Tag Archives: iPhone Sales

We Have the Proof- Supply Chain Sources Can’t Tell How Well the iPhone Sells

Since the third quarter of last year didn’t cast enough doubt on using sources in the supply chain to predict iPhone sales, maybe their latest abysmal failure will. We should be able to put it to bed now, and any analyst or tech writer worth their salt should, too. Tim Cook, the master of the supply chain, knows what he is doing, and the bought and paid for sources at Foxconn, Samsung, and other component makers don’t, at least when it comes to Apple’s iPhones sales.

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Apple Wins the Holiday Season According to Flurry Analytics

Photo Source: Flurry Analytics

Flurry Analytics, which according to their own estimates “is used by over 1 million apps and has insight into 2.1 billion devices worldwide,” has declared Apple the winner of the gift-giving season. Just like last year, Apple took 44% of smartphone activations during the week leading up to Christmas, significantly ahead of Samsung at 26%. Google, with their new Pixel 2 and Pixel 2 XL, is notably absent from this chart despite an uptick in their own activations over the holidays.

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Are Apple’s iPhone 8 Production Cuts a Red Flag, or Business as Usual?

I wrote about iPhone 8 sales a few weeks ago, as reports were beginning to infer that the device was performing poorly so close to its launch. There is more grist for the rumor mill this week, as there are reports that Apple has scaled back production by more half. On the surface, this move seems to indicate that the phone is selling well below Apple’s expectations, especially when paired with Reuters’ report that the iPhone 7 is outselling the 8 right now. However, these individual reports still can’t be viewed in a vacuum. Let’s step back from the ledge for a second. and try to put everything in context.

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Apple is Setting Stock Records. Again.


Apple was doomed. Then they set stock records and became the most valuable company in the world. Then the price fell and they were doomed again. We were assured that they couldn’t innovate anymore. Then Phil Schiller told us Apple “can’t innovate my ass” (ironically while announcing a computer that would go three years without an update).

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