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Lack of iPhone 5c presale announcement causes worry among Apple investors

post #1 of 222
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Though Apple has announced preorder numbers for its last three iPhone launches, this year the company has opted to stay silent regarding iPhone 5c presales, sparking some worry among investors. But those concerns may prove unfounded, as this year Apple is not accepting preorders for its latest flagship device, the iPhone 5s.

Preorders


Shares of AAPL stock were off nearly $12, or more than 2.5 percent, Monday morning. Market watchers believe negative sentiment may stem from the fact that Apple did not publish a press release touting preorders for the iPhone 5c, which became available to pre-purchase last Friday.

Apple didn't announce presale figures for the original iPhone, iPhone 3G, or iPhone 3GS. But starting with the iPhone 4 in 2010, the company has boasted new record preorder numbers every year.

However, this year also marks the first time Apple is launching two new iPhone models: the iPhone 5c and iPhone 5s. Preorders are not available for the iPhone 5s, which has led some to suspect that Apple may be facing limited availability of the device leading up to this Friday's launch.



If previous launches are any indication, Apple will likely sell every iPhone 5s unit it can make in time for this weekend's debut. Previous iPhone launches were met with near-immediate stockouts of the latest model.

While the iPhone 5c is a new model, it includes many of the same parts as last year's iPhone 5, while lacking key features of the iPhone 5s such as the Touch ID fingerprint scanner, new A7 chip, and M7 motion coprocessor. The defining characteristic of the iPhone 5c is its new plastic polycarbonate back, available in five colors that give a new look to the iPhone lineup.

As such, the iPhone 5c may not be as appealing to early adopters who are likely to want Apple's latest and greatest model, the iPhone 5s.

Also worth noting is the fact that iPhone 5c supply appears to remain readily available for preorder direct from Apple. As of Monday, carrier-specific versions of the handset remain available for delivery in time for this Friday's debut.

The only iPhone 5c units that have gone out of stock thus far are SIM-free unlocked models. Some varieties are advertised to ship the following week, while others will arrive in early October.
post #2 of 222

I am sure nobody would preorder anything like an iPhone because

It never happened in the past.

 

/s

post #3 of 222

its pointless to announce presale numbers.  We will see numbers when the first weekend sales are in for BOTH phones.

post #4 of 222
Doooooooomed!

Apple fails to sell the 5S via preorders.
post #5 of 222
The stock is plummeting. But this is not the flagship iPhone anyways. The lines on Friday will negate this. Hopefully.
 
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post #6 of 222
Next thing you know that because the S didn't have a pre-order system in place and all customers get the model they wanted these analysts tell us that it isn't selling well. Maybe it hasn't occurred to them that Apple made enough and didn't even needed a pre-order system to begin with? Guess we'll know shortly, even if Apple doesn't give out numbers.
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post #7 of 222
It doesn't matter to "investors" what the numbers are anyway. The shorts will say it's not enough to drive down the stock and analysts will always find a way to manipulate. Apple is doomed whether they announce or don't announce. I wish the SEC would announce plans to investigate all these manipulators. That would dive the stock up!
post #8 of 222
Funny how Samsung and investors aren't worried that they never get any such information. The most they get is "shipped" numbers.
post #9 of 222
Quote:
Originally Posted by sog35 View Post
 

its pointless to announce presale numbers.  We will see numbers when the first weekend sales are in for BOTH phones.

 

Tell that to Apple media relations, they've been doing it for the last several model releases.

post #10 of 222
Quote:
Originally Posted by sog35 View Post
 

its pointless to announce presale numbers.  We will see numbers when the first weekend sales are in for BOTH phones.

If Apple feels like doing so, otherwise we won't know that. I mean, they aren't forced to do so.

 

I honestly believe that they laugh a lot about the falling stock price and that the more it falls, the better they feel about it because of their buyback program. They were buying 100$ bills with 80$. Now, they are buying those with 50$.

