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Hahaha! People can't stand that Apple is doing better than ever. They want the Apple Watch to fail miserably, yet it's the best selling smart watch by a huge margin. Same goes for the iPhone 7, MacBook Pro, MacBook, etc etc etc. This just goes to show yet again that Apple knows exactly what they're doing and they are charging the right price for their top of the line products.
 
Apple should sell iPads really cheap (without profits) because it is the best product to get people into the Apple ecosystem. 10 years ago it was the iPod, but people are not buying it anymore. They need a low priced entry product, so they can sell more iPhones, laptops, Airpods, apps, watches, adapters, you name it.
 
Apple reports sales. Sales are up YOY, first time in a while. Who cares about channel inventory noise? Maybe it matters to Wall Street sell side analysts but why should it matter to consumers? It’s not like Apple has tons of unsold iPads collecting dust in 3rd party B&M warehouses.
Apple does report sales ... sales into the channel. When Apple ships any product to a third-party reseller, it's counted as a sale in Apple's books.
 
I was thinking along the same lines. iPad revenue is number of units sold times average selling price (or if you want, average selling price is iPad revenue divided by units sold). If two of those variables practically stay the same (ASP, revenue), the third one cannot change much either. It is possible that Apple reports units as units shipped to the retail channels whereas the ASP is based on actual sales.

(Or maybe I misunderstood something or got it wrong, I have not read through the entire thread.)

Both measures - unit sales and revenues - are for sell-in. ASP is calculated from those measures.

And, yes, counted sell-in includes shipments to third-party retailers and direct sales to consumers when those consumers receive the products. There are other things going on in the measures as well, e.g. some revenue is deferred over a multi-year period to account for Apple's commitment to provide software updates. On the other side, previously deferred revenue is being included.
 
Hahaha! People can't stand that Apple is doing better than ever. They want the Apple Watch to fail miserably, yet it's the best selling smart watch by a huge margin. Same goes for the iPhone 7, MacBook Pro, MacBook, etc etc etc. This just goes to show yet again that Apple knows exactly what they're doing and they are charging the right price for their top of the line products.
Whahaha ! Duhh, it ain't.
The PostPC era (if it ever started) is over and iPad "as a Mac replacement" trend is going down.
The upward iPad sales trend is nice but just fluff from a macro-trend perspective (top was in 2011).
https://goo.gl/images/vvGTn8
 
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They'll find new and creative ways to move the goal posts again.

"Apple never updates the iPad--it's a dead platform."
"Actually, Apple just made some major updates to the entire iPad line."
"Yeah, but the OS is still the same old iOS."
"Actually, they just announced a major iPad specific iOS update."
"Ok, but that's not going to be enough of a change to sell more iPads."
"Looks like they just had a blowout quarter, in large part due to increasing iPad sales."
"Yeah, but that was only the cheap ones. Nobody cares about the iPad Pro. It sucks."
"Actually, it turns out, based on ASP analysis and polls, that people DO care about the iPad Pro."
"Well, I didn't buy a Pro--I bought the cheap one, so they're lying."

It's the same round and round logic that I go through with people telling me I can't do work on my iPad Pro. They just keep changing the story and moving the goal posts so that it fits their narrative/opinion. It's a pointless debate.

Yep: it's how you know they're talking rubbish, because they contradicts themselves.

People don't like that the S year iPhones have the same design as the previous phone. The iPhone 7 was an even worse offender. Then some dingus complains they're redesigning the Mac Pro "after one generation" because it's too soon.

There are people who say Tim Cook only follows the money, then moan when he invests in iPad despite quarter after quarter of sales decline.

Or "Tim Cook needs to remember what Steve Jobs did". "Microsoft are the innovators now! I want a touch screen Mac!"
 
