Analysts Predict Apple Earnings

Discussion in 'MacRumors News Discussion (archive)' started by MacRumors, Jul 17, 2006.

  1. MacRumors macrumors bot


    Apr 12, 2001

    The Mac Observer reports comments by financial analysts from Piper Jaffray and American Technology Research regarding Apple's upcoming Q3-2006 financial results, to be webcast this Wednesday, July 19, at 2pm EDT.

    They predict Apple sales results that are close to but slightly lower than the Wall Street consensus estimates, with iPod quarterly sales between 7.7 and 8.3 million units, Mac sales of 1.2 to 1.23 million units, and revenue of $4.6 billion and $0.48 earnings per share, compared to Wall Street estimates for revenue of $4.95 billion and $0.52 earnings per share.

    From Gene Munster of Piper Jaffray:

    Shaw Wu of American Technology Research believes the back-to-school season will boost Apple revenue and earnings per share but that "weaker European seasonality" will dampen the effect. He predicts that Apple will ship a revised iPod nano in late September or in October.
  2. VanMac macrumors 6502a


    May 26, 2005
    Rampaging Tokyo
    New IPods would be good.

    Either way, as long as stock is up next year from this year, that is all I care.
  3. alec macrumors regular

    Oct 19, 2005
    Washington DC
    A revised iPod nano by September, but what is the fate of the video iPod and the Shuffle? Increased Mac market share is nice, but investors know the iPod is what is carrying AAPL right now...
  4. JosiahPB macrumors regular

    Jun 12, 2004
    What do you think they will revise on the Nano?
  5. JackSYi macrumors 6502a

    Feb 20, 2005
    I have a feeling Apple is not going to give iPods the attention it once had. They are now focusing their aims at the Mac platform.
  6. WildCowboy Administrator/Editor


    Staff Member

    Jan 20, 2005
    Higher capacity...and rumors of a new magnesium alloy case.
  7. KindredMAC macrumors 6502a


    Sep 23, 2003
    Look into the crystal ball.......
    [cue the eery music]
  8. Anawrahta macrumors member

    Sep 9, 2005
    I sure hope the iPod gets some refreshment. I also hope TS is wrong with their speculation. If Apple doesn't come out with something new on that side of the business before Christmas their shares are going to take quite a hit.
  9. danielwsmithee macrumors 65816

    Mar 12, 2005
    I can't wait for a 8GB magnessium iPod nano. My wife has been hinting for a nano for her birthday in late August.
  10. ampd macrumors regular


    Jan 10, 2006
    OLED screens would sure be nice on the ipod line...
  11. supremedesigner macrumors 6502a


    Dec 9, 2005
    Gainesville, Fl
    blah blah blah about analyists. They always assumed too much.
  12. ironic23 macrumors 6502

    Feb 8, 2006
    Haha. AAPL stock has done pretty well today. Let's just hope the new MacPros, Leopard and Nanos will blow the investor's minds away.
  13. ChrisA macrumors G4

    Jan 5, 2006
    Redondo Beach, California
    What is holding Apple's Mac sale back is the lack of universal binaries from Adobe. Why would any Photoshop user send money on a new Mac only to have their applaction run slower? Apple has little control over Adobe's schedule. Adobe is just one example. Apple is going to have to push the software companies harder to release the UBs if they want to sell Intel Macs

    On the iPod front, I suspect that almost everyone who wants an iPod and can afford one already has an iPod. The new iPods would have to be really, really good to make make someone want to spend bucks to replace something they already have that works well. I see no reason to spend $250 to replace my 4GB mini with a 4Gb nano.
  14. Detlev macrumors 6502a

    Sep 16, 2003
    They are going to drop the whole "small" thing and produce the iPod Mammoth so they can install Wi-Fi and Bluetooth, FM radio, larger (is better) capacity, and hunkin-burnin' love style headphone jacks. All so they can compete with the forthcoming iPod killer from Microsoft. Oh yeah, they are going to get rid of the click wheel thingy and introduce knobs too.

    No really...

