Sidebar Sidebar
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

Apple's Q1 2009 Earnings Predictions

jayducharme said:
These analysts don't seem to be paying much attention to the App Store, an amazingly productive cash generator for Apple. There's very little expense for Apple in running it, yet it brings in revenue day and night -- and is growing more and more popular.
Click to expand...


I think the App Store will be a cash cow for Apple. There are certainly costs involved in running the store- bandwidth, accounting for paying developers, etc.

We have no idea, nor will Apple tell us, revenue numbers for it. Sure, we get numbers on the number of apps and number of downloads but we have no idea how many of them are free. We hear stories of wildly successful developers but they are few and far between. Personally, I have purchased maybe 5 apps. I just don't find many worthwhile.
 
jayducharme said:
These analysts don't seem to be paying much attention to the App Store, an amazingly productive cash generator for Apple. There's very little expense for Apple in running it, yet it brings in revenue day and night -- and is growing more and more popular.
Click to expand...

Hm, ok. Apple had about 300 million app downloads last quarter with a probable average selling price of 99 cents per app. i don't think 100 million gross profit won't make big difference that quarter.
It does have the potential to grow tenfold the next 5 years but apparently the big investors need there money elsewhere and only look at the stock performance in short term.
 
rdowns said:
I think the App Store will be a cash cow for Apple. There are certainly costs involved in running the store- bandwidth, accounting for paying developers, etc.

We have no idea, nor will Apple tell us, revenue numbers for it. Sure, we get numbers on the number of apps and number of downloads but we have no idea how many of them are free. We hear stories of wildly successful developers but they are few and far between. Personally, I have purchased maybe 5 apps. I just don't find many worthwhile.
Click to expand...

The App Store and the iTMS have essentially the same role for Apple: driving hardware sales. As freestanding businesses they don't bring in much profit.

I've been following Zaky for a while. He's forecasting revenue nearly $1 billion higher and EPS about $0.60 higher than the consensus. It will be interesting to see who comes closer.

EDIT: Even more from Zaky today. He believes some of the analysts are beyond wrong, verging on incompetent.

http://bullcross.blogspot.com/2009/01/halted-will-apple-be-halted-in-ah-when.html
 
Bonte said:
Hm, ok. Apple had about 300 million app downloads last quarter with a probable average selling price of 99 cents per app. i don't think 100 million gross profit won't make big difference that quarter.
Click to expand...

More like 2/3 were downloads of free apps, because let's say 100 million paid downloads over 120 days, which fits more with the original Apple statement that they were selling about $1 million a day when the store first opened.

Someone could do more research into what various authors have announced for sales and try to put together a better picture.
 
SEC sometimes gets early vibe.

If the SEC is investigating, outlook has probably fallen off a cliff.
 
$10.2 billion revenue just reported on CNBC.

Frack, they cut away to a Citigroup announcement on a new CEO (Richard Parsons).

EDIT: $1.78 earnings per share!!!!

2.524 million Macs sold

4.4 million iPhones sold

22.7 million ipods sold

34.7% gross margins
 
You must log in or register to reply here.
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.
Top Bottom
Back