updated 04:50 pm EDT, Wed April 20, 2011
Apple blows out iPhone sales but lags on iPads
Apple in its fiscal results had mixed results for its devices that put it much further ahead than expected with the iPhone but disappointed some with tablets. Helped by the Verizon iPhone and a spike in AT&T adds, the company sold 18.65 million iPhones, a full 113 percent more than it did a year earlier. The growth put it past even its record holiday sales of 16.2 million.
The breakthrough put it ahead of RIM for the third quarter in a row as its rival shipped 14.9 million BlackBerrys during its most recent quarter. Android shipments aren't known. Google has said it's now seeing 350,000 Android activations a day but is counting all devices, not just phones, and didn't say when the activation rate started.
iPad results were partly disappointing. The company shipped 4.69 million iPads, which beat out its first two quarters on the market but didn't top the 7.5 million from the holidays. Apple is widely known to have faced major supply shortages due to demand and likely faced a lull as some buyers waited the nine days between when the iPad 2 was unveiled and when it shipped.
How well Apple will fare in the spring isn't as apparent this year. Unlike the past four years, Apple may wait until September to unveil a new iPhone and won't have a spike in sales to count on for June. The company may be helped by Android phone makers largely holding off until flagship phones like the Galaxy S II and Evo 3D ship in late spring or the summer.
Less worry exists over iPads, since few tablet competitors have emerged and have usually had tepid sales estimates that wouldn't repeat Android's success in phones.