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American iPhone sales drop 24 percent

updated 03:05 pm EST, Tue January 20, 2009

American iPhone sales fall

American iPhone sales fell and fell hard in the December calendar quarter, writes Morgan Stanley. The financial firm says that judging by survey results, Apple sold 1.75 million US iPhones in the period, a drop of 24 percent versus the 2.3 million sold in the September quarter. The figures are believed to be consistent with Street estimates, which call for 5 million in total iPhone shipments during the December span.

Figures may be somewhat deceptive however, as while the 5 million number is itself a 28 percent drop from Q3's 6.9 million, shipments are still up more than 100 percent year-over-year. The success is likely attributable to the increased distribution of the iPhone, which went from availability in less than a dozen countries to several times that amount. Similarly, the recent September quarter numbers were inflated by 2 million units in inventory.

Apple is expected to help confirm real iPhone shipments in its Wednesday results call.

by MacNN Staff





  1. UberFu

    Joined: Dec 1969


    millions of sales...

    Drop or Not - I became a Statistic in December and bought a Jesus Phone and I haven't gotten tired of it yet.

  1. Le Flaneur

    Joined: Dec 1969


    of course

    Of course iPhone sales are dropping. Extortionist AT&T charges nearly $80/month (when you include tax) for the privilege of using one. Costs of using the iPhone in Europe are far less -- often the phone is free, and even then monthly charges are in the 40 euro range.

  1. msuper69

    Joined: Dec 1969


    iPhone 3G for sale

    I gave up on the current iPhone.

    Battery life sucks. Constant network/cell phone problems.

    Not worth the hassle.

    Definitely not Apple-like.

  1. Guest

    Joined: Dec 1969



    I think it more likely that the fact that consumers were unable to give them as Christmas presents that caused a lot of it. I know (besides myself) of at least three others that tried to give one to a family member for Christmas and were completely stymied in their attempts to do so.

  1. Butch Hauke

    Joined: Dec 1969


    I want w/o phone service

    Give me the ability pay for just data service and I'd have one already. I can't justify the extra $30 for phone service that I'll very rarely use. I don't see why AT&T doesn't offer this possiblity.

  1. Too Artificial

    Joined: Dec 1969


    Not sure

    I don't know if this is totally surprising. I would think the Sept quarter saw high numbers in part due to pent up demand and/or anticipation for the 3G model.

    Also, to me, the iPhone isn't a great Christmas gift. Here, have an iPhone 3G for Christmas. You're on your own for the $100 monthly AT&T bill. Seems to me the iPod touch is a better gift.

  1. WalterC

    Joined: Dec 1969


    Lowered Numbers

    Likely a combo of season, economy, and market saturation. Also, as mentioned before, those in the US&CAN without-iPhone may have recognized the obvious provider greed-factor when compared to European (smaller markets) pricing & contract costs.

  1. Guest

    Joined: Dec 1969


    Shortselling again...

    This will just drive the stock down for today so that they can make a profit tomorrow after Apple announces top sales after trading hours today...WTF would the point be in releasing such data based on "surveys" and "street estimates" the day before they will get the hard facts from Apple? Pure stock speculation motives.

  1. ZinkDifferent

    Joined: Dec 1969


    'Guest' is right...

    That 'guidance' from Morgan Stanley is so short on fact, and laced with vague, speculation and non-information, but high in dramatic conclusions that it did effectively depress the stock -- undoubtedly to recover after tomorrow when Apple announces how well it did... then only to be depressed again when MS reminds us "not as good as they SHOULD have done".

    If there were a prerequisite to have a brain to invest, Apple stock would do far better, than where it is currently driven by braindead fucktards driven by greed.

  1. testudo

    Joined: Dec 1969



    That's right. Everything is all about keeping Apple's stock price down. In fact, the entire market system is all focused on Apple, and how to keep the price of the stock down.

    The problem with you short-sighted people is that you apparently don't own the stock. Because if you did, you wouldn't care that some idiot was trying to drop the price today to then try to watch it go up tomorrow. Because unless you're selling today, it makes absolutely no difference to you.

    And there seems to be the perception that if it wasn't for the stock analysts keeping the stock down with low estimates, the stock would be back up to $175 or something. The price ends up where it would be based on the actual numbers for the quarter. If Morgan estimated 3 billion iPhone sales, the price would go up, but then fall tomorrow. If they said nothing, the price would fluctuate before earnings and then settle where the earnings cause it to end up.

    In the end, the price goes to where it should be, so who cares what happened last night? Oh, right, the beleaguered Mac community, who feel everyone is out to get them.

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