Narrative: Wearables are Struggling

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    ★ Apple Watch with LTE May Be Coming Later This Year, Says Bloomberg (Aug 4, 2017)

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    Tablet and Wearables Numbers for Q2 Show Rise of Chinese Vendors (Aug 3, 2017)

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    Fitbit Reports More Shipment, Revenue Declines, Losses in Q2 (Aug 2, 2017)

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    Intel Shutters First Party Wearables Business (Jul 20, 2017)

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    Fitbit CEO Talks up Forthcoming Smartwatch (Jul 18, 2017)

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    Weekly Narrative Video – Wearables are Struggling (Jul 8, 2017)

    This past week’s narrative video is on the Wearables are Struggling narrative, in light of the news that Jawbone is entering liquidation. I’ve seen lots read into that news, some of it sensible and some of it probably overblown as far as the significance for the broader wearables industry. In the video, I talk through how I see the news, and also what I think about the state of the wearables market. Subscribers can watch the video on the narrative page here as always, and if you’re not yet a subscriber you can sign up for a 30-day free trial here and get access too.

    Jawbone Has Begun Liquidation Proceedings (Jul 6, 2017)

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    Fitbit Smartwatch Development Again Reported to be Struggling (Jun 30, 2017)

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    Apple Watch Tops Heart Rate and Calorie Measurement Rankings in Stanford Study (May 25, 2017)

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    Apple Reported to Be Prepping Glucose Monitoring, Smart Bands for Watch (May 15, 2017)

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