Apple will set new holiday quarter iPhone sales record, data shows

“Apple’s new iPhones appear to be picking up market share at twice the rate achieved by the iPhone 7 releases in 2016, new Localytics data suggests,” Jonny Evans writes for Apple Must.

“The data suggests that 4.1 percent of us are already using iPhone 8 (1.74%) or iPhone 8 Plus (2.36%) models. That’s not at all shabby, given they’ve only been available for about a month,” Evans writes. “This year was different, because as well as introducing the new 8 devices, Apple also gave us the powerful new iPhone X smartphone. Priced at over $1,000, this product sold out in minutes but now seems to be in better supply. Not only this, but the Localytics data shows the device has captured 1.42 percent of the market in just two weeks.”

“Add these numbers together (4.1% and 1.42%) and you see that around 5.52 percent of us are already running one of Apple’s 2017 iPhones. In contrast, the iPhone 7 achieved 2.7 percent market share within two weeks of its introduction in 2016,” Evans writes. “The data does make it seem pretty certain Apple will set yet another Q1 iPhone sales record this year. That speculation gets added credibility in light of recent analysis from IDC, Slice Intelligence, Localytics, SEMRush and a gaggle of other analysts…”

Read more in the full article here.

MacDailyNews Take: With an installed base of over one billion active iOS users, and only a few million of us with a TrueDepth camera system so far, Apple is primed for a extended multi-year supercycle!

SEE ALSO:
iOS users are worth 10X more than those who settle for Android – July 27, 2016

50 Comments

  1. No sales of Mac Pro.
    No sales of Homepod.

    Imagine what could be accomplished if Apple had these devices for sale late 2017. Apple is charged with presenting a feast of superior technology but fanboys rejoice over their happy meal.

    1. I believe that Apple pushed the HomePod out to Q1 2018 precisely because the iPhone X is a huge hit. This way HomePod won’t have to compete with holiday sales iPhone X and iPhone X accessories. Folks who have the new iPhone X will pony up for a HomePod after the holidays.

      This smoothes out the revenue stream and he’ll HomePod get off to a good start without the sales expectations surrounding the X-Mas sales season.

        1. That’s exactly right, Apple does compete with Apple. They actively work to kill off their own products with what is coming next. Lord knows nobody else is going to build anything that can kill off Apple’s products. People have been saying “Name of Apple Product killer” for decades, hasn’t come true yet.

            1. You didn’t understand a word I said. Apple has built an internal culture that moves on to the next thing easily, without holding on to the past. That’s what hurts most companies long term, such as Microsoft holding on to a Windows everywhere strategy for so long they missed mobile. Apple doesn’t wait around for other companies to compete with them, they compete internally and don’t worry whether the next great thing is going to hurt the current thing.

      1. Apple is really not concerned about the competition for one main reason. Whatever they come up with will not work as seamlessly with iOS as what Apple eventually releases. Will a lot of Alexa’s and Google Whatzit’s sell? Absolutely. And I guess we’d see whatever those numbers are dwarfed by the sales of the HomePod over the next year.

        Like the electronic watches, it’s not like Apple went to battle against already entrenched companies. They were never trying to win over Android or Windows folks, though some likely bought the Apple Watch. They KNOW they have a base of moneyed users that are willing to buy even before they go to market. So, while Christmas would be neat (heck, I was planning on getting one myself! :), they will still do a huge business next year… whenEVER it’s released!

    2. Apple is the most successful company ON THE PLANET. So I think I’ll whine about them not being even more successful. Yeh, that makes sense.

      OK, here goes.

      Whine, whine, whine, whine, whine, whine, whine.

        1. That certainly seems to be Apple’s attitude. In the past three years Apple’s hardware and software is conspicuously unimpressive. I kept my original iMac 12 years before upgrading. Believe me, I am patient. I can wait. Besides, it’s my money.

  2. I was totally in aww, when Apple announced the next guidance. Wow! such a huge numbers for any company. How could Apple predict how much it would sell, what is the method, I wonder, anyone knows?.
    – Q1 revenue guidance: $84.9 billion expected by Thomson Reuters. 2018

    1. The thing to remember is that Apple tends to be somewhat cautious with its guidance and has a terrific track record for meeting or exceeding that guidance.

      When I read was Apple was guiding for this quarter, I was surprised that it was such a significant increase, but also very confident that it would happen.

      When analysts make negative comments about Apple, those stories get shouted from the rooftops, even when those stories are implausible and from unreliable analysts. But when Apple makes an on the record, official statement about what it honestly expects to deliver in the next quarter, it doesn’t get the attention it warrants.

  3. Wall Street is already looking beyond these numbers and feeling rather doubtful Apple can continue its streak. It’s the “what have you done for me lately” point of greed. Wall Street still isn’t happy about the iPhone one-trick pony. It’s constantly being claimed Amazon, Alphabet, and Microsoft can continue their growth while Apple has nothing but a giant wall ahead of it. I’m hoping that Apple can use that repatriated overseas cash pile to change that outlook. It’s just so frustrating that no matter what Apple does, the big investors are dissatisfied. Does any tech company really have a guaranteed future?

    I’m sure Apple will make whatever revenue guidance they’ve set but some jackass analysts are going to say those numbers are already baked into the current share price and Apple needs much, much more to see any share gains. It scares me when analysts say Apple might not be able to make 10% more in share gains and then they say Amazon’s share price will be $2000 by mid-2018. Is that even possible? Is Amazon really that much better a company than Apple? With all the wealth that Apple has, what makes Apple so inferior to Amazon? Amazon’s P/E of 285 to Apple’s 18 is something I can’t comprehend. It makes Apple’s value and financial management team look downright feeble.

