Linked by Thom Holwerda on Mon 23rd Sep 2013 22:52 UTC
Apple

Apple today announced it has sold a record-breaking nine million new iPhone 5s and iPhone 5c models, just three days after the launch of the new iPhones on September 20. In addition, more than 200 million iOS devices are now running the completely redesigned iOS 7, making it the fastest software upgrade in history.

Impressive.

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RE[10]: Apples and Oranges
by galvanash on Tue 24th Sep 2013 19:37 UTC in reply to "RE[9]: Apples and Oranges"
galvanash
Member since:
2006-01-25

I say that Munster has no further insight than you (and I don't think you've got any) and yet you've latched on to his 3.5 million number which has no basis in any discernable data.


Only because there is no discernable data... There is however quite obviously 5Cs sitting in inventory - that has never happened before.

Do I know 3.5 million is accurate? No, but it sounds reasonable. Regardless, my point is some percentage of those 9 million sales didn't happen yet - relative to previous launches in which those sales did happen. Its apples and oranges, which was my point all along...

Look, if you believe your math, that the 5S undersold the 5 and that 3.5 million 5Cs remain unsold, it seems logical to expect that Apple will underperform for iPhone sales this quarter than they did last year. Would you like to wager on that? I'm willing to bet a space gray 5S for me and whatever you want for you.


No, I would not go that far. I will wager that Apple won't break out 5S/5C sales in their quarterlies... because if they did I suspect that although it may not be bad it won't look terribly good either relative to last year. They will report total iPhone sales like they always do, and having 2 new models will of course ultimately yield them more sales. They may even show a margin increase since they cut costs a bit on last years model.

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