analysts Stories March 5, 2015

Research firm Strategy Analytics released its latest report today forecasting global Apple Watch sales and smartwatch marketshare for 2015. The firm’s predictions put Apple’s anticipated global smartwatch marketshare at more than half with 54.8% reached in 2015. Notably, that forecasted percentage is versus all other smartwatches combined competing with the Apple Watch.

While the report predicts that Apple will take the overwhelming majority of smartwatch sales this year, it predicts a relatively conservative number of units shipped globally in 2015 at 15.4 million. That forecast still beats the collective “other” group with a 12.7 million units shipped globally predicted.

To be clear, the firm is predicting that the as-of-yet unreleased Apple Watch will outsell the existing smartwatch market in 2015…

expand full story

analysts Stories July 21, 2014

Report: Apple’s Q3 iPhone & iPad sales include a higher percentage of flagship models YOY

Ahead of Apple’s Q3 earnings call where analysts expect the company to beat its own top-end guidance, Consumer Intelligence Research Partners today shared its latest numbers on iPhone and iPad sales for the quarter.

While analysts are expecting Apple to announce sales of iPhones as high as 40 million units for the quarter representing a 15% increase from last year, CIRP gives us some insight into how iPhone and iPad models sold relative to flagship models last year. It’s also an interesting look at how Apple’s two model iPhone approach is working while continuing to sell previous generations. The iPhone 5s, according to CIRP’s research, accounted for 62% of iPhone sales vs 52% for the iPhone 5 at the same time last year. The data shows Apple is selling more of its most expensive, high-end flagship models as a percentage of its over all sales for compared to last year:

“Once again, Apple’s premium iPhone 5S sold well in the quarter,” said Josh Lowitz, CIRP Partner and Co-Founder. “It appears that in the US, Apple sells the 5S model at the expense of the iPhone 5C, which continues to sell much slower than the similarly- priced iPhone 4S in the same quarter last year. The entry-level ‘free’ or subsidized price point maintains its 16-18% of iPhone sales.”

As for iPad sales, the report notes the iPad Air captured a much higher percentage of Apple’s tablet sales relative to its flagship models last year. “The comparable flagship tablet last year, the iPad with Retina, accounted for less than a third of sales, while the iPad Air has over half. The small format iPads held their own at more than a third of sales, adding the higher-priced iPad Mini with Retina to the product mix. The $399 full size iPad with Retina seems to be stuck in the middle, at only 10% of sales.”

The report covers data for Apple’s fiscal Q3 that includes the three month period ended June 30. Apple’s conference call to announce its Q3 financial results is scheduled for tomorrow at 2PM PT/5PM ET. 

analysts Stories July 17, 2014

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. expand full story

analysts Stories April 21, 2014

With Apple due to report its quarterly earnings on Wednesday, Fortune has been doing its usual analyst temperature-taking. The 37 analysts who have responded so far expect an average of $43.5B, toward the high end of the $42-44B Apple told the market to expect.

So what are our analysts expecting this week? No surprises, that’s for sure. The average revenue estimate of the 37 analysts we’ve heard from so far — 14 amateurs and 23 pros — is 43.5 billion, just above the midpoint of Oppenheimer’s range.

The amateurs, as usual, are a bit more bullish. They’re calling for earnings of $10.53 per share on sales of $43.66 billion. The pros are not far behind: earnings of $10.18 on sales of $43.42 billion …

expand full story

analysts Stories February 12, 2014

CNET reports that JP Morgan analyst Mark Moskowitz forecasts that Apple will release a converged iOS/OS X device he has dubbed the iAnywhere.

While not a new idea, our global tech research team believes Apple could be on the cusp of introducing a new category with iAnywhere, a converged MacOS-iOS operating system that allows an iPhone or iPad to dock into a specially configured display to run as a computer

This is a variation on earlier claims that a larger iPad – widely dubbed the iPad Pro – could also run both operating systems. I’ve written at length about this idea, so won’t rehearse the arguments again here, I shall simply counter with a few quotes from Apple …  expand full story

analysts Stories January 22, 2014

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 …  expand full story

Powered by WordPress.com VIP