Apple Releases New Sticker Ad, Why Stickers?, My Apple Sticker Ad Theory

Today's Above Avalon email includes the following stories: 

  • Apple Releases New Sticker Ad
  • Why Stickers?
  • My Apple Sticker Ad Theory

We begin today's email with a discussion on Apple's new iMessage sticker ad. After going over my thoughts on the ad, we look at why Apple dedicated an entire ad to stickers. The email then turns to my theory on why we are seeing a new iMessage ad in March 2017 and what it may suggest about current iMessage third-party app usage and future plans for iMessage. 

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The Curious State of Apple Profit Margins, Snap Isn't Like Apple, Thursday Q&A

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Intel Buys Mobileye, Mobileye's Motivation, Intel's Motivation, Apple Implications