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Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23 (Daily Update)

Hello everyone. Welcome to a new week.Apple reports FY1Q23 earnings (results from October to December) on Thursday. We kick off today’s update with Neil’s thoughts and expectations heading into Apple’s earnings. The discussion goes over implications found with AAPL’s recent outperformance to the market. The update concludes with some of Neil’s early...

Tesla Earnings, Goldman Sachs Pulls Back on Consumer Business, Apple Card’s Future (Daily Update)

Hello everyone.Apple reports earnings next Thursday (Feb 2nd). We will go over my expectations early next week.For today's update, we kick things off with Tesla and then switch to Apple Card. Tesla EarningsHeading into Tesla’s earnings, there was an increase in anxiety regarding demand for Tesla vehicles. While it was too early to say...

Microsoft Earnings, Asking the Tough Questions About Surface, Strava Acquires Fatmap (Daily Update)

Hello everyone. Happy Wednesday.We will kick things off with Microsoft's FY2Q23 earnings. The discussion includes Neil’s thoughts on Microsoft’s Surface business. The update then looks at mapping news with Strava acquiring Fatmap.Let's jump right in. Microsoft EarningsYesterday, Microsoft reported FY2Q23 (October to December) earnings.If...

Apple’s Opportunities in 2023, Apple’s Challenges in 2023 (Daily Update)

Hello everyone. One group of questions that came in from members over holiday break had to do with Apple in 2023.Instead of going over my predictions for the year, recapping where things stand in terms of opportunities and challenges makes more sense.Let’s jump right in. Apple’s Opportunities in 2023Looking at 2023, Apple has several opportunities...

Netflix Earnings, Reed Hastings Steps Down as co-CEO, Netflix Partners With Nike Training Club (Daily Update)

Hello everyone. One item on the agenda this week is to look ahead at Apple’s 2023 in terms of opportunities and challenges. For today’s update, we will examine Netflix’s earnings published last week. 4Q22 earnings season has arrived. The discussion will include Neil’s thoughts on Reed Hastings stepping down as Netflix co-CEO. Let’s jump right in. ...

Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor (Daily Update)

Hello everyone. There were a few loose ends found with yesterday's update regarding HomePod and the changing competitive landscape. We will tackle those items today. The discussion goes over HomePod vs. Nest / Echo / Sonos. In addition, we go over what Neil views as the HomePod’s most formidable competitor.Let's jump right in. Smart Speaker...

Apple Brings Back HomePod, What Happened?, HomePod Changes (Daily Update)

Hello everyone. Happy Wednesday.We have surprising news: HomePod is back. Earlier today, Apple unveiled a HomePod 2nd generation.As a long-time HomePod user with 10 HomePods currently in use around my home (in five pairs), the HomePod has been an intriguing product. An Above Avalon Report from 2022 (available here) was dedicated to the HomePod discontinuation....

Apple Unveils Updated Macs, Mac Mini’s Growing Role, Apple Silicon Optionality (Daily Update)

Hello everyone. This morning, Apple announced three updated Macs via press release. Today’s update will be dedicated to the news including how the Mac mini is being given a bigger role in Apple’s Mac strategy and how Apple Silicon has added optionality to Apple’s Mac line.Let’s jump right in. Apple Unveils Updated MacsEarlier today, Apple...

Apple Introduces Apple Business Connect, Apple’s Play for Small Business, Apple’s Mapping Information Layer (Daily Update)

We kick things off with Neil’s thoughts on Apple Business Connect, a new initiative Apple unveiled yesterday. The discussion then turns to Apple’s broader play for small business. We conclude with a goal Apple has with Apple Maps in terms of creating an information layer. Hello everyone.One update to yesterday’s email.An eagle-eyed member...

Eddy Cue Hints at Big 2023 for Apple, App Store Revenue Growth Slows (Daily Update)

Hello everyone. We kick things off with my thoughts on Eddy Cue, Apple’s SVP of Services, looking back at Apple’s Services business in 2022. Cue made an interesting comment about Apple in 2023. We then look at a key financial metric Apple disclosed regarding the App Store. With this data point in hand, we derive estimates for the amount of overall App...

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