Neil Cybart Neil Cybart

Wall Street Warms up to Apple, AAPL Valuation Update

Today's Above Avalon Daily email contains the following stories:

  • Wall Street Warms up to Apple

  • AAPL Valuation Update

Over at Above Avalon’s sibling site, Inside Orchard, my essay last week, "Big Tech Is Winning Over Wall Street," went over a Wall Street observation that has been on my mind for the past few weeks.

While NVIDIA was capturing many hearts and minds on Wall Street, a larger story was quietly unfolding in the background. Wall Street was turning decidedly more bullish on the broader Big Tech bucket (Microsoft, Apple, Alphabet, Amazon, Meta). The change in tone isn’t just attributable to AI either. That may come across as a shocking stance to hold - the Inside Orchard essay goes into more of my thinking.

For today, we will keep our focus specifically to how Wall Street is warming up to Apple. The discussion then turns to an examination of AAPL valuation metrics (forward P/E, EV/FCF, and free cash flow yield).

Above Avalon membership is required to read this update. Members can read the update here.


Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions. 

Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.

Member Privileges and Benefits

Become an Above Avalon member and receive the following privileges and benefits:

  • Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple. 

  • Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).

  • Member Archive. Access all previous analysis sent to members.

  • Member Forums. Interact with other members in the Above Avalon team in Slack.

  • Priority Email Access. Receive timely responses to all email inquiries. 

  • Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.

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Neil Cybart Neil Cybart

Introducing My 2023 Financial Estimates for Apple, Apple Watch and AirPods Sales Estimates, Thoughts on AAPL Valuation

Today's Above Avalon daily update includes the following stories:

  • Introducing My 2023 Financial Estimates for Apple

  • Apple Watch and AirPods Sales Estimates

  • Thoughts on AAPL Valuation

The update includes access to Neil’s revised Apple earnings model which now has FY1Q22 numbers, FY2Q22 guidance disclosures, and estimates for FY2023. Access to Neil’s Apple earnings model is a benefit associated with Above Avalon membership at no additional cost. We also go over the latest valuation metrics for AAPL shares including forward price-to-earnings ratio (current stock price / forward EPS), enterprise value to free cash flow (EV/FCF) and free cash flow yield (FCF/EV).

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 1,100 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

Apple Soars Past $2 Trillion, Thoughts on AAPL Valuation, Apple’s New Narrative on Wall Street

Today's Above Avalon daily update includes the following stories:

  • Apple Soars Past $2 Trillion

  • Thoughts on AAPL Valuation

  • Apple’s New Narrative on Wall Street

We kick off today’s update with Apple blowing past the $2 trillion market capitalization milestone. The discussion includes my thoughts on AAPL valuation. We go over Apple’s forward price-to-earnings ratio, enterprise value to free cash flow ratio, and cash flow yield. The update concludes with a look at why the market is willing to pay more for Apple’s future cash flow stream. In particular, we go over Apple’s prior narratives on Wall Street and why I think the company has a new narrative.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 1,000 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

The “Tech” Stock Rally, The Pandemic as a Software Catalyst, Apple Raises MacBook Pro Orders

Today's Above Avalon daily update includes the following stories:

  • The “Tech” Stock Rally

  • The Pandemic as a Software Catalyst

  • Apple Raises MacBook Pro Orders

We kick things off with a closer look at the “tech” stock rally that has been unfolding for the past few months. There is much more at play than meets the eye. The discussion then turns to how I am thinking about the pandemic and the giants on Wall Street (Apple, Amazon, Microsoft, Google, and Facebook). We conclude with my thoughts on a new report from Apple’s supply chain indicating the company is boosting MacBook Pro orders.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 950 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

Apple's -8% Day on Wall Street, Market’s Fear Gauge Reaches Decade High, Thoughts on AAPL Valuation

Today's Above Avalon daily update includes the following stories:

  • Apple's -8% Day on Wall Street

  • Market’s Fear Gauge Reaches Decade High

  • Thoughts on AAPL Valuation

We kick off today’s update with my thoughts on Apple shares having their largest daily price decline in six years. The discussion then turns to the significant amount of fear and anxiety that has materialized in asset markets and how best to measure surprises / shocks to the system. We conclude with a look at AAPL valuation. Instead of just looking at forward valuation metrics, I also back into what kind of results are currently priced into Apple shares.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 900 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

Apple’s 9% Day, Is the Stock Market Being Rational?, Things Are Changing on Wall Street

Today's Above Avalon daily update includes the following stories:

  • Apple’s 9% Day

  • Is the Stock Market Being Rational?

  • Things Are Changing on Wall Street

Prior to launching Above Avalon in 2014, I spent seven years on Wall Street as a sell-side equity analyst. The job entailed modeling 15 property and casualty insurance companies, taking management teams around on investor roadshows, and monitoring the stock market all day, every day. Learning how to build companies, which ultimately led to my interest in Apple, and dissecting the ins and outs of what drives stock prices became my passions.

I started on Wall Street a few weeks before companies began having problems pricing some mortgage-linked financial instruments. This ended up being the early stages of what eventually led to the financial crisis of 2008 and early 2009. It was a great learning experience, and it plays a major role in how I look and react to the equity market today.

This past week has been a fascinating one to watch unfold from an AAPL and equity market perspective. Today’s update is going to go over some things that have been on my mind.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 900 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

Is Apple Being Valued Like a Services Company?, Updated Apple Earnings Model, Apple Joins Smart Home Working Group

Today's Above Avalon daily update includes the following stories:

  • Is Apple Being Valued Like a Services Company?

  • Updated Apple Earnings Model

  • Apple Joins Smart Home Working Group

We begin today’s email with a closer look at whether or not Apple is being valued like a services company. The discussion goes over various valuation methodologies.

We then turn to my Apple financial estimates. The email includes access to my updated Apple earnings model which now include FY2021 estimates. Above Avalon members have exclusive access to my working Apple earnings model at no additional cost. The model is available as an Excel file that also works with Numbers.

The discussion concludes with my thoughts on Apple forming a smart home working group with Amazon, Google, and the Zigbee Alliance to develop a connectivity standard for smart home devices.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive the full Above Avalon experience throughout the week.

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:

  • Apple business and strategy analysis.

  • 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. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.

  • Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.

  • Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.

  • Archive Access. Read more than 850 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.

  • Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon articles via email. This feature is only available to members.

  • Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More
Neil Cybart Neil Cybart

Apple Shares Hit All-Time High, Disney’s Ingenious Disney+ Marketing, Dyson Pulls Plug on Electric Car

Today's Above Avalon daily update includes the following stories:

  • Apple Shares Hit All-Time High

  • Disney’s Ingenious Disney+ Marketing

  • Dyson Pulls Plug on Electric Car

Today’s email kicks off with my thoughts on Apple’s very strong stock performance. The discussion then turns to Disney unleashing a great Disney+ marketing campaign ahead of the streaming service’s launch. We conclude with Dyson ending its electric car project. We go over why the move ends up being a symbol of where the auto industry finds itself.

Above Avalon membership is required to read this daily update. Members can read the update here.


Above Avalon Membership

Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.

Daily updates are 2,000-word emails that revolve around the following topics:

  • Apple business and strategy analysis.

  • Apple financial estimates.

  • My perspective and observations on current news and Apple competitors.

  • 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

  • Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.

  • Email Priority. Receive timely responses to email questions and inquiries.

  • Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.

  • Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.

  • Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.

  • Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.

  • Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.

Read More