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News from Above Avalon

Above Avalon

AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update

Above Avalon

Introducing the Financial Models Add-on for Above Avalon Membership

Above Avalon

Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S.

Above Avalon

Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023)

Above Avalon

The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A

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Above Avalon

Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution

Above Avalon

Sonos FY4Q23 Earnings, Sonos Discloses New Installed Base Data, Sonos’ Product Roadmap for 2024

Above Avalon

More on the Mac, Judging Mac Sales, Assessing Mac Success

Above Avalon

The State of the Mac (Above Avalon Report)

Above Avalon

The OpenAI Saga, AI Shortcomings and Apple’s Opportunity

Above Avalon

Meta 3Q23 Earnings, Meta Hints at Sluggish Quest 3 Sales

Above Avalon

Disney FY4Q23 Earnings, Another Disney Bomb at the Box Office

Above Avalon

Apple Demos More Vision Pro Spatial Videos, 3D Movie Icon Appears on Apple TV, Humane Ai Pin vs. Spatial Photos/Videos

Above Avalon

Apple Share Buyback Update, Apple's Paid Subscriptions Growth Update

Above Avalon

Apple 2023 10-K Takeaways

Above Avalon

Reading Between the Lines of Apple’s 4Q23 Earnings Q&A With Analysts

Above Avalon

Three Interesting Charts for Apple's 4Q23

Above Avalon

Initial Impression From Apple’s 4Q23 Earnings, Key Numbers From Apple 4Q23, About Apple’s 1Q24 Guidance

Above Avalon

My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model

Above Avalon

Thoughts on Apple’s “Scary Fast” Event

Above Avalon

Setting the Stage for Apple’s FY4Q23 Earnings

Above Avalon

Alphabet FY3Q23 Earnings, Microsoft FY1Q24 Earnings

Above Avalon

Apple Raises Prices for TV+, Arcade, and News+, EU to Ban Apple’s Carbon Neutral Marketing, GM Pulls Back on EVs

Above Avalon

Tesla 3Q23 Earnings, Musk Realism, What Happened to Tesla CFO Kirkhorn?

Above Avalon

Netflix’s Jam-Packed Earnings, The Dramatic Turn In Netflix’s Content Spend, Wall Street Helps Netflix

Above Avalon

Disney Reveals ESPN Profitability, Revisiting ESPN’s Valuation, NBA Looking For Streaming Partners

Above Avalon

Schools Begin to Question Chromebooks, Apple’s Evolving Strategy for Education, Revisiting iPad Unit Sales

Above Avalon

Apple Unveils Apple Pencil (USB-C), The (Expanding) Apple Pencil Line, The Apple Pencil Strategy

Above Avalon

Apple as a Search Trojan Horse, My Estimates for Google TAC Payments to Apple, Potential Court Impact on Apple Search Revenue

Above Avalon

Thoughts on Google’s “Made by Google” Event, The Apple vs. Google Awkwardness

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