“Apple is expected to turn in strong numbers when the company reports earnings Tuesday, but with a twist — for once, it may not be all about the iPod,” Amanda Cantrell reports for CNN/Money. “The expectation on Wall Street is that Apple (down $0.23 to $51.07, Research) will record yet another blowout quarter, with sales of the perennially popular iPod expected to be a big part of the story. Industry analysts surveyed by Thomson First Call are forecasting earnings of 37 cents a share, on average, for the latest quarter based on revenues of $3.7 billion.”
“That would be up from earnings of 27 cents a share and revenues of about $2.35 billion a year earlier — at the time, Apple’s highest fourth-quarter revenue in nine years, according to the company,” Cantrell reports. “But analysts also agree that Apple enjoyed high shipments of its personal computers for the quarter, benefiting from promotions tied to the back-to-school season.”
“It’s a news-heavy week for Apple. Interestingly, the company has chosen the day after its earnings report to make an announcement that it won’t talk about but what many expect will be a video-enabled iPod, upgrades to its Power Mac and Power Book lines, or both,” Cantrell reports. “Either way, Apple watchers note that trying to predict what Jobs is going to do next can be an object lesson in how to look foolish. ‘When Steve Jobs says ‘one more thing’, that’s usually pretty big; it’s probably going to be an event of some significance,’ said JupiterResearch’s Michael Gartenberg.”
Full article here.
Related articles:
Anticipation excruciating as the perfect Apple storm looms – October 09, 2005
Anticipation builds for October 11 Apple Q4 05 earnings report, analysts expect strong Mac sales – October 06, 2005
Apple invites media to ‘One More Thing’ special event on October 12 – October 04, 2005
Apple to webcast Q4 05 earnings results conference call on October 11 – October 03, 2005
I’m hoping the Mac sales take the thunder this time. With the back to school season just ending, could we hope for 1.5 million Macs sold?
In my little circle of friends and associates, a lot of Macs were purchased to replace PCs or to upgrade older G4s and even some G3 slot-loading iMacs.
5% market share ceiling breached. Black iMac. Pink iPod nano.
Paul McCartney to join Madaonna and Steve Jobs on stage
singing “all you need is love”. Beatle iPod – new version – released.
Standing ovation.
And then Steve says “Oh yeh … and one more thing!”
to tag onto what jadisone said…. I’m finding the same here, about 4 friends in the past 6 months have switched. It’s all about the viruses with them. Software doesn’t matter much, it’s about the viruses, mac has none, windows has the rest.
On the strength of 1.364 Million CPUs and 7.022 Million iPods I’m forecasting 43¢ EPS.
1.5 Million would be great but represents a 27% increase in quarter over quarter sales. THAT would be astounding, and would crush the 5% share metric.
Apple will surprise everyone, cause everyone is looking at the iPod. But i think this week will be more about the Mac. And about video.
Another theory for Wednesday’s “One More Thing”…Intel just announced dual-core Xeons *earlier than expected* today. Any chance they’ll end up in a new Mac?
How can this be true? Apple is an iPod company. More to come on Wednesday.
Thank you, MDN, for the absence of snarky but ill-informed financial commentary. It’s all about managing expectations as well as gross margins, folks.
It appears the market is expecting about 7 million iPods and 1.3 million Macs. Apple can have a blow-out quarter by topping 7 million and hitting 1.5 million Mac, which as Gregg Thurman pointed out would be a stretch, but simply amazing. It would set Apple solidly on the path to ship 6+ million Macs in 2006 and it will suddenly become much, much harder to dismiss Apple as a “niche” player.
Whatever happened to the “Osborne effect”, Mr. Enderle???
“it will suddenly become much, much harder to dismiss Apple as a “niche” player.”
Funny that really – remember back in the 90’s when Apple was dismissed as a niche player for “only” having a 10% market share? 😀
Just as an aside, Apple should – assuming they want to make the information public – be able to announce (on Thursday most likely) that they have passed the 650 million download mark for iTMS, with around 150 million tracks (approximately 12.5 million albums if you work at 12 tracks/album) downloaded in the 84 days since the 18th July.
I have a challenge for Edgar Bronfman: if he thinks that Apple’s commercial model – which is generating around $480 million/year for the industry – is wrong, why doesn’t he invest Warner Music’s money into someone like Creative or iRiver and build an experience equivalent to the iTunes/iPod platform, based on the business model that he wants Apple to adopt and, just to prove he isn’t gutless, I think he should cut Apple off at the knees and forbid WMG content from being available on iTMS.
I’m sure all of his artists would appreciate that Edgar is looking after their interests, and that his shareholders will see the wisdom in his long-term thinking; alternatively, they’ll have him shot by a team of ruthless ninja assassins.
Funny how brainwashed Mactards buy obsolete, overpriced PPC computers. They’d buy even a turd with an Apple logo on it.
