The third fiscal quarter is at an end and it’s time to estimate performance. Andy Zaky has kicked off earnings season with his detailed accounting of what could be a $63.5 billion year for Apple.
I put forward below my estimates side-by-side with Zaky. I come in at $62.6b for the year, differing by just under $1b or 1.6%.
His numbers are certainly within what I would consider a margin of error of mine.
My estimate for iPhones this quarter are lower due to possible slowing of sales before the iPhone 4 launch. My Mac numbers are higher based on some early estimates of industry pick-up. I concede that my FQ4:10 iPad estimates are low, but sticking with them for now.