Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0
Today's Above Avalon Daily email contains the following story:
Apple’s Philosophy on Photography
Why Memory Protection Is a Big Deal
Snap Unveils Spectacles 5.0
Hello everyone. We begin today's update with Apple drawing a line in the sand regarding photography and generative AI. It’s fascinating how much of a Big Tech outlier Apple is on this photography versus generative AI debate. We then turn to my thoughts on Snap unveiling its fifth edition of Spectacles smart glasses.
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Addressing iPhone Pessimism
Today's Above Avalon Daily email contains the following story:
Addressing iPhone Pessimism
In today’s update, we will take a closer look at some of the iPhone pessimism that materialized following Apple’s “It’s Glowtime” event. Let’s jump right in.
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More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch?
Today's Above Avalon Daily email contains the following stories:
More on Apple’s New Devices
What’s Next for iPhone?
What’s Next for Apple Watch?
Hello everyone. Yesterday, we finished our review of Apple’s event. There are a few additional topics worth visiting that aren't so much about Apple's event but rather what comes next. Where does Apple take the iPhone and Apple Watch from here? Let’s discuss.
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Deconstructing Apple’s Product Event (iPhone)
Today's Above Avalon Daily email contains the following story:
Deconstructing Apple’s Product Event (iPhone)
Happy Monday. Today's update will conclude my Apple event review. We will go over the iPhone segment of the presentation.
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Deconstructing Apple’s Product Event (AirPods)
Today's Above Avalon Daily email contains the following story:
Deconstructing Apple’s Product Event (AirPods)
Hello everyone. We will continue our Apple event review, focusing on the AirPods segment of the presentation. Monday will be focused on everything iPhone.
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Deconstructing Apple’s Product Event (Apple Watch)
Today's Above Avalon Daily email contains the following story:
Deconstructing Apple’s Product Event (Apple Watch)
Hello everyone. We will continue our Apple event review.
Yesterday’s update was focused on the big picture.
My preference is to go deep into one section (Apple Watch, AirPods, iPhone) before moving on to the next section. For today, we will focus on the Apple Watch part of the presentation. Tomorrow, we will talk about AirPods. That discussion will end up including something of a State of AirPods section that extends behind just what was announced this week. There has been a lot going on with AirPods sales. Monday will be focused on everything iPhone.
Let’s jump in.
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Apple Just Held Its Strongest September Event in Years
Today's Above Avalon Daily email contains the following story:
Apple Just Held Its Strongest September Event in Years
Hello everyone. Today’s update will go over my initial impressions from Apple’s “It’s Glowtime” event. The discussion will have more in the way of big picture takeaways. We will get to the specifics, including my thoughts on the features, on Wednesday and possibly Thursday.
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Disney Earnings, Roku Earnings
Today's Above Avalon Daily email contains the following stories:
Disney Earnings
Roku Earnings
Given Apple’s event on Monday (1 pm ET / 10 am PT), the next update will go out on Tuesday.
As you watch the event, if you have questions or observations that you would like addressed in the daily updates, send them my way. This includes any specific questions regarding the products themselves as there will be some demo time on Monday.
Today’s update will have a video streaming theme as we circle back to cover a few remaining CY2Q24 earnings releases from last month. For both Disney and Roku, the discussion will extend a bit beyond just what was found in their respective earnings.
Let’s jump in.
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ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch
Today's Above Avalon Daily email contains the following stories:
ESPN Launches “Where to Watch” Feature
A Sports App Arms Race
U.S. Judge Blocks Venu Sports Launch
We begin with my thoughts on ESPN’s new “Where to Watch” app feature. The discussion then goes over how ESPN designers must have a liking to Apple’s Sports app. We conclude with a U.S. judge blocking Venu Sports, a JV involving Disney, Fox, and Warner from launching.
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Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI
Today's Above Avalon Daily email contains the following stories:
Amazon Alexa to Be Powered by Claude
Charging for AI
Apple Rumored to Invest in OpenAI
Today’s update will have an AI theme as we begin with Amazon, move over to AI monetization, and then conclude with Apple / OpenAI. Let’s jump in.
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My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future
Today's Above Avalon Daily email contains the following stories:
My Thoughts on Google’s “Made by Google” Event
Google’s Apple Watch Copying
Project Astra and the Future
For today’s update, we will focus on Google’s product event that took place two weeks ago at its Mountain View campus.
For those of you who are newer Above Avalon members, my approach in reviewing these events is to look at the big picture surrounding the products and features, in addition to what the company wants the public to focus on. What is the broader narrative being pushed? How does that differ from other companies? Let’s jump in.
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Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple
Today's Above Avalon Daily email contains the following stories:
Grading Luca Maestri’s Performance as Apple CFO
Where Can Kevan Parekh Add His Touch?
More on Maestri Staying at Apple
We will continue our discussion involving the Apple CFO transition. Let's jump right in.
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Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning
Today's Above Avalon Daily email contains the following story:
Luca Maestri to Step Down as Apple CFO
The CFO Position at Apple
Apple Succession Planning
For today's update, we will focus on the Apple CFO news. The email begins with my thoughts on Apple’s announcement that Luca Maestri will be stepping down as CFO. It’s a good time to recap the unique role finance and the CFO play within Apple. We conclude with an observation regarding how Apple seems to be handling succession.
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Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance
Today's Above Avalon Daily email contains the following story:
Microsoft 2Q24 Earnings
Ranking Big Tech’s 2Q24 Performance
For today’s update, we will examine Microsoft’s CY2Q24 earnings. This will wrap up our Big Tech 2Q24 earnings reviews. We will then recap Big Tech earnings season by ranking the companies from best to worst reports.
While there are 2Q24 earnings from a few additional companies worth checking out, we will do that after going over several Apple news items.
Just a few hours ago, Apple announced that CFO Luca Maestri will be stepping down as CFO on January 1st, 2025. He will be remaining at Apple to lead Apple’s IT, information security, and real estate portfolios. Kevan Parekh, who has been at Apple for 11 years and is currently VP - Financial Planning and Analysis, will become Apple's new CFO. There is more to say about this tomorrow.
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Meta 2Q24 Earnings, Thoughts on Meta HW Sales
Today's Above Avalon Daily email contains the following story:
Meta 2Q24 Earnings
Thoughts on Meta HW Sales
We will continue our 2Q24 earnings reviews with Meta. Within Big Tech, Meta may be the most interesting from a competitive standpoint relative to Apple. Let’s jump in.
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