Deleted
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Post by Deleted on Sept 23, 2013 2:20:22 GMT -8
Coin flip?
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Post by phoebear611 on Sept 23, 2013 2:31:41 GMT -8
Two questions for today - only because I haven't seen it definitively answered in earlier posts: 1. Did AAPL usually make an announcement on the Monday after the weekend or the Tuesday? I seem to recall a Monday but if you have a better memory, please respond. 2. AAPL announces sales but does anyone remember if they also announce current pre-orders? I don't think they do given that pre-orders can be cancelled and are not definitive. Again, don't remember exactly. If we had sales and pre-orders there would be zero worry but it's the worry about the amount of the supply AAPL had on launch - specifically of the 5S phones that have us all awaiting the news so anxiously.
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Post by rob_london on Sept 23, 2013 2:36:22 GMT -8
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Post by jmolloy on Sept 23, 2013 2:54:40 GMT -8
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Post by aapl2000 on Sept 23, 2013 4:11:39 GMT -8
Seems Apple announces on a monday. Head over to apple's site, hot news archive. Last year pre-order was announced separately - a week earlier. Probably none this year due to only pre-order for 5C
09/17/2012 iPhone 5 Pre-Orders Top Two Million in First 24 Hours 09/24/2012 iPhone 5 First Weekend Sales Top Five Million 12/17/2012 iPhone 5 First Weekend Sales in China Top Two Million
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Deleted
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Post by Deleted on Sept 23, 2013 4:18:16 GMT -8
OK. Who has the number for total smartphones in the US?
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icam
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Post by icam on Sept 23, 2013 4:26:58 GMT -8
I found this piece of data from Comscore from May 2013. I don't know anything about their credibility. "141 million people in the U.S. owned smartphones (59 percent mobile market penetration) during the three months ending in May, up 6 percent since February. Apple ranked as the top OEM with 39.2 percent of U.S. smartphone subscribers (up 0.3 percentage points from February). Samsung ranked second with 23 percent market share (up 1.7 percentage points), followed by HTC with 8.7 percent, Motorola with 7.8 percent and LG with 6.7 percent." Extrapolating from Comscores 141 million smartphone number being 59% of mobile market means that the total mobile market in the USA is 239 million mobile phones. www.comscore.com/Insights/Press_Releases/2013/6/comScore_Reports_May_2013_U.S._Smartphone_Subscriber_Market_Share
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Post by Deleted on Sept 23, 2013 4:28:11 GMT -8
I must be concerned about today's announcement. I awoke long before my alarm having had a nightmare from my '70s police career. I guess there are some things you never get over. : )
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Post by jmolloy on Sept 23, 2013 4:31:20 GMT -8
Has a press release just hit?
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icam
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Post by icam on Sept 23, 2013 4:32:41 GMT -8
9 million units!!! Just announced on Bloomberg TV.
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Post by jmolloy on Sept 23, 2013 4:32:52 GMT -8
nine million iPhones.
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Post by hellojapan on Sept 23, 2013 4:32:56 GMT -8
Beautiful shade of green.
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Post by lucy on Sept 23, 2013 4:33:03 GMT -8
Apple sells 9M!
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Post by lovemyipad on Sept 23, 2013 4:33:43 GMT -8
Premarket WHEEEEEEEEE!!!
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Post by rob_london on Sept 23, 2013 4:35:20 GMT -8
Apple is doomed.
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Deleted
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Post by Deleted on Sept 23, 2013 4:36:39 GMT -8
Wow!
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Deleted
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Post by Deleted on Sept 23, 2013 4:37:55 GMT -8
I found this piece of data from Comscore from May 2013. I don't know anything about their credibility. "141 million people in the U.S. owned smartphones (59 percent mobile market penetration) during the three months ending in May, up 6 percent since February. Apple ranked as the top OEM with 39.2 percent of U.S. smartphone subscribers (up 0.3 percentage points from February). Samsung ranked second with 23 percent market share (up 1.7 percentage points), followed by HTC with 8.7 percent, Motorola with 7.8 percent and LG with 6.7 percent." Extrapolating from Comscores 141 million smartphone number being 59% of mobile market means that the total mobile market in the USA is 239 million mobile phones. www.comscore.com/Insights/Press_Releases/2013/6/comScore_Reports_May_2013_U.S._Smartphone_Subscriber_Market_ShareThanks. Simple math (always the worst kind) indicates about 3.8 million iP5S/5C sold in the US over the weekend. Don't hold my feet to the fire, I'm nowhere near getting my first cup of coffee.
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Post by Iceage on Sept 23, 2013 4:38:11 GMT -8
Gene Munster is wrong again.
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aapldamus
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"Miss Cleo ain't got NOTHING on me!"
