How many iPhones did Apple sell last quarter?
Summary: What's your guess?
Wall Street analysts estimate that Apple has sold some 29 million iPhones during the past quarter. However, one analyst thinks that this number could be off by a whopping 50%.
UBS analyst Maynard Um sent the following note out to clients yesterday:
Assuming 8mn iPhones from AT&T, 1.2mn from Sprint, & 4.2mn from Verizon, the US alone would make up ~45% of our 30mn unit est for CY4Q. US mix has not been this high since the June qtr of '09 & seems unlikely given the cont'd rapid expansion of int'l countries & carriers since that qtr. US mix in FY11 ranged between 25-29%. If US mix was similar to the high from FY10 of 38% for CY4Q, it would imply demand for ~43.6mn iPhones (albeit unlikely that high given lower supply relative to demand). Each incremental 1mn iPhones is ~$0.21 in EPS.
According to CNN Money, the consensus reached by 15 independent analysts is that Apple as sold 33.37 million iPhones during the Q1 2012 period, higher than Wall Street expectations, but not a 50% bump.
We'll know come January 24 how many iPhones Apple has sold, but in the meantime time for a prediction - how many iPhones do you think Apple sold during the Q1 2012 period?
[poll id="743"]
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Talkback
RE: How many iPhones did Apple sell last quarter?
RE: How many iPhones did Apple sell last quarter?
Ha!
RE: How many iPhones did Apple sell last quarter?
It leads to only 1 conclusion
BTW can you please change your screen name? If I want to delete one of my posts, all I have to do is put your name in my post and ZDNet's automated "spam" filters delete the post for me. This is good when I do it on purpose. Not so good when I forget to remove the @yourname at the top of the post.
And I'm only teasing about changing your screen name. I can't figure out why ZDNet hates your name so much though.
RE: How many iPhones did Apple sell last quarter?
Hello Todd. Really, I have no control over deleting our talkback posts. In fact, I posted my original note using Safari and it took for about ten minutes. When I refreshed the screen, it was gone and the first two posts by Return of the jedi and sackbut had taken it's place. I reposted using Firefox and this post took.
I am at a lost as to why ZDNet hates my screen name. Its such a friendly name. Grin. But having my posts mysteriously vanish is a recurring theme on this cite. I have had correspondence with ZDNet administrators over this issue but ... from time to time ... some comments get deleted. Sorry, Todd - to use an old refrain - It's not my fault. Very Big Grin.
Hmmm, a brief bit of zdnet reasoning would lead me to believe that:
Mind you, their predictions/guesses are probably out by 1-few million. Why might you ask? Clearly Apple has sold at least 1 million each to of the magical and so predictable zdnet regular Apple-lovers such as Loverock and ToddyBottom.
LOOK EVERYONE HE MENTIONS ME!!!@#@##!!!
I see it being a little higher than their estimates.
RE: How many iPhones did Apple sell last quarter?
A lot
This is a sick market. We all lose.
Maybe except Apple that is:P So once again the phrase
Pagan jim
Oh dear
We all "lose" when you let "loose" your inane ramblings.
Stay in school kids, don't turn out like James Quinn.
OUCH!!!! My feeling!
RE: How many iPhones did Apple sell last quarter?
Sure you have a choice.
You can buy and iPhone or you can buy any of hundreds of other choices from LG, Samsung, ZT, HTC and dozens of other manufactures. Saying Apple is a monopoly is like saying Samsung is a monopoly because only Samsung can sell Samsung products.
But all those other phones suck
There is no real choice. No one here can honestly suggest that Android or WP7 phones are as good as iPhones. So while I agree, there are a lot of bad phones to "choose" from, they all suck. Only an idi0t would buy anything other than the iPhone.
I want real choice. You too should demand real choice.
It is a sick market. We all lose.
YOUR opinion on the quality of the competition is just that
RE: How many iPhones did Apple sell last quarter?
Since you are a MS fan, I'll take your word that WP7 sucks. However, your opinion of Android is biased.
MS fan?
There is no real competition to these products. All Android devices suck and the customer satisfaction figures reflect that. WP7 devices must suck because they are losing marketshare.
iPhone / iPad owners love and keep their devices.
Android owners hate their devices and switch to iPhone / iPad as soon as they can.
WP7 owners, actually, there really aren't many WP7 owners since no one buys these things.
It is a sick market. We all lose.
RE: How many iPhones did Apple sell last quarter?