AAPL will announce record quarter, predict analysts, with earnings up 11.9%

apple-q4

Analysts are predicting that Apple (AAPL) will announce record sales and earnings in today’s fiscal Q4 (calendar Q3) earnings call, reports Fortune.

I’ve got the collected fiscal Q4 estimates of 33 Apple analysts — 21 professionals and 12 amateurs. They are all to a man (and one woman) predicting record Q4 sales and earnings (up 7.1% and 11.9%, respectively).

The analysts also expect earnings per share to be up 12% year-on-year, to $1.32 …  Read more

While everyone is looking back, the analysts look forward to Monday’s Mac numbers

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While there’s plenty of looking back going on todayFortune has gathered together analyst forecasts of the Mac numbers we can expect Apple to reveal at its earnings call on Monday. This follows earlier forecasts for iPhone and iPad.

The average prediction is for 13 percent year-on-year growth, predicting that Apple sold 4.6 million Macs in the final quarter of 2013 (Apple’s fiscal Q1). This is slap bang in the middle of the growth predictions for iPads (10 percent) and iPhones (16 percent) …  Read more

Total Apple device sales will equal Windows PCs this year, predicts analyst

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The total number of Apple devices sold will equal the number of Windows PCs by some point this year, predicts Asymco’s Horace Dediu in an interesting piece of analysis.

The dark shaded area compares all Apple hardware – Mac plus iPad plus iPhone – with Windows PCs, and shows that by last year there were only 1.18 more Windows PCs than Apple devices. It’s of course a somewhat artificial comparison, as Dediu is including iPhones while excluding Windows Phones and tablets, but given the very limited success of Windows mobile devices to date, correcting that wouldn’t change the patterns too much.

What’s particularly interesting here, as John Gruber notes, is that the dramatic reversal kicked in well before the launch of the iPhone. Dediu and Gruber between them put forward a number of theories for this, and of these I think three are likely key …

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US Mac sales down as PC decline stablizes, but wildly-differing estimates by Gartner and IDC

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US Mac sales fell year-on-year as part of the global decline in the PC market as consumers switch to tablets, phablets and smartphones – but the two major market analysts produced wildly differing estimates of the size of that fall.

IDC has a dramatic drop of 11.2 percent, from 2.14M in the third quarter of 2012 to 1.9M in the same quarter this year, while Gartner shows a much more modest decline of 2.3 percent from 2.2M (close to IDC’s number) to 2.1M. The only point on which both agree is this is the first Q3 decline in Mac sales since 2002, a quarter usually assisted by the back-to-school market …

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