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Apple’s Off-The-Charts iPhone And iPad Sales
Sometimes you have to see things to truly appreciate their magnitude. Apple’s latest quarter was so massive that MG had to write two posts about it: $46 billion in revenues, 37 million iPhones sold, 15 million iPads. The chart above, which comes from Francesco Schwarz, using data from Apple and Asymco (see a fully interactive version here), shows how unusual this quarter was for Apple.
The quarter was driven by iPhone and iPad sales. And you can see that by looking at the blue and red lines, which show unit sales of each. iPhone sales went from 17 million the quarter before to 37 million. They more than doubled in a single quarter.
But look closely at the iPad line. What I just noticed for the first time is that Apple sold almost as many iPads last quarter as it sold iPhones in the previous quarter. And now it is selling as many iPads as iPods. That red line is going to keep on going up. Will it ever catch up to iPhone sales?
Everyone is expecting a record quarter from Apple, which reports earnings today. “We expect a big quarter from Apple,” writes analyst Colin Gillis of BGC in a research note, “and we expect most investors expect a big quarter from Apple. Our pet fish expects records from Apple.” Apple is expected to announce record revenues, earnings, iPhone sales, iPad sales, and Mac sales.
Apple blew away expectations in its December quarter, which it just announced this afternoon after markets closed. After trading down 1.6 percent ($7) during the day, shares are up more than 7 percent ($30) in after-hours trading to $450.
If anyone has any doubt that iPhones, iPads and other iOS devices are the future of Apple, just take a look at the chart above from Asymco. It shows all iOS products sold cumulatively versus all OS X products ever sold (Macs) over the past 28 years.
Of all the stellar numbers Apple released today with their Q3 2010 earnings, the most impressive has to be this: Apple sold 3.27 million iPads during the quarter. To put that into context, that’s only 200,000 fewer units than their entire Mac division sold. And it was the best Mac sales quarter ever.
AT&T this morning released its earnings for the fourth quarter of 2011. Consolidated revenues clocked in at $32.5 billion, up 3.6 percent compared to the year-earlier quarter. They recorded a huge net loss for Q4 2011: $6.7 billion, or $1.12 per diluted share.