil’s estimate, Apple surpassed the billion iPhone users milestone last month. With the iPhone upgrade cycle approaching a plateau of four to five years, Apple is well-positioned to report record iPhone unit sales. In episode 175, Neil discusses the current state of the iPhone business as it surpasses a billion users. Topic include: i…

While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and utility on the wrist that ushered in a new paradigm shift in computing. In episode 174, Neil discusses how Apple Watch momentum is building. The product category resembles a runaway train as no company is in a…

As Apple pulls away from the competition, the App Store is considered the best (and last) chance for competitors to reshape the mobile industry to their liking. In episode 173, Neil examines how competitors are waging a guerrilla war against Apple and the App Store. The discussion then turns to Neil unveiling a new podcast called Above Avalon Daily…