Today's Above Avalon daily update includes the following topics:
Key Apple Production Partners Report OK Results
Scooter Companies Hit Speed Bumps
Ad-Based Publishing Is Imploding
We kick off today’s email with a closer look at Foxconn’s and TSMC’s November results. In particular, we go over what the results say, and don’t say, about iPhone demand. The discussion then turns to scooter companies hitting an air pocket. We also go over the major developments unfolding in the transportation space. The email concludes with Verizon’s breathtaking filing regarding Oath, its digital content division. We go over why Verizon’s disaster with digital content ends up being a symptom of a much larger problem impacting the ad-based publishing industry.
This daily update is available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on memberships, click here.