Q3 Stories July 21, 2015

Apple earlier today reported its Q3 2015 earnings, and while the company’s stock has taken an after-hours dive, the numbers were generally strong. Apple reported that it had sold 47 million iPhone units and 10.9 million iPad units in the quarter, combining for a total of 57.9 million iOS devices, not including the iPod touch. As noted by Benedict Evans of a16z, Apple’s sales last quarter mean that iOS sales are now matching those of Windows PCs.

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Apple earnings day is here at last. Catch up on the company’s latest results here while we await the quarterly conference call between Tim Cook, Luca Maestri and analysts. In summary, Apple reporting earnings $10.7 billion in profit from $49 billion in revenue after 47 million iPhone sales, 10.9 million iPad sales, and 4.7 million Mac sales during the company’s Q3 period. Analysts will likely push Tim Cook and company on sharing more information around Apple Watch sales during the call. The quarter covers the April to June period which includes Apple Watch sales in a number of countries from April 24th and on. Apple’s conference call kicks off at 2 p.m. PT/5 p.m. ET so stay tuned for our live coverage below: expand full story

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Q3 Stories June 29, 2015

Screen Shot 2015-06-29 at 7.15.25 PMApple has just announced that its fiscal third quarter earnings call will take place on Tuesday, July 21st at 2PM PT/5MP ET. The call will report earnings from the three month period ending this month.

Last quarter, Apple announced sales of 61.1 million iPhones, 12.6 million iPads, and 4.5 million Macs. The company reported revenue of $58 billion, including $13.6 billion in profit. Apple didn’t disclose sales for the Watch last quarter, and it seems unlikely that the company will do so this quarter either.

Apple will be hosting a conference call with investors and press and will also live stream audio from the call on its website, which of course we will have live coverage of. The live broadcast of the call will be available here on Apple’s website.

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Q3 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. 

Q3 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

Q3 Stories November 5, 2013

T-Mobile sells 550k iPhones in Q3, 10% of total smartphone sales

While T-Mobile didn’t disclose specific iPhone numbers in its Q3 earnings report this morning, BTIG analyst Walter Piecyk has followed up with numbers from the company’s conference call. According to T-Mobile, iPhone sales accounted for almost 550k units, or 10% of its total 5.6 million smartphone sales including pre-paid and MetroPCS branded devices. Piecyk notes that number is around 15% of the carrier’s post-paid smartphone sales under its own brand, which is down from approximately 950k last quarter. T-Mobile confirmed the numbers in a statement to AllThingsD:

Sales of iPhones represented about 15 percent of T-Mobile-brand smartphone sales, CMO Mike Sievert said. T-Mobile sold about 3.6 million smartphones under its own brand, meaning it sold about 540,000 iPhones in the quarter.

T-Mobile today reported that it sold a record 5.6 million smartphones during the quarter, which includes sales to prepaid customers, accounting for around 88% of total phone units sold. The carrier didn’t have much time to sell the new iPhone 5s and 5c in its third quarter as the devices launched late in September, but the company did make a point of noting that it launched the new iPhones at “very attractive introductory prices of $99 down and $0 down” in its earnings release today. Piecyk notes how that compares to the other guys in Q3:

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