“It’s the number Wall Street is most curious about, and the one Tim Cook is least likely to reveal next Tuesday, when Apple delivers its quarterly earnings report,” Philip Elmer-DeWitt reports for Fortune.
“‘I’m not very anxious in reporting a lot of numbers on Apple Watch,’ said Cook last fall, ‘because competitors look for it,'” P.E.D. reports. “So unless he changes his mind, the Street will have to make with do the estimates of Apple watchers and the contradictory results from analyses of consumer e-mail receipts—one showing Watch sales soaring, the second—swiftly denounced by Apple aficionados—showing them falling off a cliff.”
P.E.D. reports, “Today the average of the 27 analysts we’ve heard from—14 professionals and 13 independents—is a bit under 4.1 million.”
All of the analysts’ individual estimates, ranging from 2.85 million – 5.7 million, in the full article here.
MacDailyNews Take: Maybe we’ll find out something about Apple Watch on Tuesday or maybe we won’t. If Apple wants to regain control of the narrative, they’ll at least give the analysts something useful (doesn’t have to be hard data).
For example: “We’ve sold more than X million Watches and demand continues to outstrip supply.”