Apple is the undisputed leader in wearables, and they are pulling away from the competition. In Episode 152, Neil discusses how Apple’s wearables business can be thought of as a train gaining momentum. Competitors face declining odds of being able to stop the train. Additional topics include Apple’s wearables performance in 3Q19, wearables as a percent of overall Apple gadget unit sales, Apple wearables revenue, the factors behind Apple’s wearables success, and why wearables represent a paradigm shift in computing. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.
Links:
Apple Deserves More Credit for Wearables (Above Avalon weekly article)
Above Avalon Episode 151: Apple’s Financial Tug-of-War (podcast episode)
Above Avalon Episode 97: Apple Wearables Are a Thing (podcast episode)
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Neil Cybart (host/producer)