Tags estimates

IDC: Chromebook 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.

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Filed under: Mac, Tech Industry Tagged: Chrome OS, Chromebooks, estimates, IDC, Mac, OS X, sales

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Jordan Kahn

May 19th

Apple

Mac

Analysts predict up to 40M iPhones sold last quarter ahead of Apple’s Q3 earnings

Fortune-iPhone-sales-estimates-Q314

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.

If Apple does report iPhone sales for the quarter somewhere in the neighbourhood of the 35 million average, that would represent an almost 15% increase from last year. In its Q3 earnings report last year, the company reported growth of 20% year over year for iPhone sales with sales of 31.2 million iPhones during the quarter.

Even with new iPhones expected this fall in what might turn out to be one of the biggest updates yet for the device, it looks like iPhone sales could remain strong going into the new launches. Apple’s earnings call is scheduled for Tuesday, July 22 next week.

A full list of predictions from the analysts included is below:

Fortune-iPhone-sales-estimates-Q314-02


Filed under: AAPL Company Tagged: analysts, Apple, average, estimates, iPhone, Q3, Q3 earnings, sales, sold

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Jordan Kahn

July 17th

Apple

Mac

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

iPad-mini-retina-shipments

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.


Filed under: iOS Devices Tagged: delivery, estimates, iPad, Mini, nov 18, Retina, Shipping

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Jordan Kahn

November 13th

Apple

Mac

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

Screen Shot 2012-12-07 at 10.18.35 AM

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.


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Jordan Kahn

December 7th

Apple

Mac

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

Screen Shot 2012-12-07 at 10.18.35 AM

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.


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Jordan Kahn

December 7th

Apple

Mac

Analysts revise estimates ahead of Apple’s Q4 earnings call

Apple is all set to announce its fiscal Q4 financial earnings today during a conference call with company execs scheduled for 2 PM PT/ 5 PM ET. Of course iPhone 5 sales is expected to be a topic of conversation, 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 Tim Cook’s announcements during the iPad mini event: 5 million iPhones 5′s 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 manufacturer’s 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 hits the 32 million unit mark, while one independent has Mac sales as high as 5.70 million units:

Another analyst, Asymco’s Horace Dediu predicted “the mix over the last six quarters implies global iPhone sales of between 27 million and 30 million”. He also published the following chart tracking growth rates for iPhone sales based on recent numbers announced by AT&T, Sprint, and Verizon:

 



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Jordan Kahn

October 25th

Apple

Mac

Analysts revise estimates ahead of Apple’s Q4 earnings call

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:

Another analyst, Asymco’s Horace Dediu, predicted “the mix over the last six quarters implies global iPhone sales of between 27 million and 30 million.” He also published the following chart tracking growth rates for iPhone sales based on recent numbers announced by AT&T, Sprint, and Verizon:



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Jordan Kahn

October 25th

Apple

Mac

Supply shortages notwithstanding, 59 analysts predict 26.3M (mean) iPhones sold in Q4

Apple has been selling iPhone 5′s as fast as they can make them since its mid-September launch. However, pre-order delays and retail shortages related to manufacturing troubles meant Apple was a little shy of the 10 million units predicted by analysts for opening weekend. We know Apple sold at least 5 million iPhone 5 units during the first three days of its retail launch starting Sept. 21. With a slow start and strong finish to the quarter ending on Sept. 29, today we get estimates from 59 analysts predicting iPhone sales for Q4 courtesy of Fortune. Apple is set to announce earnings for Q4 later this month on Oct. 25.

