The holidays are over, but Apple's Q1 2024 earnings — and the new Vision Pro — are just around the corner.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results. They are strikingly more bullish than the Street.
Read More Apple Earnings Smackdown: Final estimates fiscal Q4 2023
The Street -- as reported by Thomson Financial — is considerably more bearish than team Apple 3.0.
"Longer term, we see tremendous value in the Apple ecosystem and its ability to monetize its user base." — Analyst Martin Yang
But the big winner last quarter was -- wait for it -- TRANSSION.
Read More Canalys: 'Stronger than expected' iPhone volume in Sept. quarter
"The bar is a little higher for December quarter." — Analyst Amit Daryanani
Read More Evercore: Apple 'looks well positioned' for September quarter results
Friend-of-the-blog Bartley Yee extrapolates from the smartphone sales report posted Wednesday by Canalys.
Read More FOB estimate: Apple's revenue from China dropped 3.5%-4% last quarter
Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0. Not a subscriber?
Read More Inviting friends-of-the-blog to Apple’s Q4 2023 Earnings Smackdown
Friend-of-the-blog Don Donofrio writes, at my request...
Read More Meet the winner of the Apple 3.0 Earnings Smackdown, Q3 2023 edition
Best and worst Apple analysts: Q3 2023
1 year ago
1 year agoApple's mixed-bag of a quarter delivered a mixed bag of results among the professional and independent analysts. Although the indies took 7 of the 10 top spots, measured by top and bottom line estimates, they also took the bottom 2.
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