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News from Above Avalon

Above Avalon

Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory (Daily Update)

Above Avalon

Final Thoughts Heading Into Apple Earnings, Spotify Earnings (Daily Update)

Above Avalon

My Apple 1Q23 Estimates, Expectations by Apple Product Category, Updated Apple Earnings Model (Daily Update)

Above Avalon

Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23 (Daily Update)

Above Avalon

Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future (Daily Update)

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Above Avalon

Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap (Daily Update)

Above Avalon

Apple’s Opportunities in 2023, Apple’s Challenges in 2023 (Daily Update)

Above Avalon

Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club (Daily Update)

Above Avalon

Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor (Daily Update)

Above Avalon

Apple Brings Back HomePod, What Happened?, HomePod Changes (Daily Update)

Above Avalon

Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality (Daily Update)

Above Avalon

Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer (Daily Update)

Above Avalon

Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows (Daily Update)

Above Avalon

Nikkei Asia Stokes Apple Demand Fears, AAPL Valuation Update, AAPL Stress Test Scenarios (Daily Update)

Above Avalon

Apple Bows Out of NFL Sunday Ticket Bidding, YouTube Wins NFL Sunday Ticket, YouTube Moves Deeper Into Paid Video (Daily Update)

Above Avalon

iPhone Supply Bounces Back, Sketchy Rumors About iPhone 14 Plus, Amazon's Growing Layoffs (Daily Update)

Above Avalon

Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem (Daily Update)

Above Avalon

Project Titan: Apple’s Transportation Ambition (Above Avalon Report)

Above Avalon

Apple Year in Review 2022 (Financial Strategy) - Daily Update

Above Avalon

Apple Year in Review 2022 (Product Strategy) - Daily Update

Above Avalon

Paid Video Streaming’s Future, A Problem With Live Sports and Streaming, China Rethinking Its Tech Relationship (Daily Update)

Above Avalon

Apple Planning for iPhone and iPad Sideloading in EU, Thinking Through Sideloading Implications, The Absurdity Known as the Digital Markets Act (Daily Update)

Above Avalon

FTC Sues Microsoft Over Activision Deal, Console Gaming Competition, Games vs. Video Competition (Daily Update)

Above Avalon

Foxconn Invests Another $500M in India, iPhone Production in India, Twitter Looking To Offset App Store Revenue Share (Daily Update)

Above Avalon

More on Project Titan, Transportation Problems, Apple Announces New Data Protections (Daily Update)

Above Avalon

Apple’s Electric Car Plans, Apple Car Design Questions, Apple’s Largest Risk (Daily Update)

Above Avalon

Apple News+ Circulation Data, Goertek Runs Into AirPods Pro Trouble, The Case for Foxconn (Daily Update)

Above Avalon

Additional Details on “iPhone City” Production, The WSJ Article on Apple Moving Out of China, Apple and Concentration Risk, Above Avalon Gifts 2022 (Daily Update)

Above Avalon

Sonos 4Q22 Earnings, Spotify Subscriber Trends (Daily Update)

Above Avalon

The Foxconn Protests in China, Impact on Apple, COVID Protests Worsen in China (Daily Update)

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