    OK, my take is they pretty much have the form factor set. Maybe an improvement in the display. Then, they could increase memory, but only as far as technology (inexpensive technology) will take them. That leaves services or the UI to work with. Something sweet in that area like web surfing would be nice.
  15. narco macrumors 65816


    Dec 9, 2003
    I think it'd make sense that Apple release new Macs before back to school, then new iPods before the holiday season. The iPod has a strong enough name to where students will still ask for the current one, which will let Apple show up whatever Microsoft plans on releasing before Christmas.

  16. mozmac macrumors 6502


    Apr 28, 2005
    Austin, TX
    Apple is making a great move by focusin on the Mac right now. They have been stacking the cards in their favor for the past six years...ever since OS X came out, and have been waiting for the right time to pounce. They feel they've found it, and that's what they're doing. I've had many friends and family members tell me they're considering an Intel iMac and ask me about them. These are people that used to make fun of me for owning a Mac. The advertising is starting to work. I'd love to see Apple come out with a slew of new updates to their systems to basically say, "Hey, PC world. Up yours! See if you can keep up now."

    The iPod is strong and can stay there. They have their focus where it needs to be...where their strongest, longterm potential lies...the Mac. Let's face it, the iPod is awesome, but is it going to be the dominating gadget 20 years from now? There will be a completely new technology out. How about the Mac? Computers are going to remain the center of our digital lifestyle for a long, long time, which is right where Apple wants them.
  17. shawnce macrumors 65816

    Jun 1, 2004
    The reality is that Apple is a large company with a large amount of cash flowing into R&D... they can focus on many things at once (they have fewer products for the amount of R&D they spend compared to several other companies).
  18. Philberttheduck macrumors 6502a


    Mar 15, 2006
    HB, CA
    I hope to hell they update it before school starts. The summer quarter looked pretty bad compared to its previous because it was steadily increasing and then DROP. let's hope they do it right this time and RELEASE THE FS TOUCH (not voice dammit) IPOD!! Nano with video capabilities seems overkill on such a tiny screen but if they've done pictures theres nothing to stop them from video. those magnesium casings should seal the deal for previous mini owners. lets just hope they can utilize a lil bigger screen on those nanos.

    can't wait for a new UI too.

    this just in.. iphone gets released holiday! if only..
  19. manic macrumors regular

    May 29, 2006
    I entirely agree. iPod is important, but to apples merit, its becoming a saturated market and its not going to carry the stock forever, at least as it has. It has catapulted apple, but in the longterm, apple will have to make a living out of macs. And I think there was never a better time to be a mac owner. Its like all the stars have (or are in the imminence of being) aligned. Apple has the strongest lineup ever, solid, mature OS and hardware, has ironed out compatibility issues and is affordable. People, specially consumers, will be switching out of inertia as they replace their old computers for new ones.
  20. IJ Reilly macrumors P6

    IJ Reilly

    Jul 16, 2002
    Going way out on a limb... my prediction is that laptop sales are going to significantly beat forecasts, and at least partially make up for slower iPod sales growth.
  21. iDrinkKoolAid macrumors regular


    Apr 18, 2005
    Apple please shoot for 10% market share so that Macs will be more relevant.

    Here's to hope that Dell and Micro$oft will keep on sucking, to Apple's advantage. :)
  22. tny macrumors 6502

    Jun 3, 2003
    I did. Even under Rosetta, it runs marginally faster (on a MacBook - not a pro machine!) than on my 3-year old G5. When the universal version comes out, I expect to see major increases (just about the time I'll be replacing the G5).
  23. blueflame macrumors 6502a


    Apr 3, 2003
    Studio City
    i really think apple is doing better than they can even account for, they really are the buzz word. everyone wants them, its just a matter of people waiting for thier upgrade cycle to buy new computers. i do really think though, that if they just gae away free ipods with all the new co puters, so many more people would buy not just edu
  24. Super Dave macrumors 6502

    Super Dave

    Sep 14, 2004
    Spryfield, Halifax, Nova Scotia, Canada
    I totally disagree. At WWDC, maybe, but everywhere else they will continue with the iPod. They have 3 business units to my knowledge (software, hardware, iPod), and they seem to give equal focus to all 3, though the media cares more about the iPod.

  25. Compatiblepoker macrumors regular

    Feb 8, 2006
    Jacksonville Beach
    I hope Apple focuses more on their platforms now. The iPod gave the market more customer awareness of the quality of Apple products and now when they come out with newer and better platforms they have more of an edge in the past.

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