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Ticonderoga Securities, using their trusted "Apple Barometer," reported Apple had "strong growth year-on-year for April," with sales up 113% compared to the same month last year. These numbers aren't raw...
05-15-2011, 10:30 PM #1
Apple April Sales Up 113 Percent From Last Year, Disappointing?
Ticonderoga Securities, using their trusted "Apple Barometer," reported Apple had "strong growth year-on-year for April," with sales up 113% compared to the same month last year.
These numbers aren't raw sales numbers on products shipped, but rather measure sales of component suppliers to Apple in their supply chain. The logic is if Apple needs to purchase more supplies (LCDs, touch screens, etc) from their suppliers, there is a higher demand for their products and more products are being made. Which is a good thing if you're an Apple shareholder.
The previous three months saw growth year-on-year growth for January up 150%, February up 172% and March up 141%. Apple's quarterly earnings report last month forecast a 7% decrease in sequential sales.for June. This prediction falls out of line with Apple's eight year average where June typically has seen a 5% increase. This of course is characteristic of Apple. Temper analysts expectations, so you can blow them out of the water.
This massive increase in sales and production over the last six months makes sense with multiple releases of new devices, increased demand, and competition between other manufacturers for a crippled supply base (Japan hurt a lot). Sales for May, especially if they beat Apples estimates, will keep the rumor mill spinning. The estimated decline in sales for June could be the result of a huge uptick in demand on Apple's part over the last few months, and sales for May. If they remain steady or increased, it could indicate a new iPhone has seen production ramped up to meet an imminent release.
This is obviously going to be conjecture for the business aficionados who cover all things Apple. However, if anyone ever wants to look for confirmation of a new device being released, the supply chain data never lies.
Source: PC World
05-15-2011, 10:43 PM #2
05-15-2011, 10:46 PM #3
it is disappointing because with new group of people from Verizon getting iPhone there is suppose to be considerable rise in sales.
05-15-2011, 10:56 PM #4
05-15-2011, 10:59 PM #5
How is "sales up 113% compared to the same month last year." a bad thing??
05-15-2011, 11:33 PM #6
Verizon's iPhone should have been released when AT&T's was released last year. If you anticipate selling millions of devices to a new market, then drop well below predicted sales because the consumer is waiting for a new device, not a 6 month old device, then 113% could seem disappointing.
I would anticipate sales to be higher when the latest device releases. Although it could fall short as well if the hardware is not substantially different. Screen size needs to be larger, better proc, more ram. Things to make us want to spend $300 per year on a phone.
05-16-2011, 12:02 AM #7
Sales figures?? - these are purchase orders!
The reason this benchmark is down is because there simply isn't enough component supply available to meet Apple's needs. Of course you can't buy something that doesn't exist.
This is the reason why most analysts throw out these measurements - demand is still high, and the supply chain is being reconstructed.
05-16-2011, 12:22 AM #8
Welcome to the world of BUSINESS Apple! Can't win 'em all. Did you really expect astronomical figures to continue forever and ever?
lol. 113% is disappointing?
Steve: "Only 113%?. Well damn I was really shooting for 150%. 113% just isn't going to pay the bills."
05-16-2011, 07:44 AM #9
they need to revamp iOS (they'll be doing this in the summer) and for once add more than 5 features to the iPhone. I love Apple and the iPhone and will buy anything they make because I know they make it with care but for others, they still need something to push them over that makes them realize the iPhone is different from every other phone out there.ALL THEY DO IS DRINK, SMOKE DOPE, AND TELL JOKES TO THE OLD FOLKS
05-16-2011, 08:10 AM #10
iOS 4 dropped with "100 new features" but i certainly didn't notice that many new features.
05-16-2011, 09:04 AM #11
Nothing disappointing here
05-16-2011, 09:26 AM #12
05-16-2011, 11:18 AM #13
05-16-2011, 07:17 PM #14
Disappointing, because all the money they got with Steve Jobs picture.....
05-16-2011, 08:29 PM #15HK-Z™ on Game Center