iPad Pro and the Goal of Perfection (Above Avalon Report)

vrijdag 17 mei 2024 inAbove Avalon (Tech News)

An examination of Apple’s iPad strategy as the new iPad Pro goes on sale.Written by Neil Cybart – May 17th, 2024.The state of iPad is strong as Apple moves that much closer to its long-held goal of having the iPad become a magical piece of glass. If…

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Google I/O 2024, Project Astra, Imagen 3 / Music AI Sandbox / Veo

donderdag 16 mei 2024 inAbove Avalon (Tech News)

Happy Wednesday.Yesterday’s update was all about OpenAI’s spring event. Today’s update is all about Google I/O 2024.Let’s jump right in.Google I/O 2024Sundar Pichai kicked off the I/O 2024 keynote (video available here) by saying Google was fully in…

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OpenAI’s Spring Update Event, GPT-4o, Apple Hardware at the OpenAI Event

woensdag 15 mei 2024 inAbove Avalon (Tech News)

Hello everyone.Let's jump right into today's update. OpenAI’s Spring Update EventIn what may become an annual tradition, OpenAI held a spring event to unveil ChatGPT and GPT-4 updates. GPT-4 is OpenAI’s multimodal large language model. The event too…

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Apple 2Q24 10-Q Takeaways, Thoughts on Apple’s Dividend, Thoughts on Apple’s Share Buyback Authorization

dinsdag 14 mei 2024 inAbove Avalon (Tech News)

Happy Monday. Welcome to a new week.Today marks the ninth anniversary of the Above Avalon membership launch. The first members joined on May 13th, 2015. Over that span, nearly 1,700 daily updates have been published. To the inaugural group of early …

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Apple Pencil Pro and iPad Pro M4 Unboxing

dinsdag 14 mei 2024 inAbove Avalon (Tech News)

A quick Apple Pencil Pro unboxing. Made in Vietnam.Works with iPad Pro M4 and iPad Air M2. An intriguing computer from Apple with the broader category likely having a future role to play in spatial computing. Exper…

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Three Charts From Apple’s 2Q24 Earnings, Warren Buffett Trims Apple Stake, Buffett and AAPL Underperformance

vrijdag 10 mei 2024 inAbove Avalon (Tech News)

Happy Thursday.As mentioned yesterday, we will circle back to Apple's 2Q24 earnings today. There is also Warren Buffett news to go over.We still need to go over Apple’s 2Q24 10-Q - we can quickly discuss the most interesting takeaways from the docum…

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The iPad Event

woensdag 8 mei 2024 inAbove Avalon (Tech News)

Hello everyone. Today's update will be dedicated to discussing Apple's iPad event. We will circle back to a few final things about Apple's 2Q24 earnings (and Warren Buffett news) tomorrow. The iPad EventYesterday’s iPad event consisted of a 38-minut…

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Reading Between the Lines of Apple’s 2Q24 Earnings Q&A With Analysts

dinsdag 7 mei 2024 inAbove Avalon (Tech News)

Hello everyone. This is shaping up to be a busy week. We still have a good amount to discuss when it comes to Apple’s 2Q24 earnings. There is then an Apple product event (online) on Tuesday at 10 am ET. Let’s jump into today’s update. Reading Betwee…

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Key Takeaways From Apple’s 2Q24 Earnings

vrijdag 3 mei 2024 inAbove Avalon (Tech News)

Hello everyone. Welcome to a special Friday edition of the Above Avalon Daily. We will begin analyzing Apple’s 2Q24 earnings. There is a lot to unpack. The earnings review will take place across a few updates. Key Takeaways From Apple’s 2Q24 Earning…

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My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Model

donderdag 2 mei 2024 inAbove Avalon (Tech News)

Happy Wednesday. One quick thing before we get to the second half of my earnings preview.Financial Models Add-on. As a reminder, members now have access to my iPhone, iPad, and Apple Watch installed base models with the Financial Models add-on. Thes…

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Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance

woensdag 1 mei 2024 inAbove Avalon (Tech News)

