Hopefully its OK to post this here... linking to news on another site. I found it interesting because I'd not seen the analysis they did from the latest earnings.
http://venturebeat.com/2015/10/29/a...-11-other-tasty-morsels-in-its-annual-filing/
What Venture Beat picked up on is that they credited more than 100% of growth in the "Other" category to the Apple Watch. That growth equalled $1.7B. Considering iPods are declining, it means that the amount is more than $1.7B. If we assume an average $500 selling price, which I think is reasonable assuming most sales are the Sport model, that puts sales at over 3.5 million units if I did my math right. So sounds like they did about $2.5B in sales of AW for a partial year and limited distribution. Stands to reason that VB's estimate that they'll likely due $5B with AW next year sounds doable to me.
http://venturebeat.com/2015/10/29/a...-11-other-tasty-morsels-in-its-annual-filing/
What Venture Beat picked up on is that they credited more than 100% of growth in the "Other" category to the Apple Watch. That growth equalled $1.7B. Considering iPods are declining, it means that the amount is more than $1.7B. If we assume an average $500 selling price, which I think is reasonable assuming most sales are the Sport model, that puts sales at over 3.5 million units if I did my math right. So sounds like they did about $2.5B in sales of AW for a partial year and limited distribution. Stands to reason that VB's estimate that they'll likely due $5B with AW next year sounds doable to me.