“Hopefully we can put the rampant speculation regarding the Apple Watch’s untimely demise to rest, at least for the time being,” Yoni Heisler writes for BGR. “‘While Apple didn’t disclose specific sales figures during the company’s earnings report yesterday, Apple CEO Tim Cook did make a point of mentioning that Apple Watch sales thus far have ‘exceeded expectations.'”
“What’s more, Cook also added that demand for the Apple Watch still continues to outpace supply,” Heisler writes. “But what should really nullify recent reports which claim that Apple Watch sales have ground to a fault is that sales of Apple’s new wearable are actually increasing, contrary to some recent third-party reports we’ve seen.”
Heisler writes, “‘On the Watch,’ Cook explained, ‘our June sales were higher than April or May. I realize that’s very different than some of the stuff being written, but the June sales were the highest. And so the Watch had a more of a back-ended kind of a skewing.'”
MacDailyNews Take: Sounds great, but the fact is that it would be pretty much impossible not to improve over the April 24-mid-June timeframe where there was near zero supply. Apple finally got AW supply for sale into Apple Retail Stores around mid-June. That there was a “back-ended kind of a skewing” tells us nothing. Of course there was. There had to be. If sales continued to increase in July vs. the last two weeks of June, then AW is cooking with gas. (We strongly expect this has been the case. Note also, that Apple has recently begun advertising AW since they now have the ability to stock and sell product in their retail stores.)
“Cook further added that early Apple Watch sales are actually outpacing early iPhone and iPad sales,” Heisler writes. “It’s high time that we give the Apple Watch some room to breath and mature before we casually dismiss it as a flop.”
Read more in the full article here.
MacDailyNews Take: Whatever a flop is, Apple Watch is the opposite. That Apple Watch is on our wrists three months in, and they’re never coming off, tells us all we need to know. Due to the supply constraints, the unit sales number right now is virtually meaningless.
The early adopters are finally free to do their work and that means that Apple Watch’s future is very, very bright.
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