How many iPads did Apple sell last quarter?

“According to 25 of the 30 analysts Fortune polled in advance of Apple’s earnings report Monday, this will be the third quarter in a row that iPad sales have fallen year over year,” Philip Elmer-DeWitt reports for Fortune.

“In Q2 they fell 16% compared with the same period last year. In Q3 they fell 9%,” P.E.D. reports. “And based on the average estimate from our panel of 30 analysts — 21 Wall Street professionals and 9 amateurs — they may have fallen 10% in Q4.”

“The analysts estimates range from 11.5 million to 15.4 million,” P.E.D. reports. “Average: 13.1 million.”

See all of the analysts’ iPad unit sales estimates in the full article here.

[Thanks to MacDailyNews Reader “Lynn Weiler” for the heads up.]

Related article:
Apple Q414 earnings, conference call on tap for Monday, October 20th – October 17, 2014

18 Comments

  1. Of course tablet sales will fall over time! They’re not on two-year phone upgrade cycles, they are used for different purposes to a phone, a desktop alternative, in fact, so those who buy an iPad are going to use it for much longer before considering an upgrade.
    Gradual apparent ‘slowing’ of the machine over time, or just a desire for more storage will eventually trigger an upgrade, the older device being passed along to children or older relative.
    This is so obvious, how can ‘analysts’ not see how this works? It’s no different to upgrading a desktop machine!
    I ought to be an analyst…

      1. Let me see if I understand this, sales fell on iPads just prior to the EXPECTED release of a new and model and cheaper prices on the old model? And this is somehow startling news? Give this analyst his MORON sign….

  2. This fact that “analysts” still musing and guessing iPad sales for 2014Q3 shows just how incompetent “analysts” are.

    Timothy Cook has already reported iPad sales. In the graph where he compared iPad sales to PCs, there was 70 million figure for last 12 months (2013Q4-2014Q3). If you just subtract from this figure official iPad sales from previous quarters, you will find that for 2014Q3 iPad sales are 14-15 million units.

    1. I made the exact same calculations you made, but if you calculate Q4 2013 through Q3 2014 (ending in June 2014) then the total equals 69.73 million which is close to 70 million. It is possible Tim was talking about Q1 2014 though Q4 2014, and, as you suggested, the total would equal 14.37 million. There could be some net channel drawdown, so the actual number would be lower.

      Tim also said Mac sales are up around 18% for the year, so if there is a shortfall in iPads then Mac sales should compensate. This has been the trend over the last couple of quarters.

      Overall, the most important aspect of this earnings is guidance for this December quarter which I think will be phenomenal.

  3. Apple sold a lot of iPads when there was no competition. Now they have competitors on the low end so of course some of those opportunities have been lost.
    The other thing is that iPads last a long time. We first bought an iPad2 which was handed off to my parents when we got the iPad3. I also bought an iPad Mini 2 years ago.
    We really do not see much need to buy a new one. The others are working fine and still have plenty of utility.
    Touch ID is neat but probably not enough to upgrade.

    1. My iPad3 is still working fine, too. The new iPad Air 2 is the third generation since the iPad3, and the differences are finally becoming compelling enough to consider a new iPad purchase – significantly faster CPU and massively faster GPU with Touch ID along with new functionality using iOS 8 that my iPad3 will never have. And it is much thinner and lighter, to boot.

      This is a sweet spot for Apple in the iPad refresh cycle. A lot of people with older iPads will be very interested in the new iPad Air 2 and sales should be quite good.

      1. I installed iOS 8 on my iPad 3. The performance may be a little slower, but it’s not bad. The lveley new interface and cloud funcriminality make up for and subtle performance hit.

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