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Analysts hike estimates of Apple iPhone shipments for the September and December quarters

posted by Alan F. / Oct 18, 2016, 3:00 PM

Analysts hike estimates of Apple iPhone shipments for the September and December quarters

Aaron Rakers, the Apple analyst at brokerage firm Stifel Nicolaus, has hiked his estimate of iPhone shipments for the quarter that ended last month, and the holiday quarter that ends in December. For the just ended quarter that ended in September, Rakers now expects Apple to say that it delivered 47 million iPhone units versus his previous estimate of 42.2 million iPhone handsets that were in transit during the period.

For the all important holiday quarter, the analyst now sees Apple shipping 76.6 million iPhone units versus his previous call for 69.9 million to be shipped. Rakers has gone from a figure that was less than Wall Street's expectations (75.4 million) to one that is above what the rest of the Street is calling for. Helping the results for the holiday quarter is an extra week ending on New Year's Eve.

Rakers estimates that with an installed base nearing 700 million iPhone units world wide, 8% to 10% will upgrade to one of the latest models. That means that upgrades will account for 80% of the the 76.6 million iPhone models shipped in the holiday quarter. In December 2014 and 2015, the upgrade rate was 50%.

Also raising her iPhone shipping estimates today is Sherri Scribner of Deutsche Bank. She now expects to see Apple report shipments of 46 million and 75 million iPhone units for the September and December quarters respectively.

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source: Barron's

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24 Comments

1. Scott93274

Posts: 6040; Member since: Aug 06, 2013

What do you say Apple.... "Thank you Samsung!"

posted on Oct 18, 2016, 3:02 PM 7

2. acruzlu unregistered

Apple being the greedy pricks they are, knowing them they will not.

posted on Oct 18, 2016, 3:10 PM 6

4. kiko007

Posts: 7520; Member since: Feb 17, 2016

You're joking, right? What are they supposed to say? "Thanks Samsung, for f**king your own products up right before our launch. Seriously, you did us a solid by screwing up....twice :D" or something along those lines? Do you really want Samsung to get s**t on anymore than they already have?

posted on Oct 18, 2016, 3:17 PM 14

5. acruzlu unregistered

I do not but apple will find some way to mock them for it.

posted on Oct 18, 2016, 3:26 PM 1

6. LebronJamesFanboy

Posts: 671; Member since: Mar 23, 2013

You are such an idiot.

posted on Oct 18, 2016, 3:33 PM 13

8. acruzlu unregistered

Says the guy that calls himself LebronJamesFanboy? Don't think there's room to speak there man.

posted on Oct 18, 2016, 3:40 PM 3

9. LebronJamesFanboy

Posts: 671; Member since: Mar 23, 2013

What's wrong with LeBron James?

posted on Oct 18, 2016, 3:49 PM 4

10. acruzlu unregistered

Nothing, but would never call myself a fan boy of his. He's just not that great.

posted on Oct 18, 2016, 3:50 PM 3

13. LebronJamesFanboy

Posts: 671; Member since: Mar 23, 2013

"He's not that great" This is why you're an idiot. 1. First player ever to lead in every statistical category in the finals 2. First player to lead team back from a 3-1 deficit in the finals 3. The guy is top 5 of all time Lol oh I get it, you're just a LeBron hater.

posted on Oct 18, 2016, 5:02 PM 4

11. AlikMalix unregistered

Nah that's samsungs area of expertise - seen any Samsung commercials?

posted on Oct 18, 2016, 4:08 PM 6

12. Napalm_3nema

Posts: 2236; Member since: Jun 14, 2013

Apple doesn't mention competitors by name.

posted on Oct 18, 2016, 4:54 PM 1

18. darkkjedii

Posts: 31599; Member since: Feb 05, 2011

They should say nothing, just like in the iPhone event, and reap the benefits. Apple was a class act, when they could've hammered Samsung. Remember it was Samsung, who grilled Apple all throughout the NOTE 7 EVENT.

posted on Oct 18, 2016, 6:45 PM 7

16. NarutoKage14

Posts: 1346; Member since: Aug 31, 2016

I've had so many bad experiences with iDevices in the past starting with the first iPods that I'd rather buy another Samsung.

posted on Oct 18, 2016, 5:43 PM 1

3. Fona13A unregistered

So basically saying the same thing everyone already knew would happen, cue the Note 7 debacle, calling this "news". Aight got your game here.

posted on Oct 18, 2016, 3:12 PM 1

7. Ticklemyfancy

Posts: 214; Member since: Oct 09, 2016

Thank TechRax for the iPhone sales . He consumes about one-fourth of the total iphones sold

posted on Oct 18, 2016, 3:38 PM 3

14. bucky

Posts: 3795; Member since: Sep 30, 2009

Note 7 failure helped. But the iPhone 7 is a very solid device in every aspect.

posted on Oct 18, 2016, 5:16 PM 0

15. drkuthan

Posts: 76; Member since: Mar 08, 2013

so many butthurt androfags oh dear9

posted on Oct 18, 2016, 5:23 PM 0

17. darkkjedii

Posts: 31599; Member since: Feb 05, 2011

I'm happy on put my foot in my mouth, and say the iPhone 7 plus is a beast. All it lacks is true multitasking, pencil support and themes. I have a 256 gig 7 plus, and I really like it.

posted on Oct 18, 2016, 6:42 PM 2

19. PrYmCHGOan

Posts: 335; Member since: Sep 28, 2016

I guess every US carrier giving them away for free, didn't help? Am sure Samsung s Note 7 disaster help. But they were giving the phone away right after it was announced , preorder sales included free phones. Something the Galaxyy never had. You have to buy a Galaxy to get it free, unless it's an older model.

posted on Oct 18, 2016, 7:58 PM 1

20. AlikMalix unregistered

Wow are you serious!!! That's awesome news! Where can I get one for free, techie. Please, link! Thanks so much in advance.

posted on Oct 18, 2016, 8:29 PM 0

22. PrYmCHGOan

Posts: 335; Member since: Sep 28, 2016

http://www.theverge.com/2016/9/9/12860850/iphone-7-free-offers-att-verizon-sprint-tmobile-are-two-year-contracts

posted on Oct 18, 2016, 10:39 PM 0

23. PrYmCHGOan

Posts: 335; Member since: Sep 28, 2016

All 4 carruersvwere offering, ring in an iPhone of the 5s or higher and get the 7 for free. The aplus you would get a discount. Come on, don't act like you didn't see the carriers promos.

posted on Oct 18, 2016, 10:41 PM 0

24. AlikMalix unregistered

These aren't FREE!!! You need to sign a two year contract. Your argument better applies to Samsung devices - they give away a whole lot of stuff just to get you to buy it.