Sjonnie
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johnjohnstone said: Sjonnie said: Not offline but they upgraded (which does not expand the user base) so roughly 40% of iPhone sales are new users. This is also about the number that the Bernstein analyst stated in an CNBC interview …
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johnjohnstone said: Sjonnie said: My quick math shows a different story: a 25% drop in calendar Q4 iPhone sales. Several analysts report an installed base of 400 million in dec14 and an estimated 500 million in dec15. Using the 21% i…
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jfc1138 said: And another analyst (Aaron Rakers, Stifel’s Apple analyst) calculate a 635 million iPhone installed base in Dec. 2015..., Stifel has 580 actually as an estimate for 4Q15. Oppenheimer, CS, Goldman have it at 500 million and d…
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AppleInsider said: The product mix of iPhone models in Apple's real world installed base of users shows smooth adoption of iPhone 6s models and no evidence of a decline in demand that would require unexpected production cuts. This publicly av…