Strategy Analytics: Apple Shipped an Estimated 65.9 Million iPhones in Holiday Quarter

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Jan 29, 2019.

  1. MacRumors macrumors bot

    MacRumors

    Joined:
    Apr 12, 2001
    #1
    [​IMG]


    Apple shipped an estimated 65.9 million iPhones during the first fiscal quarter of 2019 (aka the fourth calendar quarter of 2018) according to new data shared today by Strategy Analytics.

    As of this quarter, Apple is no longer providing a breakdown of unit sales of the iPhone, iPad, and Mac, so we will not have concrete data on how well the iPhone is selling going forward.

    [​IMG]

    Apple in Q1 2018 sold 77.3 million iPhones, which would mean Apple sold 11.4 million fewer iPhones in Q1 2019 if Strategy Analytics' estimates are correct, marking a 15 percent decline in sales year-over-year.
    Apple's Q1 2019 iPhone revenue was $52 billion, down from $61 billion in the year-ago quarter, also a 15 percent decline. The drop in iPhone revenue led to total revenue of $84.31 billion, down from $88.3 billion in Q1 2018.

    Despite the decline in iPhone sales, which Apple CEO Tim Cook has attributed to weakness in China and fewer upgrades, Q1 2019 was Apple's second-best in terms of both revenue and profit, coming in behind only the first fiscal quarter of 2018.

    Article Link: Strategy Analytics: Apple Shipped an Estimated 65.9 Million iPhones in Holiday Quarter
     
  2. Amacfa macrumors 68000

    Amacfa

    Joined:
    May 22, 2009
    Location:
    D.C.
    #2
    65.9 million phones sold in the holiday quarter. How will they ever recover?
     
  3. Cosmosent macrumors 6502a

    Joined:
    Apr 20, 2016
    Location:
    La Jolla, CA
    #3
    Anybody with Basic Math Skills can download our "Timmy" app, & craft their own iPhone Unit estimates, & do it by Device !

    Just because AAPL NO longer provides Unit Sales doesn't mean proper analysis can't be done to the per-device level.

    It does, however, require that one have a good understanding of the market beforehand.
     
  4. HJM.NL macrumors 68020

    HJM.NL

    Joined:
    Jul 25, 2016
    Location:
    Netherlands
    #4
    The more reason it is an embarrassing shameful fact that Apple is upping their prices and neglecting the Mac. 20 billions of profit in one quarter and Timmy telling you that he doesn’t care about numbers and that the customer comes first :rolleyes:

    I want to believe :(
     
  5. Rogifan macrumors Core

    Rogifan

    Joined:
    Nov 14, 2011
  6. WannaGoMac macrumors 68020

    WannaGoMac

    Joined:
    Feb 11, 2007
  7. anthogag macrumors regular

    Joined:
    Jan 15, 2015
    #7
    The way Apple presents their new stuff has become stale. The last event was very polished and a bit lame because it was what everyone expected Apple would do. The same vibe. The same feel.
     
  8. MhaelK macrumors member

    Joined:
    Jan 21, 2015
    #8
    Of course Tim says the customer comes first, just like the cow comes first for every dairy farmer on the planet. Because Apple is milking their loyal customer base for everything they got. Next year the prices will be even higher to offset the even lower numbers sold.
     
  9. 2GoldFish macrumors regular

    2GoldFish

    Joined:
    Feb 1, 2012
    #9
    Let me think. What would an Apple loyalist say to this?
    1. Decline in unit sale is irrelevant. (Despite iPhone sales account for majority of revenue)
    2. Apple is a 'service company' now. (Despite growth in service revenue is less than decline in iPhone sale)
    3. This report is fake. No one knows the answer, because Apple no longer publish unit sale.
     
  10. I7guy macrumors Core

    I7guy

    Joined:
    Nov 30, 2013
    Location:
    Gotta be in it to win it
    #10
    Where does the revenue come from? Customers where apple put a gun to these poor slobs heads? Nobody is forcing consumers to spend a dime of their money with Apple.

    At least some consumers become Apple customers in order for them to earn $84.
     
  11. Bawstun macrumors 68000

    Bawstun

    Joined:
    Jun 25, 2009
    #11
    15% down, and it’s the tip of the iceberg. BlackBerry RIM didn’t collapse their sales in a year. Nokia didn’t disappear overnight. Motorola didn’t vanish in a quarter or two.

    15% decline is nothing to laugh at or ignore. The massive PR failures under Cook is nothing to laugh at.
     
  12. jazz1 macrumors 68000

    jazz1

    Joined:
    Aug 19, 2002
    Location:
    Mid-West USA
    #12
    I hope not....or where there is a will there is a Huawei :eek:
     
  13. mprime_17 macrumors newbie

    Joined:
    Oct 5, 2018
    #13
    So, like around 205M phones sold all the year?

    That' still a LOT of iphones...
     
  14. sblemmy macrumors regular

    sblemmy

    Joined:
    Oct 24, 2013
    #14
    The problem with both BB/RIM and Nokia is that both companies were unable or unwilling to respond to significant changes in the market. Both double downed on their existing platforms and bled market share until it was too late to change course.

    Apple under Tim Cook, probably more-so than under Steve Jobs, is willing to experiment with different product options to change course. I think how Cook has handled the iPad line is a good example of this. A few years ago, critics claimed the iPad was doomed due declining sales and saturation of the tablet market. However, Cook’s managed to deliver products with high ASPs to stabilize revenue, while they market the cheaper option to go after mass market.
     
