How many iPhones did apple sell in Q3?
Adding to India as well, just this month. Wonder how much of an addressable market was introduced to the iphone this past quarter.
Thx for the spreadsheet. Anybody else have iPhone sales dissection insight or even wags ?
Wasn’t aware that apple was still adding carriers in Japan. Wonder how big the new Japan carrier is?
Wow, tried my hardest to nail down European Iphone sales estimates prior to the call. Had hope we’d be in the clear with this little UK report, so went ahead with a very bullish position….. Slam
Try again next time
Speaking of Europe, here is a very relevant article about UK iphone sales being down 5%. I’m more than happy with that #. Anyone else have any good articles re: Germany, France, etc…
Will any of the ipad 3 sales for china be included in this qtr’s report ?
Love your math !
Lets be slightly more conservative for Europe in the face of Galaxy SIII and an awful macroeconomic picture there. Lets then say 30-31 million to be sure.
Ipad estimates of 20 million also seem a bit high given the lack of Chinese access until only recently. By the way, how many days of Chinese IPAD sales will go into this earnings report, if any ?
What is our estimated average gross margin on ipads ? If I remember well it was around 40%...
Don’t forget to add in the incremental income from the new Macbook refresh as well.
Lets put this all together and see what we get for EPS
Quick and dirty estimate based on tidbits of info:
Looks like domestic is down 15% QoQ based on VZ and T results. Assume Sprint follows suit and we have 7.7M domestic iPhones.
Gene Munster and Horace Dediou presentation says 7M in China last Q and 10M this Q. This is assumed to be accurate. This means US domestic and China sold 7+9=16M last Q.
Last Q was 35.1M with 2.5M channel fill. Excluding channel fill we have 32.6M sold. Subtract China and domestic from that and we get 32.6-16=16.6 sold in the rest of the world.
Multiply 16.6X(1-0.15)=14.1 and get rest of world, including Europe (3rd Q of sales same decline rate as US).
China + US Domestic + Rest of World = 10+7.7+14.1=31.8M. Taking 2.5M out for channel fill to re-distributors may be conservative, causing this number to exceed 32M.
Without showing my upgraded analysis for iPad, I estimate 21.67M iPads. Could be an awesome quarter if “tidbits of info” are accurate.