Every quarter we go through the same exercises. Prognosticators tell us how poorly Apple is doing compared to the rest of the market segment. Apple releases quarterly financial numbers which blow away estimates.
Yes, like it or not, Apple’s hardware is selling well, and thanks to a growing base of iPhone, iPad, Mac, and Watch customers, our favorite Cupertino company continues to grow and amaze. It’s time for Apple to play on a level playing field and drop all the unit sales numbers.
Numbers, Bah Humbug
Every quarter Apple tells us how many iPhones it sold, how many iPads were bought, and how many Macs went out the door to customer homes. Watch? Silence. Yet, Watch is the best selling Watch on earth. AirPods and Beats headphones? Silence. Yet, Beats is a monster in the headphone and earbuds wearables industry segment.
Alright, who else tells anybody how many units of whatever they sell? Samsung? Silence. Google? Silence. Amazon? More silence. As a publicly traded technology company Apple’s only real requirement for financial numbers are at the top end– revenue, profits, margins, etc. That’s what you get from Samsun, Google, Amazon, et al. Not one of those companies or any of Apple’s other competitors announce how many units are
shipped sold each quarter.
That needs to stop. Apple needs to level the playing field. Competitors don’t reveal such numbers because they are embarrassed. Their numbers are anemic by comparison. Yet, we see marketshare numbers announced all the time and Apple does not fare well. How is it Apple fares well on actual numbers but not on the contrived and made up numbers announced by research firms every quarter?
Such numbers are not important to anyone except technology website, media and market entities. I say dispense with them all. Every business person will tell you the same thing. All that counts is profit and shareholder value (think stock price). Apple wins on both fronts, but critics howl that the iPhone maker is losing out to a commodity market.
Let’s do some math. You’ll read reports, research, guesstimates, and surveys which say iPhone has about 15-percent of the entire smartphone industry’s marketshare. Remember, those are guesses because only Apple reveals actual sales unit numbers. Yet, Google says there are 2-billion Android device users on planet earth. Apple says more than 1-billion iPhone and iPad users exist on planet earth.
Where’s that 15-percent marketshare number again?
Sales unit numbers are like marketshare numbers in one respect. Bragging rights. Apple’s competitors need some crumbs from the table of success so they can brag to each other about how well they’re doing agains the industry leader, but it’s Apple that takes money to the bank.
It’s time to kill sales unit numbers. Nobody cares. Profit and shareholder value rules. Apple wins.