Apple store polling shows slightly improved iPhone 7 stock levels in US
Continued stock level monitoring by analysts show that stock levels of the iPhone 7 family are improving even under heavy demand -- which could be a good sign for Apple's financial results.
Continued stock polling by financial analyst firm Piper Jaffray provided to AppleInsider shows that 35 percent of the checked SKUs available for in-store pickup with the majority being iPhone 7 versus the iPhone 7 Plus.
Analyst Gene Munster notes that the iPhone 7 will ultimately account for about 40 percent of total iPhone 7 units had 61 percent SKU availability, compared to 8 percent available for the iPhone 7 Plus.
Stock at China Unicom is much more heavily constrained than in the U.S. Only 16 percent of the iPhone 7 SKUs are available, and 3 percent of the iPhone 7 Plus, with a decreasing trend.
The firm believes the stock check reports to be a positive sign signifying high demand of the product, and has increased what it expects to see for Apple's next financial report from $46.5 billion in revenue to $47.5 billion. Should Apple hit $47.5 billion, it would fall short of 2015's fiscal fourth quarter by about $4 billion, but eclipse 2014 by more than $5 billion.
At the end of September, stock surveys showed that 20 percent of iPhone 7 SKUs were in stock overall, with 34 percent of the iPhone 7, and 6 percent of the iPhone 7 Plus models available for purchase.
Piper Jaffray's continued positive interpretation of sales data is echoed by T-Mobile's CEO and an assortment of South Korean analysts claim record sales of the Apple iPhone 7 family. Based on supply chain data, the South Korean analysts expect 100 million sales of the new iPhone models before the end of the 2016 calendar year.
According to research by KGI analyst Ming-Chi Kuo, the research firm has escalated its sales estimates from 65 million to between 70 million and 75 million, mostly because of the recall of the Samsung Galaxy Note 7 and the dual-camera feature in the iPhone 7 Plus.
Continued stock polling by financial analyst firm Piper Jaffray provided to AppleInsider shows that 35 percent of the checked SKUs available for in-store pickup with the majority being iPhone 7 versus the iPhone 7 Plus.
Analyst Gene Munster notes that the iPhone 7 will ultimately account for about 40 percent of total iPhone 7 units had 61 percent SKU availability, compared to 8 percent available for the iPhone 7 Plus.
Stock at China Unicom is much more heavily constrained than in the U.S. Only 16 percent of the iPhone 7 SKUs are available, and 3 percent of the iPhone 7 Plus, with a decreasing trend.
The firm believes the stock check reports to be a positive sign signifying high demand of the product, and has increased what it expects to see for Apple's next financial report from $46.5 billion in revenue to $47.5 billion. Should Apple hit $47.5 billion, it would fall short of 2015's fiscal fourth quarter by about $4 billion, but eclipse 2014 by more than $5 billion.
At the end of September, stock surveys showed that 20 percent of iPhone 7 SKUs were in stock overall, with 34 percent of the iPhone 7, and 6 percent of the iPhone 7 Plus models available for purchase.
Piper Jaffray's continued positive interpretation of sales data is echoed by T-Mobile's CEO and an assortment of South Korean analysts claim record sales of the Apple iPhone 7 family. Based on supply chain data, the South Korean analysts expect 100 million sales of the new iPhone models before the end of the 2016 calendar year.
According to research by KGI analyst Ming-Chi Kuo, the research firm has escalated its sales estimates from 65 million to between 70 million and 75 million, mostly because of the recall of the Samsung Galaxy Note 7 and the dual-camera feature in the iPhone 7 Plus.
Comments
If you're that damn impatient, I bet you can get a Samsung Galaxy Note 7 right away.
When I bought the 6 18 months ago, the people at the AT&T store were completely uncooperative. I don't remember the language they used, but I wasn't able to walk out of that store with a phone and still grandfathered into my unlimited data plan. And what really pissed me off is that the limited plans they were offering were actually far more expensive than my unlimited plan (although since then, they've raised the price by $5 per month). They kept trying to sell me family plans and I kept explaining that I live alone so those plans weren't viable for me, but they wouldn't listen. Jerks.
But then I went to the Lincoln Center (NYC) Apple store, they said, "no problem" and they got me grandfathered into the AT&T plan, the phone and out the door in less than 15 minutes. A pleasure to do business there.
I've checked out the new phones and I do like them, especially the image quality - everything just seems to look better on that phone, but I still think I'm going to wait for the "8" unless my battery starts to die. It is showing some signs .... I do have to charge it more often. I didn't get the large Plus last time, but I think I might next time. It fits in my jeans pocket, so it works for me and my eyes aren't what they used to be.
I gave up on trying to get the latest iPhone on the 4. Since then it's been wait a month and then stroll into a store and buy it outright before deciding whether to stay with my carrier or not. Last year I got a reduction in my cost of the 12 month plan and Netflix as a "gift"
...uh, what?
honestly i think thats fuzzy thinking. if you don't use the data there's no actual value in unlimited. the discounts on newer plans or other tangibles like tethering outweigh a completely hypothetical, fear-based metric. i gave mine up years ago in return for actual value and did not live to regret it.
how on earth can we tell you what to do? only you know what you want to do.
New iPhone 7 Data Suggests Sales Slower Than iPhone 6S - Forbes