    1. Well, Apple’s already the largest company in the world by dollars. There’s no where past largest to go other “even more bigger-er”. When you’re small (by comparison) like Microsoft and Amazon, there’s LOTS of headroom between where they are and where Apple is… and that gives THEM space to grow.

      This is uncharted territory for companies as a whole. How big do you get before getting bigger is no longer a thing you can do? I would imagine “the population of earth” would be a hindering point.

      1. Apple fanboys talk about companies that are successful with exclusive customer niches; therefore, Apple need not sell products desired by a wide diversity of customers. I would like Apple to clarify, unambiguously, who are Apple’s customers, because, lately, I’m not feeling that I am one of them.

            1. Now who is being narcissistic? Free thinker? You are just a common doomsayer on this forum with no particular wit or style to your meager offerings. My kids could deliver better critical thinking and logical argument before they were 10 years old.

              I honestly don’t know what kind of cheap thrills you get by posting on this forum, Khan, but I suggest that we all stop feeding the troll. He enjoys it, and it accomplishes absolutely nothing.

        1. Apple has about one billion customers currently, and that number is still growing. It’s natural as a company grows some people will be left behind or feel slighted. This is what is happening to you, and it’s why you are so angry.

          1. You are truly slow on the uptake, aren’t you. I have made my criticisms about iPhone eXperimental, a new Mac Pro, Apple’s failure to deliver HomePod on time as promised, overrated MacBook Pro. Apparently the anticipated iPad Pros in 2018 will be a Apple worthy device, but there are few devices Apple is hawking now that impress me.

            1. You not being impressed with Apple’s current line up of products is exactly what I would expect. Sometimes companies move beyond some of their customers. It sucks, I know, but that’s life.

        2. I’m not sure that Apple has any responsibility to give you that answer especially as they seem to be doing just fine without you. Best to reign in that overwhelming sense of self importance, it could get stressful.

          1. Wow, you must be in charge of Apple’s marketing department. What do ya’ll chant during your staff meetings,”Go buy products elsewhere if ours don’t impress.” Lotsa luck with that.

            1. You’re right actually, Apple doesn’t chase customers. They present their vision of computing and the product line up they want to offer, and you either like it and buy it, or you don’t. Given that Apple has a billion customers (as pointed out on this thread) it seems to working very well. It’s hard to argue with the kind of success Apple has been having over the last decade.

        3. That’s actually absolutely correct. Apple doesn’t have to be the “best” at pretty much anything. They just have to be the best for a very specific subset of folks with enough money to buy the things Apple makes AND who also want to use that money to buy SPECIFICALLY the types of things that Apple makes.

          So, were Apple to clarify, it would probably be “Our customers are those people who love and buy our products”. Because you really can’t break it down any further. So many different people buy their products all over the world. As a result, I don’t think there’s one worldwide demographic that would encompass them all.

          I’d say if you’re not feeling that you’re one of the gobs of people that are Apple’s customer, then you likely aren’t. Unless of course, you buy their products, then… you are?

    2. Quarter-by-quarter attention paid to corporations is a big reason why our our lunch is being eaten. Other nations go century-by-century, millennium-by-millennium. Who cares what Apple’s goals are for next March? It’s almost irrelevant. How about 2030? 2050? Beyond?

      1. I agree with your comments about how short term policies lead to poor long term performance. We see it all the time in business and especially in politics in many nations.

        Apple is a rare example of a company taking a long term view and also a holistic view. The decision to build their own silicon was a very long term plan. They had to buy or recruit people with highly specialised expertise and then had to invest heavily in TCMS so that there was a chip fabricator able to work with Apple and supply the quality and volume required.

        That process started to become apparent to outsiders nearly ten years ago, when Apple bought P.A. Semi and its only in the last few years that it’s been obvious exactly what they were planning. Only Apple knows how long ago they actually started planning this operation, but it takes a hell of a lot of vision to know where you want to be in ten years time when you’re already at the cutting edge of technology.

        It’s fascinating to observe that Apple’s long term plans enable it to consistently deliver the sort of spectacular results than impress short term thinkers. It’s as though Apple has spent the last fifteen years or more running a marathon at sprint speeds.

        Apple sets itself apart by taking a long term view and planning accordingly. It’s something that they don’t get anywhere near enough credit for because analysts either cannot see what is happening, or deliberately choose to ignore it.

        1. You are correct in everything you said, except none of them was in Timidy Cooky’s making. They were all seeded in Jobs’ era, and Timidy is just harvesting them. He made our admirable Apple down to a one-pony-trck show, and now our Apple is a phone company. He does not take a calculated risk. When putting a new phone in the market, he “always” starts deliberately small, hype it, and when he became confident that people would pay $1000+ dlrs, does he increase the production, all at the sacrifice and patience of u, consumers. Nothing interesting, other than the lowly phone, is coming out of Apple these days, I mean, “nothing”. Where is my Apple I used to know and admire?

  4. Sure Wall Street is always looking to what’s next. The scale of iPhoneX success is going to be a large factor in the next few months.
    As far as delaying the launch of the HomePod. How much revenue is that going to make Apple? It’s going to be a hobby just like Apple TV was until it gets refined.
    At this point Apple has to focus on making sure iPhone X supply is as good as it can be. Billions in revenue are resting on this.

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