Neil Cybart Neil Cybart

Above Avalon Episode 164: Competing with Spotify

We are entering a new chapter in music streaming. In episode 164, Neil discusses how Spotify’s attempt to evolve from a dedicated music streaming service to an audio company ends up reflecting broader changes in the music streaming space. Additional topics include Spotify earnings, the music streaming war between Spotify and Apple Music, the problem with Spotify’s current business, roadblocks / advantages facing Spotify as it evolves into a different kind of company, and why Apple shouldn’t ignore Spotify’s evolution. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

Spotify Is Evolving (Above Avalon weekly article)

The Music Industry’s Problem (Above Avalon daily update)

Above Avalon Episode 159: AirPods as a Platform (podcast)

Above Avalon Daily Updates page

Above Avalon Membership page

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The complete Above Avalon Podcast episode archive (164 episodes) is available here.

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Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

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Neil Cybart Neil Cybart

Above Avalon Episode 159: AirPods as a Platform

Apple is turning AirPods into a platform for what comes after the App Store. AirPods will augment our environment by pushing intelligent sound. In the first episode of Season 6, Neil goes over how AirPods have evolved from an iPhone accessory into the early stages of a platform well positioned to reshape the current app paradigm for the wearables era. Additional topics include the AirPods Pro launch, AirPods Pro initial impressions, AirPods sales, examples of AirPods as a platform, and the three sources from which AirPods will derive its platform power. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.   

Links:

AirPods Are Becoming a Platform

More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market

Above Avalon Podcast Episode 76: AirPods

Above Avalon Podcast Episode 85: AirPods and the Battle for Our Ears

Above Avalon Podcast Episode 141: Viral AirPods

Neil’s AirPods Sales and 3Q19 Installed Base Estimates

Neil’s updated Apple earnings model (includes quarterly AirPods sales estimates)

Above Avalon membership page

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (159 episodes) is available here.

Follow on Twitter

Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

Read More