Analyst Predicts Impressive Holiday Results for Apple

Discussion in 'Apple iPad News' started by Maura, Jan 3, 2013.

  1. Maura
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    Maura iPadForums News Team

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    AppleInsider reports today that Wall Street analyst Rob Cihra, from Evercore Partners, has today updated his projections for Apple’s quarterly earnings report, which is due to be announced on January 23. In his latest report, Cihra says that he thinks that Apple will report sales of 50 million iPhones for the holiday quarter, which would represent a 35% increase on the same period a year ago, and 86% growth from the previous quarter. As far as the iPad is concerned, Cihra says that he thinks that Apple sold 24 million iPads in the quarter, which would see a 56% growth year on year, and a 71% growth spurt from the previous quarter. Cihra makes particular note of the dynamic sales achievement of the iPad mini, which he says will have made up 10 million of Apple’s overall iPad sales figures. Cihra goes on to say that the iPad mini had a “booming launchâ€, and that Apple still cannot make them quick enough to satisfy customer demand.


    [FONT=&amp]Source: [/FONT]50M iPhone sales, 'booming' iPad mini expected in Apple's holiday quarter
  2. AQ_OC
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    AQ_OC Super Moderator Staff Member

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    These reports of booming sales seem somewhat at odds with the sagging stock prices and the dire predictions that Apple is losing its way....and that "what are they going to do next" feeling that leaves one to wonder if the magic is gone....
  3. KevinJS
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    KevinJS Super Moderator Staff Member

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    You highlight a couple of points I've never been able to understand. The level of innovation clearly visible from Apple doesn't indicate any "losing their way", yet you would think that the company is just about on it's last legs if you listen to some reports. I'm reminded of the non-event of 21-12. And the tumbling stock price makes me wonder what is going on, when Apple can sell every unit they can produce.

    I think it's clear that these two indicators, while they are indicators of SOMETHING, have no relationship to the overall strength of the company.

    I don't get it.
  4. AdmiralAdama
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    AdmiralAdama Super Moderator Staff Member

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    Apple's stock price move lower was influenced by many things.

    - Profit taking after the share price reached a record.

    - Speculation that the "mini" would squeeze Apple's juicy profit margins.

    - Higher tax rates in 2013 for capital gains made tax-related selling more appealing than usual.

    AA

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  5. KevinJS
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    KevinJS Super Moderator Staff Member

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    Thanks for that, AA. That explains one part of it very well.


    Any thoughts on why the new iMac, the MBP w/ Retina Display, the iPads and iPhones, AppleTV etc are heading the way of the dinosaur (apparently).
  6. AQ_OC
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    AQ_OC Super Moderator Staff Member

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    Yes, answer that one, please. :)
  7. HardMetalAlchemy
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    HardMetalAlchemy iPad Fan

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    If anything, I'd say the iPod touch is heading towards ''extinction''.
  8. AdmiralAdama
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    AdmiralAdama Super Moderator Staff Member

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    I think this Forbes article sheds some light on that scenario. It was written in April but the arguments both analysts use to support their coverage of Apple still hold up.

    http://www.forbes.com/sites/haydnshaughnessy/2012/04/09/apples-demise-what-is-that-about/

    I agree with some of what they say but I also agree with comments in this thread about "innovation" being the mother-of-all game changers.

    AA

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    Last edited: Jan 3, 2013
  9. KevinJS
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    KevinJS Super Moderator Staff Member

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    Certainly makes interesting reading, but I think they underestimate Apple's influence in "emerging" markets. There is a news story right here that claims the Chinese hunger for iPad minis is "insatiable".

    One thing few other companies have in hi-tech is a perception that their products are somehow worth more when they contain pretty much the same parts as everyone else's. Apple has this down to a fine art. Even kids see value in the Apple name, and it won't be many years before today's iPod touch users are the movers and shakers in industry and commerce.
  10. AdmiralAdama
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    Thing is with the exception of China, Apple has been ignoring emerging markets. India, Indonesia, Brazil, are crucial emerging economies. But iOS products remain out of reach of most consumers.

    The iPhone is double - even triple the retail price - in developed countries because they're scarce and, the telcos don't offer subsidies. Certainly nothing comparable to what's available in North America and Europe.

    Apple's market (smartphone) share in India I believe, is below 5%. Samsung's market share is above 20%.

    In Indonesia, the iPhone has a 1 percent market share. RIM is 40%.

    In Brazil 10 percent of smartphone subscribers own an iOS device but Apple is still acres behind RIM and Nokia.

    One wildcard for Apple is what happens to subsidised phones in North America and to a lesser degree in Europe.

    Canadian regulators are on the verge of forcing Telcos to eliminate contract break-up fees. If the big players are denied a lock on those fat 3 year data plans - you can bet subsidies will be far less generous making all smartphones more expensive upfront. And iOS devices would be among the most expensive.

    So if price isn't an incentive - innovation is the only option.

    AA

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  11. Kaykaykay
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    Kaykaykay iPad Wizard

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  12. tlbaker
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    tlbaker iPad Ninja

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  13. AdmiralAdama
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  14. s2mikey
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    s2mikey iPad Addict

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    Why so? Just curious. Is it because more and people are getting phones? The touch is a pretty slick little unit, IMO.
  15. HardMetalAlchemy
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    I agree, the touch is a great product, but it is true that more people are getting the iPhone. If people were given a choice between the iPod touch and the iPad mini, more people would vote for the mini because of the bigger screen and similar price. Essentially, the mini is a big iPod touch and does pretty much everything the 5th generation touch does (Siri, FaceTime, messages, handling gaming).
  16. Kaykaykay
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    Kaykaykay iPad Wizard

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    I still like the touch, though I know sales have continued to decline as more people have gotten smart phones.

    I received a mini iPad at Christmas but returned it. I might get one later, if Apple doesn't continue keep it a generation or two behind, technology wise.

    Right now, I prefer the touch. I just ordered a touch 5 64GB. I use my current touch (4th gen 64GB) as a sort of disposable device -- I don't put contacts, email or such on it, so if it gets ripped off on the subway or something, I'm not going to worry about it. I also like that it's small enough to hold and manipulate in one hand if I'm standing on the subway. And I feel relaxed about using it without worrying about draining my phone battery.

    When my touch 5 arrives, my touch 4 will go to my husband, so it can replace the iPhone 3G that's permanently docked in the kitchen so he can stream while he cooks.
  17. Kaykaykay
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    Kaykaykay iPad Wizard

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    Well, sort of returned it, since I sold it to a co-worker.
  18. tlbaker
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    tlbaker iPad Ninja

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    Which do you think sells better, the touch or classic?


    Sent from my Wi-Fi Black 64GB iPad with Retina Display using Tapatalk HD
  19. Kaykaykay
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    Kaykaykay iPad Wizard

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    I'd guess touch, because it lets you do more, like play games and use other apps, which makes it appeal to a wider demographic.
  20. AQ_OC
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    AQ_OC Super Moderator Staff Member

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    :)

    The mini is a small iPad.

    I got the 64 GB iPhone partly because it can be a touch (iPod). And in October I will get a new 64GB phone and my 4S will live in my car as my music player, always on power.

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