iPhone 6s/6s Plus Order Cuts, Strategy Behind Fitbit's Blaze Smartwatch

Today's Above Avalon stories: 

  • iPhone 6s/6s Plus Order Cuts
  • Strategy Behind Fitbit's Blaze Smartwatch

There was a well-circulated report yesterday from Nikkei concerning rumored iPhone 6s and 6s Plus production rates, with implications on overall iPhone sales. We kick off today's email by going over the report in detail and discussing what is likely occurring with iPhone sales since the iPhone 6s and 6s Plus went on sale. Even though there are a few moving parts, there are likely valid explantations for what is occurring. We also briefly discuss iPhone sales estimates for 1Q16 and 2Q16.

We then shift our focus to Fitbit's new Blaze fitness watch. Fitbit shares were down 18% yesterday. Was it due to the Blaze? We go over Fitbit's strategy behind the Blaze and why the Blaze is so problematic.

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