A reminder that Apple has announced the online location for the company’s Q4 05 quarterly earnings conference call to discuss financial results.
Apple’s will begin at 2pm PT/5pm ET on Tuesday, October 11, 2005.
To attend the conference call, QuickTime is required.
The audio webcast will be here. (Page is currently “broken,” but it worked yesterday. http://www.apple.com/investor/ )
The consensus of analysts surveyed by Thompson/First Call expect Apple (AAPL) to earn $0.36 per share on revenue of $3.68 billion. In the year ago quarter, Q4 04, Apple earned $0.14 per share on revenue of $2.35 billion and shipped 836,000 Macintosh units and 2,016,000 iPod units.
In the last completed quarter, Q3 05, Apple earned $0.37 per share on revenue of $3.52 billion and shipped 1,182,000 Macintosh units and 6,155,000 iPod units.
Apple is set to release earnings after the closing bell around 4:30pm ET today.
BUY!!
Seven million iPods…
or more?
Any takes?
I’m betting 7.4 million iPods and 1.3 million Macs.
I’ll go with 8 million ipods and 1.5 million Macs.
The retail channel was full for most of this quarter so I don’t think there would be any problems for people wanting to buy. Also Apple pawned a lot of ipods with mac sales.
my bet: 1.35 million macs, 8.1 million iPods.
mdn word: great.
great numbers.
It’s all due to my very good friend Al Gore being on the board of directors at Apple. DNA evidence suggests he’s the real father of the iPod.
My prediction, 7.9 million iPods sold and 1.3 million Macs.
For reference sake here were the numbers for Q3 2005…
iPod 6.155 million
Mac 1.182 million
iPods in the 7.5 mil range
Macs in the 900,000+ range
$0.01 ,Bob.
$0.01 ,Bob.
$0.01 ,Bob.
As a stockholder, I predict I will make a lot of money after the earnings report. Or perhaps lose a lot of money.
I’m a apple lover but whenever the time comes to apple to announce quartley sales, i get extremely nervous because all these companies and their over estimates about what apple is going to sell. Just suppose one quarter they REALLY over project what apple is going to sell. I pray that never comes but I still scare! but hopefully apple will outperform what the ANALyst are projecting again, go APPLE!
40 million iPods and 6.722335 million Macs.
Dream on.
“Justified”, why only 900,000 Macs? Apple sold nearly 1 .2 million Macs in what was supposed to be an ‘off’ quarter. With this quarter being back-to-school, I’d expect that number to be at least the same but most likely higher.
I’m hoping so, but I’m suspecting a slump due to lack of tasty new models and anticipation of the Intel switch.
I’ll bet they announce a switch to Intel processors and a two button mouse.
6 iPods and 5,873,000 Macs.
…Or the other way around.
7.5 million iPods @ $185 = $1.387 billion
1.2 million CPUs @ $1250 = $1.5 billion
$800 million in Other Music Products, Peripherals, Software & other.
A total of $3.687 billion – call it between $3.5 billion and $3.75 billion.
Nett income should be around $340 million.
And my other less important forecast, although more likely to be accurate, is that Enderle will look like an idiot by the end of it.
And talking of the only analyst organisation (snigger!) that takes seismological events into account when reviewing new hardware, I noticed that fellow traveller Paul Thurridiot was today siding with Rob’s “MS helped build Mac OS” viewpoint with the following quote…
[I]Frankly, I don’t see why this is a big deal. Microsoft did, in fact, help Apple create the first Mac OS. And they did, in fact, have a big say in how the UI turned out. For example, Microsoft was responsible for making the default button in dialogs (“OK” in a dialog with OK/Cancel choices) bold and, thus, more obvious to the user.[/I]
Yes, of course they did Paul – it was amazingly generous of MS to design a better UI for Apple than they managed to incorporate into the first versions of Windows. And they’ve continued to be generous ever since…
And finally, for those with an appetite for irony…
At the close of standard trading today, Apple had a market cap of over $45 billion ($45.176 billion, to be be pedantic).
In comparison, Sony had a market cap of $32.978 billion: an advantage to Apple of $12.198 billion.
On that basis, Sony’s market value has barely moved since 5th September 2004 – which says something about how the market feels about the current management and their plans, given that the market cap has dropped back by 10% since the 9th September this year – whilst Apple has advanced by over 330% since the same point.
How long before stories start circulating about Apple saving “beleaguered” Sony?
“Microsoft was responsible for making the default button in dialogs (“OK” in a dialog with OK/Cancel choices) bold and, thus, more obvious to the user.”
I wish Bill Gates would stop telling people this.
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I think that idea actually came from Bruce Tognazzini (aka Tog), who founded Apple’s Human Interface Group.
Saying that M$ helped in the original design of the Macintosh is akin to saying that chimpanzees developed Relativity theory and Einstein merely took the credit.
At the close of standard trading today, Apple had a market cap of over $45 billion ($45.176 billion, to be be pedantic).
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I hear Gates is offering to ‘save’ the company with another $150 million?
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*crickets
OH COME ON! THAT WAS HILARIOUS!
@ Rainy Day >
[I]Macintosh is akin to saying that chimpanzees developed Relativity theory and Einstein merely took the credit.[/I]
One of the funniest things I’ve read in a while – if you don’t mind, I’ll be adapting that for my routine.
@ Mike >
Not as funny as it would be for Apple to invest $150M in Napster…