Today's Above Avalon stories:
- Apple Watch's Fitness Detour
- Apple Watch and Fitbit Quarterly Sales
- Where Things Go from Here
Today's update is dedicated to discussing Apple Watch. Building off of my "Apple Is Going After Fitbit" article from last week, we begin by looking at how Apple's recent Watch changes are done with Fitbit in mind. Next, we take a deep dive into the sales data, comparing Apple Watch and Fitbit quarterly unit sales. I share my observations about the sales trends and why they are tied to Apple's changing Watch strategy. We conclude with my thoughts on the variables for determining Apple Watch success that are worth monitoring going forward.
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