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Apple announces iPhone 4 sold 1.7 million in first three days - Page 3

post #81 of 141
6/28/10 at 8:46am
Quote:
Originally Posted by SaltWater View Post

Great, now Apple has 1.7 million units to recall and take care of the antenna design flaw!

I'm glad you know more about Apple's products more than Apple does. Perhaps you can help them with the issue.
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post #82 of 141
6/28/10 at 8:46am
Quote:
Originally Posted by mstone View Post

From looking at that second chart, the iPhone apparently did cannibalize the iPod after all.

Yeah, but not consistently and these are percentages of total revenue, not units. I suspect the big iPod revenue upticks (1st calendar quarter) reflect the introduction of iPod Touch upgrades,

What caught my eye was that little patch in the upper right corner!

Oh, for the naysayers, it appears that 70% of Apple's CY Q4 revenue will come from devices that don't have a "proper OS" or Flash!

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"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
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"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
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post #83 of 141
6/28/10 at 8:47am
How aggravating! The signal hysteria has done nothing to slow down this juggernaut. Sometimes no amount of FUD can get between a good product and happy consumers.

Note: I am not denying that some people have noticed something, but the seriousness and extent of this "thing" has been seriously overblown. At least on blogs and forums. In the real world the vast majority seem to be very pleased indeed.
A.k.a. AppleHead on other forums.
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A.k.a. AppleHead on other forums.
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post #84 of 141
6/28/10 at 8:50am
Pretty good so far.
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post #85 of 141
6/28/10 at 8:51am
Quote:
Originally Posted by Dr Millmoss View Post

You can't read that from the chart. It shows the percentage of revenue from each product category. All it indicates is that iPhone revenue is growing faster than any other category.


EDIT: My estimate here now has been shown to be inaccurate, see post #101 where I did some better calculations.

You are correct that the chart does not show the revenue, only the share, however if you extrapolate the values compared to the total revenue it seems that it is still true since 2007 total revenue was $24,006(m) and 2009 was $42,905(m). So iPod went from around 8,000(m) to around 4,000(m).

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #86 of 141
6/28/10 at 8:51am
Quote:
Originally Posted by digitalclips View Post

That is so true and often not appreciated especially by so called analysts. The question "Would you prefer this Apple product or that Apple product?" is a plus not a negative.

Paraphrasing Pogo: "We have met the competition and they 'R' us!"

.
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
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"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
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post #87 of 141
6/28/10 at 8:55am
Quote:
Originally Posted by Onhka View Post

$50 for US. $60 US and Canada. Lots of data. Over 1.25GBs.

Great app. Especially with their Car Kit. Most used app on my iPhone.

Or if you need a cheap gps app you can do a basic version of mapquest for free. I think it works pretty well except the map is always pointed north.
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Crying? No, I am not crying. I am sweating through my eyes.
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post #88 of 141
6/28/10 at 8:56am
Quote:
Originally Posted by DCJ001 View Post

You might want to start using a calculator for all future calculations.

You might want to start using your brain for all posts.

The original poster correctly used the per mil symbol.
(Hint: That's not a percent symbol.)
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post #89 of 141
6/28/10 at 8:59am
.

Hey, I just noticed that there is a noob monitoring this thread:

jwilcox
Join Date: 06-16-2010
0 Posts

Welcome to the snake pit @jwilcox

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"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
post #90 of 141
6/28/10 at 9:01am
Let's see here. What am I supposed to say now? Oh yeah... Apple is doooooooomed!!
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post #91 of 141
6/28/10 at 9:03am
Quote:
Originally Posted by mstone View Post

You are correct that the chart does not show the revenue, only the share, however if you extrapolate the values compared to the total revenue it seems that it is still true since 2007 total revenue was $24,006(m) and 2009 was $42,905(m). So iPod went from around 8,000(m) to around 4,000(m).

I don't think that's right. I doubt iPod revenue has fallen by half. In fact, I doubt it's fallen much if at all. Zacky has another chart on his blog which shows total revenue by category. It's difficult to read since the revenues are broken down by quarter, but it seems that while iPod revenue isn't growing much, it hasn't fallen by half either.

