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):
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.
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