Apple’s CEO resists but does not refute IDC’s disappointing estimates.
He did not, however, dispute the report. Without offering numbers to back up his claims, he predicted record sales, record sell-through and record sales growth this quarter.
“Our data shows that Apple Watch is doing great and looks to be one of the most popular holiday gifts this year,” Cook wrote.
“Sales growth is off the charts. In fact, during the first week of holiday shopping, our sell-through of Apple Watch was greater than any week in the product’s history. And as we expected, we’re on track for the best quarter ever for Apple Watch,” he said.
Apple’s policy from the start has been to treat Watch sales data as a closely held company secret. Without numbers from Apple, however, we have to make do with IDC’s.
UPDATE: Actually, don’t have to make do with IDC’s. Most Apple analysts maintain their own Apple Watch unit sales speadsheets. I’ve updated the chart below to include the numbers Neil Cybart posted today in a note to his Above Avalon suubscribers. According to Cybart, the unit sales fall-off last quarter was 44%, not 71%.
Not seeing the chart? Try the website.