Apple’s Platforms State of the Union, The New York Times Pulls Out of Apple News, Sonos Scales Back
Today's Above Avalon daily update includes the following stories:
Apple’s Platforms State of the Union
The New York Times Pulls Out of Apple News
Sonos Scales Back
We kick things off with my thoughts on Apple’s Platforms State of the Union presentation from last week’s WWDC. The discussion goes over the one subtle, but crucial, point that jumped out at me about the presentation. The discussion then turns to the New York Times pulling the plug on its involvement with Apple News. In particular, we go over what I think the NYT is trying to do here and what it means for Apple’s news distribution efforts. The update concludes with the pandemic having an outsized impact on Sonos. We go over the one data point that I continue to focus on when it comes to Sonos and the broader premium smart speaker space.
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