ipad sales Stories February 17, 2016

AAPL: 98.12

1.48

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

(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

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ipad sales Stories January 28, 2015

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

apple-q4

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.

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