In episode 68, we take a closer look at the Apple Watch business. After going over my estimates for Apple Watch revenue and unit sales since launch in April 2015, we discuss how much the Apple Watch business would currently be worth if it were a stand-alone company. It turns out that the Apple Watch is actually a paradox. Expectations seemed to fall off a cliff heading into WWDC despite several positive signs. More information on Above Avalon memberships can be found at AboveAvalon.com/membership.
Apple Watch Is Already a $10 Billion Business - Above Avalon
Apple Watch's Future Will Include Smart Watch Bands - Above Avalon
The Apple Watch Paradox, Math and Logic Behind My $10B Apple Watch Valuation - Above Avalon (daily update sent to Above Avalon members)
More information on Above Avalon memberships - Above Avalon
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