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Above Avalon
Neil Cybart
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.
- 21 minutes 17 secondsAbove 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)
Subscribe:
RSS Feed (can be used to add the podcast to your favorite podcast reader)
The complete Above Avalon Podcast episode archive (189 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
9 April 2022, 7:22 am - 27 minutes 28 secondsAbove 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
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (188 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
20 November 2021, 4:17 pm - 27 minutes 53 secondsAbove 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)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (187 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
16 October 2021, 7:57 pm - 25 minutes 4 secondsAbove 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
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (186 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
25 September 2021, 4:23 pm - 24 minutes 22 secondsAbove Avalon Episode 185: A Memoji Bridge to Mixed Reality
Show Notes / Links:
More on Memoji and Apple Mixed Reality, Facebook Earnings, The Problem With Zuckerberg’s Metaverse
Apple Acquires NextVR, Apple Glasses in 2022?, A Wearables Platform for the Face
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (185 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
28 August 2021, 4:02 pm - 37 minutes 24 secondsAbove 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
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (184 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
26 June 2021, 3:07 pm - 23 minutes 52 secondsAbove Avalon 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.
Links:
Apple Has a Decade-long Lead in Wearables
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:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (183 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
29 May 2021, 4:11 pm - 20 minutes 16 secondsAbove Avalon Episode 182: Apple’s Underestimated Manufacturing Apparatus
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 Daily podcast info (sample podcast episodes available here and here)
Check out Inside Orchard (Neil’s new site about the technology industry.)
Subscribe:
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)
17 April 2021, 3:48 pm - 22 minutes 4 secondsAbove Avalon Episode 181: Let's Talk Apple Retail
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:
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
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)
13 March 2021, 8:25 pm - 27 minutes 56 secondsAbove Avalon Episode 180: 100 Million Wrists
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 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 Watch Is Now Worn on 100 Million Wrists
Above Avalon Episode 174: Apple Watch Is a Runaway Train
Apple Watch Is a Bridge to the Future
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (180 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
13 February 2021, 4:18 pm - 21 minutes 2 secondsAbove Avalon Episode 179: Winning the Buyback Debate
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 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 Won the Share Buyback Debate
Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (179 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
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16 January 2021, 6:56 pm - More Episodes? Get the App
About Above Avalon
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