Apple Q1 2012 Earnings post
Apple will be announcing Q1 2012 earnings today at 2PM PST.
http://www.apple.com/pr/library/2012/01/20FY-12-First-Quarter-Results-Conference-Call.html
I was hoping we could have some fun playing armchair analyst of how record-breaking their report will be.
Last quarter that ended September 25, 2011 here is how their results looked:
Overall:
Revenues: $28.27 billion
Profits: $6.62 billion
Products year over year:
iPhones: 17.07 million units sold up 21%
iPads: 11.12 million units sold up 166%
iPods: 6.62 million units sold down 27%
Macs: 4.89 million units sold up 26%
I personally see a big quarter for Apple possibly a 40 billion dollar quarter. This is due Q1 being the first quarter with the iPhone 4S, and it being the first time the iPhone 4 and 4S will be available on the big three US carriers.
I think many of the independent analysts have it right over the big time analysts. Independent analysts say:
Revenue 43.14 , iPhones 33.35, iPod 14.43, Macs 5.24, iPad 14.63
Apple's own guidance says expect about $37 billion in guidance however Apple is usually really conservative with their estimates.
Industry Analysts are estimating $39 billion in revenues, 30 million iPhones, 13.62 million iPads and 5.09 million Macs. I think these guys are seriously underestimating how monster of a quarter this is.
http://tech.fortune.cnn.com/2012/01/22/can-apple-still-deliver-an-earnings-surprise/
http://www.apple.com/pr/library/2011/10/18Apple-Reports-Fourth-Quarter-Results.html
So how well do you guys think Apple will do?
There are 13 Comments. Add yours.
I think they’ll be a hair under the “independent” analysts.
The iPad number is going to be critical. Moreso than the iPhone number I think. If it is big, something like 17-18m, it demonstrates the tablet market is real and there’s a sky is the limit type feeling with the stock. That 17-18m could grow to 30 to 50 to 100 per quarter in the next few years.
Near term, the guidance is going to be critical. If anything, I wish I had knowledge of the guidance as it would tell me if I needed to sell or buy yesterday. ;)
Posted on Jan 24, 2012 | 12:31 PM EST reply Recommend Flag actions
Sorry but there aren’t enough rare earth metals to support 100 million tablets per quarter along with all the other electronics.
Posted on Jan 24, 2012 | 3:01 PM EST reply Recommend Flag actions
I’m not worried… because electronics will be made of people in the future!
Posted on Jan 24, 2012 | 3:39 PM EST reply Recommend Flag actions
Posted on Jan 24, 2012 | 7:08 PM EST reply Recommend Flag actions
Apple will have made roughly a 1/4 of the GDP of California is my guess….
Posted on Jan 24, 2012 | 1:43 PM EST reply Recommend Flag actions
Or half a dozen EU countries…
Posted on Jan 24, 2012 | 4:34 PM EST reply Recommend Flag actions
EBITA will be $8.5 billion on $35 billion revenue.
iPhones – 35 million
iPad – 13.5 million
Macs – 6.5 milion
iPod – 18 million
Posted on Jan 24, 2012 | 3:00 PM EST reply Recommend Flag actions
Wow, that 6.5m Macs was aggressive. 18m iPods too.
Posted on Jan 24, 2012 | 5:28 PM EST reply Recommend Flag actions
Yeah, but both iPhones and iPads were low, and actual profit was 60% higher, too.
Posted on Jan 24, 2012 | 6:13 PM EST reply Recommend Flag actions
MG Siegler on Twitter is claiming $46 billion
Posted on Jan 24, 2012 | 4:35 PM EST reply Recommend Flag actions
According to BGR, these numbers blow past all analyst projections
Revenues: $46 Billion –
Profit: $13.06 Billion
iPhones – 37 Million up 128% over last year
iPad – 15.43 Million (wow) up 111% over last year
iPod – 15.4. Million down 21% over last year
Mac – 5.2 Million up 26% over last year
Posted on Jan 24, 2012 | 4:42 PM EST reply Recommend Flag actions
What a pity the iPhone 4S is such a dismal failure.
Posted on Jan 24, 2012 | 5:11 PM EST reply Recommend Flag actions
Posted on Jan 24, 2012 | 10:21 PM EST reply Recommend Flag actions
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