Fitbit's Highly Questionable Strategy, Smartwatches vs. Swiss Watch Shipments, The Most Important Slide from Mary Meeker

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

  • Fitbit's Highly Questionable Strategy

  • Smartwatches vs. Swiss Watch Shipments

  • The Most Important Slide from Mary Meeker

We kick off today’s email with Fitbit and the company’s highly questionable strategy. The discussion then looks at the broader smartwatch industry and my estimates for Apple Watch, Fitbit, Fossil, and Garmin smartwatch shipments and revenue for 1Q19. We then compare smartwatch shipments to Swiss watch industry exports. The email concludes with the slide that stood out to me the most from Mary Meeker's latest "Internet Trends" presentation.

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