1Q18 Smart Speaker Sales, Revisiting My Stationary Smart Speaker Mirage Thesis, YouTube Premium 

Today's Above Avalon daily update includes the following topics: 

  • 1Q18 Smart Speaker Sales
  • Revisiting My Stationary Smart Speaker Mirage Thesis
  • YouTube Premium

Today's email kicks off with a look at recent smart speaker sales data for 1Q18. We then revisit my thesis regarding stationary smart speakers. The email concludes with my thoughts on Google reconfiguring its music and video paid subscription services around YouTube Premium.  

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2Q18 iPhone Installed Base Estimate, 2Q18 iPhone User Base Estimate, Greater Apple Services Visibility

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Demystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix