Notes From All Over -- The Post-NFL Wednesday Game Edition -- December 2, 2020

NFL: first game in long time that a game was paid on a Wednesday afternoon. I assume one of the two teams won. If not, it was a tie.

NOG: up over 12% today. 

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Apple: Apple Watch sets new record with estimated 11.8 million shipments last quarter. Wow. Link here. Each one of these watches is paired with an iPhone. And most of them will updated in the next year or so. Let's see. Common sense tells me if the Apple Watches delivered last quarter set a record, the number of phones that will be replaced this quarter -- the holiday quarter -- will also set a record. Just saying. Common sense. 

But look at this: Apple Watch shipments were up almost 75% over the same quarter on year ago. Think about that: up 75% year/year. The phones may / may not have a huge margin, I don't know. But they represent Apple folks who will upgrade their iPhones and their mobile computers. From the linked article:

11.8 million units appears to be a new quarterly record for the Apple Watch, as Statista shows that shipments of the device have never exceeded 9.2 million in any prior quarter, based on data from research firm Strategy Analytics. 

The third quarter of 2020 encompassed the launch of the high-end Apple Watch Series 6 and mid-range Apple Watch SE, and the Apple Watch Series 3 remains available, providing customers with several price points. 

As usual, the big caveat here is that Apple does not disclose Apple Watch unit sales in its earnings reports, so any figures from research firms are estimates. That said, Apple's wearables category brought in a record $7.9 billion in revenue last quarter, and given that this segment includes products like the Apple Watch and AirPods, there is evidence to suggest that the Apple Watch has been selling quite well as of late.

And then this:

IDC estimates that the Apple Watch held 21.6% market share among wrist-worn wearables shipped worldwide last quarter, trailing in second behind Xiaomi's estimated 24.5% market share, but this includes everything from high-end smartwatches to basic fitness trackers like Xiaomi's Mi Band, which is priced under $50.