“I’m late with posting my estimates for Apple’s current (fourth fiscal) quarter. Normally I post my estimates a few days after the previous quarter’s earnings are announced. This quarter however there was a lot to think about,” Horace Dediu writes for asymco.
“As pointed out in my analysis of the previous quarter, the iPhone sold at a far faster rate than I thought,” Dediu writes. “I had expected it would be a ‘lame duck’ in the quarter but the expanding distribution allowed it to continue at a triple-digit growth rate (142% in fact, the highest quarterly growth rate since 2009).”
Dediu writes, “So the question for this quarter is, as always, what’s the iPhone growth?”
Dediu’s estimates for iPhones, Macs, iPads, and more in the full article here.