My iPad Installed Base Estimate, Apple Watch Installed Base Math, Apple Watch Upgrading

Today's Above Avalon daily update includes the following stories:

  • My iPad Installed Base Estimate

  • Apple Watch Installed Base Math

  • Apple Watch Upgrading

We kick off today’s update with my estimates and calculations for the number of iPads currently in use. The update then turns to the math behind my estimate that 100 million people now wear an Apple Watch. The discussion includes my thoughts on Apple Watch upgrading trends over the next 12 to 24 months.

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HomePod Mini’s Secret Sensor, Apple Unveils Retail Strategy for Services, Tim Cook Expects Return to the Office

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Apple and Russia Reach App Agreement, CAID vs. Apple, Google Play Fees Cut