Today's Above Avalon daily update includes the following stories:
The Apple Wearables Train
Apple Watch Unit Sales and Revenue
3Q19 Apple Watch Installed Base
We kick off today’s email with additional comments on the newest Above Avalon article, “Apple Deserves More Credit for Wearables.” In particular, we focus on one piece of the story that can benefit from a bit more discussion: competing with Apple’s wearables business. The email then turns to my latest Apple Watch unit sales and revenue estimates. We conclude with my estimate for the size of the Apple Watch installed base (the number of Apple Watches in the wild) as of the end of June 2019.
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