$AAPL Fiscal 2Q 2023 Final Estimates
aaplmodel.blogspot.com/2023/05/fiscal
$96.1b rev - 44.8% GM - $1.54 EPS
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Daniel Tello
@dtellom
Amateur Apple analyst since 2001. @dtello@mastodon.world
aaplmodel.blogspot.comJoined January 2011
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My quarterly Apple earnings WAG for FQ2 2023 (March).
What, you don't like my Mac # at a 37% decline YOY? (Mac declined 29% YOY for the Dec. quarter)
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Will Apple stock ($AAPL) fully break $150 before $140?
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Warren Buffett:
“When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).”
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Last year Apple's market cap fell from $3 trillion on 1/3/22 to just under $2 trillion exactly a year later. Which will it be next?
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My quarterly Apple WAG for FQ1 2023. With favorable FOREX and Luca's GM guide, I'm hoping for a beat tomorrow. The amount of China production disruption in Nov. is a wild card.
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$AAPL Fiscal 1Q 2023 Final Estimates
aaplmodel.blogspot.com/2023/02/fiscal
$123.6b rev - 43.4% GM - $2.06 EPS
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Since that got claimed so fast, here's 3x50. Good luck forecasting!
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Here's some free "fake" money, and they also give 500 when you sign up. Spend it wisely: don't bet against me! 😉
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Interesting prediction markets platform. Love the embrace of valued trust philosophy. And its pretty fast. Just be aware that it’s the wild west there, so it’s a good thing it’s only fake money (for now?).
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I'm betting there's a greater than 43% chance. manifold.markets/deagol/will-ap $AAPL #PredictionMarket
New 52-week low today for $AAPL, first time in 4 years (previous 52w low last June wasn't at the time).
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Amazon Alexa is a “colossal failure,” on pace to lose $10 billion this year arstechnica.com/gadgets/2022/1 by
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Old link broke. Try this
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Masa 💪🏼 prepping Arm's IPO.
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After working with @arm technology for 30+ years, I am thrilled to announce today that I am joining its board. twitter.com/Arm/status/158…
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After working with technology for 30+ years, I am thrilled to announce today that I am joining its board.
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My Apple Fiscal Q4 estimates. Hard one to call due to extra week, supply chain, USD surge.
Total rev: $89.2b +7%
EPS: $1.31 +6%
Revenue by segment:
iPhone: $42.6b
iPad: $7.8b
Mac: $10.6b
Services: $19.0b
Wearables/Home/Accessories: $9.2b
Gross margin: 42.6%
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My Quarterly Apple earnings WAG for FQ4 2022 (Sept.)
For FQ1 2023, Tim and Luca should provide solid guidance, albeit limited, given the Dec. Q. has an extra week in it (14 vs. 13).
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$AAPL Fiscal 4Q 2022 Final Estimates
$90.1b rev - 42.5% GM - $1.35 EPS
aaplmodel.blogspot.com/2022/10/fiscal
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See Interest over time on Google Trends for Apple stock falls, Apple cuts iPhone - Worldwide, 1/1/07 - 10/18/22 -
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$AAPL Fiscal 4Q 2022 Final Estimates
$90.1b rev - 42.5% GM - $1.35 EPS
aaplmodel.blogspot.com/2022/10/fiscal
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Gartner instead saw Mac falling 15.6% to 5.8m units. 🙃🤷🏻♂️
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IDC claims over 10m Macs sold last qtr up 40% y/y (and the rest of PCs falling 20%). idc.com/getdoc.jsp?con
I highly doubt it.
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$AAPL doomed by the Apple calendar:
1) many say there's an extra week of iPhone sales in SepQ, yet it's the NORMAL launch timing
2) many ignore there WILL be an extra week in DecQ, will cry foul, dis upside when told
3) there won't be ANY extra weeks in ANY quarter next year
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Today new ATH for $AAPL alpha (v. S&P) and pandemic wedge +60% breakout
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