“The running storyline is that the Apple Watch isn’t selling well.,” Mark Sullivan writes for VentureBeat. “But we have little reliable data about its retail performance, and Apple may surprise us with some big numbers when it reports earnings July 21.”
“Slice Intelligence, which is making a name for itself by tracking Watch sales based on online sales receipts… has been clear that its receipts data doesn’t track international sales and doesn’t track in-store sales. International sales are an important blind spot in the Slice data. On June 26, Apple began selling the Watch in seven new countries,” Sullivan writes. “Many equities analysts, who do regular ‘channel’ checks of the supply chain, are more bullish on Watch sales. Six weeks ago, Trip Chowdry at Global Equities Research said he believed Apple had already sold 7 million Watches… Since then, Apple Watches have gone on sale in Apple stores and have expanded from the U.S. and U.K. markets to seven others. It’s feasible that people could have ordered 3 million Watches worldwide since June 1.”
“If so, Apple may be able to announce 10 million in sales when it reports earnings July 21,” Sullivan writes. “Regardless of how many Watches have been sold, whether sales have reached 10 million or not, I’m calling on Apple to report the numbers July 21.”
Read more in the full article here.
MacDailyNews Take: Call for things all you want, but Tim Cook will do whatever he believes best for Apple and, until we hear differently, that’s to remain silent. Last October, Apple stated very clearly that they would not be reporting Apple Watch sales figures:
We’ll be creating a new reporting category called other products. This will encompass everything we report in the accessories category today, including Beats headphones and speakers, Apple TV, and peripherals and accessories for iPhone, iPad, Mac, and iPod. In addition, we’ll begin to include iPod sales in the other products category, and we will also reflect sales of Apple Watch in this line item once it begins shipping in early calendar 2015. — Nancy Paxton, Apple’s Senior Director of Investor Relations
I’m not very anxious in reporting a lot of numbers on Apple Watch… because our competitors are looking for it. – Apple CEO Tim Cook
SEE ALSO:
Apple Watch sales are off to an all-time record start – July 15, 2015
Reports of Apple Watch’s death have been greatly exaggerated – July 14, 2015
Apple Watch volumes are much better than Slice Intelligence figures suggest – July 13, 2015
Apple Watch naysayers in a baseless feeding frenzy – July 13, 2015
Why Apple must sell one Apple Watch for every 20 iPhones or something – July 13, 2015
Apple Watch online sales in the U.S. estimated at 3 million through first 3 months – July 13, 2015
The Apple Watch demand FUD is out of control – July 9, 2015
MarketWatch hack claims ‘Apple Watch sales plunge 90%’ – July 7, 2015
Apple to release Q315 earnings, webcast live conference call on July 21st – June 29, 2015
Apple to hide Apple Watch sales info from competitors inside ‘other products’ – October 21, 2014
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]