Apple reports today. What BofA’s Wamsi Mohan will be listening for (video)

From “Apple is set for a period of high-performance with great product pipeline, says Wamsi Mohan” which aired Thursday on CNBC:

Wamsi Mohan, Bank of America analyst, joins ‘TechCheck’ to preview Apple’s quarterly earnings results, slated to release after Thursday’s bell.

Maintains Buy rating and (Street-high) $210 target.

My take: I wouldn’t expect Tim Cook to talk about cars or goggles, but some guidance on the March quarter would be nice.

3 Comments

  1. David Emery said:
    If Mohan expects Cook to talk about future products, then he has not been paying attention for the last 20 years of Apple…

    4
    January 27, 2022
    • Robert Paul Leitao said:
      David: That was the question from the CNBC host, not a response from Mr. Mohan. He doesn’t expect management to talk about any prospective new products today and said that in response to the question. Much of the conversation was about the supply chain.

      0
      January 27, 2022
  2. Michael Goldfeder said:
    While Apple will not provide any type of financial guidance, I am expecting that Tim Cook and Luca will say that while supply chains have been very challenging during this time period, that they are starting to see the light at the end of a long tunnel. The earnings by Texas Instruments that I’m guessing were the primary source of the purported “legacy chips” that were in scarce supply ought to be helpful moving forward.

    2
    January 27, 2022

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