Reality Check >
obsolete (adj.)
[I]no longer produced or used; out of date[/I]
Now, as far as I can tell, PPC Macintoshes are still being produced and used; therefore, by implication, they are not obsolete as there is nothing else that can run the Mac OS currently available.
overpriced (transitive verb, also adj.)
[I]charge too high a price for[/I]
Maybe $499 is too high a price for you – however, if you try really hard, you might get you parents to increase your allowance. Try and make yourself useful around the house by helping with mowing the lawn, or taking out the rubbish.
Alternatively, you might want to help with medical research – I’m sure there would be many clinical researchers who would like to discover how someone with an I.Q. that can’t be accurately measured using analog instruments manages to breathe and type at the same time.
Is there any analog or digital instrument to measure the power of the Reality Distortion Field or how deep a Maczealot’s head is in Jobs’ ass? Seeing dumbass Jobs bitches like MCCFR, must be ease to measure to obvious.
Reality Check >
Firstly, get a basic grip on grammar: the first phrase should have been [I]They’d EVEN buy a turd with an Apple logo on it[/I].
Then in your last post, the last sentence doesn’t even make sense: [I]must be ease[/I] (I assume that’s easy, but you haven’t got that far in remedial English yet)[I] to measure to obvious…[/I] – sorry to say, but that’s all too confusing for anyone in my house to decipher, and one of us deal has to deal with road crash victims on a regular basis.
I’d rather have my head up Steve Jobs’ ass than Bill Gates’ ass.
I love how these yahoos get all worked up when Apple gets good press. They just don’t get that it’s not 1990 anymore. They don’t get that Apple=Innovtation and Microsuck=stagnation.
Their days are numbered. Their precious Windows world is shattering. Their days of Geekdom are coming to a close. My God! Thousands of GeekSquad employees on the bread lines! What will we do?
Apple is changing minds. It may be a slow process, but it’s happing. And people like “Reality Check” just – can’t – take it.
Would it be a video turd?
And now I’ve got the invective out of the way…
I always find it amazing that Windoze Zombies (imagine The Land of the Dead, but with more vacant expressions) come to Mac Daily News to accuse us of being zealots or fanatics.
1) Out of the following platforms, which has to have anti-virus software installed before you connect to the Internet?
a) Windows
b) Mac OS X
2) Out of the following platforms, which has to have anti-spyware software installed in order to prevent your system tracking your every move?
a) Windows
b) Mac OS X
3) Out of the following platforms, which system has [B]ALWAYS[/B] shipped with all of its firewall ports closed to prevent illicit access?
a) Mac OS X
b) Windows
4) Which company’s music management/portable music player/music store is the only system to work with full feature-equivalency across Windows 2000, Windows XP and Mac OS X?
a) Microsoft’s Windows Media Player + anything with a Plays for Sure logo stuck – as a warning – on its butt-ugly backside
b) Apple’s iTunes and iPod
So, who’s really drinking Kool-aid: the people who buy the computer so they can work, or the people who buy the computer so they can work on the computer?
And remember: [I]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.[/I]
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.
Classic.
That is not a news.
Reality Check—I rather eat turd then listen to you
Or maybe a Madonna iPod turd
Reality Check>
I think some more questions are in order…
5) Which computer platform was first to adopt the 3.5″ floppy drive?
a) Macintosh
b) Windows
6) Which computer manufacturer was the first to dispense with the outmoded (and arguably obsolete, simply because it was no longer provided enough capacity to deal with contemporary documents) 3.5″ floppy drive?
a) Macintosh
b) Windows
7) Which computer platform was first to drop legacy peripheral expansion ports [B]COMPLETELY[/B] in favour of USB and FireWire?
a) Macintosh
b) WIndows
8) Which operating system currently makes system-level transparency available, as a default, to all applications developers?
a) Mac OS X
b) WIndows XP
9) Which operating system provides a desktop search facility with extensible metadata functionality, allowing all developers to make their contents “searchable” within the OS and appropriate application dialog boxes (Open, Save, etc.)?
a) Mac OS X Tiger
b) Windows XP
10) When will Windows Vista (previously known as Longhorn) have an equivalent search function to Tiger’s Spotlight?
a) That function has been withdrawn from the initial shipping version of Vista, and no schedule has been issued for when it will finally appear.
b) When Vista ships, sometime in late 2006.
11) Which operating system already has a full implementation of ZeroConf available for peripheral and software developers?
a) Mac OS X
b) WIndows XP
I await your considered responses with baited breath…once you’ve finished serving fries to your customers.
MCCFR,
Well said. Anyone should be able to score a 100% on your multiple-choice test, even Reality Check!
Reality Check,
I hope you’re just trying to elicit a response for your comments. If not, keep on using your Windows machine and let us Mac users “suffer” in our misery as we endure the reality distortion field!