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DT’s Resource Guide For Independent AAPL Analysts
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DawnTreader
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Over the past several weeks I’ve posted a series of blog entires to serve as a repository of information for AFB members and “lurkers” seeking a convenient place to access information on Apple’s recent quarterly results. In a way the blog posts represent the “essential building blocks” in developing quarterly estimates for future periods based on the company’s recent results. I’m posting links to each of the pertinent blog posts as a reference guide for AFB members working on their own quarterly estimates:
Apple: Testing Analyst EPS Estimates With Revenue Forecasts
Apple’s Startling Rates of Growth: A Five-Year Overview
Apple: A Comparison of Eight Quarters of Revenue and Earnings Per Share
Apple: FY 2009 & 2010 Results By Quarter
Apple: A Quarterly Comparison of Costs and Cost Ratios To Revenue
Apple’s Profitability and the Influences of Gross Margin, Tax Rates and OpEx
It’s my desire for this work to be a benefit to all AFB members seeking to understand Apple’s recent quarterly performances and to serve as a repository of information about the company’s recent results.
Robert
[Edited to change topic type to normal]
[ Edited: 19 December 2010 08:10 PM by DawnTreader ] -
Great work DT!!!!! I appreciate it!!!!
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Lots of good work here DT. I especially like the chart re: CGS and Other. Nice to see it in one place too.
Now, I’ll let you get back to responding to work orders by Mark.
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Fabulous work DT! This really puts it all together.
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Much appreciated DT. Might help reduce my trips to apple.com/investor.
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Thanks, Steve. -
Now we need an amazing chart/analysis on short-term stock price movement in relation to AAPL’s quarterly reports. Anyone got an ENIGMA machine?
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DawnTreader
- [ Ignore ]
Much appreciated DT. Might help reduce my trips to apple.com/investor.
This is among the reasons I’ve published all of this work. Due to the change in accounting principles for the iPhone and the scarcity of analysis such as what I’ve performed over the past four weeks, I want to make the information available for the benefit of all AFB members and “lurkers” seeking quality information in one place.
I can’t count how many trips I’ve made to Apple’s online investor repository over the past year, but I’m sure it’s well over 100 trips. Now it’s all in one spot to serve as a repository for the public.
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DawnTreader
- [ Ignore ]
Lots of good work here DT. I especially like the chart re: CGS and Other. Nice to see it in one place too.
The goal was to consolidate the information in one easy-to-find location for AFB members and other independent AAPL analysts. By the way, my opex estimate for the quarter relative to revenue is looking quite attractive as revenue scales well above $25 billion.
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Thank you very much for posting this info all in one place.
cheers
JohnG -
...one more thing:
“Attempting to analyze Apple through the general mediocrity of the industry they’re part of, is just not the way to look at Apple…”
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Much appreciated DT, spares the hunt. Excellent analysis as well. Particularly telling is the five-year overview.
I suppose I qualify as a ‘lurker’, albeit an invested one.
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wab95
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Gregg Thurman
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Damn you DT. How dare you take much of the guess work in forecasting out of the equation, and replace it with facts. Now anybody with half a brain is going to make better investment decisions. Nice work.
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DawnTreader
- [ Ignore ]
...one more thing:
“Attempting to analyze Apple through the general mediocrity of the industry they’re part of, is just not the way to look at Apple…”
You’re right.
That’s why analysis must be uniquely Apple.
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DawnTreader
- [ Ignore ]
Much appreciated DT, spares the hunt. Excellent analysis as well. Particularly telling is the five-year overview.
I suppose I qualify as a ‘lurker’, albeit an invested one.
You’re here, you post, you’re a member.
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DawnTreader
- [ Ignore ]
DT,
I, too, say THANK YOU for posting this all in one place. You and your work are awesome!
at, that was the rewarding part of the work. Like Mav, I’ve made countless trips to the Apple investor site to cobble together information. What’s important is that all data is post-retrospective accounting principle changes for the recognition of iPhone revenue. The original quarterly information for FY 2009 was before the application of new principles. This has led to confusion and the inadvertent use of incompatible data in analysis that has appeared around the Web.
The goal was to get all of the information in one place as a reference resource for AFB members. I’m glad it’s a help.
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DT, I appreciate everything also. I just hope you are not washed away because you can’t be replaced. :innocent:
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