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It's not first quarter numbers that will tell the tale, it is second quarter. There was little doubt Apple was going to be able to sell pretty much every phone they made during Q1. What remains to be seen is whether demand continues on into Q2 and Q3 as was predicted and Apple sells 80+ million of them during the fiscal year.

Apple is expected to beat the Q1 2015 revenue by 13%-15%. If demand for the iPhone X continues at the same rate as the iPhone 6 I would expect the Q2 revenue guidance to be just as much higher than Q2 2015. That would give estimated Q2 2018 revenues of $65-$67 billion. That is the number I'll be interested in in 70 days.
Given it is 30+% more expensive than the 6, I would expect to see even bigger numbers if it is selling in the same volumes as the 6.

I thought Apples guidance for this next quarter was interesting, iPads selling more, Macs selling more, others selling more, cloud selling more....and yet, with a phone @30% more expensive barely forecasting better quarter than last year. That suggests to me a marked reduction in actual phone numbers
 
Expected. False hype.
Was there ever any scenario in which you (and the others) wouldn't see this as "Apple is doomed!"? If the phone isn't available, it's because of "artificial scarcity", if it is available, it's because "nobody wants it". Now we have a scenario where the phone is slightly less unavailable, yet somehow that's still a bad thing. Seems a lot like a certain contingent here is starting with the narrative that Apple is both doomed and horrible, and then fitting the available evidence into that narrative.
 
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Wonder if they fixed the "GREEN" line issues in these new ones coming. Surprised with that issue, that expected deliveries are getting better.

That issue isn’t anything new (phones over the years have had this) with Super OLED screens and it will continue to exist for quite a while. Some will just naturally end up having that defect - if there was a permanent fix, it would have been implemented years ago by Samsung.
 
My order was expected to deliver between DEC 8th - DEC 16th, then got pushed forward to DEC 1st - DEC 8th.

Contacted Apple just now, my card was charged for X, and they're waiting for the carrier to pick the phone up for delivery. Will be shipping in less than 24 hours confirmed. It is possible they're moving dates forward again!

Very excited.


Confirmed, delivery date estimated at nov 27th or before ( my first shipping date was dec 8-16)

286BAC8F-F38C-4F8D-99AB-82516F0C9BAC.jpeg
 
Wrong, that site has online and LOCAL retail stores and is extremely accurate. You can even look at retail stores only. How are you people so misinformed? Do you really want the X to fail?

It’s not failing. It’s the most popular iPhone launch ever.

If I wanted an iPhone X right now, I literally could not go out and buy it. I live in a top 5 city and there isn’t an iPhone X within 300 miles of me. It’s literally ate a handful of retail stores across the world and sells almost the minute they come in.

Online order is 2-3 weeks, I just checked right now and two apple stores in London have stock today. See my point ? On a daily basis there is stock.

To be honest you will get one from a 3rd party, my point is that the demand / wait isn't 2-3 weeks (it's actually business days also)
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I'm sure it did. Do you have any data to refute that?

Here is the irony , I was asking the poster for data to support the claim, and I'm being asked to provide data to refute it.... shrug
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Demand is demand. Apple is the one manufacturing the device and shipping it to retailers and third-parties. If they aren't accurate, who is?

Just because it's available from a 3rd party in Sticksville, USA doesn't mean it's available from a global perspective.

Point I'm making , we really don't know the real shipping times or demand based on Apple online. It's only one cog in the massive apple distribution network
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No, based upon the delays would be even longer without Cook's expertise.

That logic is flawless :) so when they were longer in the past, they could have been even longer ...
 
I had a similar thing happen. It seemed to wait in China forever. Once that part passed, it started to move along. To Korea, to Alaska, to Kentucky only to ultimately come back west to Los Angeles. It appears I'll get it Monday, but I was hopeful for Friday.

The main UPS hub is in Louisville, KY so a lot of virtual paperwork goes through that location for products being imported into the U.S., but that doesn't mean your phone ever went there, or to any of those places for that matter. It's very common for preordered Apple products to look like they are banging all around the world on the way to your doorstep, but it is not literally happening.
 
well if you add the tax of 21% in Europe the price is scary. I would buy macbook pro instead. Imagine if all people would say no to this price. I went to see in store, and I'm sorry the iOS does not fit to this device. It is not as good as I thought it will be. Not for me maybe the next generation.
 
That logic is flawless :) so when they were longer in the past, they could have been even longer ...

