“iPad has a great future,” said Cook: long-term more important than “90-day clicks”

ipad

While yesterday’s iPad numbers don’t look great – down 12.5% year-on-year, the third successive quarter in which sales have fallen – Tim Cook remains upbeat about the product, stating that it “has a great future” and that its long-term prospects are more important than “individual 90-day clicks.”

Quartz‘s Dan Frommer pulled together some of the things Cook has to say about the device, and while you’d clearly expect Apple’s CEO to put the best possible spin on things, he makes some reasonable arguments …  Read more

Apple announces record 10 million iPhone 6 and 6 Plus sales in opening weekend

iphone6

Apple has today announced that it sold 10 million iPhone 6 and 6 Plus units in the first three days of sales. This includes the 4 million units sold in the first 24 hours of preorder sales. Apple’s newest iPhones have consistently been out of stock across the world, particularly the iPhone 6 Plus which is believed to have faced production issues, limiting the number of available devices for sale.

For comparison, Apple reported 9 million iPhone 5s and 5c sales in the first three days. This means the iPhone 6 and 6 Plus set a new record by over a million units. Apple is unlikely to give any more color regarding iPhone sales performance until its quarterly earnings call in October. As usual, Apple has opted to not share the breakdown of sales between the two new devices.

Read more

Apple says iPhone 6 and iPhone 6 Plus set overnight preorder sales record

iPhone 6

In a statement to Re/code, Apple has announced that iPhone 6 and iPhone 6 Plus have set new records for overnight preorders.

An Apple representative said that the overnight sales of the new iPhones set a record, though Apple did not say how many have been sold.

“Response to iPhone 6 and iPhone 6 Plus has been incredible with a record number of preorders overnight,” Apple told Re/code.

Earlier today, AT&T announced that it saw the best iPhone demand in two years. The phones have received immense interest today, despite Apple Online Store issues. T-Mobile’s systems have been crunched due to the demand, meaning sales representatives have had to resort to pen and paper to reserve iPhones for customers.

Read more

Opinion: Is the case for Apple ending its patent battles with Samsung stronger than ever?

Men are silhouetted against a video screen with Apple and Samsung logos as he poses with Samsung S3 and Samsung S4 smartphones in this photo illustration taken in the central Bosnian town of Zenica

Steve Jobs famously declared back in 2010 that Android was a stolen product, and he was willing to “go thermonuclear war” in order to “destroy” it.

“I will spend my last dying breath if I need to, and I will spend every penny of Apple’s $40 billion in the bank, to right this wrong,” Jobs said. “I’m going to destroy Android, because it’s a stolen product. I’m willing to go thermonuclear war on this.”

Back in April, I suggested three reasons it might be time for Apple to settle its Android disputes and move on. The relatively small damages award in the most recent case (and which now looks set to be further reduced) provided a fourth reason not long after I wrote that piece. But I think the case today is even more compelling …  Read more

Apple maintains lead over Samsung as top tablet vendor in Q2 as both lose share to others

IDC-Tablet-shipments-Q2

With Apple’s Q3 earnings call this week revealing iPad sales of 13.3 million units for the quarter and Tim Cook making a point of defending the category, today we get a look at how Apple is doing overall with IDC’s latest numbers for worldwide tablet shipments.

While noting that tablet shipments worldwide grew 11% year-over-year, IDC’s numbers show that Apple was able to maintain its lead over Samsung with 26.9% of the market (down from 33% last year) compared to Samsung at 17.2% down from 18.8% the year before. Both lose share to other companies as the category reportedly experienced a lot of growth among smaller companies like Lenovo and Acer while the “others” category grew from 37% to 44% marketshare: Read more

Asus reportedly sold more tablets than Apple in Japan during first half of 2014

Image via TechSmartt

Image via TechSmartt

According to figures released by market research company BCN, Asus sold more tablets than Apple during the first half of 2014 in Japan. Asus’ market share rose 8 percent year-over-year during the first half of 2014, the report claims, giving it a 38.9 percent portion of the tablet market in Japan. Apple, on the other hand, holds a 36.4 percent share (via Nikkei). This is the first time Asus has ever held the top spot in Japan, according to the report. Read more

Analysts predict up to 40M iPhones sold last quarter ahead of Apple’s Q3 earnings

Fortune-iPhone-sales-estimates-Q314

With Apple’s upcoming fiscal Q3 earnings call just around the corner, analysts are predicting the company sold as many as 40 million iPhones during the quarter that ended last month. That’s on the high side of estimates complied by Fortune, however. Estimates from a poll of 26 analysts includes predictions ranging from 31.8 million to almost 40 million units. The average of estimates comes in at 35.88 million. Read more

Apple announces 20 million Apple TVs sold through Q2 2014

ATV

During Apple’s earnings call this evening, Apple CEO Tim Cook announced that the company has sold 20 million Apple TV boxes through the second quarter of 2014. Sharing this number is out of the ordinary for Apple, as it generally doesn’t break down specific sales for its set-top box like it does for other products.

Apple’s decision to give us specific sales information for the Apple TV, however, does corroborate with its move earlier this year to present the device as its own product line, as opposed to an accessory. Cook also said on the call that Apple TV is over a billion dollar market, which means that it is no longer just a “hobby” for the company.

Read more

Analyst forecasts suggest iPad sales have peaked, expect YOY decline this quarter despite 13% holiday growth

screen-shot-2014-04-18-at-11-37-01-am

As highlighted by Fortune, analysts’ consensus on iPad sales for last quarter suggest that iPad sales will actually decline year-over-year by about 0.7%. Although the expected decline is small, this would represent a big shift in iPad momentum, especially since Apple saw a strong increase in sales for the holiday quarter, going from 22.9M units in the previous year to 26M this year.

If iPad sales have fallen, it wouldn’t be because of different market conditions to last year. Apple introduced the iPad Air at the end of 2014 around a year from the introduction of the iPad 4 at the end of 2012. Last year, Apple dropped the price of the iPad Mini a modest $30 while also introducing the highly anticipated retina iPad Mini. In 2012, it introduced the iPad mini. The product cycles are similar, so the decline isn’t due to any artificial inflation of sales last year.

Read more

Apps, rather than streaming music, may be responsible for ‘peak iTunes’ – analyst

We noted at the end of last year that iTunes music downloads appeared to be on the decline for the first time, a shift that was confirmed this month. The operating assumption has so far been that music streaming services are taking over, and that a growing number of consumers are now content to simply have on-demand access to music, rather than to own it.

Asymco’s Horace Dediu, an analyst who often has interesting things to say, has suggested an alternative explanation: that we’re actually listening to less music …  Read more

Apple opens official online store through Chinese e-commerce site Tmall

Screen Shot 2014-01-07 at 11.26.33 PM

Apple has launched a new online store through Tmall, a Chinese popular e-commerce site Tmall, reports the Wall Street Journal. Tmall, which is owned by the Alibaba Group, is already home to thousands of official retail outlets for other brands, such as Nike. The new storefront will not replace Apple’s own first-party store, but will instead complement it.

Like the store on Apple’s website, the Tmall store will be participating in Apple’s “Red Friday” sales event later this week. Unlike Apple’s eBay store in the United States, the Tmall site sells brand-new products rather than refurbished ones.

Read more