Today's Above Avalon Daily email covers the following topics:

Sonos Earnings
Sonos Dropping More Hints of Headphones
Sonos vs. Apple Competition

The update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Sonos and Apple.

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