The average of the group is 26.3 million units, just slightly over the 26 million Apple sold in Q3 2012 (pros in blue, amateurs in green):



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Jordan Kahn

October 17th

Apple

Mac

Samsung & Apple take half of global smartphone market, Android & iOS hit 80 percent

Research firm Gartner released its numbers today for “Worldwide Mobile Device Sales” during Q1 2012. There are not many surprises in the report when it comes to Apple, but Gartner estimated Samsung sold 38 smartphones during the quarter, which is less than the 42.2 million estimated by IDC earlier this month and more than the 32 million by IHS iSuppli. With Apple confirming 35.1 million iPhones sold during the quarter, Gartner’s numbers put Samsung as the both the No. 1 smartphone and overall mobile device vendor. The report also noted Samsung and Apple together accounted for 49.3-percent of the global smartphone sales, which is up from just 29.3 percent in Q1 of last year:

“The continued roll-out of third generation (3G)-based smartphones by local and regional manufacturers such as Huawei, ZTE, Lenovo, Yulong and TCL Communication should help spur demand in China. In addition, the arrival of new products in mature markets based on new versions of the Android and Windows Phone operating systems (OSs), and the launch of the Apple iPhone 5 will help drive a stronger second half in Western Europe and North America. However, as we are starting to update our market forecast we feel a downward adjustment to our 2012 figures, in the range of 20 million units, is unavoidable.”

On the platform side, Gartner’s report estimated both Android and iOS accounted for 79 percent of global smartphone sales—up from just 53.3-percent in Q1 2011. Of that 80 percent, Android grabbed 56.1-percent, which is slightly higher than the 51 percent of the United States market, according to estimates from comScore earlier this month. Apple took in the remaining 22.9-percent, which is less than the 30.7-percent comScore estimated for the U.S. market:

Gartner analysts said the smartphone market has become highly commoditized and differentiation is becoming a challenge for manufacturers. “At the high end, hardware features coupled with applications and services are helping differentiation, but this is restricted to major players with intellectual property assets. However, in the mid to low-end segment, price is increasingly becoming the sole differentiator. This will only worsen with the entry of new players and the dominance of Chinese manufacturers, leading to increased competition, low profitability and scattered market share.”



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Jordan Kahn

May 16th

Apple

IDC: Samsung takes top smartphone marketshare in Q1, as Apple hits 8.8-percent high of total mobile phone market

Today, research firm IDC published its Q1 2012 report of top mobile phone and smartphone shipments worldwide. While Apple was able to post impressive growth with a high of 8.8-percent of the total mobile phone market (up from 4.6-percent a year ago) and 24.2-percent of the global smartphone market (up from 18.3-percent), Samsung was able overtake Apple for the top spot with a year-over-year change of 267 percent and 29.1-percent of the total smartphone market. Samsung also took the top spot of global mobile phone marketshare from Nokia for the first time since 2004.

Meanwhile, the worldwide smartphone market grew 42.5% year over year in 1Q12, as Samsung overtook Apple for the smartphone leadership position. Vendors shipped 144.9 million smartphones in 1Q12 compared to 101.7 million units in 1Q11. The 42.5% year-over-year growth was 1% higher than IDC’s forecast of 41.5% for the quarter, and lower than the 57.4% growth in the fourth quarter of 2011

In terms of shipments among smartphone vendors, Apple took the second spot behind Samsung up from 18.6 million units in Q1 2011 to 35.1 million in Q1 2012. Apple was only behind Samsung with 42.2 million units shipped, up from just 11.5 million a year ago.

The company does not publicly release shipments from Samsung, and IDC’s number of 42.2 million smartphones shipped during Q1 is significantly more than the 32 million estimated by IHS iSuppli just days ago. If IHS’s estimate were correct, it would put Samsung much closer to the 35.1 million devices Apple confirmed it shipped sold during the quarter.

IDC attributed Apple’s growth largely to the iPhone becoming available on additional carriers and retailers across the globe, “as well as sustained end-user demand among both consumers and enterprise users.” Samsung’s growth, on the other hand, was the “continued expansion of its Galaxy portfolio,” although there is no solid data on how exactly IDC obtained Samsung’s shipment numbers.

IDC Senior Research Analyst Ramon Llamas talked about today’s report:

“The race between Apple and Samsung remained tight during the quarter, even as both companies posted growth in key areas…  Apple launched its popular iPhone 4S in additional key markets, most notably in China, and Samsung experienced continued success from its Galaxy Note smartphone/tablet and other Galaxy smartphones. With other companies in the midst of major strategic transitions, the contest between Apple and Samsung will bear close observation as hotly-anticipated new models are launched.”

Cross-posted on 9to5Google.com



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Jordan Kahn

May 1st

Apple
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