80% new phones activated during last quarter was iphone 5. Estimate 8 millions iphone 5 sold. AT & T is about 16% whole AAPL iphone market. Do some math, you will see total iphones sale = 100*8/16 = 50 millions sold!!! BINGO!!!!!!!!!
Sentiment: Strong Buy
Thing is we know now AT&T is no longer represents 16 percent of market. 52-60 million iphones is the number to look for.
Sentiment: Buy
all in!
Sentiment: Strong Buy
So many little bits of great news coming out. When you add them all together it equals a fantastic aapl quarter and a much higher stock price!
Sentiment: Strong Buy
AT & T will be less and 16% of total....bcoz wider release of iphone..I would say AT&T close to 13%......100*8/13= 61.54 MM...
Man, if we could just get the number for how many phones were activated on Verizon this past quarter, we could extrapolate the number of IPhones by multiplying by 55%. When will VZ give us a bone?
Don't forget Sprint... My iPhone 5 is on Sprint and they have been advertising the hell out of it since they sunk so much money just to be able to sell Apple.
Sentiment: Strong Buy
just reposted more accurate number..LOL
Come on guys, the only actual news is that ATT smartphone sales increased 10%, from 9.1 to 10M
This is nice and expected, but still way below 30 or 40% smartphone market increase that analysts are touting.
So smartphones increase by 10% YoY, how can you deduce #$%$ from this?
There were 14 weeks last year and 13 this year (that's 7.1%). Also, ATT realized the initial launch volume for the 4S last year and the initial volume for the 5 was prior to this quarter starting. The analysis I read on Yahoo that estimated the ATT results may support Apple selling 48.8M iPhones this period doesn't seem to properly account for the heavy mix of international this quarter v. the same period last year (4S didn't launch until the following quarter last year) or the most recent quarter. As such, it would seem to me the analysis actually underestimates iPhones and support something north of 50M and perhaps as high as 53.5M. Yet, it's putting a lot of faith in ones ability to determine what percentage of total iPhone sales are represented by ATT this period, so I wouldn't hang my hat on any number. It's just another data point though that seems very bullish to me.
Sentiment: Strong Buy
They also said MOST EVER IPHONE SALES". Previous record was 7.6 million so you deduce about 8 Million + Iphones from that Data. And ATT has been about 16% of All iphone activations last 4 quarters but with massive worldwide roll outs in the December Quarter, it's likely now only 14 to 15 %. Deduce from that.
Verizon numbers are 5 millions, a 25% yoy increase.
link?
bullish from here...
Sentiment: Buy