Apple Watch Unit Sales and Revenue, Dissecting Apple Watch Sales Growth, 2Q19 Apple Watch Installed Base

Today's Above Avalon daily update includes the following stories: 

  • Apple Watch Unit Sales and Revenue

  • Dissecting Apple Watch Sales Growth

  • 2Q19 Apple Watch Installed Base

Today’s email has an Apple Watch theme. We kick things off with my latest Apple Watch unit sales and revenue estimates. The discussion then turns to why Apple Watch unit sales growth continues to weaken. A number of recent developments and unique situations are impacting Apple Watch unit sales growth. The email concludes with my estimate for the size of the Apple Watch installed base as of March 30th, 2019. We go over my new methodology for tracking the total number of people wearing an Apple Watch.

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