Apple's 'record' Q4: 33.8 million iPhones, 14.1 million iPads, 4.6 million Macs sold

Apple's 'record' Q4: 33.8 million iPhones, 14.1 million iPads, 4.6 million Macs sold

Summary: Even as iPad sales continue to grow, Mac figures demonstrate Apple is not immune to the PC industry woes either.

TOPICS: Mobility, Apple, iOS, iPhone, iPad

Following mixed reviews of its latest iPad line refresh last week, Apple kicked off the week with its fiscal fourth quarter earnings report, hitting all analyst targets.

The iPhone maker reported a net income of $7.5 billion, or $8.31 per share (statement). Non-GAAP earnings were $8.26 per share on a revenue of $37.5 billion.

Wall Street was looking for earnings of at least $7.93 on a revenue of $36.84 billion.

Apple shares were up slightly just before the closing bell rang on Monday.

Cupertino was quick to describe Q4 as a "record September quarter" with iPhone sales up by approximately 26 percent annually to 33.8 million units. That figure was undoubtedly helped by the the unveiling of the new iPhones 5C and 5S last month.

Continuing on that note, CEO Tim Cook further gushed about the new product lineup in prepared remarks:

We’re pleased to report a strong finish to an amazing year with record fourth quarter revenue, including sales of almost 34 million iPhones. We’re excited to go into the holidays with our new iPhone 5c and iPhone 5s, iOS 7, the new iPad mini with Retina Display and the incredibly thin and light iPad Air, new MacBook Pros, the radical new Mac Pro, OS X Mavericks and the next generation iWork and iLife apps for OS X and iOS.

Nevertheless, even as iPad sales continue to grow, Mac figures demonstrate Apple is not immune to the PC industry woes either.

iPad sales were up slightly annually to 14.1 million units versus 14 million, while Mac sales were down from 4.9 million in the year-ago quarter to 4.6 million units this time around.

For the fiscal first quarter, Wall Street is banking big time on a combination of the iPad Air prepping to ship this week along with the impending holiday season. Thus, analysts looking for earnings of $13.86 per share on a revenue of $55.65 billion.

Apple followed up with a revenue guidance range of $55 billion to $58 billion.

Cook and company are expected to follow up with plenty more answers during the quarterly conference call later on Monday, starting at 2PM PT/5PM ET.

Topics: Mobility, Apple, iOS, iPhone, iPad

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  • Actually those numbers are more than forecast in each category

    The Mac sales decline is just over 2%. That's a lot smaller than the PC industry average. And they are well over what was predicted for the iPhone, and slightly over what was predicted for the iPad.

    Apple has never been afraid to cannibalize its own product lines with disruptive technologies. But it would seem that the cannibalization is just nibbling at this point.
    • I put it at >6%

      And PC sales fell by ~8%. But note that PC's that are also tablets aren't in those numbers. Thus, all those Surfaces, ThinkPad Tablets, etc., that people bought *instead* of a traditional PC don't count as PCs at all.

      In other words, Mac's slump is probably about the same, or even a little worse, than the overall industry's.

      But the Mac is mostly irrelevant to Apple's future. They are a one-product company now: iPods of various sizes.
      x I'm tc
      • So Linux is dominating...

        ...tablets too.
        Napoleon XIV
        • Linux is a company?

          I don't know of one OEM using Android, which is not even close to true Linux, that is looks or behaves the same.
          Which company is doing this well?

          And why does Torvalds get paid 150 million from a non profit for something he claims to not even care if he's paid for. Shyeah, right.
          • This is APPLE LICENSES NOT SALES......

            Apple always plays this trick. this is licenses sold to their channel partners and not actualy product movement.

            Yeah, sure Apple. We've heard this one before.
    • New math?

      It was a 6.122% drop in Mac sales. When Mac sales numbers are so low to begin with, a 6%+ drop hurts. Then again, few care about the Mac anymore, including Apple. It's a low income, high expense product line for Apple. They cost more to warehouse. They cost more to ship. Apple makes the vast majority of its income from the iPhone these days. Even the iPod isn't being updated very often anymore because it's not much cheaper and it's less popular than the iPhone.

