Estimating Apple’s Google TAC Revenue, Smart Speaker Usage Trends, Apple's New iPhone XS Ad
Today's Above Avalon daily update includes the following topics:
Estimating Apple’s Google TAC Revenue
Smart Speaker Usage Trends
Apple's New iPhone XS Ad
We begin today’s email with Google’s traffic acquisition cost (TAC) payments to Apple. The discussion includes a closer look at the very aggressive Google TAC revenue estimate published last week by Goldman Sachs. The email then turns to smart speakers and we go over the latest usage trends from Nielsen. We conclude with a quick look at Apple’s new iPhone ad.
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Apple Adds Second Apple Watch Series 4 Manufacturer, Elon Musk Settles with the SEC, How to Tame Elon Musk
Today's Above Avalon daily update includes the following topics:
Apple Adds Second Apple Watch Series 4 Manufacturer
Elon Musk Settles with the SEC
How to Tame Elon Musk
We kick off today’s email with a discussion regarding Apple Watch sales. The email then shifts to Elon Musk, the SEC, and the idea that Elon Musk can be tamed.
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.