Previewing Apple’s 1Q25 Earnings, Apple 1Q25 Earnings Expectation Meters
Today's Above Avalon Daily email contains the following stories:
Previewing Apple’s 1Q25 Earnings
Apple 1Q25 Earnings Expectation Meters
My 1Q25 earnings preview looks slightly different as we bring back my expectation meters and a “cheat sheet” that can be utilized with Apple’s earnings release. In addition to my 1Q25 estimates, the email includes commentary regarding expectations heading into Apple’s earnings release.
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Previewing Apple’s 4Q22 Earnings, My Apple 4Q22 Estimates, Apple Raises Apple Music and Apple TV+ Pricing
Today's Above Avalon daily update includes the following stories:
Previewing Apple’s 4Q22 Earnings
My Apple 4Q22 Estimates
Apple Raises Apple Music and Apple TV+ Pricing
We begin today’s update with Neil’s expectations heading into Apple’s 4Q22 earnings release on Thursday. The update includes Neil’s granular financial estimates. We then examine Apple’s price increases for Apple Music and Apple TV+ and what the moves tell us about the services.
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The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:
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Neil’s perspective and observations on current news and Apple competitors.
Neil’s Apple financial estimates.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Updates are sent via email and go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Approximately 200 daily updates are published throughout the year. Sample daily updates can be viewed here, here, and here.
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