Predictions Ahead of Apple’s Q112 Fiscal Results
Earlier this month I wrote a short piece on Apple’s first fiscal quarter of 2012. The quarter which ran from September 25 until December 31 looks likely to be an all round record breaker for Apple. In that post I focused on Apple’s quarterly revenue and remarked on just how incredible the quarter looks on paper.
Today Apple will announce the results of Q112 and it’s not just revenue that will impress Wall Street. Apple is set to dazzle even the casual onlookers as the numbers are released.
Recapping the quarter is easy, as the period covers the holiday season the number of product releases are slim. During the quarter Apple began selling the iPhone 4S and by the end of the quarter was selling the iPhone in 61 countries including on three major carriers in the U.S. and for the first time ever available in the U.S. without a carrier contract. Software wise both iCloud and the associated iTunes Match service became available.
During Q112 Apple gave the iPod nano and iPod touch a minor update and gave a speed-bump to the MacBook Pro.
These changes to products led Apple into a strong holiday season and the sales look like they’ll match that expectation.
As ever, Fortune’s Apple 2.0 blog has given an excellent summary of what the professional and amateur analysts have been predicting.
The full table of number’s is available in today’s post “Our Apple Whisper Numbers”. Here’s a summary of those figures:
Apple offered guidance last quarter of $37 billion in revenue on EPS of $9.00. Gross margin was guided to be 40%.
Averaging analysts across the board the expectations are for revenue around $40 billion but could be as high as $45 billion on EPS of between $10 and $12.80.
When it comes down to actual product sales they shape up as follows:
- iPad: 11.7 to 19.5 million
- iPhone: 30 to 35 million
- Mac: 4.7 to 6.3 million
- iPod: 9 to 18 million
The figures are even more jaw dropping if you take in mind that Apple has never reported quarterly revenue over $30 billion, never mind $40 billion. Apple hasn’t sold over 5 million Macs before, the current record sits at 4.89 million.
Apple’s Q112 results will be available at the closing bell at 4.30 PM Eastern time, 1.30 PM Pacific or 9.30 PM in London. Apple will then host a conference call, which can listened to here, starting at 5 PM Eastern time, 2 PM Pacific or 10 PM in London.