Apple’s U.S./International Revenue Split

Regarding my guess last week that of the 25 million total iPads Apple sold in the first nine months of calendar year 2011, 10 million were sold in the U.S. — a few readers have asked for any factual basis for that guess. Apple doesn’t release the international split for individual products, but they do announce their total split for revenue. During those three quarters — Q4, Q3, Q2 for financial year 2011 — international sales accounted for 63, 62, and 59 percent of the company’s revenue, respectively.

I see no reason to think the iPad would stray far from this roughly 60/40 international/U.S. split. If anything, the iPad 2 was on sale first here in the U.S., and international revenue is, I believe, tilted somewhat toward iPhone sales. So I think it’s fair to say that 10 million was a conservative estimate for Apple’s U.S. iPad sales over those nine months.

Sunday, 27 November 2011