Above Avalon

In this episode, I take a closer look at the Jony Ive promotion and then shift over to explain some of the background and motivation behind why I founded Above Avalon and my goals around a new premium email for members.

The Above Avalon podcast is back and Apple Watch is the topic. The discussion begins with how the Watch is truly unique compared to other watches and iPhone, followed by observations on the sports band, Marc Newson, durability, and battery life. Additional topics include the three primary use cases of the Watch, third-party apps and the user interface.

The Above Avalon podcast is back and Apple Watch is the topic. The discussion begins with how the Watch is truly unique compared to other watches and iPhone, followed by observations on the sports band, Marc Newson, durability, and battery life. Additional topics include the three primary use cases of the Watch, third-party apps and the user interface.

Episode 23 is focused on reviewing Apple's 2Q15 earnings, including strong iPhone trends in China. The discussion begins with a line-by-line discussion of my Apple earnings model, including revenue, gross margins, EPS, product unit sales, and average selling price (ASP). Additional topics include Apple Watch margins, the capital return program, R&D implications, Apple Pay updates, and China Mobile's significance to Apple financials.

Episode 23 is focused on reviewing Apple's 2Q15 earnings, including strong iPhone trends in China. The discussion begins with a line-by-line discussion of my Apple earnings model, including revenue, gross margins, EPS, product unit sales, and average selling price (ASP). Additional topics include Apple Watch margins, the capital return program, R&D implications, Apple Pay updates, and China Mobile's significance to Apple financials.

This special episode is all about getting prepared for Apple's upcoming earnings (which will be released Monday, April 27th). Topics include iPhone sales estimates, why the iPad and Mac won't matter much to earnings, Apple's capital return program changes, the strong dollar, iPhone ASP, Apple Watch sales, and how to classify Apple's quarter as strong or weak.

This special episode is all about getting prepared for Apple's upcoming earnings (which will be released Monday, April 27th). Topics include iPhone sales estimates, why the iPad and Mac won't matter much to earnings, Apple's capital return program changes, the strong dollar, iPhone ASP, Apple Watch sales, and how to classify Apple's quarter as strong or weak.

A look into Apple's M&A strategy and why big acquisitions aren't in Apple's DNA. Additional topics include Apple's LinX acquisition, Lisa Jackson's post about partnering with The Conservation Fund to buy forests, and why Apple doesn't need $178 billion of cash to change the world. The episode concludes with a theory about how to tell if Apple's culture is changing.

A look into Apple's M&A strategy and why big acquisitions aren't in Apple's DNA. Additional topics include Apple's LinX acquisition, Lisa Jackson's post about partnering with The Conservation Fund to buy forests, and why Apple doesn't need $178 billion of cash to change the world. The episode concludes with a theory about how to tell if Apple's culture is changing.

Neil discusses his trip to the Apple Store this past Friday to observe the Apple Watch try-on process including time with the Apple Watch demos. This episode includes various observations and thoughts on Apple Watch, Apple retail, and the larger wearable market.