“We’ll know after the close just how good Apple’s holiday quarter really was in terms of iPhone and iPad sales, but on some fundamental level, it’s unlikely to matter to Wall Street,” Mark Rogowsky writes for Forbes. “Even without seeing the final tally — and let the record show I’m expecting better than the 56.2 million phones in Philip Elmer-DeWitt’s quarterly consensus roundup at Fortune – it’s possible to look ahead and see a lot of things that are going to feel awfully familiar tomorrow.”
1. Fretting about the iPhone’s decreasing market share
2. Handwringing about average selling prices and gross margins.
3. Even with a strong top line, the bottom line still is struggling.
4. The seasonal swoon comes immediately and it’s likely China will get over-scrutinized.
5. Apple doesn’t announce products on earnings calls.
Read more in the full article here.
