Designed for anyone with a deep interest in Apple’s financials, earnings power, and product strategy, Above Avalon Models provides access to Neil’s Apple earnings model and three of Neil’s Apple installed base models (iPhone, iPad, and Apple Watch).
The models are built in Excel but also usable in Numbers. While the models include Neil’s estimates and assumptions, all inputs can be adjusted to reflect your own assumptions. Members also have the ability to reach out to Neil with questions about the models.
A general rule with financial models is that the best ones are constantly being improved. As new information becomes available, the installed base models will be updated.
Neil’s installed base models, which have been built over the course of years, make it possible to estimate:
Device unit sales.
The number of devices in the wild over time.
Percent of device sales going to new users vs. existing users by year.
Product upgrade cycle length.
The upgrade path that users take.
And more…
The preceding metrics will be of interest to everyone from investors modeling Apple’s financials to Apple competitors and suppliers needing to better understand the marketplace.
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Above Avalon ULTRA Price breakdown
AVALON podcast: $100/year
Above Avalon Daily: $200/year
+ Daily Podcast: +$100/year
Inside Orchard: $100/year
Above Avalon Models: $850/year
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Accessing the Models
Once payment has gone through, you will receive an email containing a personalized link to all of the financial models. This personalized link tied to your name will remain active as long as you have an active subscription.
You will also be able to access the models via the Above Avalon payer portal. A “Digital Package” tab will appear that will bring you to your personalized download page. There are no new logins or passwords required.