OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event
Today's Above Avalon Daily email covers the following topics:
OpenAI’s Spring Update Event
GPT-4o
Apple Hardware at the OpenAI Event
Today’s update is dedicated to discussing OpenAI’s spring event.
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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.
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Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance
Today's Above Avalon Daily email covers the following topics:
Three Charts From Apple’s 2Q24 Earnings
Warren Buffett Trims Apple Stake
Buffett and AAPL Underperformance
Quarterly earnings provide snapshots for how a company is performing. Stringing together a few earnings reports provides a clearer picture of business trends. After going through Apple's 2Q24 earnings, a few items jumped out at me as needing some context. In today’s update, we go over three charts that highlight a few intriguing Apple financial trends. There is then Warren Buffett news to go over.
Above Avalon membership is required to read this update. Members can read the update here.
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The iPad Event
Today's Above Avalon Daily email covers the following topic:
The iPad Event
Hello everyone. Today's update will be dedicated to discussing Apple's iPad event. We will circle back to a few final things about Apple's 2Q24 earnings (and Warren Buffett news) tomorrow.
Above Avalon membership is required to read this update. Members can read the update here.
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Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
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Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts
Today's Above Avalon Daily email covers the following topic:
Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts
Instead of just recapping the question and answer exchanges that occurred on Apple’s 2Q24 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call.
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Key Takeaways From Apple’s 2Q24 Earnings
Today's Above Avalon Daily email covers the following topic:
Key Takeaways From Apple’s 2Q24 Earnings
Hello everyone. Welcome to a special Friday edition of the Above Avalon Daily. We will begin analyzing Apple’s 2Q24 earnings. There is a lot to unpack. The earnings review will take place across a few updates.
Above Avalon membership is required to read this update. Members can read the update here.
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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).
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My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model
Today's Above Avalon Daily email covers the following topics:
My 2Q24 Apple Estimates
Expectations for Apple's 3Q24 Guidance
My Updated Apple Earnings Model
We go over the second half of my Apple earnings preview. The update covers my granular financial estimates for Apple’s 2Q24, my thoughts on what Apple will say about 3Q24, and my current Apple earnings model.
Above Avalon membership is required to read this update. Members can read the update here.
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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.
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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.
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Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance
Today's Above Avalon Daily email covers the following topics:
Setting the Stage for Apple’s 2Q24 Earnings
Thoughts on Apple’s Stock Price Underperformance
Happy last day of April. We will begin preparing for Apple earnings. Today’s discussion will look at the big picture ahead of Thursday’s earnings release. We will go over my granular estimates tomorrow.
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:
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).
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Alphabet 1Q24 Earnings, Pichai (Sort of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization
Today's Above Avalon Daily email covers the following topics:
Alphabet 1Q24 Earnings
Pichai (Sort Of) Hints at Apple / Gemini Rumors
Google Announces HW Reorganization
Today's update will look at Alphabet’s earnings.
Above Avalon membership is required to read this update. Members can read the update here.
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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.
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Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales
Today's Above Avalon Daily email covers the following topics:
Meta 1Q24 Earnings
About Meta’s “AI-Recommendation” System
Meta’s HW Sales
Today's update will be dedicated to discussing Meta's earnings. We begin with my overall takeaways from the earnings release and conference call. The discussion then turns to focusing on Meta’s AI-recommendation system. We conclude with estimates to Meta’s HW sales (Quest and Ray-Ban Meta) during the quarter.
Above Avalon membership is required to read this update. Members can read the update here.
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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).
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Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple
Today's Above Avalon Daily email covers the following topics:
Apple Announces May Product Event
Apple Vision Pro Sales Noise
A Few Suggestions for Apple
We will begin today’s update with some words on Apple’s upcoming product event. The discussion will then turn to Apple Vision Pro.
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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).
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Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR
Today's Above Avalon Daily email covers the following topics:
Meta Unveils “Open” Mixed Reality Ecosystem
Zuckerberg’s Motivation
Getting Out Ahead of Android XR
The news continues to flow. Today’s update will be focused on the big development from Meta in mixed reality land.
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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.
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Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics
Today's Above Avalon Daily email covers the following topics:
Netflix 1Q24 Earnings
Netflix to Stop Disclosing Subscriber Data
Key Paid Video Streaming Metrics
Welcome to a new week.
It’s hard to believe, but we are beginning another earnings season. Netflix reported earnings last week. Heading into this tech earnings cycle, there’s angst in the air. Many companies have seen very strong stock price performances to date – Apple and Tesla being the exceptions – while macro issues are once again grabbing headlines.
Let’s jump right in with Netflix earnings.
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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.
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Humane Ai Pin and Smartphone Replacements, The Limitless Pendant, Apple Watch Momentum
Today's Above Avalon Daily email covers the following topics:
Humane Ai Pin and Smartphone Replacements
The Limitless Pendant
Apple Watch Momentum
This was a crazy week in the world of consumer gadgets as the Humane Ai Pin reviews were released. Not surprisingly, they weren’t pretty. More worrying for Humane, the product simply didn’t work for reviewers. There are a few directions we can take the discussion. This week’s Inside Orchard essay will look at several broad observations that have been on my mind regarding the whole ordeal.
For today’s update, we will begin by focusing on the idea of Humane Ai Pin replacing smartphones. Let’s jump in.
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Member Privileges and Benefits
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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).
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Tim Cook Visits Vietnam for the First Time, Apple Open to Indonesia Manufacturing, Addressing U.S. Semiconductor Manufacturing Bottleneck
Today's Above Avalon Daily email covers the following topics:
Tim Cook Visits Vietnam for the First Time
Apple Open to Indonesia Manufacturing
Addressing U.S. Semiconductor Manufacturing Bottleneck
We kick things off with my thought’s on Tim Cook’s visit to Vietnam and Indonesia. The discussion includes various insights regarding Apple’s business in the two countries. We then turn back to semiconductor manufacture in the U.S.
Above Avalon membership is required to read this update. Members can read the update here.
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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.
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Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.