Please don't be insane.
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Please don't be insane.
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post #92 of 141
6/28/10 at 9:09am
Quote:
Originally Posted by Dr Millmoss View Post

You can't read that from the chart. It shows the percentage of revenue from each product category. All it indicates is that iPhone revenue is growing faster than any other category.

It takes a bit of inference but you can...given that peripheral revenue likely hasn't changed much you can see that iPod revenues have been flat or gone down.

Looking at actual revenue numbers in 2009 iPod revenues were $8B vs $9B in 2008 confirms this eyeball analysis.

So zeroing out iPod growth, even with the iPod Touch model, shows that the iPhone is cannibalizing the iPod market. And you can figure that out from that chart although it takes a little bit of work.
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post #93 of 141
6/28/10 at 9:10am
Quote:
Originally Posted by str1f3 View Post

There is no missing feature for this phone.

Thats a stupid thing to say (no insult intended)

In 50 years some of us will look back and think "Haha, look at that brick. It can't even do [weird thing that hasn't been invented yet]"

You can't say something has no missing feature until all the features have been invented, which of course they won't be.

~Callum
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post #94 of 141
6/28/10 at 9:10am
Quote:
Originally Posted by Ireland View Post

You're taking a big risk. They'll follow you home around here.



More and more these forums are feeling more like the juveniles over at Macrumors. Such a shame because these forums have had some fantastic discussions.
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Crying? No, I am not crying. I am sweating through my eyes.
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post #95 of 141
6/28/10 at 9:14am
Quote:
Originally Posted by ghostface147 View Post

Right because the regional manager has access to that information. Show us the proof.

He very well might have access to how long Att has the obligation to offer Apple phones, but most likely does not have the information on how long the exclusivity deal lasts. IMHO.
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Crying? No, I am not crying. I am sweating through my eyes.
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post #96 of 141
6/28/10 at 9:22am
Quote:
Originally Posted by bigdaddyp View Post

Or if you need a cheap gps app you can do a basic version of mapquest for free. I think it works pretty well except the map is always pointed north.

Yep. It is free and for a very good reason. Many will compromise quality for getting something for nothing. Or it is good enough for their purposes.

We have choices.

But the bottom line is that nothing is really free.
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post #97 of 141
6/28/10 at 9:22am
Quote:
Originally Posted by AppleInsider View Post

Apple on Monday announced that it sold more than 1.7 million units of the iPhone 4 in its first three days



Isn't Apple's press release misleading, inaccurate? Since Apple started preselling them on the 15th, shouldn't it be either:


"...delivered more than 1.7 million units of the iPhone 4 in its first 3 days...."

Or

"...sold more than 1.7 million units of the iPhone 4 in its first 13 days..."

No matter what type of media...movies, music, books, photos and web pages

look better and sound better on the Kindle Fire HD than any iPad

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No matter what type of media...movies, music, books, photos and web pages

look better and sound better on the Kindle Fire HD than any iPad

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post #98 of 141
6/28/10 at 9:34am
Quote:
Originally Posted by Dick Applebaum View Post

Paraphrasing Pogo: "We have met the competition and they 'R' us!"

.

Damn! You are an old fart.
Pity the agnostic dyslectic. They spend all their time contemplating the existence of dog.
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Pity the agnostic dyslectic. They spend all their time contemplating the existence of dog.
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post #99 of 141
6/28/10 at 9:35am
Quote:
Originally Posted by str1f3 View Post

Early estimates seems to indicate that ~74% of iPhone 4 buyers already had an iPhone. While 26% for new customers is a pretty good number, I wonder how that compares against other OS manufacturers and carriers.

It always great to have a loyal user base but growth is as important. The reason why MS was passed by Apple in market cap is because of Apple's potential for future growth and earnings.

Growth is important, but so is sustainability. As a result, AT&T now has all those current iPhone users under brand new contracts for another 24 hours (or less, depending on your account) and now with a nearly double ETF fee. Their turn off is likely even lower now, something it beat Verizon on for the first time only in the last quarter or two. I would expect that their sub numbers are even closer to Verizon, per user, after this quarter.


Quote:
Originally Posted by Russell View Post

Isn't Apple's press release misleading, inaccurate? Since Apple started preselling them on the 15th, shouldn't it be either:


"...delivered more than 1.7 million units of the iPhone 4 in its first 3 days...."

Or

"...sold more than 1.7 million units of the iPhone 4 in its first 13 days..."

