Sonos Files to Go Public, The Sonos Problem, Apple Music Pulls Ahead of Spotify in the U.S.
Today's Above Avalon daily update includes the following topics:
- Sonos Files to Go Public
- The Sonos Problem
- Apple Music Pulls Ahead of Spotify in the U.S.
We kick off today's email with Sonos. We first go over the most interesting statistics and numbers from Sonos' Form S-1 IPO filing. The discussion will then turn to my overall thoughts on Sonos and its IPO. The email concludes with a discussion of Apple Music reportedly bypassing Spotify in terms of the number of paying users in the U.S. We go over how troubling trends are brewing for Spotify.
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.