Hello everyone.
Today’s update will be dedicated to Apple Watch. Ten years ago today, the Apple Watch went on sale in what was a highly anticipated launch. The Apple Watch was the first major new product category to launch during the Tim Cook era.
To mark the anniversary, Apple is running a few marketing promotions tied to the Activity app, the most popular and used app on Apple Watch, including a new Global Close Your Rings Day award.
Every Apple product has its own unique history and story. In some ways, Apple Watch’s story is intertwined with Apple betting on itself as it pertains to pushing personal technology.
In addition to going over my broader thoughts on the Apple Watch business 10 years in, we go over my estimates for various Apple Watch financial items. The update concludes with a look at the future.
Let’s jump in.
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