Today's Above Avalon daily update includes the following topics:

Apple Brings iTunes to Samsung Smart TVs
Revisiting Apple’s Hardware Emphasis
Apple Expands AirPlay 2 Support to Smart TVs

We begin today’s email with my thoughts on Apple bringing iTunes to Samsung Smart TVs. The discussion then shifts to answering a few questions including what the news means for Apple TV’s future and the prospects of an Apple television set. We then take a deep dive into why I disagree with the consensus view that this Samsung partnership signals that Apple is emphasizing services over hardware. The email concludes with a number of observations about Apple expanding AirPlay 2 support to a long list of smart TVs and what Apple is trying to accomplish with Apple TV and HomePod.

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