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

AirPods Sales and 3Q19 Installed Base
Roku Earnings
Samsung’s Underwhelming Product Event

We begin today’s update with a closer look at my updated AirPods unit sales, revenue, and installed base estimates. The discussion will then turn to Roku, which continues to be one of the more interesting business stories in the streaming video space. We will conclude with my thoughts on Samsung’s product event in NYC.

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