In anticipation of the earnings release tomorrow, I prepared a iPad-enabled audio-visual chart-based discussion of my expectation for product-level performance.
I discuss six topics in a historic context and the reasoning behind my expectations for the just-ended June quarter:
- Units by product line
- Unit growth
- Gross Margin percent (profitability) by product
- Pricing power in terms of revenue per unit sold
- Contribution to revenues for each product
- Contribution to margin for each product (i.e. profitability)
It’s available for $0.99 here.