It's that time of year again, with Apple reporting earnings this afternoon.
Here's what the analysts are expecting:
- Revenue: $12.06 billion Street consensus
- EPS: $2.07 Street consensus, $2.27 "high" estimate
- Mac shipments: 3.0 million consensus
- iPhone shipments: 9.1 million consensus
- iPod shipments: 21.0 million consensus
- March qtr. revenue guidance: $9.85 billion (Piper Jaffray) "comically convervative" guidance expected; $10.37 billion consensus estimate for actual sales
- March qtr. EPS guidance: $1.52 (Piper Jaffray); $1.77 consensus for actual EPS
I expect slightly more than 3.0 million computers. I'd say 3.1 million based on nothing at all but a gut feeling. Honestly, I think that the $2.27 EPS is low, too. $2.45 EPS. 10.1 million iPhones and 19 million iPods.
Of course, non-GAAP accounting would put EPS much higher since the iPhone is still building momentum (IOW, the quarters that are being accounted for from previous sales are worth "less" than the current one).
Thoughts?