That's good info Safford. What portion of those figures are increases on their Beats Bluetooth Speaker and larger (350 speaker system). Both are fairly new. It looks like they (Beats) are a less then 400 million dollar revenue company if I read your numbers right (which Shocks me as I was led to believe it was much more). Also, that 200 + OVER EAR market is loaded with brands. Everything from high end studio, "DJ", consumer home stereo etc. some of those sets in the 1000 dollar range. The only thing Skullcandy has is the Mix Masters in that range. Walk the isle(s) of shame at a BBY. Beats dominates. The drop may be everyone else (and the mixmaster). I suppose it all depends on the time frame and product mix.
I can say Beats has focused on their "Pill" speaker heavy lately and it takes up a good share of their shelf space in their displays. This is new and would be included in your figures? That in my opinion is part of their sales increase (Beats)
Beats’ growth has fuelled the overall headphone market in the US, which rose from $1.8bn in 2011 to $2.4bn in 2012, according to NPD, the market research firm. Despite the increasing competition, Beats remains the market leader: it had 40 per cent of all US headphone sales and close to 70 per cent of premium priced headphone sales over the Christmas period. Its 2012 revenues rose from $298m to $519m. Unlisted Beats does not disclose whether or not it makes a profit. These numbers are all include and do not break out 200 dollar plus over ear market only. From the two quarters listed I think they (Beats) will have a net revenue decrease in 2013.