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Apple disclosing how many units they have sold.Apple does that selectively, and doesn't say how units they sell for many products. Including highly succesful ones. Besides, he have estimations, and are all big numbers for a watch, so?
>Apple moving to a 12 month release cycle.
That doesn't make any sense. A watch is not something people buy every few years, like phones have been since forever (also thanks to subscription contracts people have to pay for phones anyway which subsidize part of the cost).
Not are they like laptops which people change every 4-6 years because new machines are much faster and come with new connections and stuff (SSDs over HDs, thunderbolt, retina displays, etc). Besides people have started updating laptops that much the last 5 years or so, as CPUs hit a plateu that's been good enough for most.
Even when there are some breakthroughs to show for it (like this model's more capable cpu/battery, the waterproofing, etc), people won't just buy another $300 or more smartwatch in 12 months, heck not even in 2-3 years.
This means Apple's best move is to put out new models at the pace when they have enough interesting tech/changes to add. A new release in 12 months wont have that, and even if it had them it would be too fast a cycle for repeat buyers.
>Anyone besides people who were emotionally invested in its success from pre-launch thinking that it's a success.
The markets shows it's a success.