Today's Above Avalon daily update includes the following stories:
HomePod Sales and 3Q19 Installed Base
Apple Accessories Sales
Apple Launches New Repair Program
We kick off today’s email with my HomePod unit sales estimates. The discussion then turns to my estimate for the size of the HomePod installed base (the number of HomePods in the wild) as of the end of June 2019. We also go over the methodology used to derive the numbers. The discussion then turns to measuring the size of Apple’s accessories business and how much revenue Apple is likely generating from selling Apple Watch bands. The email concludes with my thoughts on Apple launching a new repair program and how the move is related to limitations found with Apple’s retail store network.
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