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AT&T Confirms iPhone X Demand 'Has Been Strong' Following 'Highly-Anticipated' Launch

Baymowe335 said:
I am predicting Apple gets close to $100B in sales this quarter. People have already forgotten Homepod will be in the mix as well as The 8, X, and Watch 3. They did almost $80B last Q1 and people expected doom because of "weak" iPhone 7 demand.
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I seriously doubt Apple gets anywhere near $100B in sales. Don't forget, Tim Cook had up-to-the-minute preorder figures on the iPhone X as well as store-by-store inventory allocations for the month of November which would account for substantially all sales for the quarter. He also had the full month of October sales for the iPhone 8 and the number of phones to be shipped from Foxconn before the end of the year. The only real variable would be walk-in orders for the iPhone X during December, and if there were a substantial number they likely couldn't fulfill them and revenue would be pushed into the next quarter.

Given all that non-public information Apple would be able to gauge total sales to within a couple of million units, some of which is probably factored into his revenue range. Tim's revenue estimate is going to be accurate, but I'm also going with the idea it is a little conservative. Nothing Wall Street hates more than missing the target. I predict he has enough knowledge to be confident they will hit the upper end of his estimate or maybe even a little bit more, but not $13 billion more.
 
Demand for any new iPhone will always be high at launch. The real test will come in 6-9 months.
 
ToroidalZeus said:
Lewis from Unbox Therapy and Marques Brownlee have both been lukewarm, with a both failing to say the phone is worth the price.
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Both of them are slightly Android biased and I watched both reviews...not negative at all. Brownlee didn't like the front facing selfie cam on the iPhone X (I argue he purposely posts bad pics to be negative).

Lewis is a complete moron. Just listen to how he talks. It's a total persona...he's not reviewing a phone, he's trying to get subscribers.
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Shaun said:
Demand for any new iPhone will always be high at launch. The real test will come in 6-9 months.
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You mean when they sell a ton more like they always do?
 
78Bandit said:
I seriously doubt Apple gets anywhere near $100B in sales. Don't forget, Tim Cook had up-to-the-minute preorder figures on the iPhone X as well as store-by-store inventory allocations for the month of November which would account for substantially all sales for the quarter. He also had the full month of October sales for the iPhone 8 and the number of phones to be shipped from Foxconn before the end of the year. The only real variable would be walk-in orders for the iPhone X during December, and if there were a substantial number they likely couldn't fulfill them and revenue would be pushed into the next quarter.

Given all that non-public information Apple would be able to gauge total sales to within a couple of million units, some of which is probably factored into his revenue range. Tim's revenue estimate is going to be accurate, but I'm also going with the idea it is a little conservative. Nothing Wall Street hates more than missing the target. I predict he has enough knowledge to be confident they will hit the upper end of his estimate or maybe even a little bit more, but not $13 billion more.
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What are you talking about? The only variable would be walk in sales in December? Cook is the CEO, but he doesn't have actuals for Nov, and Dec. My guess is they are literally making as many iPhone X as possible because they are going to sell every one of them. iPhone sales are only 55% of revenue now. Services are very hard to predict.

Were going to see in about 85 days.
 
Baymowe335 said:
Both of them are slightly Android biased and I watched both reviews...not negative at all. Brownlee didn't like the front facing selfie cam on the iPhone X (I argue he purposely posts bad pics to be negative).

Lewis is a complete moron. Just listen to how he talks. It's a total persona...he's not reviewing a phone, he's trying to get subscribers.
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You mean when they sell a ton more like they always do?
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How old are you? You argue like a young teenager.

As I said lukewarm. They weren't negative but weren't strong positive either and both mentioned / asked "if the phone was worth the price?" and couldn't definitely say yes.
 
ToroidalZeus said:
How old are you? You argue like a young teenager.

As I said lukewarm. They weren't negative but weren't strong positive either and both mentioned / asked "if the phone was worth the price?" and couldn't definitely say yes.
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Wharton grad with 12 yrs experience at a Fortune 20 company. Call it like I see it. The guy is a moron. Brownlee liked the phone, like I said besides the front camera.

What are your credentials?
 
Haha! If you don’t agree with me, that’s fine. But where is your proof or facts that my statement is incorrect? “Have fun pushing your button” is your comeback?! I’m guessing you’re still in high school.
 
