The indies trounce the pros once again, taking 8 of 10 top spots.
When estimates for products and services are factored in, the rankings are not so clear-cut.
Meanwhile, a tip of the hat to:
- Above Avalon‘s Neil Cybart, who scored first in Rev and EPS for the second time this year (See Q1 2019)
- Wamsi Mohan of Merrill Lynch, who scored first in all-categories thanks to best estimates for iPhones and Macs and near-bests for Services and Wearables.
And a wag of the finger at:
- Goldman Sachs’ Rod Hall, who was >$1 billion too high on iPad revenue and $2 billion too low on total revenue, putting him at or near the bottom of the pile in both column. For fun, watch him defend his near-Street low Apple price target ($165).
Below: The full list of analysts, sorted by the top-and-bottom lines, with the pros in blue and the amateurs in green.
Click to enlarge.
Finally, a color-coded spreadsheet that shows—in each category—best, second-best, and third-best estimates (in bright and dull green) and worst, second-worst and third-worst (in bright red and pink). Corrections appreciated.
The supposed professionals were trounced by the ACTUAL professionals. The actual professionals actually know quite a bit more about all things Apple than the supposed professionals.
Why does Toni Annoying-Naghi always ask condescending and sniveling questions at every earnings announcement conference call? He is one sorry douchebag. I’d love to meet Toni in the ring for charity, you know one of his favorites in the Hamptons. Hamptons Toni.
Got to get your attention somehow in this world.
“ Any other members among PED’s subscribers?”
Robert, of course, founded the Braeburn Group and thus will always be unique. And for some reason, I was honored by being invited to be a thorn in their side (much as I am here but not by invitation). It was easily as mixed a bag as we have here. I miss it.
I can’t recall any women in the mix, though. In that, Cathy, you remain a unique poster yourself.