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Above Avalon Episode 189: Apple Is in a League of Its Own

The primary takeaway from Apple’s “Peek Performance” event held last month wasn’t found with any particular product. Instead, it was the sheer breadth of product unveilings that caught Neil’s attention. In episode 189, Neil discusses how a revised product strategy and doubling down on a long-standing internal product development process have resulted in Apple being in a league of its own in terms of maintaining and updating such a wide and comprehensive ecosystem of devices and services. Additional discussion topics include Apple new user trends, autonomy within Apple, how the competition is floundering, and the risk Apple faces in an environment with weaker competitors.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates. The updates, which have become widely read and influential in the world of Apple, provide timely analysis of news impacting Apple and its competitors. Neil also publishes exclusive reports on Apple business, product, and financial strategy. The daily updates and reports are available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Show Notes:

Apple Is in a League of Its Own

iPhone new users: 60 million per year (a five-year high)

Apple Watch new users: 30 million per year (an all-time high)

iPad new users: 30 million per year (an eight-year high)

Mac new users: 15 million per year (an all-time high)

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The complete Above Avalon Podcast episode archive (189 episodes) is available here.

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Above Avalon Episode 184: Let's Talk WWDC 2021

In episode 184, Neil discusses the big themes found with this year’s WWDC. The episode then takes a deep dive into watchOS direction and what Neil sees as missed opportunities for unleashing more of Apple Watch’s potential. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page (https://www.aboveavalon.com/membership).

Show Notes / Links:

Apple’s Missed Opportunity at WWDC

WWDC 2021 Review

More on Apple’s Missed Opportunity at WWDC, My Ideas on Apple Watch Strategy Changes, Rethinking Apps on the Wrist

Above Avalon Membership

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The complete Above Avalon Podcast episode archive (184 episodes) is available here.

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Neil Cybart (host/producer)

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Above Avalon Daily Updates

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Above Avalon Episode 172: Hidden Acceleration

Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much.

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:

Apple’s Ecosystem Growth Is Accelerating

Above Avalon Episode 170: Pulling Away From the Competition

Above Avalon Episode 171: The Apple Ecosystem

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

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Apple Podcasts

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The complete Above Avalon Podcast episode archive (172 episodes) is available here.

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Neil Cybart (host/producer)

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Above Avalon Episode 170: Pulling Away From the Competition

In episode 170, Neil examines how Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are just now entering the wearables era, implications of this shift will be measured in the coming decades, not years. Additional topics include WWDC 2020, Apple’s revised product strategy, the competitive landscape, and Apple’s lead in wearables.

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:

Apple Is Pulling Away From the Competition

Above Avalon Episode 149: Letting Go of the Rope

Apple’s Product Strategy Is Changing

My Apple WWDC 2020 Review

iPhone Sales Share Rises During Pandemic

4Q19 Apple Watch and AirPods Installed Base Estimates

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (170 episodes) is available here.

Follow on Twitter:

Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

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