Sefstah said:
That’s my point exactly. I won’t spend money on new technology that’s slower than something that’s already out. Everyone is getting so defensive and triggered here, it’s ridiculous!
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Maybe it’s ridiculous, but some may say it’s ridiculous for someone to say they won’t buy a phone bc they perceive it to be fractions of a second slower to unlock than another phone, when the rest of that phone is superior. Seems like an odd thing to harp on IMO.
 
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newyorksole said:
Who cares? Lol it’s still fast. It’s what? A second or 2 difference? Are you just trying to justify and nitpick why people shouldn’t be buying a thousand dollar phone?
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I think it’s hilarious that by simply
newyorksole said:
Who cares? Lol it’s still fast. It’s what? A second or 2 difference? Are you just trying to justify and nitpick why people shouldn’t be buying a thousand dollar phone?
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The people buying a new phone care! I simply stated my personal comparison with the 2 newest iPhones. Some people like to read and learn from others before making a purchase. Not sure what you’re debating here.
 
Sefstah said:
I think it’s hilarious that by simply

The people buying a new phone care! I simply stated my personal comparison with the 2 newest iPhones. Some people like to read and learn from others before making a purchase. Not sure what you’re debating here.
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I doubt that the slower FaceID authentication compared to the TouchID is the main criteria for the majority who likes the iPhone X. For me, the big screen which is almost the same as the Plus and footprint just a bit bigger than the non-Plus is plenty good enough.
 
Sefstah said:
Except that FaceID is slower than TouchID.
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I actually don't think it is, or almost unnoticeable once you use it. Apple didn't mention this but, if you simply swipe up it (like tapping the home button), it forces FaceID to open, which basically makes it the same motion at that point. Doing this rather than waiting for the unlock and then swipe makes FaceID virtually identical to TouchID in my experience.
 
Baymowe335 said:
What are you talking about? The only variable would be walk in sales in December? Cook is the CEO, but he doesn't have actuals for Nov, and Dec. My guess is they are literally making as many iPhone X as possible because they are going to sell every one of them. iPhone sales are only 55% of revenue now. Services are very hard to predict.

Were going to see in about 85 days.
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Yep, we'll see who knows Apple's operations best. You predicting a $100 billion quarter or Tim Cook predicting an $87 billion quarter. My money says Tim's estimate is going to be a whole lot closer.
 
HoosBruce said:
Maybe it’s ridiculous, but some may say it’s ridiculous for someone to say they won’t buy a phone bc they perceive it to be fractions of a second slower to unlock than another phone, when the rest of that phone is superior. Seems like an odd thing to harp on IMO.
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Exxxxactly my point.
 
iFan said:
Some additional insight from a former insider that you might find interesting: After the debacle of the iPhone 3G launch on carrier activation systems, Apple started letting select members of each major carrier stress test the activation system at least 30 days in advance of a launch. Lots of NDA's are signed etc, and these people are told in advance of an iPhone launch in order to prep the systems. It is a coordinated test between Apple and the carriers, so it's not ENTIRELY on the carrier.

Want to guess how much extra activation traffic AT&T gets on iPhone launch day? 82 Times normal levels.

I think AT&T has done pretty well with this stress testing the past few years, but they obviously failed with the iPhone X. Perhaps they didn't think it would be more than iPhone 8 levels and they set capacity for lower levels. That would be my best guess. They messed up. As huge as AT&T is with hundreds of thousands of employees, the actual number who work in Mobility HQ is quite small. Small teams like Apple.
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I just think it’s a bit ridiculous since they knew about this phone at least since we did and had plenty of time to prepare, knew exactly how many phones were ordered, and yet still had issues. All the while they had the nerve to charge me $25 for an “upgrade fee” (whatever that is). Never had a problem with activation on launch day before this year.
 
Sefstah said:
Hopefully next year.
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Which phones are you comparing? I have the 8Plus and my gf has the X. FaceID isn’t slow but it’s just not as fast as TouchID. Especially when pulling them out of my pocket. TouchID can be unlocked before FaceID even has a chance.
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My sister has the iPhone 8. I can get into my phone faster than she can. I have raise to wake on, and I disabled the feature that requires you to look at the phone in order to unlock. SO it still requires my face, I just don't have to look at it for it to work. I raise the phone and its usual already unlocked by the time I'm ready to do stuff on it.
 
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