That could've been said about the first iPhone and iPad. They both increased sales in the Dec/Jan months even though they were several months old.
First iPhone took off after the price was slashed. iPhone was new platform, same as iPad so people waited for awhile. I myself didn't get the first iPhone because I thought it was overpriced and I didn't understand its capability. I was waiting for reviews and such.
Apple Watch was released on April 24th. So basically its been on sale for 5 months.
$1.7 billion is the absolute minimum Watch sales.
The last time we got iPod revenue broken out was FY2014. iPod revenue dropped from $4.4 billion to $2.2 billion for FY2014. I expect a similiar drop last year. So iPod revenue dropped $1.1 billion. Other Revenue includes Beats. But there has been very little new Beats products this year and AppleTV revenue has been down. So I think Watch made up $300-$500 million more revenue in addition to the $1.7 billion.
That gives us $2.2 billion in 5 months.
If ASP is $500 that gives us 4.4 billion Watches sold. Cook said the Watches are selling faster than previous months. I think we are at 1 million per month now.
May-Sept - 4.4 million
Oct - 1 million
Nov - 2 million
Dec - 3 million
Jan - 2 million (Chinese New year)
Feb - 1.5 million
Mar - 1.5 million
Total - 15 million
This puts Apple Watch on pace to exceed Tesla Rev of $3.7B for a year. Meaningless, yet interesting.
Comments
That could've been said about the first iPhone and iPad. They both increased sales in the Dec/Jan months even though they were several months old.
First iPhone took off after the price was slashed. iPhone was new platform, same as iPad so people waited for awhile. I myself didn't get the first iPhone because I thought it was overpriced and I didn't understand its capability. I was waiting for reviews and such.