Neil Cybart Neil Cybart

Apple Touts Fraud / Spam Prevention Efforts with App Store, Microsoft Issues Profit Warning, Elon Musk Gives Return to Office Ultimatum

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

  • Apple Touts Fraud / Spam Prevention Efforts with App Store

  • Microsoft Issues Profit Warning

  • Elon Musk Gives Return to Office Ultimatum

We begin today’s update with Neil’s thoughts on Apple drawing attention to its fraud and spam prevention efforts with the App Store. The discussion then turns to Microsoft issuing a profit warning on FX. We go over the differences between Microsoft’s and Snap’s warnings and how FX swings would impact Apple. The update concludes with Elon Musk’s ultimatum to Tesla workers regarding returning to the office. One can’t help but compare Musk’s hardline approach with return to the office to Apple’s soft approach.

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. 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.

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