Neil CybartOvjeren akaunt

@neilcybart

Founder/author and . Host/producer . Focusing is about saying no.

USA
http://www.aboveavalon.com
Vrijeme pridruživanja: srpanj 2010.
4.016 fotografija ili videozapisa Fotografije i videozapisi

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  1. Prikvačeni tweet
    28. sij

    Apple just released 1Q20 earnings: $91.8 billion of revenue $4.99 earnings per share (EPS) My estimates were: $89.6 billion of revenue $4.70 EPS Wow.

    10 replies 87 proslijeđenih tweetova 448 korisnika označava da im se sviđa
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  2. prije 5 sati

    New article: Apple Watch and a Paradigm Shift in Computing By fundamentally changing the way we use technology, the Apple Watch has already ushered in a paradigm shift in computing.

    6 proslijeđenih tweetova 7 korisnika označava da im se sviđa
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  3. proslijedio/la je Tweet
    prije 16 sati

    Apple Watch and a Paradigm Shift in Computing Legacy thinking is masking Apple Watch’s transformational attributes. Despite being only four years old, the Apple Watch has fundamentally changed the way we use technology.

    1 reply 2 proslijeđena tweeta 19 korisnika označava da im se sviđa
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  4. proslijedio/la je Tweet
    prije 19 sati

    Today's Above Avalon daily update: - My Apple TV+ Subscriber Estimate - Superb Disney+ Subscriber Numbers - Microsoft Surface Sales

    2 proslijeđena tweeta 1 korisnik označava da mu se sviđa
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  5. 5. velj

    4 / Add it all up and it looks like Spotify wanted to get in the sports talk podcasts world and it considered Simmons and his team as the best launching pad. I'm curious about price. Reports pegged Simmons as wanting big $$ for what was actually up for sale.

    1 proslijeđeni tweet 1 korisnik označava da mu se sviđa
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  6. 5. velj

    3 / Spotify's Daniel Ek is labeling the Ringer as the new / next ESPN. That's a bold claim. My suspicion is that he's referring to the sports talk stuff not sports rights (which ESPN and eventually ESPN+ will continue to dominate).

    3 proslijeđena tweeta 3 korisnika označavaju da im se sviđa
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  7. 5. velj

    2 / Why is Spotify buying the Ringer? One word: Podcasts. Music streaming economics stink and Spotify looks at podcasts as a way of reaching a more sustainable path financially. The Ringer website is just coming along for the ride. ($)

    3 proslijeđena tweeta 4 korisnika označavaju da im se sviđa
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  8. 5. velj

    1/ Spotify is buying the Ringer. This is not surprising as the WSJ reported last month talks were taking place. Spotify is framing this acquisition as the Ringer becoming the centerpiece of its "global sports strategy."

    1 reply 12 korisnika označava da im se sviđa
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  9. 5. velj

    “With the Ringer, we’re basically getting the new ESPN" - Spotify's Daniel Ek rationalizing his acquisition of Bill Simmons' company. Pretty sure ESPN+ will become the new ESPN, but OK.

    5 replies 3 proslijeđena tweeta 17 korisnika označava da im se sviđa
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  10. proslijedio/la je Tweet
    4. velj

    Today's Above Avalon daily update: - Google Earnings - Putting YouTube Financials Into Context - Foxconn Plans to Reopen in China Soon

    1 proslijeđeni tweet 3 korisnika označavaju da im se sviđa
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  11. proslijedio/la je Tweet
    3. velj

    Today's Above Avalon daily update: - Apple 1Q20 10-Q Takeaways - Coronavirus Fears Grow - The Risk of Underestimating Apple’s Supply Chain

    2 proslijeđena tweeta 1 korisnik označava da mu se sviđa
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  12. 31. sij

    6 / One can safely assume there are many people at Apple HQ right now continuing to work on contingency plans in order to minimize interruptions to product development timelines and schedules.

    2 proslijeđena tweeta 8 korisnika označava da im se sviđa
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  13. 31. sij

    5 / According to Tim Cook, Apple had already limited travel to China to business critical situations. It's logical to assume today's developments essentially will bring U.S. / China travel for Apple to a halt for up to two months.

    3 proslijeđena tweeta 7 korisnika označava da im se sviđa
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  14. 31. sij

    4 / Apple takes up a shockingly high number of airline business seats to China because a good portion of the company's contract manufacturer / supplier apparatus is located in China. Apple HW talent (including product & industrial designers) work closely with partners in China.

    1 reply 1 proslijeđeni tweet 6 korisnika označava da im se sviđa
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  15. 31. sij

    3 / Apple reportedly takes up 13 business seats on every single United direct flight between San Francisco and Shanghai (via the United leak from 2019).

    According to United Airlines, Apple spends $150M/year on United flights. Most popular route (no shocker here): San Francisco to Shanghai. Accounts for 25% of that $150M. 50 business class seats daily. (via ). Curious what % of is attributed to designers (including IDg).
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    1 reply 3 proslijeđena tweeta 7 korisnika označava da im se sviđa
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  16. 31. sij

    2 / This does not come as a complete shock. Flight schedules had been severely cut back due to lack of demand. American Airlines pilots sued to avoid flying to China etc.

    1 reply 4 korisnika označavaju da im se sviđa
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  17. 31. sij

    1 / It's official. Pretty much all commercial flights between the U.S. and Mainland China will be suspended. Delta won't fly until April 30th! American won't until March 27th. United won't until March 28th.

    1 reply 3 proslijeđena tweeta 17 korisnika označava da im se sviđa
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  18. 31. sij

    My Apple 1Q20 earnings review is complete. For those of you unfamiliar with my reviews: They cover both the big picture themes while also going deep, very deep. This one came in at 5,000 words. Major Themes: ($) Full Notes: ($)

    1 proslijeđeni tweet 3 korisnika označavaju da im se sviđa
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  19. 31. sij

    4 / Wall Street spent years saying Apple was a HW company. Nope. Apple was then said to be an iPhone company. Nope. Now, some say Apple is a services company. Nope. Few people want to admit that Apple is a design company - a toolmaker creating helpful and useful tools for people.

    26 proslijeđenih tweetova 95 korisnika označava da im se sviđa
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  20. 31. sij

    3 / Meanwhile, Apple's installed base has steadily increased year after year for nearly 20 years. People are spending more money on Apple products (devices and services) because they enjoy the accompanying experiences. Apple is quietly laying the groundwork for what comes next.

    7 proslijeđenih tweetova 39 korisnika označava da im se sviđa
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  21. 31. sij

    2 / Notice how there is always some Apple "crisis." First it was Apple being too dependent on iPhone. Then it was iPhone sales slowing. Then it was Services growth ushering in too much focus on profit. That turned to slowing Services growth. Now it's the ecosystem is too strong.

    1 reply 5 proslijeđenih tweetova 36 korisnika označava da im se sviđa
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