Apr 202011

So TMA was heading into this afternoon’s Apple earnings call with a little bit of – ¿cómo se dice? – swagger?  How did the predictions stack up against the experts?

-Actuals courtesy of Apple’s investor page (I’m noticing some small discrepencies between it and the numbers presented on the call)

-“Consensus” averages courtesy of the good men and women at the Fortune Apple 2.0 blog


Not bad, eh? Probably should have deduced the iPod numbers, but then again, no one else did. The biggest eye-popper, however, is the iPad column – what the hell is happening there? Even the partially-evolved “professionals” couldn’t lowball it enough. Apple’s supply chain’s got some ‘splainin’ to do!

In closing, TMA presents an open letter to the firms currently making up the “professional” consensus:

Dear J.P. Morgan, Oppenheimer, Deutche Bank, Piper Jeffray, Morgan Stanley, Citigroup, et. al:

If you are interested in the services of an independent analyst who doesn’t make your firms look like a bunch of complete tools when making predictions about the financial performance of Apple, Inc., I will be entertaining offers, starting at $750,000 annually (plus benefits). I can guarantee you that I will embarrass you no less than the people passing for analysts at your firms do now.

As they say on eBay, bid with confidence!



  One Response to “TMA’s Predictions for Apple’s 2Q Financials: The Verdict”

  1. Keep doing the lord’s word TMA! Don’t wait by the phone too long though- they’ve got a bunch of gov’t (our) money to spend

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