Watch out for Apple’s 50/50

UPDATE 9.30pm GMT 27th October

Quarter 4 Actuals:

  • Revenues $51.5 billion
  • iPhone unit sales 48 million
  • EPS (fully diluted) $1.96

Quarter 1 guidance

  • Revenues $75.5  to $77.5 billion


Instant comment

Good EPS OK revenues unit sales & guidance uninspiring in “street” terms

Our updated revenue chart shows slower growth following the bumper Christmas quarter in 2014.


That’s 50 million iPhones in their Q4 2015 and $50 billion turnover which is the mid point of their guidance.

As far as Apple Watches are concerned no figures are likly to be given but estimates are around the 4 million level.

Phillip Elmer-DeWitt over at Fortune has all the details including his (yesterdays) Estimize chart.

Todays Estimize average for Revenues comes in at $51,361.

We shall see and report back a little later.

We will not be surprised if Revenues are at the lower end of expectations but EPS at the opposite end and possibly over $1.90

Apple’s share price dropped around 3% yesterday partially due to nervousness following Dialog Semiconductors revenue miss as Apple is by far their most major customer. Seeking Alpha explains.