Jeff Williams at the Re/code Conference, Additional Thoughts on Jony's Promotion, Snapchat and Apple's Video Streaming Plans
Today's Above Avalon stories:
- Jeff Williams at the Re/code Conference
- Additional Thoughts on Jony's Promotion
- Snapchat and Apple's Video Streaming Plans
Jeff Williams spoke at the Re/code conference yesterday. After going over my takeaways from his talk, we shift over to a few additional thoughts I had on the Jony Ive promotion. Lastly, we go over some new Snapchat video viewing data and what it may mean for Apple's interest in video content.
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Samsung Galaxy S6 and S6 Edge Sales and Samsung's Turnaround, Calculating Apple Watch Adoption Rate in the U.S.
Today's Above Avalon stories:
- Samsung Galaxy S6 and S6 Edge Not Showing Turnaround
- Calculating Apple Watch Adoption Rate in the U.S.
Today, we kick things off by taking a closer look at early Samsung Galaxy S6 and S6 Edge sales and what it may mean for the premium smartphone market. I then will shift over to calculating my first pass at Apple Watch adoption in the U.S. over the past month and then compare that to iPad adoption back during its first month on the market in 2010.
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Jony Ive Promoted to Chief Design Officer, The Simple Reason Blackberry Failed, iOS 9 and Legacy Support
Today's Above Avalon stories:
- Jony Ive Promoted to Chief Design Officer
- The Simple Reason Blackberry Failed
- iOS 9 and Legacy Support
A busy Tuesday morning for Apple news. In today's premium email, we discuss the Jony Ive announcement, the biggest management change since 2012 (major takeaways and what I think it means for Apple). We will then go over the simple reason Blackberry failed as a phone manufacturer (and why Palm should be discussed as well), concluding with what iOS 9 legacy support may suggest for Apple.
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Selling an iPad Plus, Apple Watch Is Making Luxury Watchmakers Uncomfortable
Today's Above Avalon stories:
- Selling an iPad Plus
- Apple Watch Is Making Luxury Watchmakers Uncomfortable
In today's premium email, we kick off a new week by taking a closer look at why Apple would sell a larger "iPad Plus," including how such a device would impact iPad sales and the overall iOS platform and ecosystem. The discussion then turns to Apple Watch and how Apple continues to make luxury watchmakers uncomfortable. Companies such as Montblanc are struggling to understand why people would buy tech gadgets that will be replaced within a few years.
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Spotify Wants Your Time, Weak Apple Watch Demand?, Apple and Auto Industry M&A
Today's Above Avalon stories:
- Spotify Wants Your Time
- Weak Apple Watch Demand?
- Apple and Auto Industry M&A
In today's premium email, we'll kick things off with a few comments on Spotify's media event yesterday. I then want to go over my Apple Watch estimates and address this "weak demand" talk from Apple analyst Ming-Chi Kuo that circulated the web yesterday. Finally, I have a few ideas about Apple and automobile industry M&A.
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Apple & Uber to Lead Auto Industry, Android Switchers, Apple Television Put On Ice
Today's Above Avalon Premium stories:
- Apple & Uber to Lead Auto Industry
- Android Switchers
- Apple Television Put On Ice
In today's premium email, I derive the percentage of iPhone sales that are coming from Android users and explain why I am not surprised by the WSJ's report about Apple shelving its television set plans.
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Analyzing the iPhone User Base, Carl Icahn is Still on Tim Cook's Side
Today's Above Avalon Premium stories:
- Analyzing the iPhone User Base
- Carl Icahn is Still on Tim Cook's Side
We take a deep-dive into the iPhone user base, including calculating the number of active iPhone users and a breakout by iPhone model. The second story takes a closer look at Carl Icahn's letter to Tim Cook with additional analysis on the factors driving his significantly higher target price.
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