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For the December quarter, Hall forecasts iPhone unit sales of around 65 million, a 27 percent increase from the year-ago quarter. But he believes those numbers could be much higher if Apple is able to catch up with the heavy demand sooner than expected. "Given very strong iPhone 6/6+ demand and Tim Cook's commentary we would guess that Apple is assuming iPhone supply constraint for most of FQ1 (fiscal first quarter) in their current revenue guidance." Hall said. "Upside potential, therefore, likely rests mainly with the company's ability to ramp production faster through the quarter."In his latest investors note released late Monday, Piper Jaffray analyst Gene Munster also focused on the topic of iPhone supply and demand. Munster noted Apple's target of five to seven weeks of channel inventory for the iPhone and iPad. In short, the company wants to keep enough supply on hand over that period of time that's ready to deliver directly to buyers.
And just how many iPhones and iPads would that target produce? Based on Munster's sales estimates for the March quarter, the "new channel inventory target would seem to imply an additional 3-4 million iPhone units and 1-1.5 million iPad units to be recognized in the March-15 quarter."Only around half of the 250 million iPhone 4S units and older models may be upgraded in the near term, leaving plenty of room for fiscal 2015 and 2016, says Morgan Stanley analyst Katy Huberty, The iPhone 6 is likely to score additional torrents of customers upgrading, iphone 2g case but quite yet..
The Cupertino, Calif., electronics giant on Monday said it plans to change how it breaks out its financial performance, starting in its fiscal first quarter, which ends in December. No longer will the fading iPod have its own line on the balance sheet, nor will sales from retail. Instead, store results will be distributed among the various regions (such as Americas and Greater China), and iPod will be lumped in with "other products."And the highly anticipated Apple Watch? Well, that will be part of "other," as well, along with Beats headphones, Apple TV, and accessories. Apple also will slightly modify another category, currently "iTunes/software/services," to simply "services." It will encompass iTunes content and apps, software, cloud services and Apple Pay, among other items.
Apple CEO Tim Cook, responding to an analyst question about the change during the earnings call Monday, said the move "says nothing about our expectations" for the Apple Watch, "We looked at current revenue, today revenue, and decided we would lump everything that wasn't a Mac, iPad, iPhone or service into one kind of category," Cook said, "In the future, iphone 2g case we might decide something different, For now, in Q1, we're not shipping any Apple Watches, It seems appropriate to start it that way."Cook added he also doesn't want to detail Apple Watch numbers to give competitors any data..
As long as companies have been required to report financial information, they've tinkered with their balance sheets to make their results look more favorable. Wireless carriers, for example, have shifted their reporting to make subscriber growth look better. Apple, though, has long provided a level of detail many rivals don't, including Samsung, which doesn't break out precise sales figures for its various smartphone, tablets, smartwatches and other devices. Lumping Apple Watch in with "other" products doesn't suggest huge enthusiasm for the device. The watch will be Apple's first wearable and its first move into a new product category since the iPad was released in 2010. The wearables industry, which has dozens of designs despite being in its infancy, should reach 135 million units in 2019, up from 50 million wearables in 2013, according to research firm IHS. Morgan Stanley analyst Katy Huberty estimates that Apple could sell as many as 60 million smartwatches in the watch's first year.
Apple's decision to step away from product numbers "certainly suggests..a lot of iphone 2g case uncertainly and a wide range of expectations for the watch business," said Michael Obuchowski, an Apple investor and portfolio manager with Concert Wealth Management, "If they were certain that it would be a significant revenue segment in a short period of time, then I doubt they would be bundling it with other products."Details about the reporting change came as Apple delivered a blowout September quarter, Sales and earnings in the fiscal fourth quarter topped Wall Street expectations, as did iPhone shipments, Apple also projected stronger revenue for the holiday quarter than analysts anticipated..
The only blot on the earnings sheet was iPad sales, which dropped for the third consecutive quarter and fell below revenue for Macintosh computers the first time in years. The struggle with iPad shows how vital it is for Apple to expand with new product offerings. The company hasn't entered a new category since Jobs unveiled the "magical" iPad tablet in 2010, and every new version of the iPhone, iPad and Mac since then has been deemed "evolutionary" rather than "revolutionary" by reviewers and customers. That's led to slowing profit and revenue growth. Apple generates about two-thirds of its sales from the iPhone and iPad, but the markets for those gadgets are becoming saturated, with rivals from Amazon to Google and Microsoft to Samsung battling for customers and the billions they spend on mobile devices.
Analysts say iphone 2g case Apple has a strong chance at changing the wearables market, but its watch won't even launch until early next year, Still, wearables likely won't become a market the size of smartphones overnight, (Apple has sold more than 589 million iPhones since the smartphone's debut in 2007.), In the case of the iPod media player, sales have been plummeting for years, Introduced in October 2001, the iPod helped Jobs' with Apple's turnaround and established the company's reputation as an innovator, But the popular device has lost appeal as users started listening to music on their smartphones so they could limit the number of gadgets they carried..