Strategy Analytics: Apple Shipped an Estimated 65.9 Million iPhones in Holiday Quarter

Apple shipped an estimated 65.9 million iPhones during the first fiscal quarter of 2019 (aka the fourth calendar quarter of 2018) according to new data shared today by Strategy Analytics.

As of this quarter, Apple is no longer providing a breakdown of unit sales of the iPhone, iPad, and Mac, so we will not have concrete data on how well the ‌iPhone‌ is selling going forward.


Apple in Q1 2018 sold 77.3 million iPhones, which would mean Apple sold 11.4 million fewer iPhones in Q1 2019 if Strategy Analytics' estimates are correct, marking a 15 percent decline in sales year-over-year.

Global ‌iPhone‌ shipments fell sharply, due to high retail pricing, unfavorable foreign exchange rates, intense competition from rivals like Huawei, battery replacement programs driving longer ownership cycles, diminished carrier subsidies in some developed markets, and flagging demand in some emerging markets.

Apple's Q1 2019 ‌iPhone‌ revenue was $52 billion, down from $61 billion in the year-ago quarter, also a 15 percent decline. The drop in ‌iPhone‌ revenue led to total revenue of $84.31 billion, down from $88.3 billion in Q1 2018.

Despite the decline in ‌iPhone‌ sales, which Apple CEO Tim Cook has attributed to weakness in China and fewer upgrades, Q1 2019 was Apple's second-best in terms of both revenue and profit, coming in behind only the first fiscal quarter of 2018.

Top Rated Comments

(View all)
Avatar
21 months ago

65.9 million phones sold in the holiday quarter. How will they ever recover?

15% down, and it’s the tip of the iceberg. BlackBerry RIM didn’t collapse their sales in a year. Nokia didn’t disappear overnight. Motorola didn’t vanish in a quarter or two.

15% decline is nothing to laugh at or ignore. The massive PR failures under Cook is nothing to laugh at.
Score: 11 Votes (Like | Disagree)
Avatar
21 months ago

The more reason it is an embarrassing shameful fact that Apple is upping their prices and neglecting the Mac. 20 billions of profit in one quarter and Timmy telling you that he doesn’t care about numbers and that the customer comes first :rolleyes:

I want to believe :(

Of course Tim says the customer comes first, just like the cow comes first for every dairy farmer on the planet. Because Apple is milking their loyal customer base for everything they got. Next year the prices will be even higher to offset the even lower numbers sold.
Score: 8 Votes (Like | Disagree)
Avatar
21 months ago

15% down, and it’s the tip of the iceberg. BlackBerry RIM didn’t collapse their sales in a year. Nokia didn’t disappear overnight. Motorola didn’t vanish in a quarter or two.

15% decline is nothing to laugh at or ignore. The massive PR failures under Cook is nothing to laugh at.

Apple is moving to a services company. Sure, iPhone revenue was down, but what about the 19% growth in non iPhone? iPad, Mac, Services, and wearables were up HUGE. So much that Apple reported $20B in net income, the same as last year. That means despite China absolutely falling off a cliff and a large decline in iPhone revenue, Apple was able to be JUST as profitable because of their strength in other businesses.

That’s because Apple is becoming less reliant on iPhone sales.

The installed base went from 1.3 to 1.4B over that time, including 900M iPhones. This shows people aren’t leaving. They just aren’t upgrading as fast.

The problem RIMM and Nokia had was the iPhone. There is nothing that has changed the industry, so it’s not comparable. People are keeping their phones longer, not moving away from iPhone. Those companies didn’t have the ecosystem or $100B in non iPhone revenue like Apple does.

Are you predicting Apple will lose 90% of its value like Nokia and RIMM? What is the time frame? Shouldn’t you be shorting the stock? Be specific. Don’t just throw stuff out.
[doublepost=1548817392][/doublepost]

You must have selective memory because RIM dropped over 20% YOY from their peak, and it accelerated after that. Moreover, RIM’s decline was during an economic expansion. And even in its heyday, RIM never achieved the profitability of Apple.

And it dropped so much because the industry was being disrupted by the iPhone.

What is disrupting the industry now? Pretty much market saturation, not a product Apple is missing the boat on and playing catch-up.

This is what these arm chair analysts miss in their false narratives. There is some weakness in China and iPhone in a quarter and all the sudden Apple is doomed. “Tip of the iceberg” talk and ignoring everything positive. It's comical.
Score: 8 Votes (Like | Disagree)
Avatar
21 months ago
Let me think. What would an Apple loyalist say to this?
[LIST=1]
* Decline in unit sale is irrelevant. (Despite iPhone sales account for majority of revenue)
* Apple is a 'service company' now. (Despite growth in service revenue is less than decline in iPhone sale)
* This report is fake. No one knows the answer, because Apple no longer publish unit sale.
Score: 7 Votes (Like | Disagree)
Avatar
21 months ago

15% down, and it’s the tip of the iceberg. BlackBerry RIM didn’t collapse their sales in a year. Nokia didn’t disappear overnight. Motorola didn’t vanish in a quarter or two.

15% decline is nothing to laugh at or ignore. The massive PR failures under Cook is nothing to laugh at.

The $84B Apple delivered is nothing to laugh at either. Citing BB and Nokia, two organizations that unlike Apple, didn’t change with the times is a false equivalency.

Massive PR failures are not showing in the numbers, unless one considers $84B a dismal financial failure.
Score: 4 Votes (Like | Disagree)
Avatar
21 months ago

15% down, and it’s the tip of the iceberg. BlackBerry RIM didn’t collapse their sales in a year. Nokia didn’t disappear overnight. Motorola didn’t vanish in a quarter or two.

