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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