Nope. Those aren't orders, they pre-orders. Those sales don't count because no complete transaction between buyer and seller has taken place. I pre-ordered on the 15th but the charge to my account didn't happen until the day I received it.

PS: There is no reason to increase the font size to make your point.
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #100 of 141
6/28/10 at 9:37am
Quote:
Originally Posted by nht View Post

It takes a bit of inference but you can...given that peripheral revenue likely hasn't changed much you can see that iPod revenues have been flat or gone down.

Looking at actual revenue numbers in 2009 iPod revenues were $8B vs $9B in 2008 confirms this eyeball analysis.

So zeroing out iPod growth, even with the iPod Touch model, shows that the iPhone is cannibalizing the iPod market. And you can figure that out from that chart although it takes a little bit of work.

If you look at the other chart I posted, I think you'll see that this inference can't be made so readily. (Keep in mind too that for all of these charts, Q3 and Q4 2010 are projections.)

Revenue growth for the iPod is certainly flattening out in recent quarters, which is what you'd expect from a mature product. The newer products are driving revenue growth, which is also what you'd expect.

Looking at the raw numbers, in Q1 2010 iPod revenues were $3.4b, up 1% YOY. In Q2 2010, iPod revenues were $1.9b, up from $1.7b a year earlier.
Please don't be insane.
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Please don't be insane.
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post #101 of 141
6/28/10 at 9:41am
Quote:
Originally Posted by Dr Millmoss View Post

if at all. Zacky has another chart on his blog which shows total revenue by category. It's difficult to read since the revenues are broken down by quarter, but it seems that while iPod revenue isn't growing much, it hasn't fallen by half either.

Actually my previous estimate was not correct. After doing some calculations based on just comparing iPod Q2 2007 and Q2 2010 it appears that the total revenues are very close with a sight increase in 2010,

Q2 2007 $1,631
Q2 2010 $1,754

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post #102 of 141
6/28/10 at 9:59am
When i first saw the numbers i was a little disappointed. Somehow had 3 million in my head. Must be subliminal. \

Never-the-less that's a great number considering limited stock and server crashes. Not to mention the last minute emission of the White model.

Absolutely love mine. Still can't get over how good that screen is and the way it shoots pics. Makes my iPad seem inferior though.
A reputation is not built upon the restful domain of one's comfort zone; it is made out of stalwart exposition of your core beliefs, for all challenges to disprove them as irrelevant hubris.- Berp...
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A reputation is not built upon the restful domain of one's comfort zone; it is made out of stalwart exposition of your core beliefs, for all challenges to disprove them as irrelevant hubris.- Berp...
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post #103 of 141
6/28/10 at 10:34am
Quote:
Originally Posted by Dr Millmoss View Post

I don't think that's right. I doubt iPod revenue has fallen by half. In fact, I doubt it's fallen much if at all. Zacky has another chart on his blog which shows total revenue by category. It's difficult to read since the revenues are broken down by quarter, but it seems that while iPod revenue isn't growing much, it hasn't fallen by half either.


Jeezus look at iPhone and iPad. Mad [revenue] growth drivers. Look again at iPad...!
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post #104 of 141
6/28/10 at 10:38am
Quote:
Originally Posted by digitalclips View Post

Oh but according to Ireland it is terrible, doesn't work and you will be taking it back

Ireland must be the single only person saying this. Not BBC News, NYT, CBS etc. Yeah, only Ireland is saying this. What a troll that Ireland guy is, no one else is saying this.

DaHarder just got banned. Let's crack open the champagne.

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DaHarder just got banned. Let's crack open the champagne.

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post #105 of 141
6/28/10 at 10:39am
Quote:
Originally Posted by nvidia2008 View Post

Jeezus look at iPhone and iPad. Mad [revenue] growth drivers. Look again at iPad...!

It's also interesting that, over the last 7 quarters, Mac revenue & growth seems with correlate somewhat with iPhone revenue & growth in the same quarters.
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post #106 of 141
6/28/10 at 10:40am
Quote:
Originally Posted by nvidia2008 View Post

Jeezus look at iPhone and iPad. Mad [revenue] growth drivers. Look again at iPad...!

My prediction that the iPad will be Apple's second largest profit center within the first year of sales looks like it might be accurate.