Absolutely. Apple's phenomenal success manufacturing, testing, and delivering 200+ million iPhones per year (and managing and coordinating an equal number of deliveries of components used in iPhone from myriad global vendors), to satisfied customers who repeatedly come back to Apple for premium devices and pay premium prices, is testament to Cook's outstanding management skills and leadership, past and present. A lesser COO/CEO with lesser skills would not be able to pull that off.
 
wonder how many more years Apple is going to play this game of shortages, people want what they can't have, then once they get it they no longer want it

The problem for us is, it works. They've done this for over a decade and it makes people want it even more. Just ask those scalpers!!
 
I pre order the iPhone X on October 27 and because the Apple Store was only available after some minutes I got a Nov 17-24 delivery time.
It was easier getting the iPhone in the Apple Store than waiting too many days.

The best way to find the iPhone X is on www.istocknow.com


Tmobil iPhones pay in full will work in any country.
 
I preordered sim free in the UK, had it over a week. Why don't they do the same in the US? Just curious.
There are 2 different modems in US phones because of different carrier technologies, and Apple doesn’t use a modem that handles both. So they only sell the carrier specific models here at first. Apple eventually sells an unlocked sim free model here but its typically a month or more after release. The US sim free model is also more expensive for Apple to make because of the Qualcomm licensing fee since it uses their CDMA compatible modem, while sim free in most other countries is GSM only (I think) and cheaper to make.
 
Looks like the New England area received a shipment of 64GB Silver iPhones for today. They're available in at least 12 stores according to the Apple Store app.
 
Can confirm shipping updates here. Phone wasn’t scheduled to arrive until December 1st. Surprise, showed up today!!

Just curious because I'm still waiting on mine; did they send you an email with tracking and everything too, or did it just show up unexpectedly? I ordered my through my carrier (ATT).
 
To clarify to everyone, I ordered through Apple. Also, my order has UPS Expedited Shipping.

Phone is currently in ZhengZhou, China. Originally had est del. date of 12/8-16, and now im at 11/27 est del date.
 
Well, if my card isn't charged by EOD tomorrow there's no improved delivery date for my order.....Thank's Tim and company....I know, I know FWP.
 
Was there every any scenario in which you (and the others) wouldn't see this as "Apple is doomed!"? If the phone isn't available, it's because of "artificial scarcity", if it is available, it's because "nobody wants it". Now we have a scenario where the phone is slightly less unavailable, yet somehow that's still a bad thing. Seems a lot like a certain contingent here is starting with the narrative that Apple is both doomed and horrible, and then fitting the available evidence into that narrative.

Apple isn't doomed, but at some point if they continue to raise prices it's going to really test brand power. If the iPhone X starts at $999 I'd expect the iPhone 11 Plus (You know it's coming) to start around $1,200 and go up to $1,500. What remains to be seen is at what point do these prices turn off consumers enough to look at other products. The competition is no longer building ugly plastic poorly running phones. Apple will push it as far as they can to get record profits, but at some point greed does turn people off.

Some might say as long as they can pay monthly payments then price has little impact, but if they start adding $60-80 to your monthly bill for a phone then people might start noticing the price.
 
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Was there every any scenario in which you (and the others) wouldn't see this as "Apple is doomed!"? If the phone isn't available, it's because of "artificial scarcity", if it is available, it's because "nobody wants it". Now we have a scenario where the phone is slightly less unavailable, yet somehow that's still a bad thing. Seems a lot like a certain contingent here is starting with the narrative that Apple is both doomed and horrible, and then fitting the available evidence into that narrative.

Exactly this. I was really lucky in the end, and was able to pick one up at an authorised Apple reseller in the UK on Nov 9, after popping in and putting my name on the list late in the afternoon of the 3rd.

I went from an SE to the X, and absolutely love it. Mileage may vary, but Face ID is pretty incredible. Swiping up from the the bottom to go home really does feel very natural and intuitive - don't miss the home button at all.
 
Online order is 2-3 weeks, I just checked right now and two apple stores in London have stock today. See my point ? On a daily basis there is stock.

To be honest you will get one from a 3rd party, my point is that the demand / wait isn't 2-3 weeks (it's actually business days also)
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Here is the irony , I was asking the poster for data to support the claim, and I'm being asked to provide data to refute it.... shrug
[doublepost=1510813504][/doublepost]

Point I'm making , we really don't know the real shipping times or demand based on Apple online. It's only one cog in the massive apple distribution network
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That logic is flawless :) so when they were longer in the past, they could have been even longer ...
London is the only retail area you can consistently find it and online JUST started to be 2-3 weeks.

So you're agreeing with me that it's hard to get? I'm pretty far from London.
 
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