- Ahead of this afternoon's FQ4 report, the ever-bullish Brian White has raised his FQ4 Apple (AAPL) revenue and EPS estimates to $37.5B and $8.06, above a consensus of $36.8B and $7.93. Likewise, his FQ1 estimates have been raised to $58.9B and $14.50, above a consensus of $55.7B and $13.86.
- Meanwhile, Localytics (previous) now reports the iPhone 5S and 5C respectively make up 3.8% and 1.7% of the global iPhone base. The iPhone 5 is said to to make up 39.8%, the 4S 32.9%, and the iPhone 4 20.2%.
- In Japan, where NTT DoCoMo just began carrying the iPhone, the 5S/5C already make up nearly 10% of the local iPhone base. In the U.S., the figure is 6.4%.
- Three things that stand to receive scrutiny this afternoon: 1) Details about 5S supply constraints; though supplies have improved, Apple's U.S. online store still shows 5S shipping times of 2-3 weeks. 2) Gross margin figures, which are likely getting a boost from healthy 5S sales and Apple's decision to maintain premium pricing. 3) Commentary about sales trends in Europe and emerging markets (inc. China), where Apple has lost share this year thanks to the rising popularity of cheaper and larger smartphones.
From other sites
at CNBC.com (Fri, 12:49PM)
at ValueWalk.com (Wed, 5:29PM)
at Zacks.com (Wed, 4:24PM)
at CNBC.com (Wed, 12:57PM)
at CNBC.com (Wed, 12:05PM)
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