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Latest posts
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Previewing Apple’s 4Q26 Earnings: Jitteriness Is in the Air
Hello everyone. This update (for Monday) is being published late Sunday to give everyone time to digest things prior to Apple reporting earnings late Monday afternoon. My updated Apple earnings model has been uploaded to the Digital Package Tab within the Above Avalon payer…
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Takeaways From Apple’s LA Experience
Happy Friday. Today’s update will be dedicated to discussing Apple’s product “experience” that was held in LA on Wednesday. Apple reports earnings on Monday (after market close). The game plan is to have Monday’s update include my Apple earnings preview. The target is to get…
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A Week With iPhone Duo: The Foldables Era Has Arrived at Apple
Hello everyone. Today’s update is a continuation of our iPhone Duo discussion from Monday. The next update will be dedicated to discussing Apple’s experience in LA. Let’s jump in. A Week With iPhone Duo: The Foldables Era Has Arrived at Apple First impressions go a long way.…
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iPhone Duo in the Flesh: The Reviewers Botched It
Happy Monday. This week is going to be a busy one. Timing for when the next few updates are published will need some adjusting. For today’s update, we will begin talking about the iPhone Duo. The discussion will roll into the next update which will be published late Tuesday ET,…
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Meta 3Q26 Earnings: Go Muse or Go Home
Hello everyone. Yesterday, an iPhone Duo arrived at Above Avalon HQ. We will talk more about the device next week. For today’s update, our focus is on Meta which kicked off Big Tech earnings season. There were several interesting observations to go over regarding Muse, AI capex,…
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Apple’s Renewed Pitch for Our TVs
Hello everyone. Yesterday’s article regarding Netflix got me thinking more about the TV watching experience in the home. It’s a vector that has grabbed the attention of most Big Tech companies in one way or another. We now see Apple making a renewed pitch for how we consume…
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Ted Sarandos and Greg Peters’ Last Stand at Netflix
Hello everyone. Today’s update will take us to video streaming land. Let’s jump in. Ted Sarandos and Greg Peters’ Last Stand at Netflix Despite continuing to claim all is well, Netflix has unleashed a wave of firings and layoffs. Chief content officer Bela Bejaria, film chief…
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Noise Surrounding iPhone Demand Is Getting Loud
Hello everyone. Welcome to a new week. We kick things off with the latest on iPhone demand. Unfortunately, there’s been a significant uptick in the amount of noise surrounding the topic. Let’s discuss. Noise Surrounding iPhone Demand Is Getting Loud With the article headline…
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Live From New York…Almost (AVALON Podcast)
Recorded shortly after returning from Apple’s home “experience” in NYC, Neil shares his initial thoughts and observations regarding HomeView. Discussion topics: Apple's home "experience." Neil's initial impressions seeing HomeView. HomeView usage trends / shared settings.…
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The Napoleon of the Smart Home (AVALON Podcast)
In this 58-minute episode, Neil Cybart talks about the following topics: The smart home (2010s vs. 2020s). Smart speaker mania. Amazon's premature coronation in the home. HomePods. How Amazon, Google, and Apple look at the smart home. Why the smart home's value will rise going…
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Some Not-So-Random Muse-ings (AVALON Podcast)
In this 79-minute episode, Neil Cybart talks about the following topics: Why Neil is bearish on AI agents in their current form. How Neil is bullish on automation. Concerns that some people have with Apple having a powerful executive chairman. Oura delays its IPO. OpenAI unveils…
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My Full Notes From Apple’s Home “Experience” in NYC: The Wins, The Misses, and Some Intrigue
Hello everyone. We will continue where we left off this past Tuesday by discussing Apple’s home "experience" that was held in NYC. As this article was being written, it became clear pretty early on that there was quite a bit of material to cover. Accordingly, today's article is…
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Apple Unveils HomeView: It’s a First Step
Happy Tuesday. Earlier today, I attended Apple’s home “experience” in NYC. There is a lot to cover. The goal for today’s article is to share my initial thoughts and observations regarding the all-new Apple HomeView . We will continue the discussion, which will include more about…
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Apple to Unveil a (Renewed) Push for the Home
Hello everyone. As we will talk about shortly, Apple is hosting a product event Tuesday morning in NYC. We will have plenty to talk about later that day. Let’s jump in. Apple to Unveil a (Renewed) Push for the Home Intelligence in the home will represent an inflection point. The…
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Amazon Unveils New Smart Home Gadgets
Hello everyone. The next two articles will have a smart home theme. Today's article will be focused on Amazon. Tomorrow’s article will be focused on Apple’s smart home strategy. The rumor mill is pointing to Apple having some news to share in the near future when it comes to new…
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Apple Acquires Sonera
Hello everyone. In recent years, Apple has acquired approximately 10 companies annually. Historically, the vast majority of these acquisitions went unreported because they were so small. However, as we will talk about shortly, due to DMA disclosure laws, Apple is now required to…
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Apple to Begin Fighting Back Against AI Agents
Hello everyone. The Apple news cycle has once again picked up. We have a few developments worth looking into. For today’s update, we will talk about changes coming to Full Disk Access on macOS. Let’s jump right in. Apple to Begin Fighting Back Against AI Agents Full Disk Access…
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Why AI Agents Concern Me
Hello everyone. Welcome to October. We will kick off a new month with something a little bit different. Over the past few weeks, several developments in tech have concerned me to a level that doesn’t happen too often. While there has always been a lot of silliness coming out of…
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Thoughts on OpenAI DevDay 2026
Happy Wednesday. We will jump right into today’s update focused on OpenAI’s developer conference keynote. Thoughts on OpenAI DevDay 2026 Dots agents are aimed at tinkerers, for now. For Apple, and even Google to a certain extent, developer conference keynotes are used to target…
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John Ternus Sits Down With Clique: Five Takeaways
Hello everyone. Let's jump right into today's article. John Ternus Sits Down With Clique: Five Takeaways Following its “Surprise and Shine” event earlier this month, Apple did a handful of press interviews that mostly followed its usual PR playbook. In what has become something…