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Above Avalon

Technology

Above Avalon takes a weekly look into Apple. By examining Apple from both a Wall Street and Silicon Valley perspective, Above Avalon provides unique insight and perspective as to how Apple thinks about the world.

Popular episodes

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

Nov 20 • 27:28

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. ...

Above Avalon Episode 187: Thoughts on Apple Watch Series 7

Oct 16 • 27:53

Show Notes / Links:...

Above Avalon Episode 186: The iPhone 13 Has Arrived

Sep 25 • 25:04

Show Notes / Links:...

Above Avalon Episode 185: A Memoji Bridge to Mixed Reality

Aug 28 • 24:22

Show Notes / Links:...

Above Avalon Episode 184: Let's Talk WWDC 2021

Jun 26 • 37:24

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. ...

Above Avalon Episode 183: A Ten-Year Lead in Wearables

May 29 • 23:52

Six years after releasing the Apple Watch, it’s still not clear who is going to represent genuine competition for Apple in the wearables space. In episode 183, Neil discusses the series of events have come together to give Apple a wearables lead of not just a few years but more like a decade. Additional topics include Apple wearables sales (unit sales and revenue) and the ...

Above Avalon Episode 182: Apple’s Underestimated Manufacturing Apparatus

Apr 17 • 20:16

Apple is quietly and gradually showing us that the phase “Designed by Apple in California Assembled in China” will evolve. In episode 182, Neil goes over the changes taking place within Apple’s supply chain and manufacturing apparatus. The discussion includes a breakdown of where Apple products are manufactured and the relationship between Apple and its contract manufactur...

Above Avalon Episode 181: Let's Talk Apple Retail

Mar 13 • 22:04

When asked to identify Apple’s crown jewel, most will point to the iPhone or iPad. Apple’s retail operations probably wouldn’t be too high on many people’s lists. This is a mistake. In episode 181, Neil discusses Apple’s retail operations with a focus on where Apple Retail is headed and what changes are needed. Discussion topics include the three distinct phases that Apple...

Above Avalon Episode 180: 100 Million Wrists

Feb 13 • 27:56

According to my estimate, 100 million people now wear an Apple Watch. This means that approximately 10% of iPhone users wear an Apple Watch. In episode 180, Neil discusses these installed base and adoption figures as part of a larger discussion regarding Apple Watch’s sales momentum, growth potential, and roles in Apple’s ecosystem. Receive my analysis and perspective on A...

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Above Avalon Episode 179: Winning the Buyback Debate

Jan 16 • 21:02

After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares and invest in its future at...

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