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How many iPhones did apple sell in Q3?
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My WAG is 29m.
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adamthompson32
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In order for iPad to be 20M+, iPhone has to be roughly 30M in order for Apple’s total revenue guidance to be accurate ( it will be, as it always is).
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qualitywte
- [ Ignore ]
Jason thinks the “anal"ists have been quite consistently wrong and are clueless once again this quarter:
http://seekingalpha.com/article/718691-6-reasons-iphone-will-surprise-analysts?source=yahoo -
The Verizon number is out, 2.7M, and it means 31.3M iphones according to my horrible math, a total guess on regional sales, and assuming the US share of sales remains the exact same (which is probably wrong since it’s been falling over time)
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Thx for the spreadsheet. Anybody else have iPhone sales dissection insight or even wags ?
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Video of Jeffries’ Peter Misek talking about the iPhone 5, but warning about China’s recession and its impact on consumer electronics.
Thinner? Wider? Details on the iPhone 5 Emerge
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We filed for over 200 patents for all the inventions in iPhone and we intend to protect them. — Steve Jobs, 2007
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adamthompson32
- [ Ignore ]
Video of Jeffries’ Peter Misek talking about the iPhone 5, but warning about China’s recession and its impact on consumer electronics.
China may have a recession but Apple is so under penetrated there it won’t have a material impact on Apple for some time. They can’t produce enough stuff to sell there once they get 100 more stores and 10,000 more retailers and China Mobile and….
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Video of Jeffries’ Peter Misek talking about the iPhone 5, but warning about China’s recession and its impact on consumer electronics.
I think he’s an empty suit. At a minimum, he’s glib.
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Gregg Thurman
- [ Ignore ]
I suspect that many people are aware that the iPhone 5 is soon to be released & like many of them, I will wait to see just how good it really is before deciding on an upgrade.
That simply does not apply to the general population. Not everyone pays attention to when the latest iPhone will release.
Agreed. According to ATT sources, the #1 quarter for handset sales is the December quarter. This could explain Apple moving new iPhone launches from June/July to late September/early October.
As for users waiting to see what the upgrade is before jumping in, I think the overwhelming majority upgrade when contracts expire. The number that compare new features to existing features are minimal.
Between September quarter 2010 and March quarter 2011 Apple sold 49,000 iPhones. That period does not include several handset markets added since then. Currently I am modeling 44 million iPhones sold in the December quarter 2012, but expect after next week’s conference call I will upgrade that number.
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Gregg Thurman
- [ Ignore ]
Thx for the spreadsheet. Anybody else have iPhone sales dissection insight or even wags ?
BSilent took a different tack than I did to estimate June quarter sales, but the result is nearly the same. I’m in at 31.0 million (with a possible upside to 31.9 million).
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You can’t do more, make more, be more, than the next guy, if you think like the next guy. Think different.
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...Jeffries’ Peter Misek talking about the iPhone 5, but warning about China’s recession and its impact on consumer electronics.
How have recessions in other countries impacted sales of Apple products? It is earnings season and we are hearing company after company blaming poor performance on the global recession. Apple will not be joining in that blame game.
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Gregg Thurman
- [ Ignore ]
Video of Jeffries’ Peter Misek talking about the iPhone 5, but warning about China’s recession and its impact on consumer electronics.
I think he’s an empty suit. At a minimum, he’s glib.
Can’t argue with that sentiment. A recession means (among other things) 3 consecutive quarters of negative growth. Uh uh. Not happening.
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You can’t do more, make more, be more, than the next guy, if you think like the next guy. Think different.
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I’d like to revise WAG from 29M to 31M. I think China will surprise us AGAIN, and AGAIN, and AGAIN!!!! So friggin excited for Tuesday!!!!! I’m going to the driving range…..
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Because Longer is better…....
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I’m sticking with a 28 million target.
Verizon iphone sales were good, but Apple faced less competition in the states than it did internationally in June - in particular the Galaxy S3 was available internationally from the end of May and sold very well.
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adamthompson32
- [ Ignore ]
I’m sticking with a 28 million target.
Verizon iphone sales were good, but Apple faced less competition in the states than it did internationally in June - in particular the Galaxy S3 was available internationally from the end of May and sold very well.
I almost hope you’re right. 28 million iPhones means we’ll get ~22 million iPads (far more important than iPhone for the June Q).
