Once again, it was an Apple blogger—not a Wall Street analyst—who turned in the most accurate estimates.
A tip of the hat to:
- Above Avalon’s Neil Cybart, an Earnings Smackdown champ many times over, who bet high and took the top spot in all categories. As a footnote, Bernstein’s Toni Sacconaghi could have been a very close second if he’d only filled out his dance card.
A wag of the finger at:
- Evercore’s Amit Daryanani, who bet low and lost in all categories. Wamsi Mohan of Merrill Lynch bet even lower and would have taken last place, but like Sacconaghi he left too many blanks and was eliminated in the final round.
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.
- Apple’s first pandemic quarter: What the analysts are saying
- Apple’s March quarter pandemic earnings in five easy charts
- Apple 3.0 Earnings Smackdown: Final spreadsheet Q2 2020
In memory of Turley Muller, one of the best.