The most recent Above Avalon Report, which went out to everyone via email on December 22nd and via podcast to members with the podcast add-on, was about Apple Watch Ultra / Ultra 2. In tomorrow's update, we will talk about a few things that didn't make it into the report. For today, we will look at the latest regarding the Apple Watch Series 9 and Ultra 2 U.S. ban. The discussion includes a closer look at Apple’s response and why Neil isn’t concerned about Apple Watch.

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An examination of the Apple Watch Ultra.

Written by Neil Cybart - December 21st, 2023

In 2022, Apple unveiled an all-new Apple Watch model designed for the adventurous. While previous Apple Watches were able to be used in extreme conditions, this model would be marketed as taking things to another level. A year after its unveiling, Apple Watch Ultra remains the most intriguing Apple Watch model as momentum flows to more capable devices worn on the wrist.

Table of Contents

Apple Watch History
Watch Line Expansion
The Ultra Unveiling
Bad (Initial) Reviews
The Strategy
Differentiation Details
Sales Implications
Future

An Above Avalon membership is required to read this report. Members can read the full report here. (Members: Reports are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)

Subscribe $20/month

Subscribe $200/year

An audio version of this report is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-on.

U.S. Court Pauses Apple Watch Ban, Apple’s Response, Why I’m Not Concerned About Apple Watch

The Ultra Strategy: An Examination of Apple’s Adventurous Watch (Above Avalon Report)