ipad sales Stories February 17, 2016

ipad-sales

Digitimes Research has predicted that iPad sales could fall this quarter to their lowest level since 2011.

Apple is expected to ship 9.8 million iPads in the first quarter of 2016, historically its lowest quarterly level, with decreases of 39.1% on quarter and nearly 20% on year.

There are a couple of issues with the forecast – the first being the patchy track-record of the source, and the second being that the ‘historic low’ claim isn’t quite accurate if you include the first year or so, as the above graph from Statista shows.

But the graph does show something else …

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ipad sales Stories April 28, 2015

ipad-sales(Credit Quartz)

Tim Cook has once again defended the iPad in the face of continued falling sales, arguing that the “underlying data” paints a more positive picture than the pure sales numbers, and predicting that there will be future iPad growth.

As Quartz noted, the 23% year-on-year fall in iPad shipments to 12.6M means that iPad revenue actually dropped below Mac revenue for the second time since 2011. Cook again acknowledged that other Apple products cannibalize iPad sales, the iPhone 6 Plus a strong competitor on one side and the MacBook Air and new 12-inch MacBook on the other, but said that there were a number of reasons to be positive about the future of the iPad …  expand full story

ipad sales Stories January 28, 2015

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Apple’s press release yesterday noted “all-time record revenue from iPhone and Mac sales as well as record performance of the App Store,” while remaining silent on iPad sales. The reason? The slide continued last quarter, with year-on-year sales down 18%, and a reduction in average selling price meaning revenue was down 22%.

Tim Cook acknowledges that the switch to larger-screened iPhones mean the iPad is being squeezed from both sides.

There’s probably some level of cannibalization that’s going on, with the Mac on one side and the phone on the other.

It’s also undeniable that people upgrade their iPads less frequently than their iPhones–Cook putting the number at “somewhere between” the 2-year cycle of the iPhone and 5-year cycle of Mac–meaning that Apple needs to find a continual stream of customers buying an iPad for the first time …  expand full story

ipad sales Stories October 20, 2014

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Analysts are predicting that Apple (AAPL) will announce record sales and earnings in today’s fiscal Q4 (calendar Q3) earnings call, reports Fortune.

I’ve got the collected fiscal Q4 estimates of 33 Apple analysts — 21 professionals and 12 amateurs. They are all to a man (and one woman) predicting record Q4 sales and earnings (up 7.1% and 11.9%, respectively).

The analysts also expect earnings per share to be up 12% year-on-year, to $1.32 …  expand full story

ipad sales Stories July 23, 2014

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With Apple reporting lower-than-expected iPad sales for the second quarter in a row, it’s likely that Tim Cook will be once again be called on to reassure investors that the decline in year-on-year sales won’t continue indefinitely.

Cook has been very bullish on the iPad, despite the numbers, pointing especially to growing sales in the education sector and the opportunity for tablet growth in enterprise.

The penetration in business is low, it’s only 20 percent. If you looked at the penetration of notebooks in business it would be over 60 percent. We think there is a substantial upside in business.”

I think he’s right, especially with the IBM partnership. I mentioned in my opinion piece then that increasing penetration in enterprise could also help drive consumer migration from Android, as it gives people exposure to iOS devices. But the impact this has could well be offset by the iPhone 6 …  expand full story

ipad sales Stories May 12, 2014

Flat iPad sales are here to stay, suggests Morgan Stanley

Morgan Stanley’s Katy Huberty suggests that weak iPad sales may be here to stay, reports Business Insider.

We lower our 2014 tablet growth forecast to 12% from 26% on the back of increasing penetration rates and the lack of new, differentiated products […]

Few suppliers were able to communicate a credible argument for a growth re-acceleration this year, however Android appears to be faring better than iOS tablets on the back of lower price points and broader product portfolios.

Huberty says that slow growth is expected despite the fact that tablets are expected to continue to cannibalise the PC market, as more consumers replace PCs with tablets.

Tim Cook would probably disagree. Commenting on the sales slowdown, Cook observed that the iPad was the fastest-growing product in Apple’s history, selling twice as many units as the iPhone and seven times as many as the iPod in the same time periods.

Despite an overall trend for flat iPad sales, Canalys recently reported that Apple remains the world leader in combined PC and tablet sales.

ipad sales Stories March 3, 2014

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Figures released today by Gartner show that the iPad remained the best-selling tablet of 2013, selling more than the combined sales of the four runners-up.

