Manage episode 240026064 series 1305710
Apple is the undisputed leader in wearables, and they are pulling away from the competition. In Episode 152, Neil discusses how Apple’s wearables business can be thought of as a train gaining momentum. Competitors face declining odds of being able to stop the train. Additional topics include Apple’s wearables performance in 3Q19, wearables as a percent of overall Apple gadget unit sales, Apple wearables revenue, the factors behind Apple’s wearables success, and why wearables represent a paradigm shift in computing. Receive Neil’s analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.
Apple Deserves More Credit for Wearables (Above Avalon weekly article)
Above Avalon Episode 151: Apple’s Financial Tug-of-War (podcast episode)
Above Avalon Episode 97: Apple Wearables Are a Thing (podcast episode)
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The complete Above Avalon Podcast episode archive (152 episodes) is available here.
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Neil Cybart (host/producer)