Other analysts predictions of disappointing Q2 iPhone sales could be overly pessimistic, says Morgan Stanley analyst Katy Huberty. She’s expecting Apple to announce that it shipped 42 million iPhones in its second fiscal quarter, rather than the 38 million predicted by supply chain analysts.
Huberty says that the supply chain may work in overdrive during the holiday quarter to generate extra product, and then ease back in the March quarter, thus giving an unreliable read out on sales.
Huberty is using numbers she pulled from the AlphaWise Smartphone Tracker, which uses analysis of web searches. While this may sound like a bizarre method of prediction, the tracker has proven more accurate than Wall Street consensus estimates three out of the last four quarters. (As seen in the graphic above.)
Apple is expected to announce its second quarter numbers on or around April 23rd.