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Whahaha ! Duhh, it ain't.
The PostPC era (if it ever started) is over and iPad "as a Mac replacement" trend is going down.
The upward iPad sales trend is nice but just fluff from a macro-trend perspective (top was in 2011).
https://goo.gl/images/vvGTn8

Well I doubt your statement. The PC/Desktop/Mac era is not over. However, as mobile devices increase in power and capability (the iPad has done this) --- a solid portion of that PC/Desktop/Mac market will be satisfied by an iPad. In the Pro configuration -- the iPad Pro will cover a solid percentage of PC use cases.

Add to the fact its easier to manage, carry, and use and it stands to change the computing market.
 
Well I doubt your statement. The PC/Desktop/Mac era is not over. However, as mobile devices increase in power and capability (the iPad has done this) --- a solid portion of that PC/Desktop/Mac market will be satisfied by an iPad. In the Pro configuration -- the iPad Pro will cover a solid percentage of PC use cases.

Add to the fact its easier to manage, carry, and use and it stands to change the computing market.
Well that's Tim's idea - so he invented the "cappuchinobar" Pro (working on iPad Pro who traded in word/excel for an Apple Pencil, working in mere isolation than an office environment with multiple monitors and peripherals)
However the graph shows that iPad will not take over Mac - and since 2011 it is even declining.
While Mac sales remained stable so his PostPC-sales connotation was completely wrong.
But the newPro category that you noted does exist, albeit being smaller than Tim's forecasted and the latest quarter doesn't change that.
It is sad that Apple doesn't seem to have a clue about what's happening in fortune500 companies, where iPad is hardly used.
Laptops everywhere, as everybody wants a file system, multi-windowing, client apps for corporate systems and better office support with multiple monitors.
They have come to like the Mac (those with more common USB2/3 support, a dying minority?) but consider the iPad to be an expensive consumer/play device for watching movies (that has even become more expensive...)
The corporative alliance Apple/IBM didn't provide anything to change that and simply hasn't worked.
Anyway - happy hiking for the coffeebar pro's
 
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Well, I'm running iOS 11 and, although it's a beta firmware and will be buggy, iPad mini 4 is clearly starting to struggle especially when multitasking, split screen, app switching. I don't expect these things to improve much before release. New firmware just tends to slow down old devices, that's the way it's always been.
Fair enough, I haven't tried iOS 11 on my mini 4 yet so I can't really comment on it's performance. Usually by the time the GM is released Apple has done more work to optimize the software for older devices though so hopefully it will get a bit better.

I also hardly use the multi-tasking features in my mini 4 as it's really just a consumption device for me (reading in bed, watching videos at the gym or while travelling) and I use a (company provided) laptop to do real work. If there came a time where I thought I could do my job on an iPad I would probably go with the 10.5" Pro.
 
They based their conclusion simply on the fact that the average selling price only went from $436 to $435? So what was their explanation for the drop?

The new cheap 9.7 iPad with 128GB is $429. In other words, if 1 in 7 purchases were for this new configuration (~15%), that would explain both the 436->435 dip in avg. selling price and the 15% increase in revenue.
 
They based their conclusion simply on the fact that the average selling price only went from $436 to $435? So what was their explanation for the drop?

The new cheap 9.7 iPad with 128GB is $429. In other words, if 1 in 7 purchases were for this new configuration (~15%), that would explain both the 436->435 dip in avg. selling price and the 15% increase in revenue.
Their explanation seems to be that since the new iPad Pros were only on sale for 17 days of the reported quarter and the ASP only went slightly down, they sold enough new Pros at launch to keep a larger drop from happening. That doesn't mean there weren't more standard iPads than Pros sold--there almost certainly were--but what it means is that there is a market for both types of iPad.

And it's totally fine if more iPads than iPad Pros are being sold. Whatever grows the platform is good for the iPad in general.
 



Apple recently reported sales of 11.4 million iPads in the June quarter, an increase of 15 percent compared to the year-ago quarter. iPad revenue was also up, but only 2 percent year over year, suggesting Apple was selling a lot of new lower-priced 9.7-inch iPads, which start at just $329 in the United States.

