Exclusive: The individual estimates, as complete, accurate and up-to-date as I can make them.
Wall Street professionals in blue, independents in green. Corrections appreciated, but the betting window closes today at noon.
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Tune in after the markets close today, June 26, for Apple’s results. I’ll be auditing the earnings call and you can too. Here’s the webcast link.
I’ll post the analysts’ reactions Wednesday morning and the best-and-worst-analysts list by the afternoon.
Thanks, as always, to Posts at Eventide’s Robert Paul Leitao for pulling together the independent Braeburn Group numbers.
Otherwise; great work! Looking forward to the PED smackdown!
This is a VERY hard quarter to call. So what do we know?
• Expectations have rarely if ever been this low, at least in the iPhone era.
• The price is already heavily compressed.
• If there’s going to be an up-cycle, it will start in the next few months.
• Apple will either release iPhone 7’s in the present quarter or it won’t. And we should get a clue to that in the guidance. If it guides low, we can expect that iPhone 7 sales will be pushed into next quarter and next fiscal year. If the guidance is low, that suggests that it MIGHT be possible to buy into AAPL a little lower than presently – and note that Apple itself will be able to take advantage of that.
My takeaway is that there’s a 50/50 chance you’ll be able to buy AAPL at a lower price this quarter. But that’s a straight-up gamble. Beyond that, I see AAPL’s price at the beginning of a ramp-up. How much of a ramp-up? That I’m not prepared to say.
Of course, I’m a buy and hold investor, so I would say that….
Might be a good follow-up to the award winning article highlighting his rise and fall: http://fortune.com/2013/03/04/the-rise-and-fall-of-andy-zaky/