I have updated my UPOD table, which I had let by the side for the past few quarters.
Note: that I haven’t adjusted the subscription accounting to regular accounting: I am making a straightforward comparison with what Apple guided for one quarter and delivered, in the same accounting principle, the following quarter. This is why I don’t have a comparison for the 2010q1, when Apple changed it’s accounting method.
Note: I am not forecasting a significant beat of guidance for this quarter. My forward looking estimates are based on recent trends, which have been quite low. Maybe once a new trend becomes apparent my forecasts may become more accurate, but right now I don’t have much of a recent trend to follow, since it is changing. I know it is improving, but I don’t know by how much.
Note: Statistics are from 2007q1 to forecasts for 2010q2.
Please let me know of any discrepancies.