…ficant impact on Apple’s numbers. Did Apple replace hundreds of thousands of batteries? I doubt it. At 100 replacements per Apple Store times 500 stores, that’s 50K happy customers and only $50M in missed new iPhone revenues. I’d have to be off by a factor of 10 — half a million iPhone battery upgrades, one thousand repairs per Apple Store — to approach a mere $500M in missed revenue.
I think you may well be off by a significant margin. On the day I collected my wife’s 6S there were half a dozen other people there getting or collecting battery replacements. That would have had to be a freakishly busy day in a small Apple store for your numbers to work.
Update: and now we have a figured, albeit rumoured: 11m repairs.