Higher ARPU Isn’t a Bad Thing for Apple, Alexa Turns Five Years Old, Spotify Earnings
Today's Above Avalon daily update includes the following stories:
Higher ARPU Isn’t a Bad Thing for Apple
Alexa Turns Five Years Old
Spotify Earnings
We begin today’s email with my thoughts on the suggestion that rising Apple ARPU (average revenue per user) poses a risk for the company and a sign of Apple caving to Wall Street pressure. The discussion then turns to Alexa turning five and why Amazon’s digital voice assistant hasn’t been living up to the hype. We conclude with a look at Spotify 3Q19 earnings.
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