Apple Watch Installed Base and User Base Estimates, Measuring Apple Watch Adoption, Apple Acquires Regaind

Today's Above Avalon email includes the following stories: 

  • Apple Watch Installed Base and User Base Estimates
  • Measuring Apple Watch Adoption
  • Apple Acquires Regaind

We kick off today's email with a deep dive into my Apple Watch financial model. We go over my estimates for the size of the Apple Watch installed base and user base. The discussion then turns to measuring Apple Watch adoption since launch. The email concludes with my thoughts and observations on Apple acquiring Regaind, a computer vision startup. 

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