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.
Episode 188: Apple Closed Its M&A Wallet
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 on business acquisitions (M&A) in FY2021. The discussion includes Neil’s thinking as to what may be behind the multi-year low for M&A and an overview of Apple’s M&A strategy.
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.
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. 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 (https://www.aboveavalon.com/membership).
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 Neil’s initial impressions from using the iPhone 13 Pro.
Episode 185: A Memoji Bridge to Mixed Reality
In episode 185, Neil discusses how Memoji is a tool Apple is relying on to prepare users for mixed realty and completely rethought ways to consume content and communicate with others. Additional topics include the difference between mixed reality, AR, and VR, Apple M&A regarding NextVR and Spaces, and Mark Zuckerberg’s Metaverse.
Episode 184: Let's Talk WWDC 2021
In episode 184, Neil discusses the big themes found with this year’s WWDC. The episode then takes a deep dive into watchOS direction and what Neil sees as missed opportunities for unleashing more of Apple Watch’s potential.
Episode 183: A Ten-Year Lead In Wearables
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.
Insight and information that can’t be beat
The podcast’s focus on Apple financials is matched or even bettered by a clear and useful understanding of where Apple products and services are headed. Even if Apple finances don’t interest you, this is a listen that helps you see Apple’s goals and strategy more clearly.
Incredibly thoughtful and thought provoking!
Great deep dive
Neil take a deep dive into all things Apple and really thinks through the material in a thoughtful and insightful manor. Great listen and interesting analysis!