Today's Above Avalon stories:

Thoughts on Upcoming iPhones
Supply Chain Hints at Major iPhone Changes in 2017
Disney to Launch ESPN Streaming Service

We begin today's update with a closer look at two new iPhone reports. The first is focused on the upcoming iPhones to be unveiled next month. I share my perspective on the upcoming changes and what it means for Apple's iPhone business. Next, we look at the 2017 iPhone and the evidence that suggests Apple has very significant design changes in store. The email then turns to Disney buying a $1B stake in BAM Tech to launch its own ESPN-branded streaming service. We go over the new service and its prospects for success in a streaming world. We conclude with a discussion of what such a service reveals about Disney's relationship with Apple.

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