Surprised so few.
This is like a couple weeks of phones sales. Makes me think that the author is just speculating that this is tariff related. This might just be a normal shipment.
I’m guessing they’re betting on the tariffs being short lived like the previous times.
Using dumb LLMs, 5 plane loads is probably under 2million phones.
Given the amount of phones Apple sells in the US, this is probably just another Tuesday for them. They sell 60m phones in the US each year.
You just contradicted yourself with the math there.
60m phones per year is 164k/day (not a single Tuesday of 2m phones)
This works out to roughly two weeks of stock. So do they think it’ll be short lived or was that all that was available at the time?
For what it’s worth as well, I would bet that there are different points during the year where substantially more devices are sold than others. Holidays, launch days, back to school, etc. probably see the majority of new devices purchased, while the rest of the year would be a steady trickle.
Also, the tariffs don’t apply to items packed on boats by midnight eastern time. Those products have until May 27 to arrive in the US and not be taxed.
So, it’s possible Apple flew a bunch of phones over and stuffed a bunch of boats full of iPhones. Granted, they’d need a place to store them and distribute them.
