4 ms·

I wish he had more to back up his 10m US iPad sales than "a conservative guess." 40% of all iPad sales being in the US seems a bit much. Maybe he could extrapo

by ceol 15y ago

I wish he had more to back up his 10m US iPad sales than "a conservative guess." 40% of all iPad sales being in the US seems a bit much. Maybe he could extrapolate from the other manufacturers' worldwide sales? So if Samsung sold 192,000 tablets in the US and 500,000 worldwide, his 40% figure might make sense.

latch 15y ago
I think 40% makes sense. Remember that for Apple, the US is a market above all others. For a lot of other players, the US is, at best, just one of many first-class citizens. Apple is a US company, Samsung/HTC/Nokia/RIM/BLAH aren't. They market very well to US consumers, both their products and their brand. Also, Apple products tend to go on sale in the US first. Even if you cut it by half, the numbers are still embarrassing for everyone else.
idspispopd 15y ago
It's reasonable to assert that about 40% of the sales came from domestic sales. Historically Apples international revenue has floated around 40% (i.e domestic at around 60% by revenue). In recent quarters these figures have reversed due to international iPhone penetration. (By revenue iPhone makes up around 43% of Apple's business with the iPad and Mac hardware roughly on par at 19%/20% respectively. iPhone significantly outsells all other business models by units and revenue.) Apple's last quarterly results(Q4 2011) indicated 63% international revenue over all business units. Leaving 37% for domestic revenue. Applying this figure directly indicates 4.11M sales alone in the last quarter, or 9.25M over the three quarters stated, which is reasonably consistent with Gruber's math. If we keep in mind that the iPhone is skewing the revenue split to international purchases we can assert that 40% is indeed being conservative. Reference: Apple Q4 2011 earnings call: http://www.macrumors.com/2011/10/18/apple-records-q4-2011-earnings-of-6-6b-on-28-3b-in-revenue-tops-100-billion-in-sales-for-fiscal-2011/ http://www.macrumors.com/2011/10/18/apple-records-q4-2011-ea...
fpgeek 15y ago
One manufacturer you can make that estimate for is ASUS. NPD claims that they sold ~120k tablets in the US through October. At around the same time (right around the Transformer Prime launch, I believe), ASUS claims they have sold 1.2 million total. Given those two data points, you'd estimate that ASUS is selling 90% of their tablets outside the US. That being said, it wouldn't surprise me to find out that ASUS is strong in Asia and that was what was driving their non-US sales.

by ceol 15y ago

latch 15y ago

I think 40% makes sense. Remember that for Apple, the US is a market above all others. For a lot of other players, the US is, at best, just one of many first-class citizens. Apple is a US company, Samsung/HTC/Nokia/RIM/BLAH aren't. They market very well to US consumers, both their products and their brand. Also, Apple products tend to go on sale in the US first. Even if you cut it by half, the numbers are still embarrassing for everyone else.

idspispopd 15y ago

It's reasonable to assert that about 40% of the sales came from domestic sales. Historically Apples international revenue has floated around 40% (i.e domestic at around 60% by revenue). In recent quarters these figures have reversed due to international iPhone penetration. (By revenue iPhone makes up around 43% of Apple's business with the iPad and Mac hardware roughly on par at 19%/20% respectively. iPhone significantly outsells all other business models by units and revenue.) Apple's last quarterly results(Q4 2011) indicated 63% international revenue over all business units. Leaving 37% for domestic revenue. Applying this figure directly indicates 4.11M sales alone in the last quarter, or 9.25M over the three quarters stated, which is reasonably consistent with Gruber's math. If we keep in mind that the iPhone is skewing the revenue split to international purchases we can assert that 40% is indeed being conservative. Reference: Apple Q4 2011 earnings call: http://www.macrumors.com/2011/10/18/apple-records-q4-2011-earnings-of-6-6b-on-28-3b-in-revenue-tops-100-billion-in-sales-for-fiscal-2011/ http://www.macrumors.com/2011/10/18/apple-records-q4-2011-ea...

fpgeek 15y ago

One manufacturer you can make that estimate for is ASUS. NPD claims that they sold ~120k tablets in the US through October. At around the same time (right around the Transformer Prime launch, I believe), ASUS claims they have sold 1.2 million total. Given those two data points, you'd estimate that ASUS is selling 90% of their tablets outside the US. That being said, it wouldn't surprise me to find out that ASUS is strong in Asia and that was what was driving their non-US sales.