Apple Watch Installed Base and User Base Estimates, Measuring Apple Watch Adoption, Apple Acquires Regaind

Today's Above Avalon email includes the following stories: 

  • Apple Watch Installed Base and User Base Estimates
  • Measuring Apple Watch Adoption
  • Apple Acquires Regaind

We kick off today's email with a deep dive into my Apple Watch financial model. We go over my estimates for the size of the Apple Watch installed base and user base. The discussion then turns to measuring Apple Watch adoption since launch. The email concludes with my thoughts and observations on Apple acquiring Regaind, a computer vision startup. 

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iPhone X Risk Is Being Underestimated, iPhone X Pricing Concerns Overblown, iOS 11 Adoption Pace

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Estimating iPhone Installed Base and User Base, Apple Music Subscriber Total Update, Music Streaming's Missing Piece