Neil Cybart, Above Avalon:
According to Apple’s most recent earnings and management commentary, the company sold more than five million wearable devices last quarter. When combined, Apple Watch, AirPods, and W1 chip-enabled Beats headphones are now outselling Mac in terms of unit sales. More impressively, Apple wearables are tracking ahead of iPhone in terms of unit sales out of the gate. As competitors continue to approach wearables with caution, Apple is doubling down.
Unit sales, not total revenue, but still impressive. Nice job by Neil pulling this together. Take a look at the chart labeled Exhibit 2, which does a nice job putting all this into perspective.
Good to hear, and most likely true. My wife will be getting her Air Pods from Apple in four days! (five-week wait)
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