Today's Above Avalon daily update includes the following topics:
Disney's Video Strategy Update
An iPhone Slump?
A Possible iPhone Explanation
We jump into today’s update with Disney earnings and then conclude with the market’s ongoing concerns with iPhone demand. Disney CEO Bob Iger spent much of Disney’s earnings call discussing the company’s video strategy. We go over the main takeaways and my thoughts on Disney’s positioning in the space. The discussion then turns to iPhone and we go over some possible scenarios that may explain what is behind these iPhone supply chain order cuts.
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