iPhone Demand and Apple Guidance

This past week, there was lots of coverage of perceived demand for the iPhone 8 models in the media. Shorter lines at retail stores were seen as evidence of poor sales, and there was the usual handwringing about what it might mean for Apple. To put all this in context, it’s helpful to look at Apple’s financial guidance for the September quarter and see what that tells us about what Apple was expecting by way of early iPhone sales, and whether it’s still on track.

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Jan Dawson

Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally.