Neil Cybart 1/5/24 Neil Cybart 1/5/24

New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China

We kick things off with a closer look at new churn estimates for the major video streamers in the U.S. The paid video industry is getting more complicated. The discussion then turns to Neil’s thoughts on new features and content announced for Fitness+. We conclude with ASML needing to cancel advanced deep ultraviolet (DUV) machines shipments into China.

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