 

Sooner or later, the market will wake up, look at the current situation (apple being the only one innovating since 98, looking at the competitors P/E and situation, the cash reserve, Apple dominating profits on every area and most of the competition going through bad times, etc) and the stock will skyrocket to close half of what it should be (higher P/E than Google and Microsoft combined, since Apple is worth much more than both together).

post #11 of 222

I hope everything is ok at Apple headquarters, as the lack of an announcement really is really something to worry about for our Apple fans. I still believe the 5 c will sell well when it becomes available. Expect people to stand in long lines in front of Apple stores world wide, to get hold of the iPhone 5 c.

post #12 of 222

Apple choose to launch in more countries, especially in China, instead of pre-orders just for the US for iPhone 5s.

post #13 of 222
Quote:
Originally Posted by pazuzu View Post

But this is not the flagship iPhone anyways.

If the 5C is not a flagship phone you haven't seen the ones from the competition.
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post #14 of 222
Rather obviously, until customers have a chance to experience both phones simultaneously, they are loathe to make a decision. Apple might have partially dealt with that by shipping "sample" phones to all its stores, but it's never done that before, so it may not even have occurred to the decision makers. It's going to be irrelevant anyway in a few more days. Then the problem is going to be handling the hordes that will be thronging the display tables.
post #15 of 222
I'm still trying to figure out what the point of the 5C presale was. Other than maybe to figure out which colors are popular.
post #16 of 222

I find the pre-order situation odd. People know what they are getting with the 5s as it looks the same as the older 5, if they are sold on the new technology inside then the decision is made and so they would be happy to pre-order.

 

For the 5c I would have thought most people would want to wait and see them in the flesh before purchasing. How nice is the plastic, is it comfortable to hold, how bright are those colours etc? I think the 5c will sell, but it will be a slow start until people get exposure to them.

post #17 of 222

The 5c is the old 5 in a new skin.  Apple wont release numbers on old iphones.  People need to wait next monday, if nothing, then they can worry.

 

Disclosure:  Sold my stocks at $502 at iphone event.  Bought back a little at $470 and more at $455.  I am short 2 $450 puts that expires on sept 27th.

post #18 of 222
Quote:
Originally Posted by sog35 View Post

its pointless to announce presale numbers.  We will see numbers when the first weekend sales are in for BOTH phones.

I also don't expect Apple to call out amounts per model. Announcing a 5C number would be an apples to oranges comparison with last year. Even a combined number would be an issue. All in all, Apple is taking a stock hit even after an announcement either way I suspect. They would have to also give iPhone 5 and 4S breakdown for last year to compare it to. But not sure that wise either. Tough situation, but in the end the total units per quarteris what matters.
post #19 of 222

I know how much everyone loves polls. 8-)

 

I've seen a few reader polls on various tech sites and the 5S seems to be an overwhelming favorite (highest 5 to 1- lowest 2 to 1) over the 5C.

 

I know Apple doesn't break its sales down usually but it would be interesting to see the sales breakdown of the 5S and 5C to see how it compares to the polls.

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post #20 of 222

Apple can not announce because "Pre-Orders" are being taken by a variety of vendors all over the world.

This is a different model than before...

 

(Best buy, Walmart, AT&T, Verizon, Sprint, T-Mobile etc...)

post #21 of 222
iPhones and androids are like comparing apples and oranges. BMW vs GMC. You either like one or the other. That's what makes them both great. Having choices is better than no choice at all.
post #22 of 222
We'll start seeing "Beleaguered Apple" news any second now.
post #23 of 222
BTW Apple released 7 new phones in one day. It's gonna be difficult to compute sales very quickly.
post #24 of 222
Who else could release 7 new phones in one day other than Apple?
post #25 of 222
Quote:
Originally Posted by pazuzu View Post

The stock is plummeting. But this is not the flagship iPhone anyways. The lines on Friday will negate this. Hopefully.

 

It appears to me that Wall Street suffers from cognitive dissonance when it comes to Apple. They wanted a cheap iPhone, but if they actually got a cheap iPhone they would instantly switch gears to fears about declining margins. You can't have cheap AND margins at the same time but Wall Street thinks Apple should. Market share is the be-all end-all requirement but when profit falls alarm bells go off. Apple makes the majority of the profit in mobile market but that doesn't count apparently. This two-faced approach by Wall Street almost guarantees AAPL will suffer no matter what Apple does, sells, or profits.

