A reminder: Apple has announced the company’s conference call webcast discussing Q1 2007 financial results (holiday quarter) will begin at 2pm PT/5pm ET on Wednesday, January 17, 2007.
Apple will provide live audio streaming of its Q1 07 Financial Results Conference Call utilizing Apple’s QuickTime multimedia software.
The live audio webcast will be accessible through Apple’s web site: http://www.apple.com/quicktime/qtv/earningsq107/
As usual, MacDailyNews will provide live notes of the conference call begining at 2pm PT/5pm ET on Wednesday, January 17, 2007.
MacDailyNews Note: Last year’s Apple Q1 06 earnings info (ended 12/31/05): revenue of $5.75 billion, net quarterly profit of $565 million, 1.254 million Macs, 14.043 million iPods.
My pitch is $6.875 billion in sales, $690 million in profit
2-2.5 million Macs.
21 million iPods.
Minimum.
There imcome and especially profit will be higher than expected.
I’m guessing 2M Macs (at $1200 / unit) and 20M iPods (at $140 / unit) to give a total of $7B sales and $800M profit. With greater sales the margins are improving significantly. Plus other items like iTMS will increase revenue. Apple sold over 500M songs the last quarter and that’s not including movies etc.
3 Macs
12 iPods.
I’d love to hear Oppenheimer announce their net revenue a la Dr. Evil: 20 zillion ka-jillion dollars! Wwahahahahaha!
That would break the ice nicely.
I am interested to hear the analysts’ questions re: options. Mostly, the percentage of questions regarding the options and how sort or hard the questions are. That would be a good gage of the analysts’ concern over the options issue.
What are the chances of these results being “restated”?
Maybe Apple’s financials should have an asterisk, like certain athletic records…
They will include the restatement, I’d guess. But once, they’re stated, I think it’ll stick.
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1) $860 M Net Profit would be a $1.00/share ….Street is expecting $0.78 or $670 M
An upside surprise of 50% year on year would be WOW but nice.
2) Key indicators from the last few data points:
Steve said that ‘more’ than 50% of the Macs sold were new to Mac… This could be anywhere from 51% to 80%.
3)Ipod Shuffles were christmas door prize giveaways and customer giveaways at just about every Christmas Party. That is new behaviour.
4)If Apple who makes their own servers and sells the ipods couldn’t optimistically forecast Christmas and Boxing Day demand, it “must have been scale blowing”. Continuing to extend the trend was obviously a very low indicator of demand.
Channel stock must have emptied as well.
5)Personally, every family I talked to had some Apples under the tree. ipods, macs, shuffles.
6)The ads would have slowed down or changed had they not been accelerating the new buyers. Instead we had new ones every month. This may be one of the first campaigns to have such a continuous stream of new ads. “Demonstrates extreme success”
7)Apple has 10 of the top 25 laptops/desktops last time I looked at Amazon (this week), and 1,3,4 were Apple. When you are now half of one of the major marketers, there is a sea change when you are usually 4 or 5%. When you continue your growth spurt through the peak and keep sailing …that is bullish.
8)iPods were the only ‘audio and video’ top sellers in the top 20 even after Christmas. The rest were Cameras and flash memory.
9) The fact the Steve didn’t mention anything on the mac side at the keynote could only mean it didn’t need any more verbal support from the master showmen.
10) When 4000 attendees leave the largest consumer electronics show in the world midweek to hear what Apple has coming, and doubles the size of last years audience…that’s bullish. That is not only bullish, that is amazing. The auto analysts were not leaving Detroit last week for anything! If they weren’t analysts in the room they were purchasing managers for all the big retail systems worldwide. When that room doubles, your sales probably are too.
MW= $1.00
1) $860 M Net Profit would be a $1.00/share ….Street is expecting $0.78 or $670 M
An upside surprise of 50% year on year would be WOW but nice.
2) Key indicators from the last few data points:
Steve said that ‘more’ than 50% of the Macs sold were new to Mac… This could be anywhere from 51% to 80%.
3)Ipod Shuffles were christmas door prize giveaways and customer giveaways at just about every Christmas Party. That is new behaviour.
4)If Apple who makes their own servers and sells the ipods couldn’t optimistically forecast Christmas and Boxing Day demand, it “must have been scale blowing”. Continuing to extend the trend was obviously a very low indicator of demand.
Channel stock must have emptied as well.
5)Personally, every family I talked to had some Apples under the tree. ipods, macs, shuffles.
6)The ads would have slowed down or changed had they not been accelerating the new buyers. Instead we had new ones every month. This may be one of the first campaigns to have such a continuous stream of new ads. “Demonstrates extreme success”
7)Apple has 10 of the top 25 laptops/desktops last time I looked at Amazon (this week), and 1,3,4 were Apple. When you are now half of one of the major marketers, there is a sea change when you are usually 4 or 5%. When you continue your growth spurt through the peak and keep sailing …that is bullish.
8)iPods were the only ‘audio and video’ top sellers in the top 20 even after Christmas. The rest were Cameras and flash memory.
9) The fact the Steve didn’t mention anything on the mac side at the keynote could only mean it didn’t need any more verbal support from the master showmen.
10) When 4000 attendees leave the largest consumer electronics show in the world midweek to hear what Apple has coming, and doubles the size of last years audience…that’s bullish. That is not only bullish, that is amazing. The auto analysts were not leaving Detroit last week for anything! If they weren’t analysts in the room they were purchasing managers for all the big retail systems worldwide. When that room doubles, your sales probably are too.
MW= $1.00
1) $860 M Net Profit would be a $1.00/share ….Street is expecting $0.78 or $670 M
An upside surprise of 50% year on year would be WOW but nice.
2) Key indicators from the last few data points:
Steve said that ‘more’ than 50% of the Macs sold were new to Mac… This could be anywhere from 51% to 80%.
3)Ipod Shuffles were christmas door prize giveaways and customer giveaways at just about every Christmas Party. That is new behaviour.
4)If Apple who makes their own servers and sells the ipods couldn’t optimistically forecast Christmas and Boxing Day demand, it “must have been scale blowing”. Continuing to extend the trend was obviously a very low indicator of demand.
Channel stock must have emptied as well.
5)Personally, every family I talked to had some Apples under the tree. ipods, macs, shuffles.
6)The ads would have slowed down or changed had they not been accelerating the new buyers. Instead we had new ones every month. This may be one of the first campaigns to have such a continuous stream of new ads. “Demonstrates extreme success”
7)Apple has 10 of the top 25 laptops/desktops last time I looked at Amazon (this week), and 1,3,4 were Apple. When you are now half of one of the major marketers, there is a sea change when you are usually 4 or 5%. When you continue your growth spurt through the peak and keep sailing …that is bullish.
8)iPods were the only ‘audio and video’ top sellers in the top 20 even after Christmas. The rest were Cameras and flash memory.
9) The fact the Steve didn’t mention anything on the mac side at the keynote could only mean it didn’t need any more verbal support from the master showmen.
10) When 4000 attendees leave the largest consumer electronics show in the world midweek to hear what Apple has coming, and doubles the size of last years audience…that’s bullish. That is not only bullish, that is amazing. The auto analysts were not leaving Detroit last week for anything! If they weren’t analysts in the room they were purchasing managers for all the big retail systems worldwide. When that room doubles, your sales probably are too.
MW= $1.00
2.1 million Macs and 21 million iPods. Yes, I know I just moved the decimal place to come up with those numbers – sue me.
2.1 million macs
19 million ipods
7.3 billion revenue
.93 earnings per share