Apple Watch Ban Update, YouTube’s Strengthening Grip on Kids, NFL / Peacock Controversy
We kick things off with the latest developments involving the U.S. sales / import ban on Apple Watch Series 9 and Ultra 2. The update then turns to media land. We go over YouTube’s strengthening grip on children’s viewing habits. Our attention then turns to takeaways from the NFL / NBC / Peacock controversy this past weekend involving the Saturday Wild Card playoff game.
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Apple Facing Apple Watch Ban in U.S., Apple Year in Review 2023 (Product Strategy)
We kick off the update with Neil’s thoughts on Apple facing an Apple Watch Series 9 and Ultra 2 import and sales ban in the U.S. The discussion then turns to reviewing Apple’s 2023. As we close out the year, there is value in taking time to recap the past 12 months. For Apple, one way of accomplishing this is to look at the company from two perspectives: products and financials. We will begin with Apple's product strategy as the financials follow product successes and failures.
An Above Avalon membership is required to read this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)
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.
An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-on.