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Final FQ1 AAPL Analyst Estimates (Archive)

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  • DawnTreader

    Administrator

    Posted: 22 January 2012 07:51 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 02:25 PM by DawnTreader ]      

  • Mav

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    Posted: 22 January 2012 08:44 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 08:53 PM by Mav ]

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  • DawnTreader

    Administrator

    Posted: 22 January 2012 09:39 PM #2

    Mav - 23 January 2012 12:44 AM

    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.

         

  • DamenS

    Posted: 23 January 2012 12:49 PM #3

    The disruptions in China will most likely have reduced sales.

         

  • madmaxroi

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    Posted: 23 January 2012 01:22 PM #4

    DamenS - 23 January 2012 04:49 PM

    The disruptions in China will most likely have reduced sales.

    No impact on Q1.

         

  • DamenS

    Posted: 23 January 2012 01:44 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.

         

  • Gregg Thurman

    Posted: 23 January 2012 01:59 PM #6

    DamenS - 23 January 2012 05:44 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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  • Tetrachloride

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    Posted: 23 January 2012 04:50 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.

         

  • Mav

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    Posted: 23 January 2012 04:54 PM #8

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

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  • PurpleApple

    Posted: 23 January 2012 11:50 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

         

  • HD

    Posted: 23 January 2012 11:55 PM #10

    PurpleApple - 24 January 2012 03:50 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…

         

  • Mav

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    Posted: 24 January 2012 12:04 AM #11

    Hope you’re right about the EPS, PurpleApple!

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    AFB Night Owl Team™
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  • Burgess

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    Posted: 24 January 2012 05:19 PM #12

    PurpleApple - 24 January 2012 03:50 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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