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I am the founder of the Braeburn Group of independent AAPL analysts and author of the Posts At Eventide web presence. The objective of my work is to benefit readers seeking to understand Apple's financial performance and to provide a repository of information and analysis at my web presence for... More
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  • Braeburn Group AAPL June Quarter Estimate Index

    The Braeburn Group of independent Apple analysts has published its June quarter estimate index. On average, the Braeburn Group Index participants expect revenue of $41.577 billion, representing a 45.52% year-over-year revenue rise and earnings per share of $12.32, representing a 58.09% year-over-year gain. The Braeburn Group AAPL June Quarter Estimate Index, including the individual estimates of the 27 participants in the June quarter survey, can be found on the Braeburn Group home page.

    In mid-June the Braeburn Group issued an AAPL 12-month consensus price target of $890 per share.

    Disclosure: I am long AAPL.

    Jul 08 6:24 PM | Link | Comment!
  • The Braeburn Group's Updated AAPL March Quarter Estimates

    Today I'm posting the revised AAPL March quarter estimates from the members of the Braeburn Group and the fifteen bloggers and independent analysts participating in the Group's March quarter revenue and earnings estimate index.

    The consensus estimates from the Braeburn Group Index participants are as follows:

    Revenue: $43.120 billion

    This represents an anticipated rate of year-over-year revenue growth of 74.81%

    Earnings Per Share: $12.86

    This represents an anticipated rate of year-over-year eps growth of 101.00%

    iPhone: 37.629 million units sold and 101.80% unit sales growth

    iPad: 13.358 million units sold and 184.58% unit sales growth

    Macintosh: 4.58 million units and 21.37% unit sales growth

    iPod Units: 6.858 million units and a 23.94% year-over-year unit sales decline

    Consensus gross margin is 44.69% and estimated net income of $12.132 billion represents 28.14% of estimated recognized revenue.

    I will be publishing my own estimates for Apple's March quarter later today.

    Disclosure: I am long AAPL.

    Apr 15 7:51 PM | Link | 5 Comments
  • Introducing The Braeburn Group

    Over the next few days I will be preparing the narrative for the Braeburn Group March Quarter Apple revenue and earnings estimate index. The new group is the successor to the AAPL Independent Analysts group and takes its name from the Braeburn apple, a hybrid cultivar and variety of the popular fruit. The Braeburn Group forum debuted last week and is the first step in the development of a web presence for this collection of independent Apple analysts. There's no fee to join the community but registration is required.

    Ahead of the publication of the full March quarter index and accompanying narrative, the index participants, comprised of traders, investors and long-time Apple watchers, are forecasting on average March quarter revenue of $43.543 billion, representing anticipated revenue growth of 76.5% and eps of $12.99 per share, representing anticipated eps growth of about 103%. This compares to revenue growth of 73.27% in the December quarter and eps growth of 115.7%.

    Following publication of the Braeburn Group March quarter index, I will be publishing my own preliminary estimates for the quarter. For the fiscal year ending in September, I reiterate my expectation of greater than $180 billion in revenue and earning at or above $56 per share. I will update my $790 price target published in early February soon after the release of March quarter results.

    My narrative of the Braeburn Group estimates and my own estimates for the March quarter will be published over the next several days. In the meantime, all Seeking Alpha readers are welcome to join the AAPL Independent Analysts group on LinkedIn and the Braeburn Group forum.

    Disclosure: I am long AAPL.

    Apr 07 12:49 PM | Link | Comment!
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