Final FQ1 AAPL Analyst Estimates (Archive)

  • Posted: 22 January 2012 06:51 PM

    PED has posted the final set of AAPL analyst estimates at Apple 2.0.

    Let’s see how close we come to the actuals that will be announced on Tuesday.

    [ Edited: 25 January 2012 01:25 PM by DawnTreader ]      
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    Posted: 22 January 2012 07:44 PM #1

    Best of luck to the independents this quarter!  They should be closest to the mark.

    DT, do you see foreign exchange rates as much of a factor on gross margin?

    [ Edited: 22 January 2012 07:53 PM by Mav ]

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  • Posted: 22 January 2012 08:39 PM #2

    Mav - 22 January 2012 11:44 PM

    Best of luck to the independents this quarter!  They should be closest to the mark.

    DT, do you see foreign exchange rates as much of a factor on gross margin?

    In Apple’s two biggest countries (the US and China), the exchange rates are not a material factor. Gross margin, tax rate and OpEx are much bigger factors.

         
  • Posted: 23 January 2012 11:49 AM #3

    The disruptions in China will most likely have reduced sales.

         
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    Posted: 23 January 2012 12:22 PM #4

    DamenS - 23 January 2012 03:49 PM

    The disruptions in China will most likely have reduced sales.

    No impact on Q1.

         
  • Posted: 23 January 2012 12:44 PM #5

    Quarter one didn’t extend past the 01/13/12 ?  I’m not familiar with the cut off dates for each reportage period - but you are so definitive in your answer that I guess you mean the cut-off for the 1st quarter results was prior to the release of the iPhone 4s in China.

         
  • Posted: 23 January 2012 12:59 PM #6

    DamenS - 23 January 2012 04:44 PM

    Quarter one didn’t extend past the 01/13/12 ?  I’m not familiar with the cut off dates for each reportage period - but you are so definitive in your answer that I guess you mean the cut-off for the 1st quarter results was prior to the release of the iPhone 4s in China.

    The cutoff for FQ1 was Dec 31.  The iPhone 4S wasn’t released in China unit two weeks later.

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    Posted: 23 January 2012 03:50 PM #7

    I like Andy’s posted numbers rather than mine.  I’d reduce my iphone sales est to 32 M and nudge up the GM.

         
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    Posted: 23 January 2012 03:54 PM #8

    Where were you at, Cl4?  I don’t recall you posting your numbers here.

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  • Posted: 23 January 2012 10:50 PM #9

    My ballpark numbers…

    Units:
    Mac: 5,250
    iPhone: 31,000
    iPod: 12,000
    iPad: 19,250

    GM: 42%
    Opex: 6.9%
    Taxes: 25.0%

    EPS: $12.55

         
  • Posted: 23 January 2012 10:55 PM #10

    PurpleApple - 24 January 2012 02:50 AM

    My ballpark numbers…

    Units:
    Mac: 5,250
    iPhone: 31,000
    iPod: 12,000
    iPad: 19,250

    GM: 42%
    Opex: 6.9%
    Taxes: 25.0%

    EPS: $12.55

    You are pretty high on the iPad numbers.  Unfortunately I think they will come in at about 13.5 million…

         
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    Posted: 23 January 2012 11:04 PM #11

    Hope you’re right about the EPS, PurpleApple!

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    Posted: 24 January 2012 04:19 PM #12

    PurpleApple - 24 January 2012 02:50 AM

    My ballpark numbers…

    Units:
    Mac: 5,250
    iPhone: 31,000
    iPod: 12,000
    iPad: 19,250

    GM: 42%
    Opex: 6.9%
    Taxes: 25.0%

    EPS: $12.55

    We are pretty close PurpleApple:

    Units:
    Mac: 5,000
    iPhone: 31,200
    iPod: 11,000
    ipad: 18,000

    GM: 41%
    Opex: 6.2%
    Taxes: 23.5%

    EPS: $12.61

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