Apple says 900M iPhones in the wild, 1.4B active devices total at end of December
In its quarterly results call on Tuesday Apple revealed that there are more than 900 million iPhones in its install base, forming the lion's share of active devices.
That number represents an increase of 75 million during 2018, said CFO Luca Maestri. This is the first time Apple has disclosed its iPhone base, and Maestri promised that from now on data will be periodically updated.
Apple's install base includes 1.4 billion units in all. The company didn't break out numbers for Macs, iPads, or the Apple Watch.
Apple was already known to be heavily dependent on iPhone sales. In announcing December-quarter results, it revealed that overall revenue declined year-over-year from $88.3 billion to $84.3 billion, mostly because iPhone sales dropped from $61.1 billion to just under $52 billion.
Earlier this month Cook warned about "lower than anticipated iPhone revenue, primarily in Greater China," saying it accounted for "all of our revenue shortfall to our guidance and for much more than our entire year-over-year revenue decline." Factors affecting last quarter's iPhone sales reportedly included "foreign exchange headwinds," "economic weakness in some emerging markets," and even its discounted battery replacement program, which generated about 11 times more traffic than anticipated.
That number represents an increase of 75 million during 2018, said CFO Luca Maestri. This is the first time Apple has disclosed its iPhone base, and Maestri promised that from now on data will be periodically updated.
Apple's install base includes 1.4 billion units in all. The company didn't break out numbers for Macs, iPads, or the Apple Watch.
Apple was already known to be heavily dependent on iPhone sales. In announcing December-quarter results, it revealed that overall revenue declined year-over-year from $88.3 billion to $84.3 billion, mostly because iPhone sales dropped from $61.1 billion to just under $52 billion.
Earlier this month Cook warned about "lower than anticipated iPhone revenue, primarily in Greater China," saying it accounted for "all of our revenue shortfall to our guidance and for much more than our entire year-over-year revenue decline." Factors affecting last quarter's iPhone sales reportedly included "foreign exchange headwinds," "economic weakness in some emerging markets," and even its discounted battery replacement program, which generated about 11 times more traffic than anticipated.
Comments
If people kept their phone for 4 years Apple can still sell 200 million or-so every year to upgraders. A terrible position to be in.
How can analysts estimate deactivated devices beyond a WAG?
And how does the increase in users compare to the increase in users for Android?
Out of 1.4 billion active devices, Apple has reported 900m+ iPhones and 100m Macs. Analysts estimate there are 50m active Apple Watches and 50m Apple TVs which leaves around 300m iPads and iPod Touches (which both run iOS). That gives a total of about 1.2 billion active iOS devices.
Apple reported 782 million active iCloud users over 3 years ago and 885 million active iTunes/App Store users way back in Nov 2014. Asymco projected the latter figure would have passed 1 Billion active iTunes/App Store users by the start of 2015 and 1 Billion iCloud users by early 2017. And remember, a large proportion of those iTunes accounts are shared family accounts with the one credit card.
In contrast Google reported only 1 Billion active Google Play Store users in Sept 2015 out of 1.4 Billion active Android devices. More recently Google reported 2 Billion active Android devices, so that means around 1.4b active Google Android users.