“Apple is scheduled to report its fiscal third quarter earnings on July 19, a week from today,” Philip Elmer-DeWitt reports for Fortune.
“The biggest mystery this quarter — and the biggest discrepancy in unit sales estimates — is the iPad,” P.E.D. reports. “The question is not so much how many Apple was able to sell (it sells them as fast as it makes them), but how many it was able to build and ship before the quarter ended on June 25.”
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P.E.D. reports, “Among the 39 analysts we’ve polled so far, the estimates ranged from a high of 9.5 million iPads sold (offered by Navin Nagrani, one of the growing team of amateurs who post their estimates on The Mac Observer’s Apple Finance Board) to a low of 6 million (offered by three different professionals: Gleacher’s Brian Marshall, Hudson Square’s Daniel Ernst and Think Equity’s Mark McKechnie).”
Read more in the full article here.
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]
I’ll take a stab at it. 7.5 million due to supply constraints and production bottlenecks caused by the fire in the Foxconn factory, Japanese tsunami and ratcheting up spare production capacity.
You always make me smile! Estimated range from 9.5m to 6m. Your 7m stab falls firmly in the middle, but I’ll go a step further and say, 7.25m — smack dab in the middle.
Now where is Bob Barker?
Thanks, Bob. I’ll take 7,250,001.
@Dmac
Please do not invest in the stock market – your math sucks and you will come a cropper 😉
Slap dab in the middle of the range 6 – 9.5m is 7.75m
Typo!!! Fortunes have been lost or won on typos.
And while I was on the iPhone… I don’t think I’ll get away with blaming autocorrect this time…
Forgot my own guess – 10.4M iPads give or take the odd bakers dozen, with stupendous Mac sales
If Apple sold 9.5 million iPads then Windows 7’s market share is below 60%.
And if you count iPhones and iPod touches then Windows 7’s market share could be as low as 38%.
Windows at 38% wow.
Yes. The market is desperate to know the actual numbers for the quarter so it can continue to ignore them and keep the stock in the mid-300s
No kidding!!!
My estimation is 12 – 15M
Are these “professionals: Gleacher’s Brian Marshall, Hudson Square’s Daniel Ernst and Think Equity’s Mark McKechnie” idiots?
Apple officially said they sold 6+ million iPads within nine weeks of the quarter to June 6th. Three more weeks of sales would result in from 7+ to 8+ millions (possibly even 9+ million).
I mean, seriously, do these guys think that Apple stopped selling iPads on 6th June — so sales for the quarter would stay on 6 million level?
Or, even worse, since Apple sold “over” of that figure, did Apple went to buy back excessively sold iPads?
8.3 million, book it Dano.
Jax44
Analyst LLC
I had already forgotten that.
exact counting was “over 25M” on including those 19.483M sold up to March 25th. So, 5.517M in 9 out of 13 weeks. If sales were flat, this means “over 7.969M” for the quarter. But definitely, sales were not flat since production was only just ramping up. So, 9M is the absolute minimum, I’d say. With that and 17M iPhones, my earnings estimate ends up at $6.51 per share, with lots of upside potential.
Jeez, must I always connect the obvious dots?
Some facts…
Apple is always innovative, creative, pushing markets forward into the future.
Jobs mentions DVDs are dying fast – after making CDs dead with iTunes.
Apple will be making movies available tin 1080p soon.
Apple has several huge server farms.
Apple updated iDVD and iWeb (they’re not dead yet, boys).
People love socializing.
Conclusions…
> Video Central – the Apple way: A true video-based social website for each person. Using iWeb, you’re not stuck with lame page design limitations of Facebook, video limits of YouTube, or the video chat limitations of a different app for each video server. Imagine, a video conference with your friends; a Skype user, a Google user, a FaceBook user and an iChat user. Don’t have a Apple device? No problem, the Apple user’s iPad or Mac will establish the links and transmit the grouped video to each member as a single video feed.
> Create individual pages on any topic you can imagine (skateboarding, baby, dogs, your Heavy Metal band, etc.) and include all types of media. In addition to the video, page widgets will include micro blogs w/ comments, private texts, and Twittering.
> Apple will allow you to upload your video library, much like the music, for the movies Apple has in their own library, so you may watch your entire library anywhere.
> You may upload your own, non-commercial videos, full res, no YouTube-like time limit. > Design virtual DVDs (with menus, etc) on iDVD and upload them.
Apples philosophy of a world without walls (or Windows), keeping it simple and accessible to all… but now in video.
I’ll say 8.25M iPad, 8M iPods, 4.1M Macs, 18M iPhones.
The Macs will surprise the most. As usual the analysts will miss the mark by a mile.
Revenue 28BB
Microsoft stuffed 24.75 million Windows 7 licenses into the channel last quarter (and almost zero WiMo 7 & Zune licenses). So you’re saying Apple sold 38.35 million devices (34.25 iOS and 4.1 MacOS X). That would mean the tide has turned and Windows is now a minority OS.
Valid point. Ms would argue iOS is nit a real os birdie most people is does everything they want.
9M iPods, 20M iPhones
Whatever the figure is, one of them is mine and you can take it from my cold, dead hands!
=:~)
12.3 million.
Almost 10 million, but not quite. Let’s say 9,925,217. 🙂