2010: Apple’s $63.5 Billion Revenue Year

  • Avatar

    Posted: 27 June 2010 12:18 PM

    Nice revenue write up from Andy Zaky.  Consistent with DT’s revenue projections.

    2010: Apple’s $63.5 Billion Revenue Year

    Andy - very nicely done.

    Could be a very nice 2010 for AAPL.  smile

    Signature

    “Knowledge speaks, but wisdom listens.”
    - Jimi Hendrix

         
  • Avatar

    Posted: 27 June 2010 01:16 PM #1

    incorrigible - 27 June 2010 03:18 PM

    Nice revenue write up from Andy Zaky.  Consistent with DT’s revenue projections.

    2010: Apple’s $63.5 Billion Revenue Year

    Andy - very nicely done.

    Could be a very nice 2010 for AAPL.  smile

    Very nice, I hope he is right. He is 3/4 billion over what I was thinking for this qtr, but hey, whats a billion among friends? LOL  His analysis is very reasonable and presented in a way anyone should be able to understand. Thanks for the link Incorrigible.

    Signature

    Adversity does not just build character, it reveals it.

         
  • Avatar

    Posted: 27 June 2010 01:26 PM #2

    mbeauch - 27 June 2010 04:16 PM
    incorrigible - 27 June 2010 03:18 PM

    Nice revenue write up from Andy Zaky.  Consistent with DT’s revenue projections.

    2010: Apple’s $63.5 Billion Revenue Year

    Andy - very nicely done.

    Could be a very nice 2010 for AAPL.  smile

    Very nice, I hope he is right. He is 3/4 billion over what I was thinking for this qtr, but hey, whats a billion among friends? LOL  His analysis is very reasonable and presented in a way anyone should be able to understand. Thanks for the link Incorrigible.

    I agree.  I just wish WS would give us a p/e of 40.

         
  • Posted: 27 June 2010 02:24 PM #3

    My revenue projection remains $65 billion or just a bit more.  grin

         
  • Avatar

    Posted: 27 June 2010 03:02 PM #4

    I prefer YOY trending to sequential myself, but it’s a nice report.  $60 billion+ revs in any fiscal year seemed so far away not long ago, but at present growth rates I pretty much expect it for fiscal 2010.

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Teamâ„¢
    Thanks, Steve.

         
  • Avatar

    Posted: 27 June 2010 05:33 PM #5

    DawnTreader - 27 June 2010 05:24 PM

    My revenue projection remains $65 billion or just a bit more.  grin

    Taking “bets” 5 month ahead of time:  Andy Zaky v. DawnTreader at $ 65b.  Get your bets in before the next Apple press release or June 30 4 pm Eastern Daylight Savings Time, which ever comes first.

         
  • Avatar

    Posted: 27 June 2010 07:21 PM #6

    Tetrachloride - 27 June 2010 08:33 PM
    DawnTreader - 27 June 2010 05:24 PM

    My revenue projection remains $65 billion or just a bit more.  grin

    Taking “bets” 5 month ahead of time:  Andy Zaky v. DawnTreader at $ 65b.  Get your bets in before the next Apple press release or June 30 4 pm Eastern Daylight Savings Time, which ever comes first.

    I have FY10 Revs at $62.6b.  Side-by-side with Zaky for next 2 Q’s below.

    [ Edited: 27 June 2010 08:00 PM by asymco ]

    Image Attachments

    Screen shot 2010-06-27 at 6-27-6.59.22 PM.png

    Click thumbnail to see full-size image

    Signature

    Read more at: Asymco Blog

         
  • Posted: 27 June 2010 07:23 PM #7

    omacvi - 27 June 2010 04:26 PM
    mbeauch - 27 June 2010 04:16 PM
    incorrigible - 27 June 2010 03:18 PM

    Nice revenue write up from Andy Zaky.  Consistent with DT’s revenue projections.

    2010: Apple’s $63.5 Billion Revenue Year

    Andy - very nicely done.

    Could be a very nice 2010 for AAPL.  smile

    Very nice, I hope he is right. He is 3/4 billion over what I was thinking for this qtr, but hey, whats a billion among friends? LOL  His analysis is very reasonable and presented in a way anyone should be able to understand. Thanks for the link Incorrigible.

    I agree.  I just wish WS would give us a p/e of 40.

    I would very much so like a P/E of 40 haha.  I am modeling P/E less than 20 though. More like 16-17.  its awful but people are doubting apple too much.  rough calc. 2 years out:  20 eps x 17P/E = 340 + 60 to 70 cash/share = $400/share.

    wouldnt be surprised if some of the big boys think the current EPS is more of a normal run-rate 5-10 years down the road.

    [ Edited: 27 June 2010 07:26 PM by iOrlando ]

    Signature

    aka Sammy the Walrus IV
    AAPL Orchard

    Twitter

         
  • Avatar

    Posted: 27 June 2010 08:12 PM #8

    Disclosure: At the time of this writing, the author holds no position in the equity markets ... Andy hopes to grows his knowledge of the fixed income markets over the coming year and plans on taking the level 1 CFA exam this fall. Andy also plans on opening a hedge fund some time in 2011.

    Signature

    Stay Hungry. Stay Foolish.  - Steve Jobs