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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...

The Apple Watch Series 7 Is Great

Shortly after Apple’s virtual event last month concluded, some people wondered out loud if the Apple Watch Series 7 was a placeholder. The rumor hill was confident that Apple was going to extend the design language found with the iPhone and iPad by announcing an Apple Watch with flat edges. Instead, Apple unveiled an Apple Watch Series 7 display with...

Above Avalon Podcast Episode 186: The iPhone 13 Has Arrived

Last week, Apple hosted a virtual event where it unveiled annual updates to the iPhone and Apple Watch. Updates to the iPad line and Fitness+ were also announced. Shortly after the event, Neil received an iPhone 13 Pro to try out. In episode 186, Neil discusses the iPhone 13 Pro in a way to add context to the broader iPhone business. The episode includes...

Hands-on with the iPhone 13 Pro

For the past few days, I’ve been using an iPhone 13 Pro (Gold - 1TB). In order to give the device a crash course in handling real world experiences, I took the device with me to the Big E, the third-largest state fair in the U.S. ...

Apple’s Big Bet on Memoji

One takeaway from this year’s WWDC had nothing to do with what was announced on the virtual stage. Instead, it was found in the (virtual) audience. Apple kicked off this year's WWDC keynote with a surprising twist: Tim Cook walked out on stage inside Steve Jobs Theater to an auditorium filled with 600 Memoji. (Yes, I tried to count every Memoji.) ...

The Above Avalon 2Q21 Recap

In addition to publishing periodic essays and podcast episodes, which are accessible to everyone, I publish exclusive daily updates all about Apple. These emails contain my perspective and analysis on Apple business, product, and financial strategy, in addition to industry developments. The updates have become widely read and influential in the world...

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