Something to note for those who think Apple no longer cares about the Mac, the Mac is currently 2nd largest area for revenue for Apple, beating the entire iPod leg, and has the potential for additional growth to move them even higher than the 35% profit they reportedly take from the entire world's consumer PC market.


Quote:
Originally Posted by Ireland View Post

Ireland must be the single only person saying this. Not BBC News, NYT, CBS etc. Yeah, only Ireland is saying this. What a troll that Ireland guy is, no one else is saying this.

Seriously, referring to yourself in the 3rd-person is anti-productive.


Quote:
Originally Posted by anonymouse View Post

It's also interesting that, over the last 7 quarters, Mac revenue & growth seems with correlate somewhat with iPhone revenue & growth in the same quarters.

In Kanye West voice: "Steve Jobs doesn't care about Mac people."
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #107 of 141
6/28/10 at 10:43am
http://en.wikipedia.org/wiki/Permille

The 1 is equivalent to 0.1% or 1/1000.

Therefore, 1,7000,000 x 1/1000 = 1,700.
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post #108 of 141
6/28/10 at 10:45am
Quote:
Originally Posted by solipsism View Post

In Kanye West voice: "Steve Jobs doesn't care about Mac people."

Did you take Be Kanye before you wrote that?
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post #109 of 141
6/28/10 at 10:48am
Quote:
Originally Posted by Postulant View Post

You have to buy your new iPhone 4 through them though... they'll give you an in store credit, which you'll then apply to your phone.

Yep. I figured that! Thanks,
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post #110 of 141
6/28/10 at 10:48am
Quote:
Originally Posted by anonymouse View Post

Did you take Be Kanye before you wrote that?

I had to look that one up.
http://www.collegehumor.com/video:1822575
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #111 of 141
6/28/10 at 10:50am
Quote:
Originally Posted by bigdaddyp View Post

Yes, but then you have to go into a Radio Shack store.

Right on...compared to an Apple store Radio Shacks really suck...until you need something that is!
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post #112 of 141
6/28/10 at 10:52am
Quote:
Originally Posted by boeyc15 View Post

As a minimum, they should build (assemble) it in USA! I'll pay the extra 5 bucks or so(just a guess).

Agreed! This is my only complaint of Apple. Me too, I would pay extra for the factories to be in USA. If Toyota, Honda, BMW can get American workers to produce quality products here (cars) then Apple should do the same!
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post #113 of 141
6/28/10 at 11:29am
Quote:
Originally Posted by Jerseymac View Post

Well, since everyone is so happy I guess we can forget all about the software update that didn't happen today.

I am reading your post shortly after noon CDT. Apple tends to post updates mid to late day. I would not have even expected the rumored update until at least an hour or so from now and I assume you posted this much earlier. WTF?

Give Apple a chance -- it would also be a very quick update cycle for them to release the update this quick. They are more likely, IMHO, to wait a few days and validate with real QC and make sure there is not anything else to roll into the update. Apple does not have a history of jumping to post something this quickly -- and I think it is prudent. Make sure you have the real solution (if it can be fixed in software at all) before releasing. I think there would be much more in the way of damage from a "fix" that didn't to a "fix" that worked but took a bit longer.
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post #114 of 141
6/28/10 at 11:47am
Quote:
Originally Posted by Damn_Its_Hot View Post

I am reading your post shortly after noon CDT. Apple tends to post updates mid to late day. I would not have even expected the rumored update until at least an hour or so from now and I assume you posted this much earlier. WTF? .

Hey, I didn't make up the rumor, I just read it here at the temple of all Apple knowledge. It was rumored to happen today. I would have thought that Apple would want a solution out as quickly as possible, perhaps before most people realized there was a problem.

And before anyone says there is no problem with the iPhone 4, may I remind everyone that there were 532 comments this weekend on the Vulcan Death Grip article posted at AI. And there is even an article in ComputerWorld saying just what I said, that Apple had better get an update out now before they end up with "A black mark on their quality record."

