Today's Above Avalon daily update includes the following stories:
Estimating AirPods Sales and Installed Base
Estimating HomePod and Apple TV Sales
Measuring Apple’s Accessories Business
We kick off today’s email with my AirPods unit sales, revenue, and installed base estimates. The discussion then turns to my HomePod and Apple TV unit sales and revenue estimates. We also go over the methodology used to derive these estimates. The email concludes with a look at Apple’s accessories business from an annual revenue perspective.
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