“It seems reasonable that US online orders could have declined from their early, hype-fueled and pent-up levels,” Dan Frommer writes for Quartz. “Not that we’d know. ‘There is no reliable information on Apple Watch sales,’ long-time mobile industry analyst Horace Dediu writes. And Apple has already announced that it would not immediately disclose quarterly watch shipments.”
“One source — Slice Intelligence, the company whose e-commerce shopping receipt data is cited in most preliminary reports — has seen a drop in orders,” Frommer writes. “But that is simply one estimated measurement, from one unproven source, for one country.”
MacDailyNews Take: And, for online sales only, to boot.
Frommer writes, “And as Dediu notes, as the Apple Watch is increasingly available in Apple retail stores and other retail outlets, the share of total orders placed via Apple’s website seems likely to decrease. ‘To see US-only online purchases drop after a period of pent-up demand and as store inventory becomes available is not interesting and says almost nothing about the product’s performance.'”
Read more in the full article here.
MacDailyNews Take: It’ll certainly be interesting to see the revenue total in Apple’s “other” category when they report Q315 results next week.
Apple could announce 10 million Apple Watches sold when it reports earnings next Tuesday – July 15, 2015
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