Post #2747332
2026-04-16 20:28 UTC
Are IDC, Gartner, et. al. signaling a huge miss?
I need to point out that in the preceding December quarter the iPhone grew revenues at 23%! In order for Apple to hit its targets,
Replies (1)
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@asymco@mastodon.social 2026-04-16 20:28
I’d also point out that when Kevan Parekh made his forecast, in late January, a full month was already on the books for Apple. Visibility into the next month would have been relatively good as orders from the channel are partly foreseeable. For a change from implying nearly 20% growth in sales/14% in units one third of the way in, to IDC’s 3% in units for the whole quarter would imply a collapse in demand into February and March. We’re talking double digit decline in order volumes.