Skip to main content

Apple Financial Report Likely To Blow Market Away

In a couple of weeks Apple will be reporting its performance for the last quarter to investors - and it should be an interesting call. This time last year Apple sold a mammoth 33m iPhones - on the back of what was a pretty average upgrade to the model range. The new iPhone 6 and Plus are significantly bigger upgrades (sorry!) and are sure to have drawn in a much higher numbers of upgraders.

So how many iPhones might have been sold this quarter?

Last year Apple sold about twice as many iPhones as the same period in 2011, if the same pattern holds true this year then Apple will sell around 54m iPhones. That would fit with sales growth historically.

However, I think that may well be understating Apple's actual performance this time out. In July Comscore reported that there were more than 40m iPhone users in the US alone, I'd guess that half of those users have already grabbed themselves a new iPhone.

We also know that in the EMEA region Apple sold 30m handsets in Q2 - that's 30m of the older model range, so the least we can expect are similar sales this quarter, more likely a big improvement.

So you see, without considering anywhere but the US and Europe we've already reached a figure close to that 54m mark.

Based on the rumours that Apple ordered 80m iPhones in its first manufacturing batch I'm going to guess that it managed to ship almost all of them in the time before the end of September. If iPhone sales are anywhere south of 60m I'll be very surprised. If they are north of 70m much less so.


Popular posts from this blog

F1: Robert Kubica Impresses In Renault Test Run

The car may be old but its the performance of the driver that's the story here. Robert Kubica returned to F1, after a fashion, earlier this week with an extensive test run in a 2012 Lotus Renault F1 car at Valencia.
The age of the car and the circuit were likely determined by F1's current rules which ban testing, but the reason for Kubica being in the car is far more interesting. Considered by many to be a potential World Champion and certainly one of the fastest drivers of his generation, Kubica's F1 career seemed to be over after a 2011 crash whilst driving in the Rally of Andora. His Skoda Fabia was penetrated by a guardrail in the high speed accident partially severing his right arm.
Up until last year Kubica has been competing in rallying, with the expectation that the limited movement in his repaired arm would prohibit a return to single seater racing.
So this week's test is both interesting and confusing. Interesting because Kubica completed 115 laps of the ret…

Panos Panay's Defence Of Microsoft Surface Hardware Sounds Eerily Familiar

This weekend I went out with my ten year old daughter to select a laptop for her school year beginning in January. The schools requirements are quite specific, requiring a Windows 10 device, with a preference for a touchscreen and a stylus. She chose a Surface Pro, after trying a large number of different options. Having seen the way I use my own Surface Pro - and tried it herself there was only ever going to be two options - and the other was a Surface Laptop.
I tell you this so that you understand I am a buyer of Microsoft's products through choice, not compulsion. I'm on my third Surface device now. 
So when Panos Panay dismissed reports of the death of the Surface hardware line, I was very interested to see exactly how strong these denials were. Especially how they reflect what has gone before. To whit: Windows 10 Mobile.
Panay claimed that Microsoft is in hardware for the long haul. Almost exactly mirroring the words of Terry Myerson, when he claimed Windows Mobile was g…

WhartonBrooks Indiegogo Windows 10 Mobile Even More Doomed To Failure Than Usual

WhartonBrooks is currently crowd-funding its latest Windows Mobile smartphone on Indiegogo. If crowdfunding isn't already a bad enough idea, a company trying to crowdfund a Windows Mobile device should be warning enough for you.
Not that anyone seems to be taking the project too seriously. With a few weeks left to run the campaign has managed to ensnare just 2% of its $1.1m target.
If you want a better indication of how few Window Mobile loyalists remain I doubt there is one. Of 3,900 Windows Phone enthusiasts Wharton Brooks was seeking for its new phone, it has managed to entice just 50.
Windows for Phones is dead, even if the corpse hasn't stopped twitching yet.