Above Avalon

Above Avalon

Above Avalon provides unique insight and perspective as to how Apple thinks about the world.

Episodes

Above Avalon Episode 189: Apple Is in a League of Its Own

April 9, 2022 • 21 mins

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 A...

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

November 20, 2021 • 27 mins

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&...

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Above Avalon Episode 187: Thoughts on Apple Watch Series 7

October 16, 2021 • 27 mins

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 (Abo...

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Above Avalon Episode 186: The iPhone 13 Has Arrived

September 25, 2021 • 25 mins
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Above Avalon Episode 185: A Memoji Bridge to Mixed Reality

August 28, 2021 • 24 mins
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Above Avalon Episode 184: Let's Talk WWDC 2021

June 26, 2021 • 37 mins

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

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

May 29, 2021 • 23 mins
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 ...
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Above Avalon Episode 182: Apple’s Underestimated Manufacturing Apparatus

April 17, 2021 • 20 mins
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 throug...
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Above Avalon Episode 181: Let's Talk Apple Retail

March 13, 2021 • 22 mins
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...
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Above Avalon Episode 180: 100 Million Wrists

February 13, 2021 • 27 mins
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 Apple throughout the week via exclusive daily updates (3 stor...
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Above Avalon Episode 179: Winning the Buyback Debate

January 16, 2021 • 21 mins
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 the same time. Receive my analysis and perspective on Apple...
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Above Avalon Episode 178: Welcome to 2021

January 16, 2021 • 23 mins
Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020.  Receive my analysis and perspective on Apple throughout the week via exclusive daily upda...
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Above Avalon Episode 177: The Rise of the Small Display

December 5, 2020 • 27 mins
While the pandemic is pushing people to embrace larger displays like iPads and Macs, the momentum found with smaller displays is still flying under the radar. In episode 177, Neil discusses how analysis of Apple device display size popularity can be used to gain insight into Apple’s ecosystem and quest to make technology more personal. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (2-3...
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Above Avalon Episode 176: The Mac Earned a Diploma

November 21, 2020 • 27 mins
The Mac is seeing momentum by being true to itself instead of trying to be something that it’s not. With a transition to Apple Silicon, the product category is now benefiting from lessons Apple learned from more popular devices aimed at the mass market. As the Above Avalon podcast enters its seventh season, episode 176 is dedicated to discussing the Mac’s Apple Silicon and what may come next for the Mac. Additional topics include t...
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Above Avalon Episode 175: iPhone at a Billion

October 31, 2020 • 26 mins
According to Neil’s estimate, Apple surpassed the billion iPhone users milestone last month. With the iPhone upgrade cycle approaching a plateau of four to five years, Apple is well-positioned to report record iPhone unit sales. In episode 175, Neil discusses the current state of the iPhone business as it surpasses a billion users. Topic include: iPhone unit sales, iPhone sales mix broken out by iPhone upgrades and new users, the i...
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Above Avalon Episode 174: Apple Watch Is a Runaway Train

October 3, 2020 • 22 mins
While the tech press spent years infatuated with stationary smart speakers and the idea of voice-only interfaces, it was the Apple Watch and utility on the wrist that ushered in a new paradigm shift in computing. In episode 174, Neil discusses how Apple Watch momentum is building. The product category resembles a runaway train as no company is in a position to slow it down. Additional topics include the stationary smart speaker mir...
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Above Avalon Episode 173: Let's Talk App Store

September 12, 2020 • 30 mins
As Apple pulls away from the competition, the App Store is considered the best (and last) chance for competitors to reshape the mobile industry to their liking. In episode 173, Neil examines how competitors are waging a guerrilla war against Apple and the App Store. The discussion then turns to Neil unveiling a new podcast called Above Avalon Daily. Receive Neil’s analysis and perspective on Apple throughout the week via exclusiv...
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Above Avalon Episode 172: Hidden Acceleration

August 15, 2020 • 25 mins
Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much. Receive Neil’s ana...
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Above Avalon Episode 171: The Apple Ecosystem

July 25, 2020 • 29 mins
Apple’s ecosystem ends up being about more than just a collection of devices or services. Apple has been quietly building something much larger, and it’s still flying under the radar. In episode 171, Neil examines what Apple’s ecosystem derives its power from and why loyalty and satisfaction rates increase as customers move deeper in the Apple ecosystem. Additional topics include The Grand Unified Theory of Apple Products, Apple as...
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Above Avalon Episode 170: Pulling Away From the Competition

July 4, 2020 • 27 mins
In episode 170, Neil examines how Apple is pulling away from the competition to a degree that we haven’t ever seen before. Given how we are just now entering the wearables era, implications of this shift will be measured in the coming decades, not years. Additional topics include WWDC 2020, Apple’s revised product strategy, the competitive landscape, and Apple’s lead in wearables. Receive Neil’s analysis and perspective on Apple t...
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