Above Avalon Members Lounge
Accessing Your Member Privileges and Benefits
Above Avalon Daily newsletter delivery. The updates are sent directly to your email inbox. If you are experiencing delivery issues, make sure the updates aren’t being sent to a spam / junk folder. If you still don’t see the updates in your inbox, reach out to me using this contact form to investigate the issue.
Above Avalon Daily newsletter archive. Read updates previously sent to members. Access to the Above Avalon team in Slack is required to read previously sent daily emails. Since access to the Slack team is optional, requesting an invite is required for Slack access. Use this form to register your email address for the Above Avalon team in Slack.
Reports archive. Read exclusive research reports previously created and sent to members. Access to the Above Avalon team in Slack is required to read previously sent reports. Since access to the Slack team is optional, requesting an invite is required for Slack access. Use this form to register your email address for the Above Avalon team in Slack.
Member forum. Chat with other Above Avalon members from around the world. Access to the Above Avalon team in Slack is required to access the member forum. Since access to the Slack team is optional, requesting an invite is required for Slack access. Use this form to register your email address for the Above Avalon team in Slack.
Sign up to receive a consolidated weekly version of the daily emails. Use this form to receive a consolidated email version of the daily emails. Published on Saturdays, the weekly email version contains the same topics and analysis found in the daily emails. The difference is that four daily emails are consolidated into one (long) email. Subscribing to the weekly email will have no impact on your daily email deliveries.
Customizing Your Membership
Utilize the following features to customize your Above Avalon membership to suit your daily workflows and interests.
Podcast Add-On
The Podcast add-on allows Above Avalon analysis (newsletter and reports) to be accessible beyond your screens so you can listen around the house, on a walk, or in the car. Members with the Podcast add-on attached to their membership receive access to two exclusive podcasts: Above Avalon Daily and Above Avalon Reports.
Above Avalon Daily. New episodes are published Monday through Thursday and can be listened to in Apple Podcasts, Overcast, and various other podcast players. Each episode is between 12 and 15 minutes in length and closely follows that day’s daily update. Listen to two sample podcast episodes here and here. Above Avalon Daily allows the written daily updates to be accessible beyond your screens so you can listen around the house, on a walk, or in the car.
Above Avalon Reports. New episodes are published whenever a report is released. Each episode closely follows a written report with additional commentary and explanation included for exhibits and charts. Additional behind-the-scenes episodes provide analysis that may not have made the final report. The Above Avalon Reports podcast, like the Above Avalon Daily, allows reports to be accessible beyond your screens.
The two private podcasts are available to members as an add-on (just $10 per month or $100 per year) that is attached to an Above Avalon membership. Receive more than 40 hours of audio per year while gaining access to a back catalog of 130 additional hours of analysis.
Fill out this form to get the podcast add-on.
If you are experiencing podcast episode delivery issues, reach out to me directly using this contact form to investigate the issue.
Inside Orchard Add-On
In 2021, I launched InsideOrchard.com to serve as a home for my broader views on technology and society that go beyond Apple. Ten years ago, technology was a defined sector with recognizable barriers. Ten years from now, there will be little to no delineation between technology and society as the two become intertwined. A subscription to Inside Orchard includes access to my exclusive weekly essays and podcast episodes. Inside Orchard essays are written for everyone from executives and investors to hobbyists and students.
Inside Orchard essays revolve around the following topics:
Industry analysis.
Company / business model analysis.
Technology’s impact on societal and consumer trends.
Subscribe to access a fresh and unique perspective on how to make sense of the world. More information about Inside Orchard is available here.
Bundle an Inside Orchard subscription with an Above Avalon membership and pay just $5/month or $50/year for Inside Orchard. That’s 50% off regular pricing. Subscribe to two of the leading sources of analysis and perspective in the technology industry for just $25/month or $250/year. Join the growing number of Above Avalon members who have taken advantage of the bundle offer.
Fill out this form to add Inside Orchard to your existing Above Avalon membership for just $5/month or $50/year (50% off regular pricing).
Financial Models Add-on
Designed for anyone with an interest in Apple’s financials and product strategy, the Financial Modeling add-on provides access to three of my Apple installed base models (iPhone, iPad, and Apple Watch). This is the first time that my installed base models have been made available to others.
The models are built in Excel but also usable in Numbers. While the models include my estimates and assumptions, all inputs can be adjusted to reflect your own assumptions. The add-on also includes the ability to reach out to me 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.
The models are available to members as an add-on ($850 per year) that is attached to an Above Avalon membership. Special bundle pricing ($150 off) is available to members currently subscribe to “The Works.”
Fill out this form to get the Financial Models add-on.
Managing Your Membership
Update your payment information. Use the Above Avalon payer portal (available here) to update the payment information used for your membership. To access the payer portal, use the email address used to create your membership.
Update your membership status. Use the Above Avalon payer portal (available here) to update your membership status. To access the payer portal, use the email address used to create your membership. Please note that there are no refunds.
Convert a monthly membership to an annual membership. Use this form to convert your monthly Above Avalon membership to an annual membership.
Contact Neil. Use this contact form to reach out to me with questions about your membership.