Today's Above Avalon stories:
- More Evidence Apple Music is Doing Just OK
- Comcast's Latest Investment in BuzzFeed and Vox is Significant
- A Closer Look at Mac Financials
We begin today's email by going over MusicWatch's customer survey on Apple Music. There's a little bit of something for everyone in the results, but I do think we are starting to reach a general conclusion about how Apple Music is performing. We then shift over to Comcast investing in BuzzFeed and Vox in a rather significant strategic development for both companies (as well as for Comcast). There are implications here that will touch the entire media space, including Apple's plans for TV. We conclude with a closer look at the Mac business (revenue, unit sales, margin, EPS).
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