Today's Above Avalon daily update includes the following topics:
Deep Dive into Tim Cook’s Interview with CNBC’s Jim Cramer
Estimating Apple Watch Sales
Estimating AirPods Sales
We begin today’s email with my thoughts on Tim Cook’s interview with CNBC’s Jim Cramer. The discussion includes my full notes from the interview. We then turn to Apple Watch and AirPods sales. Based on new comments from Cook, we have the clearest evidence yet as to how Watch and AirPods are selling. We go over my unit sales and revenue estimates for each product. In addition, we compare Apple’s wearables segment (unit sales, revenue, and ASP) to the iPad business.
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