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Above Avalon Podcast Episode 158: Forced to Sell

zondag 10 november 2019 in Above Avalon (Tech News)

How did Fitbit go from being considered the wearables leader to viewing a $2.1B acquisition as its best hope for shareholders to recoup any value? What led Fitbit to run out of options as an independent company? In episode 158, Neil discusses how Ap…

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Apple Watch Forced Fitbit to Sell Itself

maandag 4 november 2019 in Above Avalon (Tech News)

Saying that a company with an agreement to be acquired for $2.1 billion was killed may sound like an exaggeration. Many start-ups aim to one day be “killed” in such fashion. However, Google’s decision to acquire Fitbit amounts to a mercy kill, putti…

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Apple 4Q19 Earnings Expectation Meters

maandag 28 oktober 2019 in Above Avalon (Tech News)

There is increased attention around Apple’s 4Q19 results. Apple shares are up 19% since the company reported 3Q19 results back on July 30th. Since the start of the year, AAPL shares are up 58% while the S&P 500 is up 21%. For a trillion dollar marke…

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Above Avalon Podcast Episode 157: Let's Talk Apple and China

vrijdag 25 oktober 2019 in Above Avalon (Tech News)

Apple finds itself amidst another controversy regarding removing HKmap.live from the App Store in Hong Kong. However, Apple is facing a different kind of backlash this time. Episode 157 is dedicated to discussing Neil’s thoughts on Apple doing busin…

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A Different View on Apple and China

dinsdag 15 oktober 2019 in Above Avalon (Tech News)

Last week, a firestorm erupted over Apple’s decision to remove HKmap.live from the App Store in Hong Kong. Apple claimed the app, which mapped crowd-sourced information regarding police activity, broke App Store guidelines and local laws. Hours earl…

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Above Avalon Podcast Episode 156: Apple's Content Distribution Arm

vrijdag 11 oktober 2019 in Above Avalon (Tech News)

Content distribution has been a major theme for Apple in 2019. In episode 156, Neil goes over how Apple’s revised content distribution arm is structured. Neil also goes over his estimates for how much revenue and gross profit Apple’s content distrib…

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Measuring Apple's Content Distribution Arm

woensdag 2 oktober 2019 in Above Avalon (Tech News)

Apple has had a busy year expanding its content distribution arm. With the addition of Apple News+, Apple Arcade, and Apple TV+, Apple has revamped its paid content bundle offerings. Combining these new bundles with platforms like the App Store and …

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Above Avalon Podcast Episode 155: The Apple Keynote

donderdag 26 september 2019 in Above Avalon (Tech News)

Apple keynotes remain some of the most valuable marketing events in today’s media landscape. Episode 155 is dedicated to going over Neil’s thoughts on the Apple keynote. Discussion topics include the odd criticism facing Apple keynotes, the three pr…

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Apple Keynotes Still Matter

donderdag 19 september 2019 in Above Avalon (Tech News)

It didn’t take long for critics to go after Apple’s recent product event at Steve Jobs Theater. However, the backlash had a dramatically different tone this time around. Instead of focusing on the new products unveiled on stage, much of the criticis…

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Above Avalon Podcast Episode 154: Which iPhone Is That?

zondag 8 september 2019 in Above Avalon (Tech News)

Naming iPhones is more art than science. In episode 154, Neil shares his thoughts on Apple’s iPhone naming strategy. The episode includes an oral history of iPhone nomenclature followed by a discussion of where Apple can bring iPhone naming in the f…

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Naming iPhones

woensdag 4 september 2019 in Above Avalon (Tech News)

Over the years, iPhone naming has had its ups and downs. There were the awkward names like iPhone 3GS and iPhone XS Max, and then there were strong industry-defining names like iPhone X. Based on the latest rumors, Apple appears to be in the early s…

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Above Avalon Podcast Episode 153: The Bundler of Bundles

dinsdag 3 september 2019 in Above Avalon (Tech News)

In episode 153, Neil discusses the strategy behind Apple TV+. Additional topics include the Apple TV app, five fundamental issues plaguing the paid video streaming market, Netflix’s business model, and what success in paid video streaming looks like…

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The Apple TV+ Strategy

donderdag 29 augustus 2019 in Above Avalon (Tech News)

There is an opening for Apple to find success in paid video streaming. Letting others wage the content arms race, Apple will look to create a curated feed of compelling visual storytelling. Priced with sustainability in mind, Apple TV+ will be posit…

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Above Avalon Podcast Episode 152: Let's Talk Wearables

donderdag 15 augustus 2019 in Above Avalon (Tech News)

Apple is the undisputed leader in wearables, and they are pulling away from the competition. In Episode 152, Neil discusses how Apple’s wearables business can be thought of as a train gaining momentum. Competitors face declining odds of being able t…

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Apple Deserves More Credit for Wearables

donderdag 8 augustus 2019 in Above Avalon (Tech News)

The wearables era at Apple began years ago. However, Wall Street and Silicon Valley are only now slowly starting to pay attention to what Apple has been building. Apple is the undisputed leader in wearables, and they are pulling away from the compe…

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Above Avalon Podcast Episode 151: Apple's Financial Tug-of-War

dinsdag 30 juli 2019 in Above Avalon (Tech News)

A different kind of Above Avalon podcast episode - dedicated to discussing why earnings are so intriguing to Neil. After going over the two ways to utilize quarterly earnings, Neil goes over some of his expectations for Apple’s 3Q19 and how Apple is…

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Apple 3Q19 Earnings Expectation Meters

vrijdag 26 juli 2019 in Above Avalon (Tech News)

Apple finds itself in a financial tug-of-war as declining iPhone revenue is being offset by growth in every other product category. When Apple reports 3Q19 earnings on Tuesday, we will get the latest snapshot of how this tug-of-war is playing itself…

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Above Avalon Podcast Episode 150: A Larger Apple Machine

donderdag 25 juli 2019 in Above Avalon (Tech News)

The recent Jony Ive and Jeff Williams news has been met with mixed reactions. In episode 150, we discuss why the leadership changes neither signify a company moving away from design or hardware nor suggest that management is facing some kind of grow…

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Jony Ive, Jeff Williams, and a Larger Apple

woensdag 17 juli 2019 in Above Avalon (Tech News)

One question that continues to plague Apple is the company’s ability to grow. Wall Street and Silicon Valley are unsure of the company’s business strategy and ability to foster innovation. The press thinks Apple is turning into a different kind of c…

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Above Avalon Podcast Episode 149: Letting Go of the Rope

vrijdag 28 juni 2019 in Above Avalon (Tech News)

Despite there being no discernible change to the grand vision behind Apple’s product development, there does appear to be a noteworthy change in strategy. Episode 149 is dedicated to discussing how Apple’s product strategy has changed from a pull sy…

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Apple's Product Strategy Is Changing

woensdag 19 juni 2019 in Above Avalon (Tech News)

This year’s WWDC felt different. While every WWDC keynote is filled to the brim with new features, this year’s announcements included highly anticipated items like a new Mac Pro and differentiated iPad software features. In addition, there were some…

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