I understand what you are saying: that it is specific to the Apple Watch and therefore is not a flop functionality wise.
It is not a flop in any way. Early reviews and customer response has been overwhelmingly positive.
However, the average consumer does not have another apple peripheral device (like Apple Watch or Apple TV) and cannot access this app or service.
There are currently about 100 million Apple Watch Customers quite a large target for this product.
There are so many Apple iPhones compared to the Apple Watch/Tv. The average consumer will likely see this as a flop because they cannot access it without paying $200+ for hardware they do not need (in addition to then needing a monthly subscription).
The average consumer have never heard of this product, like most products. This is a subscription targeted at a subset of Apple’s customers. Just to be clear, do you believe that Peloton is a flop because they have sold fewer units than the iPhone?
Furthermore, it is baffling that Apple Fitness+ can be used on an iPhone when an Apple Watch/Tv is initially paired, but not without the initial pairing (even though it does clearly work without peripherals after being initially paired).
Not baffling at all. From its market research, Apple understands that a video workout streaming service with no other metrics is neither very compelling nor very sticky. Given the Apple Watch’s increasing health focus, a product that is integrated with that is much more interesting. Allowing people to use the service without a Watch is not designed to be their standard interaction, but a special occasion when they have walked out without it, or it is dead.
Stockholders have not been happy with Apple News+ low adoption rate and I can only imagine that stockholders will not be happy about Apple's decision to gatekeep the Apple Fitness+ service behind the less than 10 million Apple Watch/tvs.
Can you provide some support for your statement expressing “Stockholder’s” views? There have already been about 100 million Apple Watches sold, and the sales have been increasing. If they were able to get 10% of just the current Watch customers to subscribe to Fitness+, that would likely be about $700 million in on going subscription revenue. A me-too video workout streaming service is just not very interesting and is likely to damage the product and the brand.
The market is so much bigger without all of this peripheral gatekeeping and stockholders will likely see this as a flop.
Please provide some evidence that there is a huge demand for non-Apple Watch customers to stream video workouts to their iPhones. In addition, since you every number you have presented so far seems not to be low, please tell us how much Apple would need to earn from this product for it not to be considered “a flop” by you. I always like to get people who criticize products days after their launch on record with real metrics so we can judge their statements in a few months.