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News from Above Avalon

Above Avalon

Apple COO Jeff Williams to Retire, Revisiting Apple CEO Succession

Above Avalon

More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount

Above Avalon

Apple’s App Store Emergency Motion Denied, Early Tests Show IAP Beats Web Payments, Indie Developers May Continue to Prioritize IAP

Above Avalon

Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit

Above Avalon

Interesting Notes and Tidbits From Apple’s WWDC Keynote

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Above Avalon

Apple’s Master Plan (As Revealed Through WWDC 2025 Announcements)

Above Avalon

Three Themes From WWDC 2025

Above Avalon

Takeaways From Apple’s New App Store Study, Apple's Ongoing Fight Against App Store Fraud, App Durability

Above Avalon

Introducing AVALON, an all-new podcast about Apple from Neil Cybart

Above Avalon

Trump Goes After Tim Cook, Apple’s PR Win, What’s the Solution?

Above Avalon

OpenAI Buys Jony Ive's HW Startup, OpenAI’s First HW Product, Connecting the OpenAI HW Dots

Above Avalon

My Thoughts on Google I/O 2025

Above Avalon

Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults

Above Avalon

Apple Requests App Store Stay Motion, The Four-Prong Test, Apple’s Odds of Success

Above Avalon

Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search

Above Avalon

Reading Between the Lines of Apple’s 2Q25 Earnings Q&A With Analysts

Above Avalon

Apple’s 2Q25 in Three Charts

Above Avalon

Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout

Above Avalon

Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma

Above Avalon

Thoughts on Apple’s 2Q25 Earnings

Above Avalon

Previewing Apple’s 2Q25 Earnings

Above Avalon

Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple

Above Avalon

Netflix 1Q25 Earnings, Netflix’s $1T Ambition, Churn in Paid Streaming

Above Avalon

Apple and Tariffs (Exemptions Granted, With a Twist)

Above Avalon

Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead

Above Avalon

Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update

Above Avalon

Apple and Tariffs (Let’s Talk Sectoral Tariffs)

Above Avalon

Apple and Tariffs (Part 4)

Above Avalon

Apple and Tariffs (Part 3)

Above Avalon

Apple and Tariffs (Part 2)

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