Above Avalon Episode 162: The Apple Question
At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company. In episode 162, Neil goes over his list of questions for Apple in 2020, and the discussion culminates with one overarching question that covers Apple’s largest challenge and opportunity. Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. 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:
The Big Question Now Facing Apple (Above Avalon Weekly Article)
Above Avalon Episode 160: Let’s Talk “Apple Tax” (Above Avalon Podcast)
Above Avalon Episode 143: Look at the Capex (Above Avalon Podcast)
Above Avalon Episode 161: Apple’s Spectacular Year on Wall Street (Above Avalon Podcast)
Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon Report)
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RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (162 episodes) is available here.
Follow on Twitter
Neil Cybart (host/producer)
Above Avalon Episode 160: Let's Talk "Apple Tax"
Apple’s ability to grab monopoly-like share of industry profits isn’t a result of there being an Apple Tax. Rather, it's a byproduct of Apple following a design-led product strategy that ultimately marginalizes industries. In episode 160, Neil discusses the theory behind the “Apple Tax,” Apple’s pricing strategy, and why the days of there being an Apple Tax ended years ago. Additional topics include Apple gross margin trends, two major implications associated with Apple’s pricing strategy, and a few narrative violations found with Apple’s revenue and gross profit optimization playbook. 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:
The “Apple Tax” Died Years Ago
Why Apple Products Are So Expensive (Business Insider Video)
Above Avalon Daily Updates (full list of story topics)
Above Avalon Gifts (Various gifting options are available for the 2019 holiday season)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (160 episodes) is available here.
Follow on Twitter
Neil Cybart (host/producer)