AAPL Earnings Previews + Archive

Because I think it’s worth the effort in trying to understand Apple, however imperfectly.

Comparing numbers to narratives.

Please be advised that though I’m a humble home gamer, these articles can get lengthy.  Some are over 2000+ words (and one could easily write even more expansively about earnings if so inclined).  Just so you’re aware.


Archive for AAPL’s fiscal Q3 2014.

Part 1 – Net income/management guidance for fiscal Q3 preview.

Part 2 – Revenue mix and “bonus” estimate. (TL;DR advisory – 2500+ words)

Part 3- Operating expenses. (only about 300 words)

Part 4- Operating margin by revenue geography (except for Retail) and gross margin.

Part 5- Analyst expectations for fiscal Q3 and the upcoming Q4. (TL;DR advisory – 2500+ words)

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Please be advised that though I’m a humble home gamer, these articles can get lengthy.  Some are over 2000+ words (and one could easily write even more expansively about earnings if so inclined).  Just so you’re aware.

Archive for AAPL’s fiscal Q2 2014 (aka the March quarter).

Part 1 – Net income guidance

Part 2 – Potential revenue scenario + “bonus” home game estimate

Part 3 – Operating expenses preview

Part 4 – Operating margin and gross margin preview

Part 5 – Analyst expectations for fiscal Q4 2013 earnings and fiscal Q1 2014 earnings, bonus wild guess on management guidance

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Archive for AAPL’s fiscal Q1 2014 (aka the December quarter/holiday quarter).

Part 1 – Net income guidance

Part 2 – Potential revenue scenario, working with management guidance – a thought exercise (not my home game estimate)

Part 3 – Operating expenses preview

Part 4 – Operating margin and gross margin preview

Part 5 – Analyst expectations for fiscal Q4 2013 earnings and fiscal Q1 2014 earnings

The AAPL Tree Home Game Fiscal Q1 2014 Estimates and Wild Guess on Q2 2014 (March Quarter) Guidance

________Fiscal 2013 Archive________

Archive for AAPL’s fiscal Q4 2013 (aka the September quarter).

All five parts of the September 2013 quarter Oppenheimer Code (AAPL earnings preview) series, plus my home gamer’s take on earnings and wild guess on guidance (which, hey, wasn’t too far off the mark aside from OpEx!  Go, me!)

Part 1 – Revenue/net income guidance

Part 2 – Potential revenue scenario – a thought exercise (not my home game estimate)

Part 3 – Operating expenses preview

Part 4 – Gross margin preview

Part 5 – Analyst expectations for fiscal Q4 2013 earnings and fiscal Q1 2014 earnings

The AAPL Tree Home Game Fiscal Q4 2013 Estimates and Wild Guess on Q1 2014 (Holiday Quarter) Guidance

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Archive for AAPL’s fiscal Q3 2013 (aka the June quarter).  Also, the “starter set” (in every sense of the word) for those interested in crafting home game AAPL earnings estimates on their own, and who might want one person’s exceedingly humble opinion on one way to approach the exercise.

Click the links below to access the “series”.

Cracking the Oppenheimer Code, Part 1 of 5: Just the Facts (Mostly)

Cracking the Oppenheimer Code, Part 2 of 5: A Second Small Leap of Logic

Cracking the Oppenheimer Code, Part 3 of 5: Progress, er, OpEx Marches On

Cracking the Oppenheimer Code, Part 4 of 5: There is No Spoon Profit Umbrella

Cracking the Oppenheimer Code, Part 5 of 5: The (Two Sets of) Expectations Game

The AAPL Tree Home Game Fiscal Q3 2013 Estimates (Corrected Version)

Earnings “Retrospective” for Q3 2013 – It Was a Very Pretty Good Decent Year Fiscal Quarter (All Things Considered)

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