Neil Cybart Neil Cybart

Amazon Unveils New Echo Shows, The Smart Home, Apple Stationary Display Rumors

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

  • Amazon Unveils New Echo Shows

  • The Smart Home

  • Apple Stationary Display Rumors

Happy Thursday. Today’s update will contain some good old-fashioned product strategy talk. We will begin with Amazon, then shift more broadly to the smart home, concluding with my thoughts on some Apple product rumors.

Let’s jump right in.

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


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

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Neil Cybart Neil Cybart

HomePod Mini’s Secret Sensor, Apple Unveils Retail Strategy for Services, Tim Cook Expects Return to the Office

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

  • HomePod Mini’s Secret Sensor

  • Apple Unveils Retail Strategy for Services

  • Tim Cook Expects Return to the Office

We kick off today’s update with my thoughts on an unannounced sensor being found in the HomePod mini. The update then turns to new Apple store displays that showcase the company’s new paid content distribution services. We conclude with a look at why Tim Cook continues to set expectations for Apple employees to return to the office once the pandemic ends.

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.

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  • 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.

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

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