You see, I really care about all of you, my friends at the AI forum. I know, better than anyone, what it's like to spend hundreds on a smart phone and be unable to make a phone call. Now that the whole world is in the same boat as NYC and SanFrancisco (the only two places on the planet with no ATT coverage ) I would have thought that the AI forum would finally give a shit about this frustrating and outrageous problem.
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post #115 of 141
6/28/10 at 11:52am
Quote:
Originally Posted by christopher126 View Post

Agreed! This is my only complaint of Apple. Me too, I would pay extra for the factories to be in USA. If Toyota, Honda, BMW can get American workers to produce quality products here (cars) then Apple should do the same!

I suspect that assembling it in the US would increase the cost by a lot more than $50.

I don't know the minimum wage in China, but in the US it is $10 per hour. With taxes benefits, etc. the cost to the employer is $20 per hour for a $10/hr employee-- everything the Govt(s). deduct from your paycheck, a like amount is paid to the Govt(s) by the employer.

But, these are skilled workers and would, likely, earn $30-$50/hr US-- costing the employer $60-$100/hr.

Then, there are all kinds of legal, regulatory and environmental requirements/restrictions that add to the cost of manufacturing in the US,

If I were to SAWG it, I'd guess that US assembly would add $75-$100 to the price of the iPhone-- that would be particularly onerous for a 16GB iPhone that currently sells for $199,

The automaker comparison is not quite the same-- in most cases the wages are set buy the company and the Unions and are [relatively] competitive worldwide.

My son-in-law just lost his job at Toyota, when they closed the plant in Fremont, CA. They moved the operations to Kentucky, primarily because it is too expensive to manufacture in California. He was offered a transfer and the same pay-- so, obviously there were other costs contributing to the CA plant closing.


Sadly, few companies can afford to manufacture in the US and remain competitive.

...sigh!

,
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
post #116 of 141
6/28/10 at 12:02pm
Quote:
Originally Posted by Jerseymac View Post

... And before anyone says there is no problem with the iPhone 4, may I remind everyone...

And, may I remind you that hijacking threads is troll-like behavior. This thread isn't about that, and there are plenty of others that are. If you walk like a troll, and you quack like a troll, ...
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post #117 of 141
6/28/10 at 12:04pm
Quote:
Originally Posted by Ireland View Post

Ireland must be the single only person saying this. Not BBC News, NYT, CBS etc. Yeah, only Ireland is saying this. What a troll that Ireland guy is, no one else is saying this.

I don't want to add to this sub-thread-- to give some perspective, other phones experience similar antenna problems:

http://www.youtube.com/watch?v=amPG52DVQuk

.
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
"So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world."
– Alan Kay –
Reply
post #118 of 141
6/28/10 at 12:05pm
Quote:
Originally Posted by tumme-totte View Post

No, agree!

But for those complaining about glass and reception - there will be plenty - because 1 of 1,7 m iPhones is 1700. Number are big these days!

Now I just wonder when I can motivate this for myself...\

Hey, let me tell you, those reception issues are real,...i love me iPhone 4, but as a phone it is becoming un usable,.. 5 dropped calls today, and for the past 1/2 hour as I write this i have been unable to make or receive calls! NOT GOOD
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post #119 of 141
6/28/10 at 12:17pm
Probably been mentioned already, but I know that a *LOT* of former 3G owners skipped out on the 3GS, waiting for their contracts to expire in '10 and get the "eventual" 3GS successor. That's what I did. And my plan is to skip the future iPhone 5 and wait for the eventual iPhone 6.
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post #120 of 141
6/28/10 at 12:19pm
Quote:
Originally Posted by solipsism View Post

Interesting. Despite the success of the 3GS they really did sell about the same number as the 3G in the first 3 days. It makes me wonder why because the last year of iPhone sales shows a huge jump over the previous year.

Also, I think last year was the first year they offered home delivery and sold it many more countries than they did with the 3G. If so, that could mean the 3GS had a much slower relative start than the 3G.

Perhaps it was the economy, or perhaps the case being the same design was a major factor. I hope it's not the latter as that may mean Apple will keep changing it up for no reason expect marketing. I certainly don't want that.

The 3GS was also supply constrained in the first several weeks. 3GS sales numbers offer no reflection of demand until mid to late July 2009 when you could walk into a retail location in most places and actually walk out with a phone.

I believe it was much easier to find a 3G on day 4 than it was a 3GS on its respective 4th day. I am not sure Apple sold any iPhone 4s on day 4 this year, since no one seemed to have any in stock to sell.
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