How many iPads did Apple sell last quarter?

Once again, fewer than it sold last year.

Make it a quadfecta. Like the iPhone, the Mac and the Apple Watch, the iPad is expected to show a year-over-year decline when Apple reports its Q3 2016 results next week.

Estimates from the analysts I polled range from 7.5 million to 10 million, down from nearly 11 million last year. Average estimate: 8.86 million.

Plugging 8.86 million into the chart below, we can see that iPad sales peaked in December 2014, before the Chromebooks starting eating Apple’s lunch in the U.S. school market.

Not seeing the graphics? Try the website.

Below: The individual analyst’s estimates, pros in blue, indies in green. We’ll see who was closet to the mark next Tuesday, after the markets close.

Screen Shot 2016-07-21 at 11.37.41 AM

Click to enlarge.

Thanks as always to Posts at Eventide’s Robert Paul Leitao for pulling together the Braeburn Group numbers.

6 Comments

  1. Bill May said:
    Any way you look at it, Tim Cook believes in the iPad. Over the past 12 months, he has invested resources into two sizes of iPad Pro. At the same time, he has neglected to invest in new versions of MacBook Air and MacBook Pro. The falling sales of the Mac lines demonstrates the result of that failure to push investment in what is still the product at the core of the company. In my mind, if I were not a Mac user, I am not so sure I would be an iPhone user or an Apple Watch user.
    Perhaps this will all improve rapidly with a set of refreshed refreshed and rethought machines that are as ground breaking and innovative as the late 2010 Macbook Air was in its day. I hope so. But I also hope that Apple will cease its campaign to make all its devices dependent on dongles for essential functions.

    0
    July 21, 2016
    • Robert Paul Leitao said:
      Bill:

      I believe you make an important point about the significance of the Macintosh line of personal computers. Its impact extends beyond the number of units sold and for Mac owners it’s at the center of the digital experience for those of us who use multiple Apple-branded devices.

      In FY2014 and FY2015 the Mac line bucked the PC industry trend gaining both market share and delivering unit sales growth.The Mac desktop and portable lines do need some design updates and refreshing the lines would boost unit sales. We’ll know within a matter of weeks what Apple will offer in terms of product refreshes for the fall.

      The iPad line offers exceptional workflow tools for professionals in many disciplines including the creative arts. Larger-screen iPhones may have supplanted some of the demand for iPads in the consumer market, but the iPad’s importance to Apple’s enterprise and education initiatives can not be overstated even with declining unit sales at this time.

      0
      July 22, 2016
  2. John Kirk said:
    “Make it a quadfecta. Like the iPhone, the Mac and the Apple Watch, the iPad is expected to show a year-over-year decline when Apple reports its Q3 2016 results next week.”

    The “Apple has peaked” crowd is going to be insufferable.

    0
    July 21, 2016
  3. John Kirk said:
    As the notebook market slowly shrinks, the only people with desktops will be those who need one. And they will be willing to pay more to get more. And many of them will move to an Apple notebook.

    For those who don’t need a notebook, and can’t get by with just a phone, there will be the iPad and the iPad Pro. It may be a smaller segment, but it’s an important segment. Apple simply OWNS the high end tablet market.

    0
    July 21, 2016

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