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Post by aapldamus on Sept 23, 2013 4:38:51 GMT -8
HALLELUJAH!
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Post by yellowhandman on Sept 23, 2013 4:40:39 GMT -8
I was hoping for 7m, just to beat last year's (never mind that China was included this year). But this is an indisputable home run...even if you factor in China availability, clearly Tim Cook delivered operationally in terms of supplies.
My only concern is the apparent skew towards the 5S, which would have lower margins. Hopefully Apple weren't caught out expecting sell 5Cs in the vast majority. But on this kind of sales volume, I doubt it makes a difference, 'cuz nobody would've built this into their model.
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Post by Deleted on Sept 23, 2013 4:40:44 GMT -8
Congrats to those that called 9 MILLION. My 10 was overly optimistic, but what's new about that?
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Post by aapl2000 on Sept 23, 2013 4:44:50 GMT -8
apple press release
First Weekend iPhone Sales Top Nine Million, Sets New Record
Apple® today announced it has sold a record-breaking nine million new iPhone® 5s and iPhone 5c models, just three days after the launch of the new iPhones on September 20. In addition, more than 200 million iOS devices are now running the completely redesigned iOS 7, making it the fastest software upgrade in history.
“This is our best iPhone launch yet―more than nine million new iPhones sold―a new record for first weekend sales,” said Tim Cook, Apple’s CEO. “The demand for the new iPhones has been incredible, and while we’ve sold out of our initial supply of iPhone 5s, stores continue to receive new iPhone shipments regularly. We appreciate everyone’s patience and are working hard to build enough new iPhones for everyone.”
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Post by podboy on Sept 23, 2013 4:48:09 GMT -8
9M f'in phones!!! 9M phones weekend tops $BBRY BB10 FY14 new shipment estimates by ~1M
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Post by phoebear611 on Sept 23, 2013 4:48:18 GMT -8
Attention! Attention ! Peter Misek please report down to the Principal's Office immediately !!!
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Post by artman1033 on Sept 23, 2013 4:50:55 GMT -8
On September 23, 2013, Apple Inc. (the "Company") announced that it has sold over nine million new iPhone 5s and iPhone 5c models, just three days after the launch of the new iPhones on September 20. Apple expects total company revenue for the fourth fiscal quarter to be near the high end of the previously provided range of $34 billion to $37 billion, and expects gross margin to be near the high end of the previously provided range of 36% to 37%. WHOA!www.sec.gov/Archives/edgar/data/320193/000118143113050140/rrd391079.htm
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aapldamus
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"Miss Cleo ain't got NOTHING on me!"
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Post by aapldamus on Sept 23, 2013 4:52:21 GMT -8
I get back from work and I check my email, the first thing I see is the Gene Munster report saying "Probably on the low end of 5-6M." I then hop on here and see chatter about the 9M number. Holy crap! I'm still underwater on my 525/550/575 October butterflies, but this might just be enough *hopefully* to flip sentiment back to bull mode for aapl. I can only hope that as fast as we fell, we will go equally back up as fast. Past 496 this should rocket back up to where we fell from, ~507.
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Post by prazan on Sept 23, 2013 4:54:42 GMT -8
Good call, Nagrani! Could Apple be returning to the days of yore, when they exceeded expectations handily?
Be aware that the 5c/5s activation metrics (at least the ones I've seen) are based on U.S. activations.
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Deleted
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Post by Deleted on Sept 23, 2013 4:54:43 GMT -8
Now if history repeats itself, 9,000,000 first weekend sales indicates 80+ Million during the December quarter.
Who says Apple needs a low cost iPhone?
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icam
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Post by icam on Sept 23, 2013 4:55:01 GMT -8
I was hoping for 7m, just to beat last year's (never mind that China was included this year). But this is an indisputable home run...even if you factor in China availability, clearly Tim Cook delivered operationally in terms of supplies. My only concern is the apparent skew towards the 5S, which would have lower margins. Hopefully Apple weren't caught out expecting sell 5Cs in the vast majority. But on this kind of sales volume, I doubt it makes a difference, 'cuz nobody would've built this into their model. I wouldn't sweat the lower margins. Here's why: I bought a 32 gig 5S for $749 from the Apple store. Adding to Apples profit I also bought: $100 Apple Care + an extra charger chord $30; AND I traded my iPhone 4 in for $81 (which is far below what others in the market were offering, but I did it for the convenience factor) that they are going to resell in Asia somewhere. Apples margins will better than fine.
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Post by artman1033 on Sept 23, 2013 4:55:54 GMT -8
Let us review:
Last year, there was only one new iPhone.
This year, there were 2, + lots of new SKUs. There has to be lots of new channel inventory.
Last year, the new products were introduced in fewer markets, NO China!
The numbers are great, but must be kept in context.
HAT's off to the logistics leader!
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