Sonos CEO Fired, Where Sonos Went Wrong, Smart Speaker Intrigue
Today's Above Avalon article contains the following stories:
Sonos CEO Fired
Where Sonos Went Wrong
Smart Speaker Intrigue
We will shift gears by talking about Sonos. Obviously, we can point to Sonos’ problematic app as a major factor behind the company’s current predicament. We can’t underestimate just how damaging the app fiasco has been on Sonos business results. However, the app saga is a symptom of much larger and deeper issues within Sonos. Today’s discussion also goes over why the premium smart speaker space remains fascinating to me.
This article is available exclusively to Above Avalon members. Become a member using the payment forms ($20/month or $200/year) below. Members can continue reading this article here.
An audio version of this article is available to members who have the Podcasts add-on (+$10/month or +$100/year) attached to their Above Avalon membership.
For more information on Above Avalon membership, go here.
Member Privileges and Benefits
Exclusive Analysis. Receive Neil’s exclusive daily articles containing analysis and perspective, 100% related to Apple. Neil is widely considered to have the best understanding of Apple’s business and financial strategy with his research and perspective consumed both within and outside of Apple.
Priority Email Access. Receive timely responses to all email questions and inquiries to Neil.
Archive Access. Read ~2,000 articles previously sent to members. The archive can be viewed here.
Forum Access (Discord). Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. While the form is available to everyone, members have exclusive access to certain channels in addition to receiving special distinction. Neil personally moderate and oversee the forum.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Sonos Earnings, Sonos Dropping More Hints of Headphones, Sonos vs. Apple Competition
Today's Above Avalon Daily email covers the following topics:
Sonos Earnings
Sonos Dropping More Hints of Headphones
Sonos vs. Apple Competition
The update begins with Neil’s thoughts on Sonos’ FY1Q24 earnings. The discussion then turns to Sonos dropping some of the clearest hints to date that it will soon unveil headphones. We look at the somewhat complicated competitive dynamic between Sonos and Apple.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).
Member Archive. Access all previous analysis sent to members.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.