What do people make of the fact that Apple did not have product shortages during the holiday season in its stores or online? I heard scattered reports of some stockouts at 3rd party retailers and internationally but overall I think this bodes EXTREMELY well for this Q’s sales. I was expecting more product shortages than we saw leading up to Christmas. It is logical that Apple would have ramped production of all product lines for the holiday Q but could this be the Q that Apple really opened the dam so to speak and sold damn near all of the significantly ramped production? I am VERY confident that we will see over $26B in revenue and $6.00+ EPS and my increased confidence is due in part to the fact that Apple had enough product on hand to satiate the overwhelming demand across its product lines.
What do people make of the fact that Apple did not have product shortages during the holiday season in its stores or online? I heard scattered reports of some stockouts at 3rd party retailers and internationally but overall I think this bodes EXTREMELY well for this Q’s sales. I was expecting more product shortages than we saw leading up to Christmas. It is logical that Apple would have ramped production of all product lines for the holiday Q but could this be the Q that Apple really opened the dam so to speak and sold damn near all of the significantly ramped production? I am VERY confident that we will see over $26B in revenue and $6.00+ EPS and my increased confidence is due in part to the fact that Apple had enough product on hand to satiate the overwhelming demand across its product lines.
My new matrix (to be posted this weekend), indicates revenue anywhere near $26 billion will yield eps well above $6 per share.
Decided only to adjust the tax rate a bit to get 5.90 EPS.
Pretty close to your call on most lines. I guess we differ on margin mostly.
Revenue: $25,498 million
EPS: 5.90
iPhone unit sales: 16,163 k
iPod unit sales: 18,873 k
Mac unit sales: 4,303 k
iPad unit sales: 6,000 k
Gross margin percentage: 37.5%
Expenses
OE $2,200,000,000
OI $7,604,475,000
OIE $25,000,000
Net Income BT $7,629,475,000
Taxes 21.5% $1,640,337,125
Net Income $5,989,137,875
Shares Outstanding $932,000,000 EPS $6.43
Decided only to adjust the tax rate a bit to get 5.90 EPS.
Pretty close to your call on most lines. I guess we differ on margin mostly.
Revenue: $25,498 million
EPS: 5.90
iPhone unit sales: 16,163 k
iPod unit sales: 18,873 k
Mac unit sales: 4,303 k
iPad unit sales: 6,000 k
Gross margin percentage: 37.5%
Dang, I thought those were mine for a moment. What do you think now Adam ? Asymco has made me feel even better about my numbers.
Just did the math and Asymco and I are only $164,500 apart in revenue. Dang that is close, less than a rounding error.
Well, for me, it’s the EPS # that counts. And I too think AAPL will produce a $6+ number this quarter.
The EPS number has tricky variables like taxes and gm’s. The revenue number is very, very important, all of the numbers that are put out here are important because of what can be interpreted from all of them. Trends and such. I will not drink the kool-aid, but if it comes in over 6 eps, I will owe you a drink in Vegas.
Just did the math and Asymco and I are only $164,500 apart in revenue. Dang that is close, less than a rounding error.
Well, for me, it’s the EPS # that counts. And I too think AAPL will produce a $6+ number this quarter.
The EPS number has tricky variables like taxes and gm’s. The revenue number is very, very important, all of the numbers that are put out here are important because of what can be interpreted from all of them. Trends and such. I will not drink the kool-aid, but if it comes in over 6 eps, I will owe you a drink in Vegas.
You may owe me one too. A glass of Louis XIII will do:)
yeah, keep dreaming. I’ll by you a drink also, but it will be a shot of tequila. APPL would have to be a lot higher for me to be that generous.
The EPS number has tricky variables like taxes and gm’s. The revenue number is very, very important, all of the numbers that are put out here are important because of what can be interpreted from all of them. Trends and such. I will not drink the kool-aid, but if it comes in over 6 eps, I will owe you a drink in Vegas.
I’m getting thirsty. And we already know what libation you favor… EPS distills (pun intended) all the variables into one, zen-like # that drives AAPL valuation. In other words, when you pour me that fancy tequila of yours, we won’t be talking about the ice in the glass…
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? Asymco has made me feel even better about my numbers.
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