Disney 3Q17 Earnings, Roku 3Q17 Earnings, Apple Unveils First Scripted Drama

Today's Above Avalon email includes the following stories: 

  • Disney 3Q17 Earnings
  • Roku 3Q17 Earnings
  • Apple Unveils First Scripted Drama

We kick off today's media-focused email with my thoughts on Disney's 3Q17 earnings. The discussion then moves to Roku's 3Q17 earnings. We analyze Disney and Roku earnings from the perspective of Apple. The email then concludes with a few high-level thoughts on Apple outbidding Netflix and others for what some considered to be most sought-after project in TV (the Jennifer Aniston and Reese Witherspoon morning show drama). 

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