Today's Above Avalon daily update includes the following topics:
- Garmin 4Q17 Wearables Sales
- A Shrinking Fitness Tracker Market
- Deep Dive into 4Q17 Wearables Market
Today's email has a wearables theme. We begin with a look at Garmin's 4Q17 earnings and my estimate for the company's wearables sales. The discussion then turns to two takeaways from dedicated fitness trackers hitting a sales ceiling in the marketplace. The email concludes with my thoughts on the overall wearables market this past holiday season. We go over my unit sales and revenue estimates for the major wearables players in order to derive Apple Watch market share and revenue share.
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