The question of sales of Apple Watch – Hypertext

IDC surprised many with the sales figures broken down wearables including sales of Apple Watch for the first time.

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The market for personal devices is still very young, but would be something like:

However, sales figures of Apple Watch are subject to many uncertainties. Not only Apple not reported directly, but left in its quarterly results included under section that ranges shares with Beats iPod and speakers, among others. So we have three variables with very different paths to find out. To distinguish them we find the majority of benchmarks that provide us with trends shared between them.

We know from words of Tim Cook in the presentation of results to investors that Apple Watch “sold more than the iPhone or the iPad in its first nine weeks “. Considering the weak initial sales of the iPhone compared to the iPad, we will focus on the iPad, which sold in its first quarter -12 weeks 3.27 million units. Whereas the vast majority of sales were in two initial pulling in different countries, and there were many problems apparent stock, we could assume that 80-85% of sales were in the first 9 weeks. We have a floor of 2.6 million units sold.

Apple exceeded expectations, but the Wall Street Luka Maestri, Apple CFO , he said that sales had exceeded internal forecasts of Apple but had not passed, close to 3.8 million units average Wall Street forecasts. Here we have our roof. – Maestri also said that Apple Watch accounted for more revenue than the total increase in revenue in the section that was

We also know that sales between weeks 8 and 12 were stronger than between. Weeks 1 and 8 because Tim Cook said June sales were better than April and May . More confusion.

Quickly and during the following weeks, Wall Street and independent analysts corrected their models, and the new average was around 2.7 million units sold. Hence the figure of 3.6 million caused strangeness comes IDC analyst community.

The average price of Apple Watch would be between $ 420 and $ 480 The next point we can extract information from surveys of sales to buyers of Apple Watch. Knowing who purchased we can estimate an average price, and the average sale price plus an estimated income, we can divide for devices sold. Although the arithmetic is simple, surveys have proved to be reliable . The results have been very different points of average sales between independent analysts and members of large houses.

The minimum is $ 350, that is, if all buyers of Apple Watch have chosen to buy the Apple Watch cheaper, we know it’s not, we know there is an estimated average of 30% of sales of Apple Watch steel more expensive than the Sport. And sales figures Edition in a despicable for what we want to calculate range. The consensus among the sources is $ 420- $ 480.

The average price, with sales figures from IDC, translates to $ 1,500 million revenue for Apple.

The section in which Apple reported revenue Apple Watch scored a total of $ 2.641 million last quarter, and only $ 1,689 above. Assuming the “well over” supusiera Maestri and a half difference, everything would fit. But in turn would be an incredible bump in sales for Beats . Consistent with trying to GfK figures, more on this subject shortly.