Analysts estimate iPad sales up 10 percent year-on-year, to 25M last quarter

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A couple of days after Fortune did its roundup of analyst estimates of iPhone sales, it has now done the same for the iPad, with the average forecast coming out at 25M sales in the final quarter of last year (Apple fiscal Q1) – up 10 percent from the previous year.

iPads were a more challenging market to forecast, observes Fortune‘s Philip Elmer-Dewitt:

The iPad Air didn’t ship until Nov. 1, missing one third of the quarter; the new iPad Mini (with Retina display) showed up 12 days later and was in short supply all the way through Christmas …  Read more

Analysts estimate Apple sold 55.3M iPhones last quarter, up 16 percent

fortune

With Apple due to report its earnings a week from today, Fortune has run its usual roundup on the numbers analysts are predicting.

The consensus among the 44 analysts we’ve heard from so far – 27 professionals and 17 amateurs — is unit sales of 55.3 million iPhones, up 16% from the same quarter last year.

It’s a near-certainty the numbers will be high …  Read more

In rare TV interview, Tim Cook says he is ‘honored’ to be doing business with China Mobile

In a rare TV interview, Tim Cook described this week’s launch of the iPhone on China Mobile as “a watershed day” for the company. While the soft-spoken Apple CEO is noted for the humbleness with which he speaks, it’s hard to imagine him describing Apple as being “honored” to do business with many other companies.

I’m so honored to be doing business with … China Mobile. It’s a huge announcement…we’re incredibly impressed with them, we have deep respect for them, and have had from the very first discussion that we’ve had together” …  Read more

Wall Street vs AAPL in nine bar-charts

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The disconnect between Apple’s corporate performance and its stock value is something we’ve often commented on in the past. But rarely has the gap between the two been made more visually obvious than in a set of nine bar-charts published by Fortune, comparing Apple with Amazon and Google.

Judging from Merckel’s bar charts, what the market seems to be saying is that it believes Google and Amazon will keep growing indefinitely.

For Apple, it will believe it when it sees the next hit product.

The three ones above give the starkest illustration, while the complete set below give a fuller picture …  Read more

Tim Cook’s revised stock deal cost him $4M this year

Photo: mashable.com

Photo: mashable.com

ComputerWorld noted that Apple’s SEC filing on Friday revealed that Tim Cook lost out on $4M worth of stock as a result of his request to the board in August to revise his compensation arrangements to a deal he felt was fairer to shareholders.

Earlier this year Apple’s board revised Cook’s vesting schedule at his urging. Rather than the two monster stock handouts — which only relied on his continued employment — Cook asked that they be spread out over a 10-year period and tied to the company’s stock performance …  Read more

AAPL stock more than 3 percent up on China Mobile news

aapl

After the fall in Apple’s stock value when the China Mobile failed to materialise as expected on 18th December, yesterday’s news that the deal had finally been concluded sent the stock shooting back up again, having climbed more than 3 percent at the time of writing (it was up 4% in pre-market trading but has settled).

With the WSJ having reported that 18th December was the day, the market was clearly jittery when nothing materialized. Everything had appeared to be in place: regulatory approval, Apple putting the handsets on sale in China on the opening weekend, China Mobile posters, a pre-order website, in-store displays – and 4G service up-and-running on schedule …  Read more