Understanding Apple’s Success Made Easy (Encore Topic)

  • Posted: 26 September 2010 10:42 PM

    I’m getting lots of questions from a number of sources as to how I develop my AAPL models for future periods such as FY 2011 that starts today. Back in July I posted this basic primer titled Understanding Apple’s Success Made Easy.

    It provides an easy to read and understand primer on my approach to forecasting Apple’s future success. The general principles apply to my forecasts and AAPL price targets.

         
  • Posted: 27 September 2010 02:04 PM #1

    I’ll be revisiting my formulas following the release of September quarter results. The three-quarter FY 2010 info available to-date is more attractive in terms of revenue ratios flowing to the eps line than my seven-quarter analysis.

    There’s much that’s been said about GM. Less has been mentioned about increased profitability as revenue scales faster than the costs of infrastructure to support increased activity.