The Financial Models Add-on
Designed for anyone with an interest in Apple’s financials and product strategy, the Financial Modeling add-on provides access to three of Neil’s Apple installed base models (iPhone, iPad, and Apple Watch). This is the first time that Neil’s installed base models have been made available to others.
The models are built in Excel but also usable in Numbers. While the models include Neil’s estimates and assumptions, all inputs can be adjusted to reflect your own assumptions. The add-on also includes the ability to reach out to Neil with questions about the models.
A general rule with financial models is that the best ones are constantly being improved. As new information becomes available, the installed base models will be updated.
The models, which have been built over the course of years, make it possible to estimate:
Device unit sales.
The number of devices in the wild over time.
Percent of device sales going to new users vs. existing users by year.
Product upgrade cycle length.
The upgrade path that users take.
And more…
The preceding metrics will be of interest to everyone from AAPL investors modeling Apple’s financials to Apple competitors and suppliers needing to better understand the marketplace.
The models are available to members as an add-on ($850 per year) that is attached to an Above Avalon membership. Special bundle pricing is available so that by adding the Financial Models add-on to your membership, you will receive the Podcast and Inside Orchard add-ons for free.
Sign Up
The Financial Models add-on can be attached to an Above Avalon membership for $850/year. If you need to become a member, fill out the following payment form which includes the Financial Models add-on:
Already an Above Avalon member? Attaching the Financial Models add-on to your membership for $850/year by filling out this payment form.
Already an Above Avalon member subscribed to “The Works”?, Fill out this online form to get the Financial Models add-on at the special $700 bundle price. Once your request has been processed, a customized coupon will be emailed to you to use with the online payment form.
If you aren’t an Above Avalon member, take advantage of special bundle pricing found with the Financial Models by signing up for an Ultra membership. Receive all three add-ons at a $150 discount. This amounts to getting the Podcast and Inside Orchard add-ons for free.
Above Avalon membership ($200 per year)
+ Podcast add-on ($100 per year)
+ Inside Orchard add-on ($50 per year)
+ Financial Models add-on ($700 per year - $150 off)
Total: $1,050 per year
If you have a friend or co-workers interested in utilizing the Financial Modeling add-on, have them become an Above Avalon member and take advantage of special group rates. Fill out this online form and indicate you are interested in subscribing to the Financial Modeling add-on at the group rate.
How to Access the Models
Once payment has gone through, you will receive an email containing a personalized link to the installed base models. This personalized link tied to your membership will remain active as long as the add-on is attached to your membership.
You will also be able to access the models via the Above Avalon payer portal (accessed via "Login" over at AboveAvalon.com). A new “Digital Package” tab will appear that will bring you to your personalized download page. There are no new logins or passwords required.