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Overview

Above Avalon is focused on analyzing Apple from a Wall Street and Silicon Valley perspective.

News

Blog 1 month ago
My Impressions Watching Baseball in Apple Immersive
Last week, the first Friday Night Baseball (MLB) game aired in Apple Immersive. Viewers got an up-close look at Yankee Stadium in NYC as the Yankees played against the Boston Red Sox. The game is available to watch with an Apple TV subscription and any Ap
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Blog 1 month ago
Apple Is Picking Low-Hanging Fruit With Another Apple TV Price Increase
Happy Wednesday. Let's jump right into today's article. Apple Is Picking Low-Hanging Fruit With Another Apple TV Price IncreaseDespite another 15% increase, Apple TV continues to offer best-in-class value.In what has become the norm in video streaming lan
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Blog 1 month ago
Apple Product Priorities for the John Ternus Era
Hello everyone. Apple updated its leadership page earlier today to reflect the official change in CEO. John Ternus's bio mentions his work leading Apple's efforts at improving device reliability, durability, repairability, and environmental sustainability
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Blog 2 months ago
Gadgets Won't Define Tim Cook's Legacy
August 31st, 2026. Happy Monday. Welcome to a new week. Today marks Tim Cook's last official day as Apple CEO. It seems fitting to dedicate today's article to Cook. Let's jump in. Gadgets Won't Define Tim Cook's LegacyWhat looks to be a very busy Septembe
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Blog 2 months ago
Legacies Can Be a Tricky Thing (AVALON)
In this episode, Neil Cybart talks about how will historians will grade Tim Cook's legacy as Apple CEO. Additional discussion topics include:Walmart accepting Apple PayApple unveiling M6 and M5 Ultra and broader updates to the Mac mini and Mac StudioApp S
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News Above Avalon 5 years ago
Above Avalon: Apple's Extremely Quiet Year for M&A
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 2021, Apple spent just $33 million
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News Above Avalon 5 years ago
Above Avalon: Apple's Big Bet on Memoji
One takeaway from this year's WWDC had nothing to do with what was announced on the virtual stage. Instead, it was found in the (virtual) audience. Apple kicked off this year
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