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

Spotify 3Q18 Earnings
Estimating 3Q18 Microsoft Surface Unit Sales
Previewing Black Friday Promotions

The email begins with Spotify earnings. We then turn to Microsoft earnings to estimate Surface unit sales during 3Q18. The discussion concludes with my thoughts on this year’s Black Friday sales for Apple and its peers. We go over the takeaways from the largest retailers’ Black Friday promotions.

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