Today's Above Avalon daily update includes the following topics:
- 2Q18 iPad Installed and User Base Estimates
- 2Q18 Apple Watch Installed and User Base Estimates
I share my revised estimates for the size of the iPad installed and user base at the end of March 2018. We then go over my estimates for the Apple Watch installed and user base estimates at the end of March 2018. The discussion includes the methodology and math behind my estimates.
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