Curious.
Has an analyst EVER been right about Apple product sales drops/production? Even once?
Nope.
I am certain HomePod is selling incredibly well. HomePod is already 1000x better than Sonos, and easily beats Amazon and Google in terms of audiophile listenability.
Every HomePod customer is a delighted customer evangelising the product to friends and family. There is no way sales are disappointing or missing targets.
HomePod will dominate all.