How many iPhones did Apple sell in Q3?July 4, 2010: 7:27 PM ET
A preview of what analysts expect from the company's Q3 2010 earnings report
As it has for the past three quarters, the iPhone will almost certainly represent the single biggest portion of Apple's considerable revenue stream when the company reports its fiscal third quarter earnings two weeks from Tuesday.
That's harder than usual to say. We know that Apple (AAPL) sold at least 1.7 million iPhone 4s in the last three days of the quarter, which ended June 26. What we don't know is the extent to which customers held off buying the old iPhone after Gizmodo leaked specs of the new one on April 19 -- three weeks after the quarter started.
Even at the low end, that's a 42.8% year-over-year increase from Q3 2009. If Munster is right, iPhone unit sales jumped 82.4% year over year.
Below: The estimates we've gathered so far. We'll add more as they come in.
|Analyst, affiliation||iPhones (millions)||Date of est.|
|Gene Munster, Piper Jaffray||9.50||6/22/10|
|Jeff Fidacaro, Susquehanna||9.44||6/18/10|
|Robert Paul Leitao, Apple Finance Board||9.40||7/2/10|
|Andy Zaky, Bullish Cross||9.30||6/27/10|
|Jeff Fosberg, Apple Finance Board||9.25||6/3/10|
|Ashok Kumar, Rodman & Renshaw||9.20||7/1/10|
|Peter Misek, Canaccord Adams||9.20||4/21/10|
|Keith Bachman, BMO Capital||9.20||6/28/10|
|Daniel Tello, Deagol's AAPL Model||9.04||6/30/10|
|Ralph Schackart, William Blair||8.94||6/28/10|
|Brian Marshall, Gleacher & Co.||8.75||6/23/10|
|Yair Reiner, Oppenheimer||8.60||6/30/10|
|Doug Reid, Thomas Weisel||8.54||4/20/10|
|Richard Gardner, Citigroup||8.50||6/28/10|
|Horace Dediu, Asymco||8.50||6/29/10|
|Ben Reitzes, Barclay's Capital||8.14||6/22/10|
|Alexis Cabot, Apple Finance Board||8.00||7/6/10|
|Toni Sacconaghi, Bernstein Research||7.88||6/21/10|
|Scott Craig, Merrill Lynch||7.80||6/28/10|
|Turley Muller, Financial Alchemist||7.80||7/4/10|
|Mike Abramsky, RBC Capital||7.70||7/6/10|
|Shaw Wu, Kaufman Bros.||7.50||7/6/10|
|Kathryn Huberty, Morgan Stanley||7.50||7/1/10|
|Mark Moskowitz, J.P. Morgan||7.44||7/1/10|
. . .
- What the iPhone means to Apple
- How many iPhones did Apple sell? (Q2 2010)
- How many iPhones did Apple sell? (Q1 2010)
[Follow Philip Elmer-DeWitt on Twitter @philiped]