 

And as Apple fans why do we care about the stock price or market share anyway? I'll tell you why. Because the iHaters use these metrics to "prove" Apple is doomed and we react to that nonsense. We have so much emotional investment in Apple that we can't stand to hear the naysayers taunting us.

 

That needs to change.

post #26 of 222
Apple has never broken out iPhones by type. We will hear how "iPhones" sold on the 23rd.
post #27 of 222
Quote:
Originally Posted by jaytotheford View Post

iPhones and androids are like comparing apples and oranges. BMW vs GMC. You either like one or the other.

 

for geeks yes but not the general public. I know many people who have moved from one platform to the other. I don't think platform loyalty between iOS and Android is anywhere near as strong as OSX and Windows.

post #28 of 222
Who the hell cares!!!!
Apple is making money hand over fist.
post #29 of 222
Apple later this month: In their first full week of sales iPhone 5c and 5s sold more than x and we couldn't be more thrilled...
post #30 of 222
I'm sure 5C will sell well for $99/month. Only other new phone on AT&T at that price is the HTC Mini, and who would buy that with its ridiculously small screen?
Edited by JamesMac - 9/16/13 at 9:29am
post #31 of 222
Quote:
Originally Posted by ScartArt View Post
 

I find the pre-order situation odd. People know what they are getting with the 5s as it looks the same as the older 5, if they are sold on the new technology inside then the decision is made and so they would be happy to pre-order.

 

For the 5c I would have thought most people would want to wait and see them in the flesh before purchasing. How nice is the plastic, is it comfortable to hold, how bright are those colours etc? I think the 5c will sell, but it will be a slow start until people get exposure to them.

 

Makes a lot of sense. Maybe they should have pre-sold the S and held off on the C.

 

It is odd that those numbers haven't come out yet though considering that it's become common practice and expected. Certainly, they know it would affect their stock and anyone who says they don't care about that is kidding themselves. 

 

I agree with what you say though about the C having a slow start. Only time will tell how it sells.

post #32 of 222

Agreed. I am planning to by both 5C and 5S. However, for 5c I would like to see it first before I commit to it. For 5S am willing to buy it without looking at it.

post #33 of 222
Quote:
Originally Posted by lkrupp View Post
 

 You can't have cheap AND margins at the same time but Wall Street thinks Apple should. 

Yes you can. The Mac mini has good margins which is cheap compared to an iMac. A MacBook was cheap compared to a MBP. The iPod nanos have always had good margins.

 

Wall Street wasn't looking for a cheap iPhone with low margins. They were looking for a iPhone which would be competitive in the mid-tier smartphone market, providing Apple with growth by entering a new segment.

post #34 of 222

I wasn't expecting any announcement, since the 5s is not in the mix yet.

 

I'm also not surprised that "wall street" would react like this, so I'm not holding any AAPL at the moment.

post #35 of 222
Quote:
Originally Posted by PhilBoogie View Post

If the 5C is not a flagship phone you haven't seen the ones from the competition.

I don't need to. This is simply a Target iPhone.
The 5s is the real deal.
 
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post #36 of 222

I suspect (as others have) that temporary supply constraints prevented a 5S preorder.  5C preorders are probably doing just fine, but Apple doesn't want to announce numbers simply because it won't tell the full story in absence of the 5S.

 

All will be revealed in due time.

post #37 of 222

My guess is that Apple will profit billions and billions and billions of dollars over the next year...

 

Sell! Sell! Sell!

post #38 of 222
If they're willing to take this kind of speculative hit by not announcing numbers, it would seem as though the truth would earn an even deeper hit. Sad.
post #39 of 222
Quote:
Originally Posted by tzb View Post

I suspect (as others have) that temporary supply constraints prevented a 5S preorder.  5C preorders are probably doing just fine, but Apple doesn't want to announce numbers simply because it won't tell the full story in absence of the 5S.

All will be revealed in due time.

And yet, you can reserve a 5S days in advance for the China launch, so it would seem they feel there's enough stock there, just not the rest of the world.
post #40 of 222

Maybe a subtle bit of market manipulation on Apples part in order to buy back shares cheaply.

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