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Forums - Sales - Apple's Q4 earnings are out, records set for revenue, earnings, and sales

famousringo on 19 October 2010
rocketpig said:
famousringo said:

Bah, I totally beat you to this thread.

It's probably good that you made it, though, since my threads always come with a cloaking device pre-installed.

I'll just note that Apple will probably sell around 20 million iPhones in the holiday quarter, which would round out iPhone sales to a cool 50 million units this calendar year. Throw in the iPod Touch and iPad and you're looking at probably a little less than 90 million iOS devices for the year.


I think they'll do better than that. They just sold 27m iOS devices over the summer. It's possible they could do 40m or more over the final quarter of the year.

I think you're being just a little over-enthusiastic. Not all of those 9 million iPods sold are Touches. An estimated 1/3 of them don't run iOS. So sales of iOS devices this quarter are more like 24-25 million units.

Other than that, yeah, 40 million is doable, and would work out to about 90 million devices this year. Here's the breakdown:

iPhones: 20 million

This is really dependant on supply. Last year, iPhone sales jumped around 20% from Q3 to the holiday quarter, and there's a lot of pent-up demand right now, but I'm just not sure if Foxconn can ship 20 million phones in one quarter. If they can, they will be bought.

iPod Touches: 12 million

Last year, Apple sold 21 million iPods in the hoiday quarter. Factor in a YoY decline of 10% and chop off 35% for non-Touch iPods and you are left with around 12 million units.

iPad: 8 million

Here's the real wild card. Apple has stated that it wants to be producing 3 million iPads a month by the end of this year, but looking at this last quarter, I'm just not convinced that it's possible. Apple has been aggressively expanding iPad distribution, adding Target, Amazon, Verizon and AT&T to their retail list. The iPad certainly has the potential to be the must-have consumer gadget of this holiday season, but as an effectively new device category, its demand is untested.

Apple could do 40 million devices, but all their stars need to align. It's gonna be close...



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leatherhat on 19 October 2010

Its easy to make this kind of money when you charge three to five times what your product costs to make



ǝןdɯıs ʇı dǝǝʞ oʇ ǝʞıן ı ʍouʞ noʎ 

Ask me about being an elitist jerk

Time for hype

sad.man.loves.vgc on 19 October 2010

Totally deserved.



sad.man.loves.vgc on 19 October 2010
leatherhat said:

Its easy to make this kind of money when you charge three to five times what your product costs to make


It's easy to make this kind of money when you release the best products.



haxxiy on 19 October 2010
sad.man.loves.vgc said:
leatherhat said:

Its easy to make this kind of money when you charge three to five times what your product costs to make


It's easy to make this kind of money when you release the best products.

It's easy to make this kind of money when you sell 1 million iPhones per week on average.



 

 

 

 

 

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rocketpig on 19 October 2010
leatherhat said:

Its easy to make this kind of money when you charge three to five times what your product costs to make


Look around at other devices. Apple's products are a little on the expensive side but they're hardly out of line.




Or check out my new webcomic: http://selfcentent.com/

rocketpig on 19 October 2010
famousringo said:
rocketpig said:
famousringo said:

Bah, I totally beat you to this thread.

It's probably good that you made it, though, since my threads always come with a cloaking device pre-installed.

I'll just note that Apple will probably sell around 20 million iPhones in the holiday quarter, which would round out iPhone sales to a cool 50 million units this calendar year. Throw in the iPod Touch and iPad and you're looking at probably a little less than 90 million iOS devices for the year.


I think they'll do better than that. They just sold 27m iOS devices over the summer. It's possible they could do 40m or more over the final quarter of the year.

I think you're being just a little over-enthusiastic. Not all of those 9 million iPods sold are Touches. An estimated 1/3 of them don't run iOS. So sales of iOS devices this quarter are more like 24-25 million units.

Other than that, yeah, 40 million is doable, and would work out to about 90 million devices this year. Here's the breakdown:

iPhones: 20 million

This is really dependant on supply. Last year, iPhone sales jumped around 20% from Q3 to the holiday quarter, and there's a lot of pent-up demand right now, but I'm just not sure if Foxconn can ship 20 million phones in one quarter. If they can, they will be bought.

iPod Touches: 12 million

Last year, Apple sold 21 million iPods in the hoiday quarter. Factor in a YoY decline of 10% and chop off 35% for non-Touch iPods and you are left with around 12 million units.

iPad: 8 million

Here's the real wild card. Apple has stated that it wants to be producing 3 million iPads a month by the end of this year, but looking at this last quarter, I'm just not convinced that it's possible. Apple has been aggressively expanding iPad distribution, adding Target, Amazon, Verizon and AT&T to their retail list. The iPad certainly has the potential to be the must-have consumer gadget of this holiday season, but as an effectively new device category, its demand is untested.

Apple could do 40 million devices, but all their stars need to align. It's gonna be close...

Ah, it didn't even occur to me that all iPods weren't Touches. My mistake.




Or check out my new webcomic: http://selfcentent.com/

DirtyP2002 on 19 October 2010

the one thing that makes me happy is that iPad sales were below expectations.

5m expected, 4.2 million sold



Imagine not having GamePass on your console...

Soleron on 19 October 2010
rocketpig said:

27.3m iOS devices sold over the summer.

I have the feeling executives at Sony and Nintendo are sweating bullets right about now. Those numbers are frightening.

There's a good chance that mobile gaming through a traditional device is slowly getting squeezed out, just as the iPad is squeezing laptop/netbook sales. Apple is finally bringing true device convergence through electronics. Everyone else is still playing catch-up

If mobile games were displacing handheld game sales, yes. But most of the movement is probably Flash games and casual phone/computer minigames (Minesweeper) transferring to a smartphone.

Real displacement will only happen when major third parties choose iOS as sole target for a game that would previously be developed for the DS or PSP. All I've seen is rushed ports and cut down versions of DS/PSP properties.

Also I believe tablets are a fad. No one except Apple will ever make money from them and the market will stop growing in a year or two. Credit to Apple for getting what demand there is, or creating such demand temporarily through shininess.



c0rd on 19 October 2010

How are they still selling so many devices?

Really makes me wonder what the household penetration is on some of these (never seen data for it). The numbers just boggle my mind.