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Farshad

  1. 3Q review: Mac units grow 33%

    · · Research

    Apple Reports Third Quarter Results. I was surprised by the poor predictions of Mac units by the analyst community with estimates ranging from 2.86 million to 3.51. It was fairly clear to me early in the quarter that the…

  2. 3Q review: iPhone revenues grow 74%

    · · Research

    Calling the iPhone this quarter was going to be a challenge. This was a transition quarter where an old lead model would be replaced with a new one. The launch of the iPhone 4 was going to affect the volumes, but nobody…

  3. Accuracy of Sales and Earnings Estimate

    · · Research

    Earnings Smackdown: The best and worst Apple analysts – Apple 2.0 – Fortune Tech. From the data above, it’s clear that although my accuracy on units and sales was pretty good, my EPS was too high. The reason for this was…

  4. Accuracy of Apple unit volume forecast

    · · Research

    From Apple’s FQ3 press release: “Apple sold 3.47 million Macs during the quarter, representing a new quarterly record and a 33 percent unit increase over the year-ago quarter. The Company sold 8.4 million iPhones in the…

  5. Double dip, with sprinkles on top

    · · Research

    Apple just had its best quarter ever with net income rising 78 percent to $3.51 per share. Revenue rose 61 percent, to $15.7 billion. On average, Wall Street analysts had expected Apple to report net income of $3.12 a…

  6. Daring Fireball: Pre-Installed Android Apps

    · · Research

    The LA Times: The Droid X comes loaded with several nonstandard applications for Google’s Android, most of which cannot be removed. Among the phone’s so-called junkware is a Blockbuster video app and a demo for an…

  7. The biggest customer complaint about the iPhone

    · · Research

    Customers’ biggest complaint about the iPhone 4: They can’t buy one, because it’s sold out. via AppleInsider | Jobs calls Bloomberg story ‘total bull,’ says NYT ‘making things up’. This has also been my complaint and…