Apple Earnings Smackdown: Final Spreadsheet FQ2 2022

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

First the summary, updated 11:58 a.m. (click to enlarge):

apple smackdown final q22022

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.

Tune in after the markets close today for Apple’s official results. I’ll be auditing the 5 p.m. Eastern call, and you can too. Here’s the webcast link. Subscribers are welcome to comment on the action in the Apple 3.0 Slack. (Don’t know about the Apple 3.0 Slack? E-mail ped@ped30.com with Slack in the subject line. Subscribers only, please.)

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

2 Comments

  1. Michael Goldfeder said:
    Here’s to everyone being underwater!

    1
    April 28, 2022
  2. Bart Yee said:
    Here’s my unofficial handicapping of the results and closest analysts, but Philip has any fractional numbers which may decide a few runnerups. To me, there’s another clear results for the Indies, especially Daniel Tello and Jeff F. Special mention to Dan Scropos for leading the way predicting EPS north of $1.50 early on.

    Q2 2022 reported in Billions

    Total Revenue $97.278
    Jeff F nailed this at $97.28, followed by Greg Boyd, Michael Goldfeder, Daniel Tello.

    EPS $1.52
    Daniel Tello nailed this at $1.51, followed by Neil Cybart, Michael Goldfeder, Kirk Burgess

    iPhone $50.570
    Daniel Tello at $50.48, followed by Greg Boyd, Kirk Burgess/Charles P.

    iPads $7.646
    Daniel Tello nailed this at $7.62, just pipping Michael Goldfeder at $7.61, followed by Bartley Yee, Troy Thoman/Gary Morton.

    Macs $10.435
    Jeff F. at $10.40, followed by Kirk Burgess, Chris McManus, Michael Contant

    Services $19.821
    Amit Daryanani (Pro) at $19.77, followed by T. Michael Walkley (Pro), then Christopher McManus/Daniel Tello/Michael Contant by fractions

    Wearables $8.806
    T. Michael Walkley (Pro) nailed this at $8.80, followed by Samik Chatterjee (Pro), Troy Thoman/Jeff F./Charles P by fractions

    Margin 43.74%
    Troy Thomas at 43.80%, followed by Bartley Yee, Toni Sacconaghi (Pro), Daniel Tello

    0
    April 28, 2022

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