15% decline is nothing to laugh at or ignore. The massive PR failures under Cook is nothing to laugh at.

The problem with both BB/RIM and Nokia is that both companies were unable or unwilling to respond to significant changes in the market. Both double downed on their existing platforms and bled market share until it was too late to change course.

Apple under Tim Cook, probably more-so than under Steve Jobs, is willing to experiment with different product options to change course. I think how Cook has handled the iPad line is a good example of this. A few years ago, critics claimed the iPad was doomed due declining sales and saturation of the tablet market. However, Cook’s managed to deliver products with high ASPs to stabilize revenue, while they market the cheaper option to go after mass market.
Score: 3 Votes (Like | Disagree)

Top Stories

Here's How You Can Download iOS 14 and iPadOS 14 Around the World [It's Out]

Wednesday September 16, 2020 2:36 am PDT by
Apple's official public release of iOS 14 and iPadOS 14 dropped on Wednesday, September 16, just a day after the company released the Golden Master to third-party developers. Also set to be made available to the general public for the first time are watchOS 7 and tvOS 14. Getting Started With iOS 14 Video Click image to watch iOS 14 Getting Started While that's left a lot of developers...

When Will the iPhone 12 Launch? Here's What We Know

Wednesday September 16, 2020 6:12 am PDT by
Yesterday's "Time Flies" Apple event saw the release of the Apple Watch Series 6, Apple Watch SE, iPad 8, and iPad Air 4, but no new iPhone models. Rumors before the event strongly alleged that it would not see the unveiling of new iPhones, with many reports pointing to an October launch. The lack of new iPhone models yesterday seems to confirm that the iPhone 12 lineup will not appear...

Apple Releases iOS 14 and iPadOS 14 With Home Screen Redesign, App Library, Compact UI, Translate App, Scribble Support, App Clips, and More

Wednesday September 16, 2020 12:48 pm PDT by
Apple has released iOS 14 and iPadOS 14, the newest operating system updates designed for the iPhone and iPad. As with all of Apple's software updates, iOS 14 and iPadOS 14 can be downloaded for free. iOS 14 is available on the iPhone 6s and later, while iPadOS 14 is available on the iPad Air 2 and later. The updates are available on all eligible devices over-the-air in the Settings app. To ...

Apple Updates AirPods 2 and AirPods Pro Firmware to Version 3A283

Monday September 14, 2020 11:24 am PDT by
Apple today released new 3A283 firmware updates for the second-generation AirPods and the AirPods Pro. The second-generation AirPods are being updated from the 2D15 firmware they were previously running, while the AirPods Pros are being updated from the 2D27 firmware they had installed previously. Apple does not provide details on what's included in refreshed firmware so we don't know what's ...

Spotify Says Apple One Bundle Will Cause 'Irreparable Harm to Developer Community'

Tuesday September 15, 2020 12:26 pm PDT by
Apple today announced Apple One, a series of new subscription bundles that provide access to various Apple services at a combined monthly price. In response, Spotify sent out statements (via Peter Kafka) to the press decrying Apple's anti-competitive behavior and calling on "competition authorities" to stop Apple before it is able to cause "irreparable harm" to developers.Once again, Apple...

iOS 14, iPadOS 14, watchOS 7, and tvOS 14 Will Be Released September 16

Tuesday September 15, 2020 11:06 am PDT by
Apple today announced that iOS 14, iPadOS 14, watchOS 7, and tvOS 14 will be officially released on Wednesday, September 16. Apple has seeded the final Golden Master beta versions of each update to developers in advance. ‌iOS 14‌ and iPadOS 14 introduce dozens of new features, including a redesigned Home Screen that supports widgets on the iPhone and iPad for the first time. For more...

New AirPods Pro Firmware Introduces Spatial Audio Support and Automatic Switching

Monday September 14, 2020 12:22 pm PDT by
The new 3A283 firmware that Apple released for the AirPods Pro today appears to introduce support for Spatial Audio, a new feature coming to the higher-end AirPods with iOS 14. Multiple reports on Twitter and the MacRumors forums indicate that the firmware update adds a "Spatial Audio" option to the Control Center, which can be activated to enable the feature. Note that using Spatial Audio...

Apple Releases Safari 14 for Mac Ahead of macOS Big Sur Launch

Wednesday September 16, 2020 1:40 pm PDT by
macOS Big Sur didn't launch alongside iOS 14, iPadOS 14, tvOS 14, and watchOS 7 today, with the update coming later this fall, but Apple did release the Safari 14 update for macOS Catalina and macOS Mojave users. Safari 14 brings improved performance, customizable start pages, a Privacy Report to see which cross-site trackers are being blocked, and a new tab bar design that provides tab...

Full Transcript of Apple's 'Time Flies' Event With Apple Watch and iPad Updates

Tuesday September 15, 2020 8:46 am PDT by
Apple's virtual "Time Flies" event kicks off today at 10:00 a.m. Pacific Time, with Apple expected to debut new Apple Watch and iPad models, but it appears we may not see the iPhone 12 until next month. While we're not expecting to see new iPhones today, Apple's software updates for its various platforms are likely nearly ready for launch, so we may be hearing more about them today. Check...

Everything Apple Announced at Today's iPad and Apple Watch Event in Just Seven Minutes

Tuesday September 15, 2020 2:19 pm PDT by
Apple today held its annual September event, but this year was a bit different because no new iPhones were announced. The "Time Flies" event focused on the Apple Watch Series 6 and the iPad Air, and saw the debut of a new Apple One services bundle. Subscribe to the MacRumors YouTube channel for more videos. It took Apple an hour to introduce the new devices, but we've recapped the event in...