estimates Stories May 19, 2016

AAPL: 94.20

-0.36

IDC: ChromeOS sales in US outpaced Mac for the first time in Q1

Shipments of Chromebooks outpaced Macs in the US for the first time in Q1 2016, that’s according to data from IDC shared during a session at Google’s I/O developer conference today.

estimates 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. 

estimates 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

estimates Stories November 13, 2013

Retina iPad mini orders from Apple arriving as early as Nov. 15

Update: Some 9to5 readers in the UK report an estimated delivery date of Nov. 15th.

Many online orders for the Retina iPad mini have yet to ship, but today a large number of users have now received delivery estimates from Apple and UPS. At least in the US, 9to5 readers report their Retina iPad mini orders will be arriving as early as Monday, Nov. 18. That’s the earliest estimate from UPS, but Apple is also quoting a Nov. 21st delivery date for many day-one iPad mini orders. Shipping times from Apple remain at 1-3 or 5-10 business days for all models of the device in all launch countries, but word has it supplies could be tight leading into the holidays.

estimates Stories December 7, 2012

Apple says new 27-inch iMac orders will ship in January

Earlier this month, Apple started pushing back the estimated shipping times for its new line of 21.5-inch and 27-inch iMacs. Apple CEO Tim Cook previously warned prior to the launch of the new lineup that the company expected significant delays leading into the holidays. While the 21.5-inch iMacs are still listed at “7-10 days” on at least Apple’s United States and Canada online stores, the 27-inch model is now listed as shipping in “January”. Apple previously displayed “3-4 weeks”.  While we are obviously now only three weeks out until January, the change could mean further delays for the new iMacs and possibly shipments late into January as opposed to at the start of the month.

estimates Stories October 25, 2012

Apple is all set to announce its fiscal Q4 financial earnings today, during a conference call with company executives scheduled for 2 p.m. PST/ 5 p.m. EST. iPhone 5 sales are expected to be a topic of conversation, of course, while recent predictions from 59 analysts provided an average estimate of 26.3 million iPhones total for the quarter. Today, Forbes posted revised estimates from 36 of the analysts that also includes predictions for iPhone, iPod, Mac, and other product sales.

A few things we already know from CEO Tim Cook’s announcements during the iPad mini event: 5 million iPhones 5s sold during opening weekend, 3 million new iPod nano and touch units sold, and 200 million iOS 6 devices. Cook also noted the company has now sold 100 million iPads in 2.5 years and more iPads in June than any PC manufacturers’ entire PC lineup.

In Q3 Apple reported revenues of $35 billion. As for Q4, Apple predicted during its last conference call that revenues for the fourth quarter would be around $34 billion with diluted earnings per share of about $7.65. Today, Forbes pointed us to updated estimates from Wall Street showing a consensus of $8.81 on sales of $36.02 billion.

Forbes has also posted revised estimates from 36 analysts (below). Among the 20 pros in the group, the average estimate is $8.75 on sales of $35.51 billion. The independents, on the other hand, have earnings of $9.66 on sales of $37.23 billion.

As you can see from the chart of the 36 analysts below (pros in blue), the high-end of iPhone estimates hit the 32 million-unit mark, while one independent has Mac sales as high as 5.70 million units:

expand full story

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