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"top selling iPhone" is a relative statement, the whole pie can be shrinking and Apple could've hoped for more sales, but compared to other (8 and older) iPhone
by zmk_ 9y ago
"top selling iPhone" is a relative statement, the whole pie can be shrinking and Apple could've hoped for more sales, but compared to other (8 and older) iPhones it is still doing good.
The forecasts in the media were about the absolute levels not relative.
- megy 9y agoWell, they sold 77.3m this quarter compared to 78.3m last quarter. The whole pie is shrinking, but by a tiny amount. But they made $7b more revenue from that. So it worked out well for them.
- jdminhbg 9y agoLast quarter was 14 weeks vs the normal 13 so it's more like it's flat or a tiny bit up than shrinking.
- wklauss 9y agoAnd the smartphone market as a whole is shrinking too, and more than 1%. Context, in this cases, matters a lot. Id say sales of iPhone this Q have been really good, considering X was a very risky proposition (high price, casts shadows over 8)
- pdpi 9y agoThe absolute levels are their best quarter ever. Can’t possibly be that bad, can it?
- philwelch 9y agoTheir best quarters were supply-constrained. If there are d units demanded and p units produced, and d >> p, then unit sales = p. Next year, if there are d' units demanded and p' units produced, and d' >= p' while p' > p, then unit sales are going to go up. This tells you a little bit about d', but not everything.