Six years after releasing the Apple Watch, it’s still not clear who is going to represent genuine competition for Apple in the wearables space. In episode 183, Neil discusses the series of events have come together to give Apple a wearables lead of not just a few years but more like a decade. Additional topics include Apple wearables sales (unit sales and revenue) and the three components of Apple’s wearables lead. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

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Apple Has a Decade-long Lead in Wearables

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Above Avalon Daily podcast info (sample podcast episodes available here and here)

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The complete Above Avalon Podcast episode archive (183 episodes) is available here.

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Neil Cybart (host/producer)

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Apple is turning AirPods into a platform for what comes after the App Store. AirPods will augment our environment by pushing intelligent sound. In the first episode of Season 6, Neil goes over how AirPods have evolved from an iPhone accessory into the early stages of a platform well positioned to reshape the current app paradigm for the wearables era. Additional topics include the AirPods Pro launch, AirPods Pro initial impressions, AirPods sales, examples of AirPods as a platform, and the three sources from which AirPods will derive its platform power. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

AirPods Are Becoming a Platform

More on AirPods Becoming a Platform, Apple Owns the Wireless Headphone Market

Above Avalon Podcast Episode 76: AirPods

Above Avalon Podcast Episode 85: AirPods and the Battle for Our Ears

Above Avalon Podcast Episode 141: Viral AirPods

Neil’s AirPods Sales and 3Q19 Installed Base Estimates

Neil’s updated Apple earnings model (includes quarterly AirPods sales estimates)

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