12/3/2023 0 Comments Aboveavalon best newsletters![]() In episode 182, Neil goes over the changes taking place within Apple’s supply chain and manufacturing apparatus. Apple is quietly and gradually showing us that the phase “Designed by Apple in California Assembled in China” will evolve. Additional topics include Apple wearables sales (unit sales and revenue) and the three components of Apple’s wearables lead.Įpisode 182 - Apple’s Underestimated Manufacturing Apparatus. 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. 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. The episode then takes a deep dive into watchOS direction and what Neil sees as missed opportunities for unleashing more of Apple Watch’s potential.Įpisode 183: A Ten-Year Lead in Wearables. In episode 184, Neil discusses the big themes found with this year’s WWDC. Additional topics include the difference between mixed reality, AR, and VR, Apple M&A regarding NextVR and Spaces, and Mark Zuckerberg’s Metaverse.Įpisode 184: Let’s Talk WWDC 2021. In episode 185, Neil discusses how Memoji is a tool Apple is relying on to prepare users for mixed realty and completely rethought ways to consume content and communicate with others. The episode includes Neil’s initial impressions from using the iPhone 13 Pro.Įpisode 185: A Memoji Bridge to Mixed Reality. In episode 186, Neil discusses the iPhone 13 Pro in a way to add context to the broader iPhone business. Shortly after the event, Neil received an iPhone 13 Pro to try out. Updates to the iPad line and Fitness+ were also announced. Last week, Apple hosted a virtual event where it unveiled annual updates to the iPhone and Apple Watch. The episode also goes over Apple Watch strategy, puts the Series 7 into perspective, and discusses why Apple continues to sell Apple Watch Series 3.Įpisode 186: The iPhone 13 Has Arrived. In episode 187, Neil discusses his initial observations wearing an Apple Watch Series 7. ![]() Season 7Įpisode 187: Thoughts on Apple Watch Series 7. The discussion includes Neil’s thinking as to what may be behind the multi-year low for M&A and an overview of Apple’s M&A strategy. In episode 188, we discuss the key takeaway found with Apple spending just $33 million on business acquisitions (M&A) in FY2021. Instead, it was the lack of cash spent on M&A. ![]() It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. While going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. ![]() Additional discussion topics include Apple new user trends, autonomy within Apple, how the competition is floundering, and the risk Apple faces in an environment with weaker competitors.Įpisode 188: Apple Closed Its M&A Wallet. ![]() In episode 189, Neil discusses how a revised product strategy and doubling down on a long-standing internal product development process have resulted in Apple being in a league of its own in terms of maintaining and updating such a wide and comprehensive ecosystem of devices and services. Instead, it was the sheer breadth of product unveilings that caught Neil’s attention. The primary takeaway from Apple’s “Peek Performance” event held last month wasn’t found with any particular product. Episode 189: Apple Is in a League of Its Own. ![]()
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