33 of 46 analysts expect Apple to meet or beat that mark in its quarterly report next week
One of the big computer news stories last quarter was the continued strength of Apple's (AAPL) Mac sales even as the rest of the PC industry was shrinking. (See Mac sales zigged as Windows PC sales sagged in Q4.)
How well did the Mac do? We put the question to our two groups of analysts MOREPhilip Elmer-DeWitt - Jan 18, 2012 2:28 PM ET
Apple's U.S. MacBook sales came in softer than expected in December, according to NPD
In a note to clients issued Tuesday, Piper Jaffray's Gene Munster offered his analysis of the NPD Group's final PC retail sales data for 2011.
The news, as he sees is, is good and bad.
Domestic Mac unit sales were up 12% for the quarter, according to NPD, which isn't bad given that sales of Microsoft (MSFT) Windows PCs MOREPhilip Elmer-DeWitt - Jan 17, 2012 8:08 AM ET
The creator of Asymco.com is looking for 67% growth in sales and 91% in earnings
Like most independent analysts, Asymco's Horace Dediu got clobbered last quarter when Apple (AAPL) reported earnings that grew by "only" 52%. (See chart at right).
As a result, the best estimates last quarter turned out to be those submitted by the Wall Street analysts with the worst Apple track records. (See our Q4 2011 Earnings Smackdown here.)
But MOREPhilip Elmer-DeWitt - Dec 9, 2011 7:54 AM ET
The Kindle Fire may "vaporize" the market for every for-profit tablet maker except Apple
In a note to clients Monday about Apple (AAPL), Evercore Partners' Robert Cihra summarizes the impact of Amazon's (AMZN) Kindle Fire on the tablet market in stark terms:
While Amazon's Kindle Fire has come out of the gates strong, as expected, we see Apple maintaining its competitive lead, if anything accentuated by what now looks like the only MOREPhilip Elmer-DeWitt - Dec 5, 2011 10:49 AM ET
Macs walked out of Apple Stores at the rate of 10.1 per hour, up 23% from 2010
Piper Jaffray's Gene Munster spent the day after Thanksgiving as he has every year since 2008: standing in an Apple (AAPL) retail store counting sales. The results are summarized in the chart at right (typo his).
In eight hours, he (or his team) watched iPads and Macs walk out the door at the rate MOREPhilip Elmer-DeWitt - Nov 28, 2011 5:30 AM ET
Their PC shipments grew by double digits while the broader market fell more than 11%
Even without counting the iPad, Apple (AAPL) gained smartly on the major personal computer vendors in Europe last quarter according to a report issued Monday by Gartner, Inc.
While the broader market for PCs fell 11.4% in the quarter, Apple's Mac shipments grew 19.6%. Only Asus, which specializes in Microsoft (MSFT) Windows-based notebooks, grew faster.
Otherwise, writes Gartner's MOREPhilip Elmer-DeWitt - Nov 14, 2011 12:14 PM ET
A story -- just one story -- from the 1995 "lost interview" showing at theaters tonight
Steve Jobs really turned on the charm for Robert X. Cringely in the newly rediscovered 70 minute interview shot for Cringely's 1996 PBS special "Triumph of the Nerds" and showing in 19 U.S. cities tonight.
My favorite part part is when Jobs answers the question "What's important to you in the development of a product?" with a MOREPhilip Elmer-DeWitt - Nov 11, 2011 11:24 AM ET
Wall Street's first Apple evangelist -- and the former chairman of Compaq -- reminisces
The 140-word Wikipedia entry on Benjamin M. Rosen hardly does him justice. For more than a decade -- starting in 1980 when he left Morgan Stanley and co-founded Sevin Rosen Management -- Ben Rosen was personal computing's most influential power broker, a visionary financier who backed dozens of high-tech start-ups, including Compaq, Citrix, Cyprus, Lotus, Silicon Graphics MOREPhilip Elmer-DeWitt - Oct 23, 2011 8:21 AM ET
Setting the stage for a monstrous Christmas selling season
It's been a busy fortnight for Apple (AAPL), between the Let's Talk iPhone special event, the death of Steve Jobs, the launch of the iPhone 4S and Sunday's star-studded memorial service. Next week we'll get the worldwide laydown of Walter Isaacson's Steve Jobs, the only biography written with Jobs' cooperation, launching another round of media overkill (starting with next Sunday's 60 Minutes).
But today is about MOREPhilip Elmer-DeWitt - Oct 18, 2011 8:35 AM ET
We're averaging the Q4 estimates of the six analysts with the best track records
The chart at right, which compares Apple's (AAPL) reported earnings for the past six quarters with estimates made in advance of those reports, shows that some analysts are better at predicting the company's results than others.
Specifically, a group of independent analysts we've been calling -- for lack of a better term -- "the bloggers," have consistently out-performed MOREPhilip Elmer-DeWitt - Oct 17, 2011 7:11 AM ET
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