Neil Cybart Neil Cybart

Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization


Today's Above Avalon Daily email covers the following topics:

  • Apple 2Q24 10-Q Takeaways

  • Thoughts on Apple’s Dividend

  • Thoughts on Apple’s Share Buyback Authorization

Today marks the ninth anniversary of the Above Avalon membership launch. The first members joined on May 13th, 2015. Over that span, nearly 1,700 daily updates have been published. To the inaugural group of early members, thank you for nine years of support. 

Let’s jump into the first update of Year 9.

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

Apple 2Q23 10-Q Takeaways, Apple's Share Buyback Update, More on Apple’s Stingy Dividend Increases

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

  • Apple 2Q23 10-Q Takeaways

  • Apple's Share Buyback Update

  • More on Apple’s Stingy Dividend Increases

We kick things off by discussing the key takeaways from Apple’s 2Q23 10-Q that jumped out at Neil. The discussion then turns to Apple’s buyback and cash dividend programs.

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


Above Avalon Membership

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

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. 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.

  • Receive Exclusive Reports. Members have access to Neil’s reports, which are in-depth examinations of Apple's business, product, and financial strategy.

  • Access Private Podcasts. Members have the option of attaching the podcast add-on to their membership in order to receive the daily updates and reports in audio form.

  • Access Neil’s Earnings Model. Members have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable and provides the ability to alter earnings drivers.

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

  • Archive Access. Read 1,400+ daily updates and 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. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.

  • Virtual Meet-ups. Talk with Neil about Apple and other related items in virtual meet-ups held via Slack throughout the year.

  • 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.

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