Financial Models
Designed for anyone with an interest in Apple’s financials and product strategy, Financial 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.
The 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 AAPL investors modeling Apple’s financials to Apple competitors and suppliers needing to better understand the marketplace.
To purchase Financial Models, subscribe.
Fill out the following payment form:
Already an Above Avalon member?
Bundle Financial Models to your annual membership for +$850/year by filling out this request form.
If you already have the Inside Orchard and Podcasts add-ons, receive an additional $150/year discount on Financial Models, as shown below.
Above Avalon membership ($200 per year)
+ Podcasts add-on ($100 per year)
+ Inside Orchard add-on ($50 per year)
+ Financial Models add-on ($700 per year - $150 off)
Total: $1,050 per year
If you have a friend or co-workers interested in utilizing the Financial Models add-on, have them become an Above Avalon member and take advantage of special group rates. Fill out this online form and indicate you are interested in subscribing to the Financial Models add-on at the group rate.
Accessing the Models
Once payment has gone through, you will receive an email containing a personalized link to the installed base models. This personalized link tied to your membership will remain active as long as the add-on is attached to your membership.
You will also be able to access the models via the Above Avalon payer portal (accessed via "Login" over at AboveAvalon.com). A new “Digital Package” tab will appear that will bring you to your personalized download page. There are no new logins or passwords required.