Paul Thurrot: iPad sales suck

Although 1 million units sold is a seemingly impressive number, this announcement actually marks the second time that the iPad has missed sales expectations in its short life.

Oh, and the sky is green. Poor Paul, it’s gotta suck to be a Microsoft shill these days.

iPad 3G sold out in 49 of 50 stores

Munster’s team called 50 Apple Stores on Sunday and found that 49 of them had sold out of iPad 3Gs and most had run out of Wi-Fi-only models as well. But it’s not clear whether that’s because demand was high or supplies were low. Munster believes it was probably a bit of both.

While supplies may have been “low”, keep in mind Apple postponed the International launch in order to have as many of these available for the US launch as possible.

iPad sales hit the 1 million mark in less than a month

“One million iPads in 28 days—that’s less than half of the 74 days it took to achieve this milestone with iPhone,” said Apple CEO Steve Jobs in a statement. “Demand continues to exceed supply and we’re working hard to get this magical product into the hands of even more customers.”

And this in only one country, with only one day of 3G sales.

Chart: Apple revenue by product


This is from Jason Snell’s excellent breakdown on Apple’s 2Q results.

There was a brief Twitter dialog about this kind of chart being better than a “stacked” chart, since it’s hard to get a bead on what each product contributes when they’re piled on top of each other. With a chart like this, each product is plotted from zero, so the iPhone’s rapid rise from nothing to exceed them all is very evident.

Apple’s best non-holiday quarter ever.

Here’s the data sheet. They blew past everybody’s projections:

  • 2.94M Macs
  • 10.89 iPods
  • 8.75 iPhones

Especially amazing when you consider the March quarter is always the worst one of the year. It doesn’t have the holiday sales of Q1, K-12 education sales of Q3, or higher ed sales of Q4.

And while everybody is sitting around waiting for the iPod to die, it’s still there selling 10M or more a quarter.

Of Apple’s revenue, 28% is Mac, 14% is iPod, and a whopping 40% is the iPhone.

Next quarter, with the iPad added into the mix, is going to be an interesting one to see.

Apple Media Advisory: Holy Shit! We’re Selling Boatloads of iPads!

Although we have delivered more than 500,000 iPads during its first week, demand is far higher than we predicted and will likely continue to exceed our supply over the next several weeks as more people see and touch an iPad™.

OK, that’s not quite what it says, but it’s the bottom line.

The two-paragraph release goes on to state that US demand is so high they’re delaying the international launch by one month. They’ll begin taking international pre-orders on May 10.