Linked by Thom Holwerda on Tue 24th Jan 2012 22:08 UTC
Apple Apple reported its quarterly results, and thanks to the iPhone 4S and the iPad, Apple is putting out bizarre figures - 37 million iPhones, 15.5 million iPads. "The Company sold 37.04 million iPhones in the quarter, representing 128 percent unit growth over the year-ago quarter. Apple sold 15.43 million iPads during the quarter, a 111 percent unit increase over the year-ago quarter. The Company sold 5.2 million Macs during the quarter, a 26 percent unit increase over the year-ago quarter. Apple sold 15.4 million iPods, a 21 percent unit decline from the year-ago quarter." Is this the end of Android's dominance, or just a single uberquarter due to the new iPhone?
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RE: Color me unimpressed
by rhavyn on Wed 25th Jan 2012 15:53 UTC in reply to "Color me unimpressed"
rhavyn
Member since:
2005-07-06

42 million devices sold in a quarter sounds like a lot until you remember that Google was boasting about 500,000 device activations per day last May. That's activations, not sales. That means we're talking about smartphones and tablets in customers' hands and not sitting on a shelf.

Android sales aren't slowing down, either. Last I heard, Google was comfortably over 600,000 activations per day.

Do the math, people. Google has at least a six or seven month lead in sales and seems to be adding to it daily.


Yes, please do the math

37.04MM iPhones
15.5MM iPads
7.7MM iPod Touches (half of the 15.4 million iPods)
= 60.24MM devices in a quarter

Which is approximately 670,000 iOS activations per day.

Reply Parent Score: 2

RE[2]: Color me unimpressed
by ToddB on Wed 25th Jan 2012 16:28 in reply to "RE: Color me unimpressed"
ToddB Member since:
2012-01-25

Nice Burn.. ;)

Reply Parent Score: 1

RE[2]: Color me unimpressed
by DrillSgt on Wed 25th Jan 2012 17:14 in reply to "RE: Color me unimpressed"
DrillSgt Member since:
2005-12-02


Yes, please do the math

37.04MM iPhones
15.5MM iPads
7.7MM iPod Touches (half of the 15.4 million iPods)
= 60.24MM devices in a quarter

Which is approximately 670,000 iOS activations per day.


Actually not accurate. This is talking about how many devices were sold by Apple. Sold by Apple != Devices in use. These would be sales to retail outlets, like AT&T, Best Buy, etc. Those organizations buy the units from Apple, and then resell them. Apple gets to report those as sales, even though the devices may be sitting in a warehouse at the customers location. It most certainly does not mean that the devices are activated in any way shape or form.

I would be curious to see the activation numbers for iOS devices, as I am guessing they will be close to Androids numbers.

Reply Parent Score: 3

RE[3]: Color me unimpressed
by rhavyn on Wed 25th Jan 2012 17:43 in reply to "RE[2]: Color me unimpressed"
rhavyn Member since:
2005-07-06

Actually not accurate. This is talking about how many devices were sold by Apple. Sold by Apple != Devices in use. These would be sales to retail outlets, like AT&T, Best Buy, etc. Those organizations buy the units from Apple, and then resell them. Apple gets to report those as sales, even though the devices may be sitting in a warehouse at the customers location. It most certainly does not mean that the devices are activated in any way shape or form.

I would be curious to see the activation numbers for iOS devices, as I am guessing they will be close to Androids numbers.


Actually it is fairly accurate. Your description of what Apple considers a sale is correct, but you need to correlate that with the inventory data Apple publishes in their quarterly results. Apple maintains incredibly low inventories (and it was below even their low standard this past quarter) which allows them to ensure that every device purchased from them by a reseller will actually be sold to a consumer in a short period of time. Apple does not have warehouses of devices sitting around and their inventory management ensures that resellers can't stockpile warehouses of devices.

Reply Parent Score: 2

RE[3]: Color me unimpressed
by steve_s on Wed 25th Jan 2012 19:44 in reply to "RE[2]: Color me unimpressed"
steve_s Member since:
2006-01-16

Jeez, don't be a jerk man.

Sure, there's going to be some stock in the supply chain, but you don't see resellers cutting prices of Apple devices to move inventory. There are no indications at all that resellers are sitting on Apple devices they can't shift.

There will also have been some stock sitting at resellers and in warehouses at the beginning of the quarter too, which they will have sold during the quarter.

If resellers weren't selling the devices, they wouldn't be buying more of them from Apple to resell. The difference between Apple's figures and sales to end-users is going to be minimal - probably well under 1%.

Reply Parent Score: 2

RE[3]: Color me unimpressed
by mkone on Thu 26th Jan 2012 00:07 in reply to "RE[2]: Color me unimpressed"
mkone Member since:
2006-03-14



Actually not accurate. This is talking about how many devices were sold by Apple. Sold by Apple != Devices in use. These would be sales to retail outlets, like AT&T, Best Buy, etc. Those organizations buy the units from Apple, and then resell them. Apple gets to report those as sales, even though the devices may be sitting in a warehouse at the customers location. It most certainly does not mean that the devices are activated in any way shape or form.

I would be curious to see the activation numbers for iOS devices, as I am guessing they will be close to Androids numbers.


How about the inventory from the previous quarter then. It doesn't disappear into a black hole you know. If Apple is counting as sales iPhone that have been sold to resellers, then that is OK as long as it doesn't depress shipments in the next quarter. Companies don't generally buy inventory they can't ship, and Apple doesn't do channel stuffing.

Reply Parent Score: 1