Viral AirPods, Amazon to Buy Eero, Estimating Apple’s Google TAC Revenue 

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

  • Viral AirPods

  • Amazon to Buy Eero 

  • Estimating Apple’s Google TAC Revenue 

We begin today’s update with additional comments on the latest Above Avalon article, “AirPods Have Gone Viral.” In particular, we take a closer look at the commonality found with the three factors behind AirPods going viral. The discussion then turns to Amazon announcing it will acquire Eero, a mesh Wi-Fi router start-up. We go over Amazon’s rationale for the acquisition and revisit Apple’s decision to get out of the wireless router business. The email concludes with Google’s traffic acquisition cost (TAC) payments to Apple. We take a look at Alphabet’s most recent earnings and derive the amount Apple earned from Google TAC in 2018.

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