Garmin 4Q17 Wearables Sales, A Shrinking Fitness Tracker Market, Deep Dive into 4Q17 Wearables Market

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. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on subscriptions, click here