The Most Important Slide from Mary Meeker, More on Apple and Volkswagen, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- The Most Important Slide from Mary Meeker
- More on Apple and Volkswagen
- Thursday Q&A
Today's email begins with the slide that stood out to me the most from Mary Meeker's "Internet Trends" presentation. The discussion then turns to a few additional thoughts on Apple partnering with Volkswagen for self-driving vans. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Could the lack of WWDC rumors hint at a relatively quiet keynote in terms of news and announcements?
- What happened to the AirPower wireless charger?
- Will the low-end iPad cannibalize the iPad Pro since it now works with Apple Pencil? How can Apple differentiate iPad Pro from iPad going forward?
- Do I think Wall Street is undervaluing Apple's services revenue because it's dependent on hardware?
- Will Apple ever sell an electric bicycle?
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Apple Launches Free Trials for Paid iCloud Storage, The Problem with Apple's iCloud Strategy, Microsoft Surpasses Alphabet in Market Cap
Today's Above Avalon daily update includes the following topics:
- Apple Launches Free Trials for Paid iCloud Storage
- The Problem with Apple's iCloud Strategy
- Microsoft Surpasses Alphabet in Market Cap
The email kicks off with my thoughts on Apple's iCloud storage strategy. The discussion includes what I think is iCloud's biggest issue and Apple's possible options for addressing the issue. The email concludes with the latest chapter of the race to a trillion dollar market cap.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Previewing Apple's WWDC 2018, Microsoft to Sell Low-Cost Surfaces
Today's Above Avalon daily update includes the following topics:
- Previewing Apple's WWDC 2018
- Microsoft to Sell Low-Cost Surfaces
The email kicks off with my thoughts heading into Apple's Worldwide Developers Conference (WWDC). The discussion then turns to reports that Microsoft is planning to release low-cost Surfaces to compete with iPad.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Apple to Build Self-Driving Vans with Volkswagen, Calculating the Mix of Apple Devices in Use
Today's Above Avalon daily update includes the following topics:
- Apple to Build Self-Driving Vans with Volkswagen
- Calculating the Mix of Apple Devices in Use
The email kicks off with my thoughts on one of the bigger Apple scoops this year. Apple is reportedly partnering with Volkswagen to make self-driving vans. We then go over my estimates regarding the number of Apple devices in use. The device total is broken out by product category.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
2Q18 iPad Installed and User Base Estimates, 2Q18 Apple Watch Installed and User Base Estimates
Today's Above Avalon daily update includes the following topics:
- 2Q18 iPad Installed and User Base Estimates
- 2Q18 Apple Watch Installed and User Base Estimates
I share my revised estimates for the size of the iPad installed and user base at the end of March 2018. We then go over my estimates for the Apple Watch installed and user base estimates at the end of March 2018. The discussion includes the methodology and math behind my estimates.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility
Today's Above Avalon daily update includes the following topics:
- 2Q18 iPhone Installed Base Estimate
- 2Q18 iPhone User Base Estimate
- Greater Apple Services Visibility
I share my revised estimates for the size of the iPhone installed base and user base at the end of March 2018. We also go over how recent developments found with the iPhone user base bode well for greater visibility regarding Apple Services revenue trends.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
1Q18 Smart Speaker Sales, Revisiting My Stationary Smart Speaker Mirage Thesis, YouTube Premium
Today's Above Avalon daily update includes the following topics:
- 1Q18 Smart Speaker Sales
- Revisiting My Stationary Smart Speaker Mirage Thesis
- YouTube Premium
Today's email kicks off with a look at recent smart speaker sales data for 1Q18. We then revisit my thesis regarding stationary smart speakers. The email concludes with my thoughts on Google reconfiguring its music and video paid subscription services around YouTube Premium.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Demystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix
Today's Above Avalon daily update includes the following topics:
