Apple Earnings Smackdown: Final spreadsheet FQ1 2021

Exclusive: The analysts (pros and indies) have placed their bets in advance of today’s December quarter results. The fun starts at 4:30 p.m. Eastern.

First the summary:

apple smackdown final q12021Click to enlarge.

Below: The individual analysts’ estimates—as complete, accurate and up-to-date as I can make them, Wall Street professionals in blue, independents in green. Corrections (and filled-in blanks) appreciated, but the window closes at 12 p.m. Eastern.

apple smackdown final q12021

Tune in after the markets close today for Apple’s official results. I’ll be auditing the call, and you can too. Here’s the webcast link. Subscribers are welcome to comment on the action in the Apple 3.0 Slack.*

Come back Thursday morning for my regular post-earnings analysis: Five Easy Charts, Best and Worst Apple Analysts and What the Analysts Are Saying.

* Don’t know about the Apple 3.0 Slack? E-mail me at ped@ped30.com with Slack in the subject line. Subscribers only, please.

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12 Comments

  1. Bart Yee said:
    This should be a lot of fun and very interesting! May most of our estimates be too low!!

    2
    January 27, 2021
  2. David Emery said:
    We’re about 3 months away from the April Fools “Guess the Apple Stock Price” date. It would be fun for PED to post an update to how badly underwater most of us are…

    3
    January 27, 2021
  3. Dan Scropos said:
    I believe every single iPhone revenue estimate above will prove to be low.

    2
    January 27, 2021
    • Bart Yee said:
      @Dan I have you at $115B revenue and $1.57-1.61 EPS from your previous posts. Any reason why you don’t submit them for the contest? Gregg Thurman has just those two data points and he’s in.

      1
      January 27, 2021
      • Dan Scropos said:
        I don’t consider myself nearly as good as the others, so I just keep my $.02 here.

        2
        January 27, 2021
  4. Jonny T said:
    Pretty criminal that Rod Hall is up there amongst the best of them…

    0
    January 27, 2021
  5. Alan Levy said:
    Tello’s has to be 2020…

    1
    January 27, 2021
  6. Troy Thoman said:
    and everyone lost 🙂 $1.68 EPS hehehehehe

    2
    January 27, 2021
  7. Manfred Schwencke said:
    Kawooom! Revenue of 111 billion USD!
    All estimates smashed!
    As Daniel Ives said: „buckle up“!
    Enioy the ride!
    Congrats to us longs!

    2
    January 27, 2021
  8. John Konopka said:
    $111.4B revenue for one quarter! Color me gobsmacked.
    China up about 56%.

    2
    January 27, 2021
  9. James Dean said:
    Congrats Gary…

    Well seen!

    1
    January 27, 2021
  10. Michael Goldfeder said:
    It’s great to be this wrong compared to the actual numbers. What a Q1 report!

    1
    January 27, 2021

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