iPhone sales Q1 2016 Stories December 31, 2015

The new Apple iPhone 6s Plus is displayed as it goes on sale in Sydney on September 25, 2015. Apple launched the new iPhone 6s and iPhone 6s Plus on September 25 featuring 3D touch screen technology. AFP PHOTO / William WEST (Photo credit should read WILLIAM WEST/AFP/Getty Images)

There have been a number of predictions that Apple will next year report a year-on-year decline in iPhone shipments for the current quarter, KGI among them. Most such reports are based on extrapolating from supply chain data which attempts to estimate production volumes.

These reports contrast with Apple’s own guidance for record revenue of $75.5B to $77.5B. Tim Cook argued in October that some two-thirds of existing customers are still using older phones, leaving plenty of room for upgrades this quarter, and that Apple is winning over Android owners in record numbers.

One analyst believes he knows how the conflict can be resolved…

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iPhone sales Q1 2016 Stories August 17, 2015

iphone

Betting against Apple hasn’t been a successful endeavor of late but all of a sudden, declining holiday iPhone numbers seem to be in vogue.

Tech investment company Pacific Crest has echoed KGI’s prediction that year-on-year iPhone sales are likely to decline following the launch of the iPhone 6S, but says that investors shouldn’t be concerned.

We believe iPhone 6/+ models drove abnormally high share gains and upgrade rates that are likely to moderate somewhat in the 6s cycle, which is likely to drive total iPhone units down year-on-year in the first part of financial year 2016 (Q4 of calendar 2015) …

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