Today's Above Avalon stories:
- Fitbit Is in Trouble
- Apple Watch Momentum Is Building
- Deep Dive into Microsoft Surface Sales
We begin today's email with a closer look at Fitbit's holiday results. The company preannounced very bad numbers. We discuss the report and all of the various financial actions the company is taking to shore up its business. The email then turns to why I think Fitbit's results demonstrate that Apple Watch momentum is building in the wearables space. The discussion concludes with a deep dive into Microsoft Surface sales. We take a look at quarterly revenue trends, including 4Q16 holiday sales, and assess the validity of the Surface vs. Mac narrative being pushed by Microsoft.
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