2013: The iPad Christmas

“Apple CEO Timothy D. Cook proclaimed on Apple’s fiscal fourth-quarter investor conference call that it will be ‘an iPad Christmas,’ and it’s certainly looking that way,” Chris Ciaccia writes for TheStreet.

“Cantor Fitzgerald analyst Brian White, who rates Apple shares ‘buy’ with a $777 price target, notes that tablet demand over the Black Friday weekend was exceptional, with Apple’s new iPad Air and iPad mini with Retina Display leading the way,” Ciaccia writes. “On Apple’s fourth-quarter earnings call, Cook proclaimed how excited he was about the iPad this holiday season, in light of the refresh iPad Air, and iPad mini with Retina Display, which both launched in November. ‘I think it’s going to be an iPad Christmas and — but we will see, we will report the numbers back to you in January how we did, but we are pretty confident,’ Cook said on the call.”

Ciaccia writes, “Though Google may dominate in tablet market share, with Android-based devices accounting for a much higher percentage than Apple’s iOS operating system, iOS users are more valuable, when it comes to purchasing habits. ‘On average, iOS users spent $127.92 per order, compared to $105.20 per order for Android on Black Friday,’ IBM wrote in the report. Apple’s iOS accounted for 28.2% of all online traffic, and 18.1% of all online sales. By comparison, Android accounted for just 11.4% of all online traffic, and only 3.5% of online sales.”

Read more in the full article here.

MacDailyNews Take: Those who would settle for a poor man’s iPad are not desirable customers.

Related articles:
Roughly 40% of Black Friday Apple iPads purchased by Android phone users – November 30, 2013
Forbes reviews Apple iPad Air: The best experience of any 10″ consumer tablet – November 25, 2013
Computerworld reviews Apple’s 64-bit iPad Air: The very best large screen tablet experience available – November 20, 2013
PC Advisor reviews Apple’s 64-bit iPad Air: Power, versatility, and transformationally light – November 18, 2013
Wired reviews Apple’s 64-bit iPad Air: An immensely powerful tablet – November 7, 2013
The Verge reviews Apple’s 64-bit iPad Air: The best gets better – November 4, 2013
Ars Technica reviews Apple’s 64-bit iPad Air: Very impressive – November 4, 2013
Bloomberg News reviews Apple’s 64-bit iPad Air: Hands-down the best tablet on the market – October 30, 2013
CNET reviews Apple’s 64-bit iPad Air: The best full-size tablet, Editors’ Choice – October 30, 2013
AnandTech reviews Apple’s 64-bit iPad Air: In a completely different league – October 30, 2013
USA Today’s Baig reviews Apple’s 64-bit iPad Air: Best of breed, superior to each and every rival – October 30, 2013
Mossberg reviews Apple’s 64-bit iPad Air: ‘The best tablet I’ve ever reviewed’ – October 29, 2013
Fox News reviews Apple’s 64-bit iPad Air: Best in class – October 29, 2013
The Independent reviews Apple’s 64-bit iPad Air: Super-light and most powerful – October 29, 2013

Computerworld reviews Apple’s 64-bit Retina iPad mini: An unmatched user experience – November 26, 2013
AnandTech reviews Apple’s 64-bit Retina iPad mini: ‘A leap forward in performance’ – November 19, 2013
Wired reviews Apple’s Retina iPad mini: Unparalleled, mind-blowing, buy it now – November 15, 2013
PC Magazine reviews Apple’s Retina iPad mini: ‘Tightly elegant, an absolute pleasure to use’ – November 15, 2013
CNET reviews Retina iPad mini: A powerhouse, packed-to-the-gills, top-end tablet beast; Editors’ Choice – November 14, 2013
Associated Press reviews Retina iPad mini: Unmatched by cheaper Android tablets – November 12, 2013
Dalrymple reviews Retina iPad mini: ‘As much as I love the Air, I still find myself reaching for the iPad mini’ – November 12, 2013
Apple starts online sales of iPad mini with Retina display, no in-store pickup available – November 12, 2013

9 Comments

  1. Hide behind the numbers. Half of the Android tablets are the Amazon Kindles that they loose money on everyone that they sell. These 32-bit e-Readers are not in the same market as the iPads!

  2. There is one thing that Apple definitely needs to do with the iPad and that’s get some sort of Apple-sponsored project to get more iPads into the classroom. I just don’t want to see Samsung or Microsoft walk right in and get hundreds of contracts while Apple gets left out in the cold. Those iPads in the classroom need to become indispensable to schools, teachers and students. With all the school districts there are in the U.S. Apple should be able to double or triple iPad sales without breaking a sweat. I’m not sure what it would take but Apple should go all out before the other companies get a handhold into that market. If Apple even has to go as far as building a special educational model iPad, they should go for it.

      1. I unfortunately agree with you 100% and it makes me sad. The standout advantage of the retina would be for situations involving lots of reading and going over detailed images and charts and such. Exactly the situation you would encounter on a well implemented digital textbook. Send the iPad2 to schools is a bit disingenuous, I think. Ans as you pointed out, at kind of a ripoff price.

        If apple wants more iPads in schools, they should do a better job of setting up a school friendly ecosystem. What just happened in LA (kids defeating security measures on school iPads to let them access the whole internet) shows that Apple is not part of the process of making these school viable devices.

        The structure of iOS is so much about the whims of the individual, I don’t know that it will ever be a true fit for a public institution with the mission of serving children (or at least, not hurting them).

  3. I have never seen such an industry positively obsessed with market share as this mobile industry. I don’t quite see the point because it won’t necessarily lead to long-term domination. Nokia and Symbian fell rather quickly from relevance despite high market share. Without Samsung, Android growth could easily stall. Tizen OS could be ready as early next year on the Galaxy S5 and Samsung has considered using Firefox OS on entry-level smartphones. Without Samsung’s numbers, Android could quickly lose steam. This obsession with market share just doesn’t make any sense in an industry that changes so rapidly.

  4. Target reported in its Black Friday sales that the years old iPad 2 was the 8th most purchased product in their stores (IPad Air #1, mini #2). Not a single Android tablet made the top 20. At least in the US, it does indeed look like an iPad holiday season (even the iPod finished 16th).

  5. Chris C.- again, where do you get your Android “sales” numbers, when no major Android tablet manufacturer (Amazon, Samdung) is reporting actual sales numbers, as they informed us of this several years ago?

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