Disclosing Apple Watch Sales, Analyzing Apple's Watch Sales Clues, A Monster Apple Watch Holiday Quarter

Today's Above Avalon email includes the following stories: 

  • Disclosing Apple Watch Sales
  • Analyzing Apple's Watch Sales Clues
  • A Monster Apple Watch Holiday Quarter

We kick off today's email with additional thoughts on the topic of Apple disclosing Apple Watch sales. The discussion includes a broader overview of how Apple decides to disclose financial data. We then turn to the various clues Apple has provided over the years regarding Apple Watch sales. We go over what each clue implies about Apple Watch sales to see how I derive my quarterly Apple Watch unit sales estimates. The email concludes with my 1Q18 (holiday quarter) Apple Watch sales estimate and the three factors driving my optimism. 

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