AAPL Q3 2012 Estimates/Earnings Discussion (Pre-Market Close)

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    Posted: 24 July 2012 12:53 PM #61

    adamthompson32 - 24 July 2012 12:08 AM

    Everyone should come up with one wild prediction for tomorrow. Here is mine (I don’t count 20M+ iPads as wild, but you might):

    gross margin will be 47.0%+

    Edited to add that by “wild” I mean something that has a <10% chance of occurring in your opinion.

    I think this has a better chance than 10% ...

    EPS 13.01 ...  Trading tomorrow up to 665.99…

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  • Posted: 24 July 2012 12:59 PM #62

    Tetrachloride - 24 July 2012 03:24 AM

    The big numbers

    1. EPS
    2. Guidance EPS

    OR

    1. iPhone Sales
    2. iPad sales

    OR

    Guidance says “iPhone sales will be sequentially downward” again.

    This is what I’m watching. EPS guidance 15% - 20% greater than FQ3 would signal new iPhone launch in early to mid September (just in time for school) and an absolute blowout December quarter.

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  • Posted: 24 July 2012 01:11 PM #63

    Gregg Thurman - 24 July 2012 03:59 PM
    Tetrachloride - 24 July 2012 03:24 AM

    The big numbers

    1. EPS
    2. Guidance EPS

    OR

    1. iPhone Sales
    2. iPad sales

    OR

    Guidance says “iPhone sales will be sequentially downward” again.

    This is what I’m watching. EPS guidance 15% - 20% greater than FQ3 would signal new iPhone launch in early to mid September (just in time for school) and an absolute blowout December quarter.

    Deagol is estimating a 13% sequential EPS guidance increase.

    http://aaplmodel.blogspot.com/2012/07/fiscal-3q-2012-final-estimates.html