iPhone sales November 18

AAPL: 117.29

Stock Chart

A Goldman Sachs investment note argues that Apple has huge potential for generating more recurring revenue, suggesting an opportunity to generate an additional $7.6B a month, reports Business Insider. The company points to the rumored Apple TV subscription service as one future source of monthly revenue.

In a recurring revenue framework, we have constructed an average revenue per user (ARPU) metric that captures the installment plan pricing of the iPhone ($32/month), assumed installment plans for the other hardware products, and services (e.g. Music at $10/mo, TV at $40/mo) … 

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iPhone sales October 22

AAPL: 115.50

Stock Chart

We’ll learn on Tuesday just how many iPhones in total Apple sold last quarter, but before then we’re continuing to gauge analysts’ best educated guesses ahead of time. Just as it did with Apple Watch — although with a comical range in that case — Fortune has published an interesting roundup of iPhone sales predictions from analysts for the last and current quarters, respectively.

What we do know is that Apple sold 13 million iPhone 6s and 6s Plus models over the new models’ launch weekend late last month, although only sales completed during the first half of that weekend are included in the upcoming quarter being reported. What are the analysts saying about the rest of the last quarter? expand full story

An investment note by KGI predicts that Apple will next week report year-on-year iPhone sales up 23.6% to 48.5M, but says that that holiday quarter sales will be down on last year, and that the decline will continue into the first quarter of next year.

KGI says that China is the big factor, included as a launch country this year, and hence contributing to calendar Q3/fiscal Q4 sales, while last year’s China sales fell into the holiday quarter. It estimates that 22M of the iPhones sold last quarter were the new iPhone 6s/Plus. Apple sold 47M iPhones in the previous quarter.

Despite the launch of the iPad Pro next month, both iPad and Mac sales will fall across all three quarters, predicts the report …  expand full story


iPhone sales September 29

AAPL: 109.06

Stock Chart

With Apple having announced all-time record iPhone sales, you might have expected analysts and investors to be impressed, and to see the AAPL share price rise as a result. Instead, the stock is actually down a little – so what gives?

The answer, like the one to so many questions today, is: China. This is the first iPhone launch where mainland China, and not just Hong Kong, has been included from day one. This means the opening weekend sales of 13M versus 10M last year aren’t like-for-like.

Apple hasn’t revealed what percentage of iPhone sales were made in China, but we can do some back-of-an-envelope sums to get a rough idea …  expand full story

iPhone sales September 8

AAPL: 112.31

Stock Chart

A day before the announcement of the new iPhones, analytics company Localytics has provided a picture of the iPhone market today. It shows that the iPhone 6 and 6 Plus between them account for a full 40% of all iPhones in use, with the iPhone 5s trailing behind at 23.7%.

The same data also backs our report that the iPhone 5c is being discontinued, showing that it accounts for just 8.5% of active iPhones, putting it below the iPhone 4S. This can only add to doubts about whether the often rumored and debunked iPhone 6c (beautiful concept images below) could succeed …  expand full story

iPhone sales September 3

AAPL: 110.37

Stock Chart

A report from the usually-reliable KGI has repeated many of the details from our exclusives on the iPhone 6S, but additionally offered support for an earlier rumor that the front camera will be upgraded to 5MP. Surprisingly, it also suggests that the rear camera lens may not be sapphire, as it has apparently failed drop tests.

Aside from upgrading rear camera module to 12MP, Apple will upgrade front camera module to 5MP […] The new iPhone may not be equipped with sapphire cover lens, as it still has quality issues on the drop test.

Although sapphire is much more scratch-resistant than Gorilla Glass, it is more brittle, and thus at greater risk of shattering when dropped.

The company also repeated its concerns that limited appeal of the new features, together with external economic factors, is likely to result in flat or negative sales growth …  expand full story


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