Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

MacRumors

macrumors bot
Original poster
Apr 12, 2001
63,481
30,710



Apple will announce its next quarterly earnings on Monday, January 27, and ahead of the announcement analysts are releasing their iPhone and iPad sales estimates for this holiday quarter. As we noted earlier this week, analysts predict record quarterly sales of 55 million iPhones, a 16% increase over the same quarter last year. A follow-up report today from Philip Elmer-Dewitt of Fortune suggests sales of the iPad will grow 10% year-over-year to also set a new record for Apple.

ipad-sales-estimate-4q-2013.png

Elmer-Dewitt surveyed iPad sales estimates from 45 analysts, including 28 professionals and 17 amateurs. Estimates range from 21 million to 28 million units, with an average of 25 million units.
The average estimate among all the analysts is 25 million iPads, up 10% from the same quarter last year.

The indies, as usual, are a bit more bullish than the pros. As a group, they're looking for 16% growth, compared with the Street's 8%. Unless they've updated their numbers, four sell-side analysts -- Cowan's Timothy Arcuri, Credit Suisse's Kulbinder Garcha, Citi's Glen Yeung and CLSA's Avi Silver -- still expect Apple to report a drop in iPad sales.
Early metrics from the holiday season mirror these analyst expectations. By one count, the iPad lineup collectively accounted for 18% of Target's Black Friday sales, while the iPad mini was a top seller at Walmart. The App Store also experienced a spike in interest on Christmas day, with revenue increasing by 56 percent and the total number of downloads growing by 53 percent.

Apple will be reporting its quarterly earnings on January 27, 2014 after the close of trading, at approximately 4:30 PM Eastern / 1:30 PM Pacific. MacRumors will have full coverage of Apple's earnings release and the associated conference call taking place at 5:00 PM Eastern / 2:00 PM Pacific.

Article Link: Apple's Holiday Quarter iPad Sales Estimated to Hit Record 25 Million
 

maflynn

macrumors Haswell
May 3, 2009
73,447
43,363
Not surprising since I saw the crowded apples stores where I live.
 

Rogifan

macrumors Penryn
Nov 14, 2011
24,124
31,156
And the other day AAPL was downgraded to hold because some firm thinks iPhone sales are soft. These guys don't have a clue.
 

osx11

macrumors 6502a
Jan 16, 2011
825
0
Next up: "Apple's Holiday Quarter App Store Sales Estimated to Hit Record Number"

It's funny seeing MacRumors scramble for stuff post since Apple is really keeping a tight seal on their product development. The doubling down on secrecy is now actually working and we're seeing the effects in increasingly random and pointless news posts. Oh well.......makes it more exciting since we might actually be surprised by what Apple announces next. :D
 

ForzaJuve

macrumors member
Jul 20, 2009
75
61
This would be great news for any other company, however, the official report will come out on the 27th and the stock price will still go down as investors complain that 'there was no innovation'.
 

512ke

macrumors 6502a
Sep 10, 2003
577
186
Investors are so wrong about Apple, Google and Yahoo in my arrogant opinion.

Apple. On fire. Coming up.

Google. Dangerously dependent on selling ads as it's sole source if big revenue.

Yahoo. Way overvalued on the promise of making money while they don't care if each kindle loses money.

Google glass. Amazon drone delivery. Loud. Non money making. Publicity stunts.

Apple. Secret. Focused. Buy only companies you need.
 

RedOrchestra

Suspended
Aug 13, 2012
2,623
3,237
And the other day AAPL was downgraded to hold because some firm thinks iPhone sales are soft. These guys don't have a clue.

2 different beasts - 52% of Apple's revenue comes from iPhone while only 17% comes from iPad.

iPhone sales could in fact be soft but, as a Fanboy, you don't want to hear that kind of stuff.
 

F apple FE

macrumors newbie
Dec 22, 2013
23
0
Italy
As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...
 

osx11

macrumors 6502a
Jan 16, 2011
825
0
As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...

How dare you introduce logic and rationality in these forums....:rolleyes:
 

szw-mapple fan

macrumors 68040
Jul 28, 2012
3,477
4,339
Investors are so wrong about Apple, Google and Yahoo in my arrogant opinion.

Apple. On fire. Coming up.

Google. Dangerously dependent on selling ads as it's sole source if big revenue.

Yahoo. Way overvalued on the promise of making money while they don't care if each kindle loses money.

Google glass. Amazon drone delivery. Loud. Non money making. Publicity stunts.

Apple. Secret. Focused. Buy only companies you need.


Kindles does lose money, but I don't recall Yahoo making them.:D
 

Bonte

macrumors 65816
Jul 1, 2002
1,163
505
Bruges, Belgium
Well, it certainly feels much more than 10% growth to me, every family bought a second or third iPad an lots of people dumping there Android for an iPad. So it should be at least 30 million, no real reason why Apple would sell less iPads than iPhones in the long run.

.
Apple-iPad-picture-modifi-001.jpg
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.