The fourth season of the Above Avalon Podcast kicks off with a discussion focused on Apple Watch sales disclosure. We take a closer look at the debate surrounding disclosure to see how Apple now stands to benefit more from disclosing Apple Watch sales than from keeping them hidden. The discussion goes over the four major changes that have swung the disclosure debate in favor of Apple providing Apple Watch data. We look at one possible path that Apple can use going forward to disclose Apple Watch sales on a quarterly basis. The episode concludes with a broader look at financial disclosure at public companies and how Apple manages its financial disclosure strategy. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.

Show Notes:

It's Time for Apple to Disclose Apple Watch Sales (weekly article)

Above Avalon Episode 102: Apple Cash Influence (podcast)

Apple Watch Installed Base and User Base Estimates (member email)

More information on Above Avalon Membership

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Neil Cybart