Apple’s strong fourth quarter helped it to maintain the top position in the market in 2013 […]

Apple’s tablets remain strong in the higher end of the market and, Apple’s approach will continue to force vendors to compete with full ecosystem offerings, even in the smaller-screen market as the iPad mini sees a greater share …  expand full story

ipad sales Stories January 22, 2014

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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 …  expand full story

ipad sales Stories December 5, 2013

Apple dominated Black Friday/Cyber Monday weekend sales, says analytics company

Analytics company Localytics said that of all the gadgets purchased across the Black Friday/Cyber Monday weekend, the iPad Air enjoyed by far the largest boost in sales.

Comparing activations with those for the previous weekend, 51 percent more iPad Airs were sold, with Apple also taking second and third places with the original iPad Mini and iPhone 5c. In all, Apple products took six of the top nine places.

According to Localytics’ data, a whopping 51% more new iPad Air devices were seen than the previous week. This is due to a combination of factors, including Apple’s promotion of giving gift cards with purchases of the iPad Air and iPad Mini (but not iPad Mini 2nd gen) devices. This, combined with a smaller base of iPad Air devices and the novelty of the iPad Air (released on November 1st) resulted in the iPad Air dominating on Black Friday weekend. Apple’s older iPad Mini model finished second, and the iPhone 5c took third. As previously reported by Localytics, the iPhone 5c is gaining on its more sophisticated cousin, the 5s, during the past couple months.

Localytics analysed figures for over a million devices to reach its conclusions.

Apple has also overtaken Dell as the desktop PC brand most shoppers intend to buy according to data from Park Associates (via CNET). Apple already topped the list for laptops, tablets and routers.

ipad sales Stories November 15, 2013

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Total revenue from all Android tablets combined has for the first time exceeded Apple’s revenue for its iPad sales, according to IDC data crunched by Morgan Stanley’s Katy Huberty.

“For the first time,” she wrote in a note to clients Friday, “Android devices accounted for a greater share of the market in revenue terms than iOS. Android revenue share reached 46.2% in 3Q13, for the first time exceeding iPad share of 45.6%. Android’s unit share grew to 66.7% from 58.5% a year ago, largely driven by Samsung and Lenovo, while iPad share declined to 29.7% from 40.2%” …  expand full story

ipad sales Stories July 17, 2013

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With Apple’s Q3 2013 financial call set to take place later this month on July 23rd and Wall Street expecting near zero revenue growth, today we get a look at what analysts are expecting for iPad sales. With no major product announcements since the  introduction of iPad mini and iPad 4 last fall (and only a minor upgrade with the 128GB iPad 4 in January), it’s not all that surprising the consensus from 48 analysts polled by Fortune is that Apple will experience a big drop in growth year-over-year for iPad during the June quarter.

The average estimate of 18.1 million iPad units during Q3 works out to around 6.2% growth compared to 183% and 84% in Q3 2011 and Q2 2012, which some might still consider significant due to the lack of new product announcements and competition from Android tablets: expand full story

ipad sales Stories June 3, 2013

Tim-Cook-WTF-01In the midst of the U.S. government’s interest in Apple and other large multinationals that “avoid” paying taxes in the U.S. or repatriating funds stored abroad, RudeBaguette.com notes that the French society of authors, composers, and music publishers (SACEM) has announced that Apple owes around 5 million euros in unpaid taxes.

The funds apparently come from unpaid royalties on iPad sales for 2011 that France and other EU countries, such as Germany, collect for devices capable of transferring and displaying copyrighted material:

To give a bit of a background, the copie privée is a tax in several countries including France & Germany that is applied to all digital devices that can transfer, read, or otherwise make use of copyrighted material. The tax goes to the SACEM, which then takes the lump sum of all the taxes collected and deals them out to authors, creators, producers, actors, etc. accordingly… the problem here isn’t so much the tax, but that Apple actually charged the consumers this tax, and didn’t pay it out to the SACEM.

The news comes as reports claim France is beginning to crack down on tax schemes of large companies with plans to force  Apple, Google, and others to disclose details of foreign business activities and tax practices: expand full story

ipad sales Stories January 23, 2012

Apple will report its fiscal first quarter results tomorrow for the October to December 2011 period during which the Cupertino, Calif.-based company saw the death of its cofounder and the record-breaking sales of its latest iPhone.

Apple passed the $400 billion market cap briefly last week, and it is the world’s second most valuable company after Exxon Mobil Corp. Its 2007-debut of the iPhone effectively piloted the touchscreen smartphone market, meanwhile the iPad carved a new consumer electronics category for the industry, as well.

Analysts expect earnings of $10.04 per share and revenue of $38.92 billion, according to FactSet, compared to Q1 FY11 where Apple earned $6.43 per share on $26.74 billion in revenue. Apple said it reckons earnings of $9.30 per share and revenue of $37 billion for Q1 FY12, but the technology giant usually underestimates its forecasts, and analysts generally ignore such predictions…

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