Hello everyone. Happy last day of April. We will begin preparing for Apple earnings. Today’s discussion will look at the big picture ahead of Thursday’s earnings release. We will go over my granular estimates on Wednesday. Setting the Stage for Appl…

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Alphabet 1Q24 Earnings, Pichai (Sort Of) Hints at Apple / Gemini Rumors, Google Announces HW Reorganization

dinsdag 30 april 2024 inAbove Avalon (Tech News)

Hello everyone.Apple reports earnings on Thursday. We will begin my earnings preview on Tuesday. With Apple being in the bottom 12% of performing stocks in the S&P 500 year to date, we have quite a bit to talk about. In today's update, we will look …

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Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales

vrijdag 26 april 2024 inAbove Avalon (Tech News)

Hello everyone. Today's update will be dedicated to discussing Meta's earnings. Let's jump right in.  Meta 1Q24 EarningsMeta’s 1Q24 earnings release was a tale of the conference call. Actual results found in the re…

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Apple Announces May Product Event, Apple Vision Pro Sales Noise, A Few Suggestions for Apple

donderdag 25 april 2024 inAbove Avalon (Tech News)

Hello everyone. We will begin today’s update with some words on Apple’s upcoming product event. The discussion will then turn to Apple Vision Pro. Apple Announces May Product EventYesterday, Apple sent out invites …

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Meta Unveils “Open” Mixed Reality Ecosystem, Zuckerberg’s Motivation, Getting Out Ahead of Android XR

woensdag 24 april 2024 inAbove Avalon (Tech News)

The news continues to flow. Today’s update will be focused on the big development from Meta in mixed reality land. Let’s jump right in. Meta Unveils “Open” Mixed Reality EcosystemIn a blog post published yesterday, here’s Meta:“Today, we’re taking a…

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Netflix 1Q24 Earnings, Netflix to Stop Disclosing Subscriber Data, Key Paid Video Streaming Metrics

dinsdag 23 april 2024 inAbove Avalon (Tech News)

Welcome to a new week.It’s hard to believe, but we are beginning another earnings season. Netflix reported earnings last week. Heading into this tech earnings cycle, there’s angst in the air. Many companies have seen very strong stock price performa…

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iPhone Sales Angst Continues, Sales on Apple Products Spread, Tesla Announces 10% Layoff

dinsdag 16 april 2024 inAbove Avalon (Tech News)

We kick things off with my thought’s on iPhone sales trends in the first three months of 2024. The discussion then turns to more retailers running with surprisingly large discounts on Apple products. We conclude with Tesla layoffs.An Above Avalon me…

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Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A

zaterdag 13 april 2024 inAbove Avalon (Tech News)

We kick things off with my thought’s on Reuters’ article regarding Tesla cancelling its Model 2 project. The discussion then revisits Elon Musk’s revised master plan for Tesla from the mid-2010s. The update concludes with a Friday Q&A and the follow…

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Revisiting iPhone Manufacturing In India, U.S. Announces TSMC Subsidy, Samsung to Receive U.S. Subsidy

zaterdag 13 april 2024 inAbove Avalon (Tech News)

Hello everyone. Today’s update has an Apple manufacturing / supply chain apparatus theme. We begin with my thoughts on some new reporting regarding iPhone manufacturing and assembly in India. There are a few underlying themes found with the iPhone m…

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Apple Talks up Vision Pro at Work, Apple Announces Enterprise Spatial Design Lab, Inside Apple Vision Pro

zaterdag 13 april 2024 inAbove Avalon (Tech News)

In today’s update, we take a closer look at Apple’s attempt to draw attention to Vision Pro in business settings. The discussion turns to Apple announcing a new Enterprise Spatial Design Lab. We conclude with Lumafield publishing one of the more int…

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Apple Reportedly Partnering With Shutterstock for AI Model Training, Shutterstock’s Attractiveness, Apple Adds More Licensed Movies to Apple TV+

donderdag 11 april 2024 inAbove Avalon (Tech News)

In today’s update, we go over my thoughts on the Reuters story regarding the how and why everyone in Big Tech is running to established content (photo) providers for ML and AI model training. The discussion then turns specifically to Shutterstock. W…

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