My query is the truth is the lack of disclosure is based on US stores have stocked up but sales aren’t that good and also conversion rates of subscriptions are low and people are copping in and out of subscriptions.
With info withheld the mind of course speculates.
We have been told they don’t want to let Garmin in on their numbers but surely they see actual sales of units? I don’t think it matters as Garmin would be aware they are being impacted by now, if that’s the case. The rest is public knowledge such as the sub rates. Hence I call bull dust on that reason to not disclose figures, and market prob thinking the same here that something is up.
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