Today's Above Avalon daily update includes the following topics:
- 2Q18 Stationary Smart Speaker Sales
- Estimating HomePod Sales
- Amazon Alexa Device Sales Uncovered
Today's email has a stationary smart speaker theme. We kick off the discussion with a look at 2Q18 smart speaker industry sales. The discussion then turns specifically to HomePod sales. We conclude with a look at Amazon Alexa device sales. We go over a few ways to think about Alexa device sales in the context of the wrist wearables industry and the broader stationary smart speaker space.
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