The Ultra Strategy: An Examination of Apple’s Adventurous Watch (Above Avalon Report)
An examination of the Apple Watch Ultra.
Written by Neil Cybart - December 21st, 2023
In 2022, Apple unveiled an all-new Apple Watch model designed for the adventurous. While previous Apple Watches were able to be used in extreme conditions, this model would be marketed as taking things to another level. A year after its unveiling, Apple Watch Ultra remains the most intriguing Apple Watch model as momentum flows to more capable devices worn on the wrist.
Table of Contents
Apple Watch History
Watch Line Expansion
The Ultra Unveiling
Bad (Initial) Reviews
The Strategy
Differentiation Details
Sales Implications
Future
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Apple and Enhanced Reality Portals, Thoughts on Apple Watch Sales/Preorders, Apple Passes on LIV Golf (Daily Update)
Hello everyone. Welcome to a new week.
Let’s jump right into today’s update.
Apple and Enhanced Reality Portals
Last Thursday’s update regarding Apple and satellites concluded with the following:
“My suspicion continues to be that satellite connectivity is ultimately a story about device connectivity. Apple is building an ecosystem that will consist of billions of devices. Take secure, low latency connectivity and combine it with hundreds of millions of cameras sold each year and Apple will be able to build location layers and graphs that can be used to create enhanced reality portals.”
Enhanced reality portals can be thought of as playgrounds for adding context to our surroundings.
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Above Avalon Membership
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