Neil Cybart
@neilcybart.bsky.social
320 followers
0 following
250 posts
Apple / tech analysis. Founder/author http://AboveAvalon.com and http://InsideOrchard.com. Focusing is about saying no.
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Neil Cybart
@neilcybart.bsky.social
· May 20
Neil Cybart
@neilcybart.bsky.social
· May 20
Above Avalon: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults
Hello everyone. We will use today’s update to circle back to Meta’s latest earnings report. The company reported earnings a few weeks ago. While Meta is the most direct competitor to Apple among Big T...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· May 20
Above Avalon: The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
Happy Monday. We will jump into today's update with a recent story from the WSJ regarding iPhone pricing. Let's jump right in.
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· May 6
Above Avalon: Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Hello everyone. Last Friday’s update was focused on Apple’s 2Q25 earnings. We will continue my earnings review later this week. My full notes from last week's App Store anti-steering court ruling c...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· May 6
Above Avalon: Thoughts on Apple’s 2Q25 Earnings
Welcome to a special Friday edition of the Above Avalon Daily. Today's update will go over Apple's earnings. Become a member to continue reading today’s update. Already a member? Read the full upda...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· May 1
Above Avalon: Previewing Apple’s 2Q25 Earnings
Hello everyone. The news flow isn't taking a break. The ongoing Epic Games vs. Apple legal battle in the U.S. took a sharp turn against Apple. There is a lot to discuss from the court ruling involving...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· Apr 25
Above Avalon: Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
Hello everyone. Today’s update will be dedicated to Apple Watch. Ten years ago today, the Apple Watch went on sale in what was a highly anticipated launch. The Apple Watch was the first major new pro...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· Apr 25
Above Avalon: Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
Hello everyone. Apple reports earnings on May 1st. We will go over my detailed earnings expectations early next week. To tie up a few loose ends that are still outstanding on the tariff front, there...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· Apr 25
Neil Cybart
@neilcybart.bsky.social
· Apr 25
Above Avalon: Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Hello everyone. Today’s discussion will be focused on sectoral tariffs tied to semiconductors. There is plenty to cover including differences between reciprocal and sectoral tariffs, the Trump adminis...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· Apr 21
Neil Cybart
@neilcybart.bsky.social
· Apr 21
Neil Cybart
@neilcybart.bsky.social
· Apr 21
Above Avalon: Apple and Tariffs (Exemptions Granted, With a Twist)
Hello everyone. It feels good to be back after some time off for spring break. On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was publi...
www.aboveavalon.com
Neil Cybart
@neilcybart.bsky.social
· Apr 12
Above Avalon: President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
Hello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greate...
www.aboveavalon.com
Reposted by Neil Cybart
Neil Cybart
@neilcybart.bsky.social
· Apr 11
Neil Cybart
@neilcybart.bsky.social
· Apr 12
Neil Cybart
@neilcybart.bsky.social
· Apr 11
Neil Cybart
@neilcybart.bsky.social
· Apr 11
Neil Cybart
@neilcybart.bsky.social
· Apr 11
Above Avalon: Apple and Tariffs (Part 4)
Hello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions...
www.aboveavalon.com