  15. az431 macrumors 65816

    az431

    Joined:
    Sep 13, 2008
    Location:
    Portland, OR
    #15
    You must have selective memory because RIM dropped over 20% YOY from their peak, and it accelerated after that. Moreover, RIM’s decline was during an economic expansion. And even in its heyday, RIM never achieved the profitability of Apple.
     
  16. MoreRumors? macrumors 6502a

    Joined:
    Feb 28, 2018
    Location:
    Tim's eyeglass lens
    #16
    Shipped and sold are two different thing and the same goes for estimate and actual...
     
  17. Williesleg macrumors 6502

    Joined:
    Oct 28, 2014
    Location:
    NY, NY
    #17
    I know a lot of people with iPhone 6 and 7's.
    Same with old 32 bit iPads.

    What did Apple of yesterday do different than Apple of today?
     
  18. smoledman macrumors 68000

    Joined:
    Oct 17, 2011
    #18
    I'm still on my iPhone 6S. Battery life is horrific, despite having battery replacement just a year ago. It means iOS 12 on anything other than the newest iPhones is horrible. Of course, Apple wants another $1000 from me. Not biting, I'll just keep it charged as often as possible. Cheaper than paying $1000 for once/day charging.
     
  19. newyorksole macrumors 68040

    Joined:
    Apr 2, 2008
    Location:
    New York.
    #19
    But uhhh they’re still using iPhones. They’re still in the ecosystem. There are always going to be people with older iPhones. That doesn’t mean the new ones suck.

    The technology is maturing. Things have changed a lot since iPhone 6, but some people don’t like change and also don’t want to spend money.

    Apple is different now than they were 10 years ago, but that doesn’t necesssrily mean it’s a bad thing.
     
  20. I7guy macrumors Core

    I7guy

    Joined:
    Nov 30, 2013
    Location:
    Gotta be in it to win it
    #20
    The $84B Apple delivered is nothing to laugh at either. Citing BB and Nokia, two organizations that unlike Apple, didn’t change with the times is a false equivalency.

    Massive PR failures are not showing in the numbers, unless one considers $84B a dismal financial failure.
     
  21. Baymowe335, Jan 29, 2019
    Last edited: Jan 29, 2019

    Baymowe335 macrumors 601

    Joined:
    Oct 6, 2017
    #21
    Apple is moving to a services company. Sure, iPhone revenue was down, but what about the 19% growth in non iPhone? iPad, Mac, Services, and wearables were up HUGE. So much that Apple reported $20B in net income, the same as last year. That means despite China absolutely falling off a cliff and a large decline in iPhone revenue, Apple was able to be JUST as profitable because of their strength in other businesses.

    That’s because Apple is becoming less reliant on iPhone sales.

    The installed base went from 1.3 to 1.4B over that time, including 900M iPhones. This shows people aren’t leaving. They just aren’t upgrading as fast.

    The problem RIMM and Nokia had was the iPhone. There is nothing that has changed the industry, so it’s not comparable. People are keeping their phones longer, not moving away from iPhone. Those companies didn’t have the ecosystem or $100B in non iPhone revenue like Apple does.

    Are you predicting Apple will lose 90% of its value like Nokia and RIMM? What is the time frame? Shouldn’t you be shorting the stock? Be specific. Don’t just throw stuff out.
    --- Post Merged, Jan 29, 2019 ---
    And it dropped so much because the industry was being disrupted by the iPhone.

    What is disrupting the industry now? Pretty much market saturation, not a product Apple is missing the boat on and playing catch-up.

    This is what these arm chair analysts miss in their false narratives. There is some weakness in China and iPhone in a quarter and all the sudden Apple is doomed. “Tip of the iceberg” talk and ignoring everything positive. It's comical.
     
  22. nfl46 macrumors 604

    nfl46

    Joined:
    Oct 5, 2008
    #22
    The good thing for Apple is, it’s not that the product is bad - it’s the price. All of this could change going forward if they wanted. But Timmy is money hungry, though. Hell, a $100 drop with next year gen devices will do wonders.
     
  23. PickUrPoison, Jan 29, 2019
    Last edited: Jan 29, 2019

    PickUrPoison macrumors 601

    Joined:
    Sep 12, 2017
    Location:
    Sunnyvale, CA
    #23
    What’s the evidence for prices being too high? It can’t be the record iPhone revenue Apple recorded in regions other than China.

    Cook and co. foresaw the dual-pronged problem—market saturation and the lengthening of the upgrade cycle—three to four years ago. So they came up with the strategy of adding a “super premium” tier to the lineup. The higher ASPs are compensating for the lower unit volume beautifully. It was (is) an extremely well-managed transition.
     
  24. BuddyTronic macrumors 6502a

    Joined:
    Jul 11, 2008
    #24
    In the conference call they did say $52B of revenue came from iPhone sales, so a guess can be made I suppose.

    But yeah, Apple won’t always give numbers for iPhone sales all the time anymore. Analysts stupidly focused on it and still seem blind to important stuff. I don’t know why they choose to ignore important stuff, but this will not change I don’t think.

    Profit from it :)
     
  25. ZipZilla macrumors regular

    Joined:
    Dec 7, 2003
    #25
    People aren't upgrading because they don't want the notch and miss their home button. Make a product people want and they will buy it.
     

Share This Page

85 January 29, 2019