Apple Projected to Set New March Quarter Record with 42 Million iPhones Shipped

[Rogifan]

Not yet. This is the SETUP for the fall. The prediction is that it will be "another record quarter." This is intended to pump up the stock a bit. Then, when the quarterly results come out and Apple sells, say, 41.5 million iPhones instead of the "predicted" 42 million, the stock will take a dive because even though 41.5 mil would still be a record, not beating the estimate = DOOOOOOOMED.

Mark my words, this is *exactly* what will happen. Already, the hard data (as the article points out) suggest the number is closer to 38 million so far, not 42.

Yep, you nailed it. Last quarter Apple was pretty much bang on its forecast (which is more realistic than it was during the Jobs era) and the stock still took a nose dive because iPhone sales didn't match Wall Streets more aggressive estimates. That's why I wish Apple would stop giving guidance and providing sales figures. Google doesn't provide guidance and most of Apple's competitors rarely release sales figures on a consistent basis. Apple should only do the bare minimum required by the SEC.

 

[dumastudetto]

To encourage continued investment in my preferred ecosystem.

Well said. When Apple does well, we all benefit as consumers. That's why I always celebrate news like this and encourage others to share in the champagne. It's a great time to be part of the Apple mission.

 

[DTphonehome]

I keep on hearing about Android market share... here is one thing I do know. When you are running iOS, you are paying Apple directly. When you are running Android, that money is split between MANY companies. I'd rather keep 100% of the profits in a 10% market share than split 90% with 100 companies.

This has always been Apple's business model. They aren't going to pursue market share at the expense of margins.

 

[Ryth]

Tim Cook will probably come under fire for the company not releasing anything new this year, after saying that new products will be coming throughout this year. The fact that there hasn't been an Apple media event will be an issue.

At lease that's my theory based on pretty much what "popped into my head" #


P.S I agree with the poster who pointed out it's only March and the year is still young I'm thinking WWDC is where it will all begin

Um I'm glad you agree...not sure how you can post what you did then edit and be like...oh yah it's March?

Apple doesn't release any new products in Spring anymore because the fall is their target now for the iPad, iPhone, etc. The watch will probably be then as well...holidays = big $$$

 

[everything-i]

And the stock prices will still fall

Stock prices are for the most part based on where the market expects them to go rather than where they are. Apple depends on a very small product base to make its money so is very vulnerable to changes in consumer trends. This makes the markets jittery about Apples long term future and ultimately depresses stock price.

 

[irfaanfaki]

It's March 19th? Last I checked there were still 287 days left in 2014....

I am in agreement with you! But that doesn't mean it won't happen unfortunately. Lol then again like I said in my edit it's just a theory #
Any chance to bash apple will always be taken it seems

Sorry forgot to hit "reply" earlier #

 

[everything-i]

Not yet. This is the SETUP for the fall. The prediction is that it will be "another record quarter." This is intended to pump up the stock a bit. Then, when the quarterly results come out and Apple sells, say, 41.5 million iPhones instead of the "predicted" 42 million, the stock will take a dive because even though 41.5 mil would still be a record, not beating the estimate = DOOOOOOOMED.

Mark my words, this is *exactly* what will happen. Already, the hard data (as the article points out) suggest the number is closer to 38 million so far, not 42.

And this happens every single quarter.

 

[Rocketman]

A significant portion of the $705 stock price before, was on anticipation of a China rollout. The rollout took 2 years longer than expected and the results have been less exciting than expected. It may be a slow slog to revisit the $705 price unless other markets have significant uptake. There has been some PE expansion on the S&P, which Apple is only partially seeing itself with a price to earnings ratio of 13.3. When it was 10 it was a screaming buy and when it hits between 17 and 19 it will be a sell. Today's market cap is about $488B (GOOG $408B) which is astounding considering its growth rate of about 15% and its cash hoard of $150B. Net of cash, it has a value of $338B so all figures should be adjusted accordingly. AAPL is underpriced and a good investment.

Rocketman

cite:
https://www.macrumors.com/2014/03/20/china-mobile-iphone-month/

Analysts predict the addition of the iPhone to China Mobile's smartphone lineup could boost iPhone sales by 15 to 30 million units in 2014. Apple sold 51 million iPhones globally in Q1 2014

That's a 30-60% annual sales increase due to China.

 

[irfaanfaki]

Um I'm glad you agree...not sure how you can post what you did then edit and be like...oh yah it's March?

Apple doesn't release any new products in Spring anymore because the fall is their target now for the iPad, iPhone, etc. The watch will probably be then as well...holidays = big $$$

Lol I understand why you'd think wtf with my post that was my bad hahah was just trying to point out that no matter what happens there will probably come out some reason to bash Apple.

 

[crsh1976]

Good for them. Really.

Now can we get some updated computers going, please?

 

[dec.]

If you owned the company, yes. If you are an Apple shareholder, yes. As Joe consumer, why?

