He does exclude the Chinese OEM players from the profit analysis due to not having visibility into their profits or losses.
AT T had the iPhone 5c in second place while Verizon had it in third after the Samsung Galaxy.
Wireless carriers with the iPhone 5s as its leading seller for both September and October.He slightly need for speed pro street promo code cheat ps3 increased his December quarter iPhone estimate from.5 to 52 million units (I am at 57 million) and raised his iPad estimate from.3.7 million units (I am.5 million).You can find my other Forbes posts here.However as I wrote yesterday the lead-times for the Retina Mini were (and still are) at 1-3 days for the 16GB and 32GB Wi-Fi models in the.S., Canada, mobili scontati milano Australia, Singapore,.K.From an investors perspective I prefer that expectations for the it are low. .
While Walkley and I differ in units and ASPs (Average Selling Prices) projections, we actually have the same revenue (57.5 billion gross margin (37.3) and EPS estimates (14.05) for the quarter.
Canaccord Genuitys Analyst Michael Walkley published a note summarizing that his October and November surveys show that iPhone 5s sales are very strong with improving lead-times, the iPhone 5c is experiencing steady sales and the iPad Air has started off strong which matches the data.
Walkleys estimates that Apple increased its percentage of handset industry profits from 53 to 56 in the September quarter.
Apple increased its share of handset profits to 56 of the industry's profits.Retina iPad Mini expectations are low and that is good.(Note that my family and I own Apple shares).This has helped the stock increase by 8 to almost 529.Samsung was a close second with 53 of the profits with BlackBerry, HTC, LG, Motorola and Nokia posting operating losses.
In his survey of carriers stores he found that a number of them had the Silver and Space Gray 16GB and 32GB models in stock or that it would be 3 to 5 business days until they could fill an order.