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?
Thread beginning with comment 504565
To view parent comment, click here.
To read all comments associated with this story, please click here.
RE[2]: Color me unimpressed
by DrillSgt on Wed 25th Jan 2012 17:14 UTC 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[4]: Color me unimpressed
by OMRebel on Wed 25th Jan 2012 18:31 in reply to "RE[3]: Color me unimpressed"
OMRebel Member since:
2005-11-14

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.


You are saying that Apple does not have centralized storage of their products throughout the US in order to ship out to stores that are ordering them, but rather ship directly from the manufacturers overseas to Joe's Electronic Store in Anywhere, USA? Such a model would be disastrous - as it not only delays the time in which a retailer could actually receive the product (due to shipping time as well as dealing with customs), but added costs in which the manufacturer is now fully in charge of handling shipping and orders (making inventory a huge nightmare) instead of going with a cheaper bulk shipping rate.

You may want to rethink things a bit......

Edited 2012-01-25 18:36 UTC

Reply Parent Score: 3

RE[4]: Color me unimpressed
by DrillSgt on Wed 25th Jan 2012 18:43 in reply to "RE[3]: Color me unimpressed"
DrillSgt Member since:
2005-12-02


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.


Good point. I have not looked at the inventory data at all. I'll take a look and see if I agree or not ;)

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