Today's Above Avalon daily update includes the following topics:
Netflix 3Q18 Earnings
Crunching iOS 12 Adoption Numbers
Facebook Revises Data Collection Stance with Portal
The email kicks off with Netflix 3Q18 earnings. We go over the most important takeaways from the financials, shareholder letter, and earnings interview. The discussion then turns to iOS 12 and we go over my estimates for the absolute number of iOS devices running iOS 12 and the number of iOS devices in the wild that were introduced before 2014. The email concludes with Facebook revising its data collection stance with Portal and why the entire situation is a complete mess for the company.
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