Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Dec 27, 2017 3:32:25 GMT -8
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Post by CdnPhoto on Dec 27, 2017 5:02:11 GMT -8
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Post by hledgard on Dec 27, 2017 5:36:52 GMT -8
Nice catch, cdnphoto !
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ono
Member
compensation
Posts: 550
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Post by ono on Dec 27, 2017 7:32:11 GMT -8
Are we on-track relative to that i Phone 6 and 6+ super adoption rate? The combined usage percentages of the 3 new models look good to me. The ramp of the "too expensive" iPhone X still impresses me. The installed base is significantly larger today. See important correction below. I was mistaken on my data selection. I'll try to do a "weeks of sale comparison" after some coffee. mixpanel.com/trends/#report/iphone_6s/from_date:-831,report_unit:week,to_date:-727
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Post by lulli on Dec 27, 2017 7:45:14 GMT -8
Are we on-track relative to the iPhone 6 and 6+ super adoption rate? The usage percentages of the new models look good to me. And the installed base is much larger today. mixpanel link for iPhone 6s introWhat I don't understand is why there still seem to be doubts going around about performance given such publicly available data. It would be good to correlate percent usage from mixpanel, at the end of the quarter after a new iphone introduction, with data on total users and subsequent report on sales for a quarter.... don't have time right now, but sounds llike a sensible research project for those analysts....
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Post by Apple II+ on Dec 27, 2017 7:53:48 GMT -8
Are we on-track relative to that iPhone 6 and 6+ super adoption rate? The combined usage percentages of the 3 new models look good to me. The ramp of the "too expensive" iPhone X still impresses me. The installed base is significantly larger today. mixpanel.com/trends/#report/iphone_6s/from_date:-831,report_unit:week,to_date:-727 The image you posted shows the 6S and 6S Plus from 2015, not the 6 and 6 Plus from 2014 which were much higher. The combined iPhone X, 8 and 8 Plus percentage is not bad, but it's not close to the 2014 data.
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Post by lulli on Dec 27, 2017 8:01:27 GMT -8
Are we on-track relative to that iPhone 6 and 6+ super adoption rate? The combined usage percentages of the 3 new models look good to me. The ramp of the "too expensive" iPhone X still impresses me. The installed base is significantly larger today. The image you posted shows the 6S and 6S Plus from 2015, not the 6 and 6 Plus from 2014 which were much higher. The combined iPhone X, 8 and 8 Plus percentage is not bad, but it's not close to the 2014 data. Here the data for the iPhone 6 introduction: mixpanel iPhone 6 introfor iPhone 6s introduction: mixpanel iPhone 6s introand that for iPhone 8/X intro: mixpanel iPhone8 and X intrountil Dec. 26, 13.5% for 8/X compared to 15.2% for iPhone 6 and 23% for iPhone 6, but starting date for X, which is trending towards counting for the majority of sales, was later.
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Post by tuffett on Dec 27, 2017 8:17:42 GMT -8
At a 600MM install base, which I think is likely conservative, 13.5% means that 81MM iPhone 8/8 Plus/X have been sold to date. Some of the 8 series were booked last quarter, but the majority would be in the present quarter. Add to these numbers the iPhone 7 and 7 Plus which are priced very attractively right now, and iPhone sales should easily eclipse 80MM and revenue should easily surpass $90B.
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Post by gtrplyr on Dec 27, 2017 8:30:43 GMT -8
Being a long term investor in Apple I'm used to this nonsense. You would think people would learn not to trade this stock based on supply chain information ...... but they don't.
While I'm used to that scenario I'm not really understanding how WS is ignoring the fact that Apple just made roughly 50 BILLION extra dollars with the upcoming tax plan ?? The day that was passed AAPL should have broken $200 ......
Quick math .. please correct me if I'm wrong .... 50 billion / 5.3 Billion shares outstanding makes the tax savings amount to $9.43 per share ...... that's just the SAVINGS!
So I sit and wait ..... patently ... like usual.
Hope everyone had a great Holiday season .... I noticed a LOT of Apple products being gifted around me.
Cheers to the longs.
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Post by osx10 on Dec 27, 2017 9:50:17 GMT -8
$380 was total for Apple products including iTunes and Apple store gift cards at Christmas here. AirPods are a huge hit! I’m sure the totals hit at your Christmas(es) are likely higher at your house, but we’re already deep in the ecosystem...
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,432
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Post by chinacat on Dec 27, 2017 10:04:36 GMT -8
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Post by lulli on Dec 27, 2017 13:30:31 GMT -8
At a 600MM install base, which I think is likely conservative, 13.5% means that 81MM iPhone 8/8 Plus/X have been sold to date. Some of the 8 series were booked last quarter, but the majority would be in the present quarter. Add to these numbers the iPhone 7 and 7 Plus which are priced very attractively right now, and iPhone sales should easily eclipse 80MM and revenue should easily surpass $90B. Careful though; there is an unknown “calibration factor” between mixpanel data and actual global sales.
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ono
Member
compensation
Posts: 550
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Post by ono on Dec 27, 2017 13:34:08 GMT -8
Nice close to the +$0.03 green.
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Post by rickag on Dec 27, 2017 14:44:58 GMT -8
Wondering what happened at the close?
AAPL and all US indexes, except the Russell 2000, spiked at the close.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Dec 27, 2017 14:55:01 GMT -8
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Post by gtrplyr on Dec 27, 2017 22:17:33 GMT -8
Good for Tim. Now, how about giving back the shareholders some of that money that's been locked up in Ireland ? The dividend is a joke ..... in the spirit of fairness since the execs are getting a huge bonus this year I think it's time for a REAL dividend raise. Cheers to the longs ...
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Dec 27, 2017 22:26:20 GMT -8
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