Analyst says Apple Watch had a strong Black Friday

Analyst says Apple Watch had a strong Black Friday
Heading into the holiday shopping season, there was a question about how the Apple Watch would fare during this time of the year. While Apple doesn't breakout sales of its smartwatch, researcher IDC had Apple shipping 3.6 million units of the timepiece during the second quarter. That trailed only fitness tracker Fitbit's delivery of 4.4 million units during the same three month period.

Despite those figures, not too many analysts would go ahead and say that the watch had the same degree of success that the Apple iPhone and Apple iPad enjoyed when both were originally unveiled. But something did change last week, when retailers started offering their Black Friday sales. Demand for the timepiece picked up at Apple Stores, and at other retailers. Target cited sales of the Apple Watch as one of the reasons it enjoyed a record-breaking Thanksgiving. Best Buy also reported that the device was selling well during the holiday.

FBR Capital Markets analyst Daniel Ives told clients that the Apple Watch had a slow start, which he blamed on a supply shortage. Over the last six months, the analyst estimates that Apple shipped just 6 million units. But on Friday, Ives said that "this morning, we heard of ramping interest/sales among consumers based on our conversations at various Apple, Target, and Best Buy stores."

With interest in the smartwatch picking up for the holidays, Ives now expects Apple to ship 5 million to 6 million units of the Apple Watch for the December quarter alone. The real story will be told after the holiday season, when we will get a better idea whether the smartwatch will be able to keep its new found momentum going.


source: NYPost

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22 Comments

1. darkkjedii

Posts: 30786; Member since: Feb 05, 2011

Great watch, but the gen 2 looms.

14. Plume-Veil

Posts: 174; Member since: Nov 19, 2015

I don’t blame Apple for all the hype. It’s their job to maximize interest in their products. But I do blame the press — myself included — for obsessing over them.

2. Finalflash

Posts: 4062; Member since: Jul 23, 2013

And about 70% will be going right back once people start using them. There is just no reason for a 200+ smartwatch and it just seems like a great gift idea on impulse.

5. nctx77

Posts: 2540; Member since: Sep 03, 2013

You just contridicted yourself my dude. $350 - $700+ is not an impulse buy my friend. 10 million units sold in 6-7 months is an absolute win! Google how quick it took iPhones an iPads to reach that. How quickly we forget.

6. tedkord

Posts: 17093; Member since: Jun 17, 2009

Not an equivalence. The iPhone released on very few places, and from limited sources (such as only AT&T in the US). It also came at a time when the average consumer was unaware of smartphones. Smartwatches just aren't compelling.

11. sgodsell

Posts: 6737; Member since: Mar 16, 2013

The problem with Apples implementation of their smart watch relys to heavily on the iPhone. Watch apps still rely on the iPhone, even with WatchOS 2.0 your apps cannot talk to the internet or another device directly. Not to mention there is still no 3rd party watch faces, only complications. At least with the competition they support more than one OS, so you are locked into one platform. They also support watch faces and some platforms allow watch apps to talk to the internet or other devices directly without the need to carry your phone. NCTX77 don't you think Apple would be the first to tell the world about their watch sales. You are just throwing out numbers. You do know what assume means, right!

8. VZWuser76

Posts: 4974; Member since: Mar 04, 2010

Maybe they aren't for you, but I'll net there are plenty who spend that much on impulse. But that's what black Friday is all about, impulse buying. People are in the stores for whatever they went their for, and then something catches their eye, a deal that can't be passed up, the stores are counting on that. Which is why many of the advertised deals are only there in limited quantities, to get you in the door. Then maybe they can push you into buying something you weren't planning on, especially if what you came in for is sold out. Anyone who's done any amount of shopping, especially holiday shopping knows this. And I agree with Ted, smarwatches and smartphone aren't an apples to apples comparison. Back when the iPhone launched, the tech industry wasn't anywhere near as big as it was now. People are more likely to make a big tech purchase today than they would be been 5 or even 10 years ago.

3. Taters

Posts: 6474; Member since: Jan 28, 2013

Imagine how well it would do if it didn't look like ass and operate like s**t.

7. azimesmail

Posts: 264; Member since: Nov 23, 2014

It's better than Android wear.

12. Plume-Veil

Posts: 174; Member since: Nov 19, 2015

All in-terms of hype and popularity and the must have.

17. sgodsell

Posts: 6737; Member since: Mar 16, 2013

Android Wear is better. As a matter of fact Apples watch still relys heavily on the iPhone for all its apps. That includes the more recent update to WatchOS 2.0. Especially when it comes to data, Internet and any need to connect with other devices. Also developers still cannot make their own watch faces for Apples watch. Android Wear apps can talk directly to the internet, and other devices directly without the need to carry or rely on your phone. They can even use 3d party watch faces.

22. azimesmail

Posts: 264; Member since: Nov 23, 2014

On paper, Android wear destroys WatchOS, but I've used both extensively and I keep my Apple Watch on my wrist while using my iPhone a lot more than I keep my LG Watch Urbane on my wrist while using my S6 edge+. I guess it's all personal preference. I did enjoy my Gear S more than both. Maybe I'll get rid of my LG and buy a Gear S2.

13. Plume-Veil

Posts: 174; Member since: Nov 19, 2015

Apple is nothing without the logo.

15. cnour

Posts: 2305; Member since: Sep 11, 2014

Sorry but who don't like an ass?

18. Plume-Veil

Posts: 174; Member since: Nov 19, 2015

Everyone does.

21. VZWuser76

Posts: 4974; Member since: Mar 04, 2010

I like a nice ass, but that doesn't mean I want one on my wrist.

19. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

Agreeeed!!

4. jeroome86

Posts: 2314; Member since: Apr 12, 2012

Waiting for smart watches to mature. Friend at work just got a new Samsung. Has it own SIM card. F that. Not paying a monthly fee for a watch. Want to see what some traditional watch makers bring to the table.

9. xondk

Posts: 1904; Member since: Mar 25, 2014

Last I checked that's optional? And a lot of phone companies at least here, allow multiple simcards in use for same number, normally for sharing data plan, but I think it also has the option to function entirely on its own?

10. azimesmail

Posts: 264; Member since: Nov 23, 2014

You don't NEED to have another SIM for the Gear S2. It just has the option to be a standalone device.

16. Topcat488

Posts: 1411; Member since: Sep 29, 2012

So far the Samsung Gear S is the best smartwatch out there to date. These folks that shop on black friday are hunter/gatherers. They have bought themselves another "chore" in which they will be TIED to charging this girly watch almost twice daily! My Gear S and I are STILL in love. O.o

20. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

Gear S2 rocks!!

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