Seeking Alpha

Early iPad Air usage/activation data positive

  • Mobile ad services firm Fiksu, which monitors activity on millions of iOS devices via the apps developed by its clients, reports the iPad Air (AAPL +1.3%) "is seeing five times the usage the iPad 4 did two days after launch – and more than 3 times that of the iPad Mini."
  • Also: AT&T reports its weekend iPad activations were up over 3x from last year's launch weekend. Though a positive datapoint, it's worth noting Wi-Fi-only devices still make up a solid majority of iPad sales, and that AT&T's tablet subscriber adds have grown quickly this year thanks to the adoption of its Mobile Share plans, which lower the incremental cost of adding a tablet to a service plan.
  • The retina iPad Mini is set to launch later this month, possibly on Nov. 21.
  • Previous: iPad Air reviews solid, Munster forecasts strong weekend sales
Comments (14)
  • plimeter88
    , contributor
    Comments (29) | Send Message
     
    Looks like Michael Blair's prediction of 50-million iPad sales for fiscal 2014 will be off by a factor of two or three! They may get close to 50-million this quarter!
    4 Nov 2013, 04:23 PM Reply Like
  • aardvark3
    , contributor
    Comments (394) | Send Message
     
    Big surprise, Michael Blair negative on AAPL?
    4 Nov 2013, 04:38 PM Reply Like
  • Bbloomlu
    , contributor
    Comments (213) | Send Message
     
    Mr. Blair is a bear
    When it comes to apple
    With his shorts getting tight
    He won't even drink a snap pole
    4 Nov 2013, 05:08 PM Reply Like
  • 2puttwo
    , contributor
    Comments (408) | Send Message
     
    What should you expect, I thought I read that the "AIR" was twice as fast as the competitors. I I most be getting Alzheimer's, it's selling triple the number of last years iPad and it's twice as fast too. Now I'm really confuse, if the stock is down 40%, the sell #'s on the i5S, and the "Air" are blowing the doors off, and the "Mini", is the, "must have product no one on the planet no one can live without," that's what in of my spies told me, and Apple lowered the price on the revamped Mac Air, with a bunch of free software thrown in, then what's an investor with alzheimer's disease is supposed to do. Anybody want to buy my shares? After all, they are giving away all this free stuff. If they keep it up, with a tremendous increase in sales, then won't they go broke sooner, rather than later. I guess that's why CNBC, and that Mike guy, keep telling me, I'm stupid, and I should sell all my shares. Don't they know it's not very nice to call and Alzheimer's patient, stupid.
    4 Nov 2013, 05:12 PM Reply Like
  • Bob Hu
    , contributor
    Comments (81) | Send Message
     
    Don't forget that Mr. Michael Blair also long BBRY.
    4 Nov 2013, 05:34 PM Reply Like
  • aardvark3
    , contributor
    Comments (394) | Send Message
     
    That Michael Blair is one sharp cookie!
    5 Nov 2013, 08:48 AM Reply Like
  • kimboslice
    , contributor
    Comments (1476) | Send Message
     
    Wow you mean to tell me Apple is still in business? Great news!
    I read so much on SA that Apple is doomed and Android is going to kitkat them to death with the help of Samsung.
    Or worse, copycat braindead mildew covered nerds at Microsoft were going to pummel Apple with those chunky Surfaces that would stop a .50 from a sniper rifle.
    It's a relief to know that my shares of AAPL are still safe for the time being.
    I'll be ever-vigilant and check the opinions here to know just when to bail out of AAPL completely. I know, maybe on November 10!
    4 Nov 2013, 07:04 PM Reply Like
  • redponydoc
    , contributor
    Comments (363) | Send Message
     
    AAPL is doomed.

     

    For some reason,....I just can't think of one yet.

     

    But AAPL is doomed. Barely hanging on. Doomed, I tell you.

     

    Have a nice day.
    4 Nov 2013, 09:11 PM Reply Like
  • vicetrader
    , contributor
    Comments (4) | Send Message
     
    300% increase in AT&T activations. That should help stock price
    4 Nov 2013, 09:48 PM Reply Like
  • jammerculture
    , contributor
    Comments (396) | Send Message
     
    The majority of apple's first week sales are from apple diehards, who buy everything the company puts out. People trade in their old iPhones or ipads for new ones. But this does not create real growth, and the numbers bear this out. This is not to say that Apple us a bad company, far from it, but those that are going to get onto the apple cart, already have. Wall Street craves growth. A company with a slightly growing legion of consistent customers is not as attractive to the Street as a company with growth. Apple's strategy has left them out of the "next big thing", which is the next billion customers in the developing world. There is good reason for them to do so, but they are not what the Street wants to hear. So long story short, Apple is content with their market share,and is now doing their best to improve their profitability with their existing customers, instead of fighting for new ones. Bottom line, it doesn't matter how fast Apple is able to churn their products through their customer base, at least as far as the stock price goes.
    4 Nov 2013, 10:01 PM Reply Like
  • Jmorgan1941
    , contributor
    Comments (7) | Send Message
     
    It's not wise to bet against the no.1 brand in the world. They not only have a cash advantage
    but a shrewd marketing operation that continues to pile up mountains of sales revenue.
    Just visit any one of their stores and you can see their success story for yourself.
    5 Nov 2013, 01:12 AM Reply Like
  • flabingo
    , contributor
    Comments (90) | Send Message
     
    Valley fair mall
    1. Microsoft store 7 customers 50% bigger
    2. Apple store 74 customers product going out the door
    3. IPAD AIR WOW, light and very quick, and much better range for WiFi. Walked out the door and tested it.bought one with 14 day return policy. Awesome
    5 Nov 2013, 03:08 AM Reply Like
  • mr chris
    , contributor
    Comments (21) | Send Message
     
    All these Apple bears have never actually used one!
    6 Nov 2013, 03:35 PM Reply Like
  • triplejck
    , contributor
    Comments (39) | Send Message
     
    The bi-product of all the Apple diehards buying the new iPad Air is that their ipad 4, 3, 2 goes to the mother, sister, aunt, brother, uncle, daughter, son, grandmother, grandfather, co-worker, neighbour, Craigslist or even an analyst or 2. More diehards on the way.

     

    Invest in replacement batteries for old - but not dead iPads.
    12 Nov 2013, 08:52 AM Reply Like
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