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.

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.

$20/Month

$200/Year