      What's really ironic is that the product responsible for most of their income has been mostly neglected for the past couple of years. They've made only minimal improvements. That's a dangerous game to play with your cash cow.
      • Billy

        "They cost more to warehouse. They cost more to ship."

        Do you know how utterly stupid that sounds?
        • What??

          Why would you ask how stupid it sounds when the comment was that Macs cost more to warehouse and ship?

          The packaging for an iMac, MacBook, Mac Pro, is much, much larger than for an iPhone or iPad. Therefore, it also costs much more to ship per unit because of the size and weight.

          Take an iMac and an iPhone to the UPS store and ask them to tell you how much it will cost to ship each to the same destination. Surprisingly, the iMac will be significantly more expensive to ship than the iPhone.

          Oh, and see how many more iPhones you can fit into the trunk of your car vs. the number of iMacs that will fit.

          So, why does that sound utterly stupid to you?
          • And I have red many places

            how much profit they make. Apple owns something like 90% of the over $1000 computer market.
          • uhm...

            ...and that could say more about the mac than you care to imply.
        • He is right

          This guy is right about it. Desktop computer cost much more to warehouse and ship than phones.
      • You'd actually have a point if Apple were actually

        neglecting the product line. But since they aren't, it's obvious Apple disagrees with you assessment of the situation.
      • 6%?

        4.6 million Macs sold compared to 4.9 the same quarter last year. Is that 6%?
      • Bill,

        the cult is after you and flagging you.
  • I haven't heard of any reporter printing about the iPhone 5c sales debacle

    Rachel, I'm surprised at you. All I kept reading on ZDNet recently was how the iPhone 5c was an albatross around Cupertino's neck. That this phone was pitched as a gigantic Tim Cook folly. And that the sales for this phone would surely bring down the wrath of Wall Street upon Tim Cook and company.

    How come you didn't report the sales figures for this phone? And, don't give me any Apple excuses that they don't break down individual sales figures of each of Apple's iPhone products. Your the ace reported on the Daily Planet. I expect better from you! Grin.
    • But, but, 5c must fail!

      Most ZDnet and other pundits never really got the Apple win/win strategy of the 5c. Even though it is actually a 5 without all the expensive machining. Apple simply realized that it could save that expensive chamfer machining line for the real money maker, the 5s, and still drive more profits out of last year's 5 by dressing it up with a far less expensive plastic shell instead. So they end up selling more 5c's than they ever would have sold the 'old' 5's. But it wasn't the cheap-o phone everybody was hoping Apple would produce. They could have ridiculed the cheap-o phone more than the 5c! ... even if it sold more and gained more share ... like all the analysts dreamed it would ... Apple has a hard time winning, even with record sales, again.
    • Debacle?

      In its first few DAYS, 5c sales were close to 3 million. In the first QUARTER of this year, total combined sales of ALL Lumia phones was 7.6 million. Massive success for the 5c? Certainly not. Debacle? Hardly!
      • I see you caught my sarcasm. Grin.

        I was just curious if any tech pundit who jumped on the "The iPhone 5c is doomed" bandwagon would post a comment explaining how correct their predictions were. I see I didn't get any replies regarding their defense of that prior argument or opinion.
        • One possible explanation

          toddbottom3 is gone somewhere. Let's hope he is well. (not being rewritten in some new WinXYZ runtime)

          Without Toddy cheerleading, other prophets just keep low profile.
    • How bad did the 5c do, anyway?

      Apple really doesn't break them out, but here's one tidbit of information in that respect: On all of the major carriers in the US (I'm not sure about worldwide), the iPhone 5c was either the 2nd or 3rd most popular smartphone. The first was the 5s across the board, and the 5c traded places with the Galaxy S4 for 2nd and 3rd depending on the carrier.

      Put another way, even though it wasn't the blockbuster that the 5s was, the 5c was approximately as popular as the Galaxy, itself a very popular phone. That's not bad company.

      It's perhaps a little premature to give the 5c a hard time anyway. Those things are likely to be very popular with children/teens, and if so you'd expect the holiday quarter to be the interesting one for that phone given that they missed back-to-school.