Above Avalon

By Neil CybartBusiness Technology

Above Avalon episodes

June 02, 2025 Above Avalon Episode 190: A Quick Update and Introducing An All-New Podcast
Show Notes:
Above Avalon Discord invite: https://discord.com/invite/GedGApVn4u
Check out AVALON’s new minisite: https://www.aboveavalon.com/avalon
Check out a quick video recapping my AVALON announcement here (YouTube) or here (AboveAvalon.com).
Listen to AVALON by becoming a subscriber (no Above Avalon membership is required, although members receive special pricing):
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10 min
April 09, 2022 Above Avalon Episode 189: Apple Is in a League of Its Own
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
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Above Avalon Daily Updates
22 min
November 20, 2021 Above Avalon Episode 188: Apple Closed Its M&A Wallet
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.
Show Notes / Links:
Apple’s Extremely Quiet Year for M&A
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28 min
October 16, 2021 Above Avalon Episode 187: Thoughts on Apple Watch Series 7
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.
Show Notes / Links:
The Apple Watch Series 7 Is Great (Above Avalon Article)
The Number of Apple Watches in the Wild, Apple Watch Adoption Estimates, Apple Watch Upgrading Trends (Above Avalon Daily Update)
More on Apple Watch Series 7, Apple Watch vs. iPhone Sales, Apple Watch Installed Base Mix by Model (Above Avalon Daily Update)
Above Avalon Daily Updates (story headlines and summaries for 1,200+ updates)
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The complete Above Avalon Podcast episode archive (187 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Above Avalon
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Above Avalon Daily Updates
28 min
September 25, 2021 Above Avalon Episode 186: The iPhone 13 Has Arrived
Show Notes / Links:
Hands-on with the iPhone 13 Pro
HANDS-ON with the iPhone 13 Pro (Unboxing and initial impressions) - YouTube
The iPhone 13 Test, The Driver Behind iPhone Momentum, Early Thoughts on iPhone 13 Sales
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The complete Above Avalon Podcast episode archive (186 episodes) is available here.
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Above Avalon
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Above Avalon Daily Updates
26 min
August 28, 2021 Above Avalon Episode 185: A Memoji Bridge to Mixed Reality
Show Notes / Links:
Apple’s Big Bet on Memoji
More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse
WWDC 2021 Review
Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face
Apple Acquires Spaces
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The complete Above Avalon Podcast episode archive (185 episodes) is available here.
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Above Avalon
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25 min
June 26, 2021 Above Avalon Episode 184: Let's Talk WWDC 2021
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.
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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Above Avalon
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38 min
May 29, 2021 Above Avalon Episode 183: A Ten-Year Lead in Wearables
Above Avalon Episode 183: A Ten-Year Lead in Wearables
Neil Cybart
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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 three components of Apple’s wearables lead. 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.
Links:
Apple Has a Decade-long Lead in Wearables
Above Avalon Membership
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Check out Inside Orchard (Neil’s new site about the technology industry.)
Subscribe:
Apple Podcasts
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The complete Above Avalon Podcast episode archive (183 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Above Avalon
The Above Avalon Podcast
Above Avalon Daily Updates
24 min
April 17, 2021 Above Avalon Episode 182: Apple’s Underestimated Manufacturing Apparatus
Above Avalon Episode 182: Apple's Underestimated Manufacturing Apparatus
Neil Cybart
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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 manufacturers. 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.
Links:
Designed by Apple in California, Not Assembled in China
Above Avalon Membership
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Check out Inside Orchard (Neil’s new site about the technology industry.)
Subscribe:
Apple Podcasts
Overcast
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (182 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Above Avalon
The Above Avalon Podcast
Above Avalon Daily Updates
21 min
March 13, 2021 Above Avalon Episode 181: Let's Talk Apple Retail
Above Avalon Episode 181: Let's Talk Apple Retail
Neil Cybart
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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 Retail has experienced, the roles that Apple stores need to play going forward, and the three big bets that Apple is placing with its stores. Receive my 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.
Links:
The Future of Apple Retail
Above Avalon Membership
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
Apple Podcasts
Overcast
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (181 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Above Avalon
The Above Avalon Podcast
Above Avalon Daily Updates
23 min