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Apple FY3Q22 Earnings Recap

Two weeks ago, Apple reported a solid FY3Q22 (April to June) given the tough year-over-year compare and considerable FX headwind. In terms of good news, supply chain issues, component shortages, and COVID-related headwinds appear to have bottomed for Apple. When it comes to bad news, some parts of Apple’s business are getting hit by inflation and slowing...

Apple's WWDC 2022 (Daily Updates Recap)

Earlier this month, I flew out to Cupertino to attend Apple’s in-person WWDC event. The best way of describing the event at Apple Park was Apple getting back into the swing of hosting in-person events. Excluding the masks and hand sanitizer stations, it felt like a usual in-person Apple event. There was a waiting area for press, hundreds of Apple Retail...

The iPhone Mini (Above Avalon Report)

An analysis of Apple’s iPhone mini strategy including the model’s lukewarm reception with consumers and difficult time competing against the iPhone SE.Written by Neil CybartThe iPhone business is booming. Unit sales are estimated to be at record highs (~270 million units per year) while average selling prices remain at healthy levels ($750+). No Android...

Introducing New and Improved Above Avalon Reports

In 2018, I unveiled Above Avalon Reports as a way to go deeper into Apple topics for Above Avalon members. Reports were designed to have a long shelf life and be used as reference material that members can periodically turn to. Five reports were published to date, and each received very positive member feedback. The top request has been more reports.I’m...

Apple Is in a League of Its Own

During Apple’s “Peek Performance” event held last month, the company announced not only a brand new Mac category with the Mac Studio, but also iPhone SE and iPad Air updates that will be well-received in the marketplace. Management fit so much into its 57-minute event, Apple’s entry into live sports was given just 65 seconds.The primary takeaway from...

Above Avalon Year in Review (2021)

Heading into 2021, Apple had just gone through one of the more tumultuous years in its existence. As discussed in last year’s Year in Review, the pandemic turned 2020 into a steady stream of unexpected challenges for Apple. Expectations that 2021 would be much smoother turned out to be optimistic. While society did largely open up halfway through the...

Above Avalon Podcast Episode 188: Apple Closed Its M&A Wallet

(Episode 188 was published on November 20th.)While going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. Instead, it was the lack of cash spent on M&A. In episode 188, we discuss the key takeaway found with Apple spending just $33 million...

Apple’s Extremely Quiet Year for M&A

While going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. Instead, it was the lack of cash spent on M&A. In 2021, Apple spent just $33 million on business acquisitions (M&A). That’s a record low for Apple with Tim Cook as CEO. It’s...

The Above Avalon Daily Update Recap (3Q21 Edition)

I publish exclusive daily updates all about Apple throughout the week. The updates contain my perspective and analysis on Apple’s business, product and financial strategy, and competitive relationships with a range of companies. The updates have become widely read and influential in the world of Apple and tech and are ideally suited to executives, investors,...

Above Avalon Podcast Episode 187: Thoughts on Apple Watch Series 7

In episode 187, Neil discusses his initial observations wearing an Apple Watch Series 7. The episode also goes over Apple Watch strategy, puts the Series 7 into perspective, and discusses why Apple continues to sell Apple Watch Series 3.To listen to episode 187, go here. The complete Above Avalon podcast episode archive is available here. Subscribe...

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