Estimating Amazon Echo Holiday Sales, Estimating Google Home Holiday Sales, HomePod's Missed Opportunity?

Today's Above Avalon email includes the following stories: 

  • Estimating Amazon Echo Holiday Sales
  • Estimating Google Home Holiday Sales
  • HomePod's Missed Opportunity?

We begin today's email by estimating Amazon Echo sales during the holiday season (Thanksgiving to Christmas). The discussion then turns to estimating Google Home sales during the same time period. With sales estimates in hand, we take a closer look at just how much of an opportunity Apple missed by delaying HomePod's launch to early 2018.

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