97ipad-800x586.jpg

A new report by research firm Strategy Analytics, however, argues that isn't entirely the case. Apple's average selling price for iPads remained steady at $435 in the June quarter, down only one dollar from the March quarter.

That doesn't mean the new 9.7-inch iPad, introduced in late March, isn't popular. With a faster A9 chip and brighter Retina display than the iPad Air 2 it replaced, and for less money than even an iPad mini 4, the tablet provides good value with few compromises for customers at the low end.

What it does mean is that more expensive iPad Pro models likely sold well enough to offset the addition of a lower-priced iPad in Apple's tablet lineup. Apple launched new 10.5-inch and 12.9-inch iPad Pro models at its Worldwide Developers Conference, a few weeks before the end of its June quarter.

"It's undeniable that lower pricing on the new iPad helped drive sales throughout the June quarter, but the ASPs tell a slightly different story," said Eric Smith, Senior Analyst at Strategy Analytics, speaking with MacRumors.

"ASPs were steady from last quarter, showing that higher priced iPad Pro models also sold well, even though the new 12.9-inch and 10.5-inch models were out for less than a month in the June quarter," he added.

For historical perspective, the average selling price of iPads has typically been between roughly $415 and $450 since 2015, although it briefly rose to $490 in the year-ago quarter following the launch of the original 9.7-inch iPad Pro.

Wall Street Beat

Apple's sales of 11.4 million iPads far exceeded analyst expectations. The average Wall Street prediction was approximately 9 million iPads sold, according to Wells Fargo, with some analysts predicting as low as 7 million.

Strategy Analytics estimates that Apple took a 26 percent share of the global tablet market in the June quarter, up from 21 percent in the year-ago quarter. iPad remained the world's best selling tablet, ahead of Samsung tablets, which maintained an estimated 13 percent market share in the quarter.

strategy-analytics-tablets-q3-2017-800x284.jpg

Chinese company Huawei also saw explosive 42 percent growth in the quarter, with an estimated 3.2 million tablet shipments, according to Strategy Analytics. Apple, Huawei, and Amazon were the only tablet makers to experience growth in the quarter, with Samsung, Lenovo, and all other vendors facing declines.

It's worth noting that Apple doesn't disclose iPad sales on a model-by-model basis in its quarterly earnings results.

Given the new 10.5-inch and 12.9-inch iPad Pro models were released towards the end of the June quarter, the tablets should have even more of an impact on Apple's tablet sales in the fourth quarter. Apple's 15 percent increase in iPad sales marked the product category's first unit growth in nearly four years.

Also See
: IDC's Worldwide Quarterly Tablet Tracker for June Quarter

Article Link: Apple's Sizable Jump in Tablet Sales Wasn't Entirely Driven by New Lower-Priced 9.7-Inch iPad

The report failed to mentioned from Feb-Jun, Apple had an unadvertised special on the new iPad 9.7inch with cellular service for $100 when purchased with a new iPhone. Surely, this contributed to the increase in sales for June quarter.
 
yes, I am sure Apple sold more Pro's in the last quarter because of the new model, but mostly I think that Apple offering a value priced iPad was what drove higher sales figures.

Imagine that, Apple offering a highly desired product at a GOOD VALUE price increases sales and profits...amazing.

Every new device Apple has done "sells more" almost like Apple hardly never makes a mistake.... so its not news that its not the lost cost devices which give Apple that edge...


It could be, but why would you put out a 10' device if no one will buy it... Of course its gonna be the front runner..

Always has been, Always will.
 
What you said reminds of Steve Ballmer's comment back in 2007 about how expensive the iPhone was.

not in the slightest. the 150 price increase over the old ipad air is a significant rise. 30% in fact.

For a large proportion of people the 'pro' features are irrelevant compared to 30% greater price.
 
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