![]() Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). 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. The complete Above Avalon Podcast episode archive (189 episodes) is available here. RSS Feed (can be used to add the podcast to your favorite podcast reader) Mac new users: 15 million per year (an all-time high) ![]() IPad new users: 30 million per year (an eight-year high) IPhone new users: 60 million per year (a five-year high)Īpple Watch new users: 30 million per year (an all-time high) To sign up and for more information on membership, visit the membership page. The daily updates and reports are available to Above Avalon members. Neil also publishes exclusive reports on Apple business, product, and financial strategy. The updates, which have become widely read and influential in the world of Apple, provide timely analysis of news impacting Apple and its competitors. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates. 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. 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. It looks like a regular phone until you press a side button to juggle off the bottom of the device and attach other modules, like one that boosts audio and extends battery life.The primary takeaway from Apple’s “Peek Performance” event held last month wasn’t found with any particular product. LG has also toyed with the modular phone concept with its G5. Motorola's Moto Z and Moto Z Force phones have two rows of gold pins on the back that let you magnetically connect different back plates, cases or modules. ![]() (About 22 percent of smartphone shipments in the second quarter came from Samsung, compared with 12 percent for Apple, according to IDC.) Samsung has said its Edge devices are more popular than its regular phone models, and the Galaxy S7 Edge, launched in March, has helped Samsung widen its lead over Apple in the phone market. Apple's archrival, Samsung, which builds its phones around Google's Android mobile software, has started using curved glass in its newest designs, giving users an "Edge" where they can read quick notifications. ![]() Other handset makers have tried to come up with innovative designs. "If you look at what is out there, other than taking the TouchID away and making it part of the screen, I don't see what else they can do." Thinking different "How much can you actually change a design nowadays?" said Carolina Milanesi, an analyst with Creative Strategies. ![]()
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