Apple UPOD

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    Posted: 02 February 2010 03:07 PM

    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.

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    Tightwad.