- Demystifying Apple Services
- Apple Services and Hardware Dependency
- Estimating Apple's Paid Subscription Mix
Today's email is dedicated to Apple Services. In particular, we go over the math and methodology behind my Apple Services revenue driver estimates. The discussion also goes over the implications found with Apple Services being dependent on Apple hardware. We conclude things by going over my estimates for the makeup of Apple's 270 million paid subscriptions.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Tesla's Reorganization, Tesla vs. Apple Turnover, Apple Expands Self-Driving Car Fleet
Today's Above Avalon daily update includes the following topics:
- Tesla's Reorganization
- Tesla vs. Apple Turnover
- Apple Expands Self-Driving Car Fleet
Today's email kicks off with my thoughts on Elon Musk announcing a major Tesla reorganization. The discussion then turns to the difference between Tesla and Apple in terms of executive retention and turnover. The email concludes with a look at the latest evidence showing Apple's Project Titan continuing to expand.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Apple to Launch Apple Pay Credit Card, Apple's TV App Coming into Focus, The ZTE Twist
Today's Above Avalon daily update includes the following topics:
- Apple to Launch Apple Pay Credit Card
- Apple's TV App Coming into Focus
- The ZTE Twist
Today's email kicks off with my thoughts on Apple reportedly working with Goldman Sachs on an Apple Pay credit card. The discussion then turns to Apple looking to sell paid video subscriptions directly through its TV app. The email concludes with two schools of thought regarding the ongoing ZTE saga involving U.S. / China relations.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Jony Ive's Odd Interview with Hodinkee, Thursday Q&A
Today's Above Avalon daily update includes the following topics:
- Jony Ive's Odd Interview with Hodinkee
- Thursday Q&A
Today's email begins with my thoughts on Jony Ive's interview with Hodinkee's Benjamin Clymer. The email then turns to the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:
- Why doesn't Apple fight back against questionable reporting and notorious leakers?
- Why does Apple launch certain products at certain times of the year?
- Why doesn't Apple buy Qualcomm?
- Do I think Apple is moving towards setting up a hardware / services subscription offering?
- Does Apple Music subscriber totals include individual listeners on family accounts?
- How did iPhone ASP decline so much in 2Q18 if iPhone X remained the best-selling iPhone?
- What do I think Apple management's initial expectations were for iPhone X sales?
- Is iPad running out of sales growth momentum?
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Google I/O 2018, Apple vs. Google, Google's Wearables Strategy Is MIA
Today's Above Avalon daily update includes the following topics:
- Google I/O 2018
- Apple vs. Google
- Google's Wearables Strategy Is MIA
Today's email is dedicated to going over my thoughts on Google's I/O keynote.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Fitbit Earnings, Spotify Earnings
Today's Above Avalon daily update includes the following topics:
- Fitbit Earnings
- Spotify Earnings
Today's email kicks off with my thoughts on Fitbit's 1Q18 earnings. The discussion then turns to going over Spotify's first earnings report as a public company.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Apple 2Q18 10-Q Notes, Warren Buffett Doubles Down on Apple Again
Today's Above Avalon daily update includes the following topics:
- Apple 2Q18 10-Q Notes
- Warren Buffett Doubles Down on Apple Again
Today's email kicks off with my notes from Apple's 2Q18 10-Q. We cover eight topics. The discussion then turns to Warren Buffett's growing bet on Apple.
This daily update is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.
Apple 2Q18 Earnings Review (Full Notes)
Today's Above Avalon daily update includes the following topics:
Apple 2Q18 Earnings Review (Full Notes)
Today's email includes the second half of my Apple 2Q18 earnings review. Yesterday's email was focused on the major themes (available here). Today's email goes over my full notes from Apple's earnings and conference call. We cover 26 different topics.
My full Apple 2Q18 earnings review is available for Above Avalon subscribers. To continue reading, click here.
Become an Above Avalon subscriber to read my full 2Q18 earnings review and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here.