The information comes from Callum Booth, editor for our Dutch colleagues at The Next Web. He has in fact noticed that an analyst whose reputation is well established recently presented his hypotheses regarding the sales figures ofAirPods… These being far fromcelles de Strategy Analytics, which I highlighted as recently as the beginning of this week.
So let's see how to decipher these two different pieces of data, and why cross-referencing your sources is essential when deciding to deal with such a subject. Because it is sensitive, from the point of view ofinvestorswho are betting on Apple.
Numbers revised downwards
It all goes back to an article from November 2019 where Neil Cybart talks about35 millionsof AirPods sold, compared to 60 at the firm I mentioned earlier. But then, can we trust this estimate? The man in question has more than 18,000 followers on Twitter, went to a renowned business school in Connecticut and now has his own blog. Furthermore, his posts focus solely on the Californian firm, which suggests that he has a good grasp of the subject.
However, the text in question is a little dated, the site does not seem to be very popular according to SimilarWeb and we know that the end-of-year holidays allowed Apple to garner a maximum of orders. And this without counting theBlack Friday, which took place 10 days later, and during which3 million earphones would have found a buyer. There too, again according to an analyst, yet another this time.
Despite everything, it is complicated to believe that 25 million AirPods were purchased in less than a month and a half while 35 would have taken more than three quarters of the year to meet the same fate.
What must be understood, and Booth emphasizes this well, is that the entire market scrutinizes these statistics, and then real humans choose to spend their wealth to grow the action ofApple.And even if this is not the case for everyone, the global industry has its eyes glued to these figures, if only to analyze the competition... And design products accordingly. With, therefore, the image of a hegemonic company as a starting point. And you, what is your point of view?
