Today's Above Avalon stories:
- Apple Watch Sales Estimates
- iPad Sales Estimates
- Mac Sales Estimates
Today's email is focused on my new Apple Watch, iPad, and Mac unit sales estimates for FY2017 and FY2018. The discussion builds on yesterday's look at my revised iPhone unit sales estimates (available here). We begin by discussing my methodology for deriving Apple Watch unit sales estimates. The email then turns to the iPad business. Evidence is mounting that the iPad business has turned a corner in terms of unit sales growth. We go over my thoughts and observations as to the factors driving this change. The email ends with discussion on Mac sales estimates.
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