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AirPods in their first year shipped more bluetooth headsets than the all bluetooth headsets from all other manufacturers combined ever (or something insane like that). AirPods by itself is a Fortune 500 company. Apple Watch is a Fortune 100. AirTags is a 1B revenue business.

Their scale is so immense that "flops" means "not a breakout success that resulted in a massive instantaneous increase to their bottom line". It also means the pressure is on them to have everything right (from the HW side) from the initial launch in terms of volume, build quality, reliability, & value add or they will have a meaningful setback to an expensive proposition (no room for exploring with smaller-scale things which is where competitors should start - Oura for example).



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