This seems to be your other pre-written copy and paste post. Just joking - of course

I personally like to see that the company that is offering the hardware, software and ecosystem that I'm using is doing well as it means a safe (closer) future and support for their products and the ecosystem.

Sure, if you're using a "market leader phone" like the HTC one, it doesn't matter that HTC are struggling since the ecosystem is provided by google, who aren't "doing bad" either, but in Apple's case I like the fact that my investments end up at the same place for the mentioned reason.

 

[Born Again]

Don't bring that crap in here.....no reason to derail this thread on an argument that's been had in hundreds of others.

That's not true

You said the same thing about adroid phone shipments

 

[jrswizzle]

That's not true

You said the same thing about adroid phone shipments

Like I said - its been had in numerous other threads.

At this point, we all get what "shipped versus sold" means....time to move on and stop trying to bait people into an argument.

 

[BaldiMac]

That's not true

You said the same thing about adroid phone shipments

The problem is that it's irrelevant to this thread. And, of course, there is a significant difference between Apple (who reports actual shipments and channel inventory) and "Android" (which combines shipment estimates of many vendors by "analysts").

 

[AppleWarMachine]

"projected"...
I will wait until the hard number come in

 

[agsystems]

Stock prices are for the most part based on where the market expects them to go rather than where they are. Apple depends on a very small product base to make its money so is very vulnerable to changes in consumer trends. This makes the markets jittery about Apples long term future and ultimately depresses stock price.

Well said. On the last earnings call, Tim Cook mentioned that a change in the upgrade policies in the US caused sales to drop last quarter - now imagine if subsidies (or monthly payments as Tmobile) are dropped completely and Operators say from now you have to pay $600+ for an iPhone - sales will drop dramatically.

Apple depends more on subsidies than they will like you to believe and if you look at it rationally makes investors very nervous.

 

[Born Again]

Like I said - its been had in numerous other threads.

At this point, we all get what "shipped versus sold" means....time to move on and stop trying to bait people into an argument.

Then be consistent

You need to treat android and apple equal

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The problem is that it's irrelevant to this thread. And, of course, there is a significant difference between Apple (who reports actual shipments and channel inventory) and "Android" (which combines shipment estimates of many vendors by "analysts").

Watch the comments when android sells more phones again

 

[BaldiMac]

You need to treat android and apple equal

Why? There is a significant different between the Apple's reported shipments and channel inventory and Android's estimated shipments.

Watch the comments when android sells more phones again

Why? Did you just ignore what I said?

 

[lilo777]

To encourage continued investment in my preferred ecosystem.

That's a doomed strategy. Your individual contributions won't make any difference. Just go with the flow i.e. use the winning ecosystem (which at this moment is Android ecosystem).

 

[AppleScruff1]

The problem is that it's irrelevant to this thread. And, of course, there is a significant difference between Apple (who reports actual shipments and channel inventory) and "Android" (which combines shipment estimates of many vendors by "analysts").

I thought that this had been debunked a while back, or does that just pertain to units sold, ie, Apple and the the other manufacturers use the same method to report sales and Apple actually reports sales numbers at their quarterly reports whereas some of the others do not?

 

[BaldiMac]

I thought that this had been debunked a while back, or does that just pertain to units sold, ie, Apple and the the other manufacturers use the same method to report sales and Apple actually reports sales numbers at their quarterly reports whereas some of the others do not?

Apple is the only major smartphone manufacturer to report quarterly sales. The numbers that we see for "Android" from IDC and Gartner are simply estimates of phones shipped (IDC) or sold (Gartner) that are presumably based on the AOSP. Even if they are not actually Android phones.

What was "debunked" was the idea that Apple has a different definition of "shipped" than everyone else.

 

[Born Again]

Why? There is a significant different between the Apple's reported shipments and channel inventory and Android's estimated shipments.



Why? Did you just ignore what I said?

How are you aware of these significant differences ?

Do you work for both apple and google?

 

[BaldiMac]

How are you aware of these significant differences ?

Because they are laid out in black and white. Which part are you not aware of?

Do you work for both apple and google?

No.

 

[AppleScruff1]

Apple is the only major smartphone manufacturer to report quarterly sales. The numbers that we see for "Android" from IDC and Gartner are simply estimates of phones shipped (IDC) or sold (Gartner) that are presumably based on the AOSP. Even if they are not actually Android phones.

What was "debunked" was the idea that Apple has a different definition of "shipped" than everyone else.

I also remember reading here that Apple uses the same definition for sold as the other manufacturers too.

 

[Iconoclysm]

Shipped. Not sold

WTF are you talking about? Do you really think 40 million iPhones are sitting on shelves out there? If these aren't sold through, there's no way you're looking at more than a couple hundred thousand on shelves.

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That's not true

You said the same thing about adroid phone shipments

If we're talking in the realm of a million? Sure, it could be said...but when we're comparing year over year numbers with the same methods and are looking at tens of millions...? This isn't the Galaxy Gear.