Fitbit’s Dire Situation, Spotify Earnings, Disney Earnings

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

  • Fitbit’s Dire Situation

  • Spotify Earnings

  • Disney Earnings

Today’s email will focus on three earnings reports from Apple competitors (Fitbit, Spotify, and Disney). We begin by discussing why it is time to begin asking the difficult questions when it comes to Fitbit’s future. The discussion then turns to Spotify and where I see things going for the company. We conclude with Disney’s results and new details regarding Disney+ bundling.

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Disney Discusses DTC Strategy, Disney and Apple Underestimated in DTC, Apple Acquires PullString

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

  • Disney Discusses DTC Strategy 

  • Disney and Apple Underestimated in DTC

  • Apple Acquires PullString

With Apple expected to unveil its revamped video strategy next month at Steve Jobs Theater, there is value in staying up to date with the dramatically changing video streaming landscape. Accordingly, Disney shared quite a few details about its new DTC (direct-to-consumer) strategy when reporting 4Q18 earnings. We will go over those details and how Disney and Apple are being underestimated in the DTC space. The email concludes with some Apple M&A news and my thoughts on Apple acquiring PullString.

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